NVIDIA
NVDADesigns the dominant AI accelerators and the software stack around them.
See it in Trends →Full transparency
Joe's Watchlist
These are the names I follow: the companies building the AI economy, and the ones guarding it. What each company does, in one place. It is the same list Trends tracks every week.
The standing rule: This page is educational, not financial advice. A name being followed here is never a recommendation to buy it, and this page never shows positions or amounts.
The names I follow
The names Markets North follows, in the order they appear in Trends. What each company does in the AI chain, and the trigger I am waiting for, on the names where I have set one.
Advanced Micro Devices
AMDDesigns AI accelerators and server CPUs that compete with Nvidia and Intel.
See it in Trends →Micron
MUThe main US memory maker, including HBM for AI chips.
See it in Trends →Microsoft
MSFTRuns the Azure cloud and data centres filled with AI accelerators.
See it in Trends →Meta
METARuns huge AI data centres for its apps and its Llama models.
See it in Trends →Bloom Energy
BEMakes fuel cells that generate power on site.
See it in Trends →ASML
ASMLBuilds the EUV lithography machines that print advanced chips.
See it in Trends →TSMC
TSMThe largest contract chip maker. It fabricates and packages chips for the designers.
See it in Trends →Broadcom
AVGODesigns custom AI chips together with cloud companies, plus networking silicon.
See it in Trends →Marvell
MRVLDesigns custom silicon and data centre networking chips.
See it in Trends →Intel
INTCDesigns server CPUs, and also runs its own chip factories.
See it in Trends →SK Hynix
SKHYMakes HBM, the high bandwidth memory stacked beside AI processors.
See it in Trends →CrowdStrike
CRWDEndpoint security: software agents on servers and workstations that watch for intruders.
See it in Trends →Cloudflare
NETOperates the network edge for a large share of the internet: DNS, content delivery and protection against DDoS attacks.
See it in Trends →Palo Alto Networks
PANWNetwork security: firewalls and software that guard the traffic inside data centers and clouds.
See it in Trends →Okta
OKTAIdentity and access management: it decides who is allowed in, through sign ins, single sign on and multi factor checks.
See it in Trends →How this list works
Rule 01
Names, not positions
This page follows companies. It does not show holdings, positions, or amounts, in percentages or in dollars.
Rule 02
The same names as Trends
Every name here is tracked in Trends with dated prices, refreshed weekly. A name that is not in Trends is not on this list.
Rule 03
Changes stay visible
When a name joins the list or leaves it, the change shows here and in Trends. Nothing is quietly rewritten.