Fain offers a lucid framework for the AI ripple effect, identifying how Nvidia’s momentum creates essential tailwinds for the broader infrastructure ecosystem. It is a pragmatic guide for investors looking to move beyond the hype and capture value in the physical layers of the intelligence economy.
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NVIDIA To SKYROCKET These 4 Stocks!?Added:
Welcome back to the channel. Welcome back to another video. If you're stopping by the channel for the first time, please consider subscribing to my channel. And while you're at it, smash that like button. I really would appreciate it. Also, hit that post notification bell so that you're notified every time I upload a new video. Do me a big favor, guys. Get yourself down in that description box and check out those links. The first one is that mumu link. up to $1,000 in Nvidia stock shares when you open a new MOU brokerage account and make a qualifying deposit. Don't sleep on this guys. Limited time offer. So don't delay. Act today. Get down that description box. Click on that mumu link. Get yourself over to the umu website.
Make a qualifying deposit in that new brokerage account. Get yourself up to $1,000 in the most valuable company in the world by market cap. That's Nvidia.
We're going to be talking about Nvidia this morning and we're gonna be talking about four companies that could skyrocket based on Nvidia's Q1 earnings results. Second link, Wealthbuilders Financial Community on Patreon. That's my community. I started in 20124 for like-minded people chasing financial freedom and passive income. A lot of us in 2024 in the wealthbuilders became shareholders of Nvidia. And a lot of us today are shareholders of Nvidia. We can remember back when uh Nvidia split in June of 2024 when they did that 10 to1 split. Stock price started at $120 a share. And how you like us now?
Basically up $100 per share now. No experts just blocking and tackling.
That's what we do in the Wealthbuilders financial community. Just blocking and tackling. Just picking great companies and hanging with those great companies.
As they grow, we grow. As their wealth increases, our wealth increases. So, if you want to be a part of that team, man, click on that second link, get yourself over to Patreon, sign up. We have 2,360 wealth builders in our community right now, and we're growing. Why? Because people are tired of being in the matrix by themselves trying to build wealth on their own, man. Ain't nobody there to help them.
Wealth builders. At least you got almost 2400 wealth builders. No experts, but a lot of information, a lot of tips and nuggets. A lot of people wouldn't have found out about Invidia had it not been for the wealth builders. Now, you see what Nvidia is doing right now. And we hope it continues. All right, guys.
Let's dive on into this little short little video that I'mma do for you because I'm in Chicago, Illinois, and I got things to do, places to see, and uh got to go get some breakfast, and then I'm going to get out and do a lot of sightseeing today. Been here since Tuesday. Today is Thursday, so I haven't told y'all about that, but I'm telling you now. So, if you're in Chicago, you know some great places to eat, drop them down in the comments. All right, here we go. Let's give you a quick recap though of what happened yesterday with Nvidia and its Q1 earnings report just in case you haven't heard the great news. Now again, this is not financial advice. I'm just a regular guy on YouTube giving you his opinion, first amendment right, constitutional right, freedom of speech.
Please go out and do your own homework on Nvidia. Please go talk to your financial advisor because I'm not one and this is not financial advice, just my opinion. So here we go. Nvidia's Q1 fiscal year 2027 beat plus strong forward guidance is not just about Nvidia.
It is a read through on AI demand across the entire ecosystem. Did y'all just hear me? Did Did y'all just hear me? Let me run this by you one more time. This is why Nvidia is a 900 lb silverback gorilla and the leader of this fifth industrial revolution. Let me read it one more time for you. Nvidia's Q1 fiscal year 2027 beat and strong forward guidance is not just about Nvidia. It's a real read through on AI demand across the entire ecosystem.
The key takeaway from the report, here's the key takeaway. Here's what you got to hang your hat on.
Revenue plus 85% yearoveryear.
That's a massive beat.
Their revenue, guys, year-over-year increased plus 85% You're talking about a $5 trillion market cap company. That's incredible.
Now, all of this is my personal opinion, guys. So, please do your own homework.
The other key takeaway from the report, data center AI nearly doubled. So, the revenue from data center nearly doubled.
Third takeaway, guidance implies continued hyper growth.
Yeah, right around 91 billion next quarter. That's second quarter.
First quarter they did 81 billion. Now they're saying second quarter popping this thing up to 91 billion. Remember back in fourth quarter earnings report, the CFO for Nvidia said they project somewhere between somewhere around 500 billion in revenue for calendar year end 2026.
That's what the CFO said. Go check out the data, guys. Go do your homework.
Now, again, I'm not here trying to tell you anything, but go do your homework.
Here's the other key takeaway from the earnings call.
CEO said demand has gone parabolic.
This is what Jensen Wong said.
CEO said demand has gone parabonic.
Come on, man.
I told y'all this fifth industrial revolution is no joke. Now again, all of this is my personal opinion, but please go look up what the fifth industrial revolution is. But let me give you let me let me give you a little nip n a t t t t t t t t t t t t t t t t t t t tippbit. Here's what my definition of it is.
Artificial intelligence enhancing human creativity and critical thinking. That's the fifth industrial revolution. I had one of my wealth builders yesterday, hey man, you know, uh you know what can I do? What can I do to position myself to win in this AI thing? I said, 'Well, number one, use AI for its intended purpose, which is to enhance your creativity and to help you enhance your critical thinking. That's the number one thing you can do right now to win with AI.
Listen, man. This traditional work thing anymore ain't necessary for a lot of us.
You don't have to do this traditional work thing. Here's what you do. You go get chat GPT. And I'm not Listen, guys.
I'm just giving you my opinion. You don't have to do nothing. You can work for somebody for the rest of your life if you want to. That's fine with me. But for those of you that don't want to work for somebody for the rest of your life, go use Chat GPT to help you find something that you can do online and control your own time. I ain't got time in this video to go through that because we're focused on these four stocks. But listen, go do that. Free your mind up.
Get out of Get out of mental bondage.
See, these people in the 1% got y'all in mental bondage thinking that's all y'all can do. Just go to work for somebody.
You can go to work for yourself. Use AI.
Go to work for yourself. Okay, there we go. So, those are your key takeaways from the earnings report from Nvidia.
That combination signals AI capex is accelerating, not slowing. See, that's the knock. Will the hyperscalers continue spending on artificial intelligence buildout? Yes, they will.
How do you know that, Richard? Because the four big boys, four big boys, hyperscaler mega cappers already said they're not going to stop spending.
They're going to spend over $600 billion in calendar year 2026 on AI infrastructure capex. That's that's why they're saying this. The combination signals AI capex is accelerating. It's not slowing. Over the I believe over the last couple of years they've done about $800 billion dollars. AI capex the four or five big big big big boys. Y'all know who they are because I've already covered them before. And that's why the names you listed can benefit. Who are my names? Let me walk you through them because I know some of y'all say, "Well, who are the four stocks?" Just hang in there, baby. We're gonna get to them.
Hang in there. I got to paint the picture. Got to make sense to you. Hang in there. The big framework. why all these stocks move. Think of Nvidia as the tip of the spear. I'm going to walk you through why these stocks I'm going to give you four of them, but there are more stocks in this AI ecosystem that move every time Nvidia moves higher. And here's why. Here's why. The big framework, why all these stocks move.
Think of Nvidia as the tip of the spear.
For every dollar spent on Nvidia, eight to $10 flows into the broader tech ecosystem.
You see why they the 900 pound silverback gorilla. You understand now why Nvidia is a $5 trillion plus market cap company, most valuable company in the world. You understand why? For every dollar spent on Nvidia, basically chips, there is 8 to$10 that flows into the broader tech ecosystem.
So when Nvidia beats hyperscalers like Microsoft, Amazon, Google spend more. They spend more.
So when Nvidia beats hyperscalers spend more. Second thing, supply chain ramps up. Third thing, infrastructure buildout accelerates.
Are you guys getting this? Because a lot of people, why is it stock selling off?
It did so well. Why is the stock selling off? Why? Because short-term investors buy what the rumor and they sell the news. That's why it ain't got nothing to do with Nvidia. Nvidia is just a a a a company that they can use in order to build up which which is buy the rumor. Build up by the rumor and then once you get the results that's the news they sell.
That's short-term investors though guys.
That's not long-term investors.
So, here we go. Stock by stock breakdown. Here are the four companies in my opinion. Now, the four stocks that benefit greatly from Nvidia beating on its Q120 27 FY earnings report. Start with number one which is Corning ticker symbol G LW.
Optical backbone of artificial intelligence.
Here's why it benefits.
AI data centers need massive fiber and interconnect density.
That's what Corny does. That's why they win. Number two thing, Nvidia's growth equals more GPUs, which in turn means more server to server communication. That's Corning.
And then number three, Corning supplies optical fiber connectivity solutions for hyperscale data centers.
And then of course you know Nvidia and Corning struck a deal in early May worth from what some people are saying about a $5 billion partnership.
Yeah. And if you've been following Corning ticker symbol GLW, you'll know the stock price has been going up. That don't mean it'll always go up, but that's the benefits.
That's why a company like Corning benefits from Nvidia. Let's move on to number two. So what does this translation mean? Let's stay with Corning first. So what does this translation mean for coin?
What does that translation mean? More Nvidia chips equal more data equal more fiber demand equal GLW upside. You get it? You get it now? More chips Nvidia can sell. That means more data. That means more fiber. That means more demand for GLW upside. There you go. Okay, let's move on.
Second company who benefits, Intel.
Walk you through the same thing. Intel ketchup M uh ketchup plus plus foundary leverage. Just walk walk through through this now. Why does Intel benefit from Nvidia killing and beating Q1? Here we go. Here's why Intel benefits.
AI boom validates x86 compute demand GPU plus AI hybrid systems. Intel. Number two, foundary services. Intel wants to manufacture chips for others. They want to be a foundry, sort of like a Taiwan semiconductor manufacturing corporation out in Taiwan. That's what Intel wants to be here in the US. They want to be a foundry, right? Okay. Number three, there are also collaboration angles, custom AI, data center solutions, key dynamic, Nvidia demand equals supply constraints, right? which goes into customers diversity into Intel opportunity. The more Nvidia uses up, there's going to be more need for foundaries for other companies. AMDs of the world, Broadcoms of the world.
Intel doesn't need to win. It just needs spillover demand. See, they don't need to be Taiwan semiconductor manufacturing corporation. They just need to spill over. They just need a company like Taiwan Semiconductor Manufacturing Corporation to say, "Pop the brakes, guys. We can't do anymore. Here's a company over here named Intel that can take over the what we can't handle."
That's all Intel needs to become a good found, another source of income. Nvidia helps them do that. And of course, you know, Nvidia made a I believe a an investment in Intel in in Intel back in September 2025, I believe. I want to say it's about 5% investment, but y'all go do the homework on that because I'm not an expert. Go do the homework.
Number three company, Na'vias. Who benefits? Why does Na'vias benefit? Here we go. Na'vias, powering the AI revolution. This is one of the most direct leverage plays. Here we go. Why it benefits from Nvidia beating Q1 earnings. Here we go. Number one reason Nvidia GPUs require number one massive power density. Number two, efficient power conversion.
Na'vias specializes in high efficiency power semiconductors. They're already partnering with Nvidia right now.
They're already tied to the hip with Nvidia. Na'vias is AI reality data centers are becoming power constrained.
More Nvidia shipments equals exponential demand for power supplies, energy efficiency tech. This is a second derivative AI play. So that's where a company like Na'vias comes in to deliver that efficiency around energy for these data centers.
And then let's go to number four, the last one, which is Noia AI network scaling plus edge. Why does Noia benefit? Here's why benefits from Nvidia's Q1 earnings report beat.
Number one, AI isn't just in data centers. It's moving to edge computing, telecom infrastructure.
Second, Nvidia growth equals more data traffic, network upgrades, 5G/cloud backbone expansion. All of this is Nokia, guys.
Noia exposure optical networking data center interconnects telecom infrastructure AI equals bandwidth explosion.
Nokia benefits from network upgrades cycle.
Guess what? Who just made an investment in Nokia? Partnership with Nokia.
Nvidia.
Again, guys, I'm no expert here. Go do your research. I've given you the fork.
I've given you Corning. I've given you intel. I've given you Nabitas. And I've given you Noia. It's on you to go do your homework and figure out if this makes any sense for you. Go talk to your financial advisor. But let me tell you right now, the lack invidia, you see what um Na'vias has done. Think about Navitas two years ago to where they're at today.
In my opinion, at some point they're going to get to $25 a share. That's my opinion. That don't mean it's true. You see what's the Nokia in my opinion is the next one to pop. That's my opinion.
Now, I'm not a financial advisor. It's just my personal opinion. So, please talk to your financial advisor. Go do your own homework because I'm not trying to recommend anything. I'm just giving you my research that I've done that helps me put myself in position to try to win and win big. I just gave you the four companies that in my opinion have a good chance to go higher based on what Nvidia's done. Nvidia is just not Nvidia. Nvidia is the backbone of this AI ecosystem in my opinion. It's all my personal opinion. So, the last thing I want to leave you with, the real trade, AI stack expansion. Here's how these names map to AI stack. That's the most important thing, the AI stack. Here we go.
For compute, GPU, that's Nvidia. For CPU compute, that's Intel. for power delivery, Na'vias. For data movement, fiber, GLW.
And then for network infrastructure, guess what? That's Nokia, baby. See how all of them come together. Listen, man.
That's the AI stack right there, baby.
That's your artificial intelligence stack. And guess what Nvidia is doing?
Entangling itself in all of it. See, I told y'all a year ago, Nvidia is more than just a chip maker, guys.
Look at what they've done with Na'vi for the power. Look what they're doing with Intel for the G the CPU alt compute.
Look what they're doing with GLW for the for the data movement through fiber.
Look what they're doing with Noia for the network infrastructure.
This company, man, this company potentially one day I listen, I'm giving you my opinion now potentially could be a 10 trillion dollar market cap company.
Look how they're accelerating quarter over quarter revenue growth year-over-year. I just gave you the year-over-year 85 plus% year-over-year.
That's why Jason Wong says this thing demand has gone parabolic.
All right, man. I gotta get out of here.
Gotta get ready for the market open at 9:30. So, I got to dip. But check this out. Get down that description box and check out them two links. You got that mumu link up to $1,000 in this company.
I just talked to you about Nvidia when you open up a new mumu brokerage account and make a qualifying deposit. They're going to give you up to $1,000 in Nvidia stock shares. I just ran you through the the case study based on my opinion, first amendment right, constitutional right for your speech. So, check out that first link, which is that Mumu link and get yourself up to $1,000 in Nvidia stock shares if you decide to open a new mumu brokerage account and make a qualifying deposit. Don't sleep on the wealth builders. That's my financial community on Patreon. All we do in there is help each other win. No experts, just regular people. almost 2400 of us. We'd love for you to be on our team. This is the kind of stuff we go through. Not that we're experts. We just go do the research and bring the research back to the group and then we talk about it in our Monday night live streams and then we figure out a game plan how to how to take advantage of this partnerships and this this interconnectivity, this AI infrastructure thing. If you want to be a part of that, man, get down to that second link and sign up for the wealth builders. You ain't got to be in the matrix by yourself. come join us.
We'd love to have you. And then send me a DM on uh Patreon to let me know you're there so we can go to work. Appreciate y'all. Have a wonderful day. I'm going to touch base pace with y'all later this afternoon with more financial updates.
Again, personal opinion, first amendment right, constitutional right, freedom of speech. I'm not an expert. This is not financial advice. I'm just exercising my First Amendment right to help people.
Peace.
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