10 stocks that let you invest like Nvidia in the next hot AI trade

Core Insights - The article discusses the significance of Lumentum, Credo, and eight other stocks in the context of the AI boom, highlighting that this segment is often overlooked by investors [1] Group 1: Company Analysis - Lumentum is noted for its role in providing essential components for AI applications, particularly in optical networking and 3D sensing technologies [1] - Credo is recognized for its innovative solutions in high-speed data transmission, which are critical for AI infrastructure [1] - The article emphasizes that these companies are positioned to benefit from the increasing demand for AI-related technologies, suggesting a potential growth trajectory [1] Group 2: Industry Trends - The AI boom is characterized by a surge in demand for advanced semiconductor technologies, which are crucial for powering AI applications [1] - The article points out that the market for AI-related hardware and software is expected to grow significantly, creating opportunities for companies involved in this space [1] - It highlights that many investors may not fully understand the implications of this growth, leading to potential mispricing of stocks in this sector [1]