Nvidia just became the first $4 trillion company.

That’s a huge moment, not just for Nvidia, but for the entire market.

It’s still the clear market leader. I’ve been saying that for a while. No other company comes even close. Nvidia is setting the pace, and the rest of the market is just trying to keep up.

But Nvidia is not moving ahead on its own. By leading the way, it is also lifting the entire sector up.

Even names like Intel and AMD, which have lagged behind, are beginning to wake up.

And it’s not just about chips.

The entire AI infrastructure has been on fire lately. Everything from data centers and networking to cooling systems and energy is being bought.

That’s exactly where a large chunk of my portfolio is invested right now.

• Chips: $NVDA

• Networking: $CRDO $SMCI

• Data Centers: $ORCL

• Energy: $PWR

• Data: $SNOW $INOD

And here are a few other companies in the respective sectors I'm watching closely right now:

Chips: $AVGO $TSM $MU $STX

Networking: $CSCO $ANET $VRT $UI $CLS $RMBS

Data Centers: $CRWV $NBIS $IREN

Energy: $GEV $CEG $VST $BE

Data: $FFIV $PLTR