$NVDA - Jensen believes NVIDIA's growth is inevitable due to the fundamental shift from retrieval-based to generative computing, with AI factories becoming revenue generators rather than cost centers.
$TSMC - Jensen highlights TSMC's unique position combining world-class technology with exceptional customer service and manufacturing orchestration capabilities that competitors cannot replicate.
$INFRA - Jensen sees massive infrastructure buildout opportunity as computing shifts from storage warehouses to AI factories that generate revenue, requiring exponential growth in data center capacity.
$POWER - Jensen identifies power infrastructure as a critical bottleneck for AI scaling, with opportunities to better utilize existing grid capacity during non-peak times.