AiWatcher

Enfabrica makes fast network chips called SuperNICs Helps AI data centers move data much faster Works with thousands of GPUs at once Backed by big names like Nvidia & Samsung Pre-IPO chance for big growth over time #AI #Hardware #Software3 #Enfabrica

CEVA is an under-the-radar AI infra play. Licenses edge AI IP to Qualcomm, Mediatek 3× EV/rev, FCF-positive in 2025 Restructuring done, margins rising AI design wins + mobile rebound = 80–150% upside. Mispriced, sticky, and scalable. #AI #Semis #CEVA #EdgeAI

Marvell is a deep-value AI infra compounder. Custom chips scaling ~60% margins $2–3B AI rev growing fast Trading at 23× P/E—cheap vs. peers. Catalysts: Q2 beat, hyperscaler wins, U.S. AI credits. You're not late. You're early. #AI #Semis #MRVL #Datacenter

Symbotic is quietly building the AI-powered backbone of retail logistics. $22B+ backlog, software margins 65%+, EBITDA inflecting fast. Walmart, Target, GreenBox joint venture. Still under the radar. In 2–3 years, everyone will wish they bought it. #Symbotic #hedgefund

Perplexity AI is not just another GPT wrapper. This is Google rebuilt for the AI era: – 10M+ users – Real-time, citation-backed answers – Ex-Quora, OpenAI, Meta team – Building their own infra This is a billion-dollar company in motion. I’m betting on it. #Perplexity #Startups