Nvidia passed 1 trillion market cap, everyone chasing AI story. i get it, gpu demand is huge, but from a value perspective maybe the suppliers have more reasonable entry.
Like with apple years ago, a lot of suppliers (foxconn, tsmc, luxshare etc) did well along the iphone cycle, sometimes with safer valuations than apple itself.
For nvidia chain there are smaller names too, e.g. won rong group, twowinit information, not famous, probably less hyped, but they also benefit directly from the gpu boom.
Nvidia suppliers source: [https://xchainova.com/source/cmg15yx7g000pjl04gb6wesvp](https://xchainova.com/source/cmg15yx7g000pjl04gb6wesvp)
Just a thought. anyone here ever looked at supply chain plays instead of buying the main company?