Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

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<ul>
<li>The three companies Nvidia, TSMC, and ASML are all key global leaders in the AI industry chain.</li>
<li>Nvidia's latest results indicate that the company could be returning to a period of multi-year growth and an inflection point for AI demand.</li>
<li>One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand.</li>
</ul>


The three companies Nvidia, TSMC, and ASML are all key global leaders in the AI industry chain.
Nvidia's latest results indicate that the company could be returning to a period of multi-year growth and an inflection point for AI demand.
One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand.


AI Leaders Monitor: Nvidia, TSMC, ASML Trading Monitor - Nvidia Results Key Take-Aways