After reading on X alot and searching I think if these stocks are bought you will make generational wealth:
$MRVL (-2.97%) that got a 2b investment from $NVDA (-4.01%) in which Nvidia is essentially betting that the future of AI will require far more than just powerful GPUs, it will require massive high-speed infrastructure connecting thousands of chips together efficiently.
By investing in Marvell Technology, NVIDIA is betting that AI data centers will increasingly depend on advanced networking, optical interconnects, custom AI silicon, and cloud infrastructure hardware, all areas where Marvell is strong.
The idea is that as AI models become larger and inference demand explodes, the biggest bottleneck shifts from raw compute to moving enormous amounts of data between GPUs, memory, and servers with minimal latency and power usage.
NVIDIA already dominates compute, and Marvell helps strengthen the surrounding AI infrastructure ecosystem that enables hyperscale AI clusters to scale.
$GLW (-7.24%) also got an investment from $NVDA (-4.01%)
NVIDIA invested in Corning because AI infrastructure is becoming heavily dependent on high-bandwidth optical communication and advanced materials.
As AI clusters scale to tens or hundreds of thousands of GPUs, traditional copper connections become less efficient due to power, heat, and distance limitations, pushing the industry toward fiber optics and optical networking inside data centers.
Corning is one of the world’s key suppliers of optical fiber, specialty glass, and connectivity solutions used in hyperscale data centers.
NVIDIA is effectively betting that future AI factories will require enormous amounts of optical interconnect infrastructure to move data between GPUs, racks, and servers fast enough to support large-scale training and inference workloads.
The investment also reflects a broader strategy of securing and strengthening critical supply-chain partners around the AI ecosystem, especially in areas likely to become bottlenecks as global AI demand accelerates.
The above two $GLW (-7.24%) and $MRVL (-2.97%) are more or less secure investment, there is also another ticker $LPK (-7.77%) this is a german company, the industry is searching for alternatives to traditional organic substrates, and glass substrates are increasingly viewed as a long-term solution due to better flatness, thermal stability, and signal performance for advanced AI packaging. $LPK (-7.77%) develops specialized laser processing systems that can enable the precise drilling and structuring required for manufacturing these glass substrates at scale. If companies like Intel, Samsung Electronics, or packaging suppliers accelerate adoption of glass substrates later this decade, $LPK (-7.77%) could benefit as a critical equipment provider rather than competing directly as a chip manufacturer.
I had personally invested in $LPK (-7.77%) which is the riskiest trade out of the three above
