Core Insights - NVIDIA has reached a market capitalization peak of over $4.76 trillion, showcasing its dominance in the AI sector, but its current valuation is stabilizing between $4.5 trillion and $4.6 trillion [3] - The Theory of Large Numbers presents a challenge for NVIDIA to double its stock price, as it would require adding another $4.76 trillion in value, equivalent to creating another major tech company [4] - Investors are now focusing on mid-cap and small-cap suppliers that support NVIDIA's upcoming Rubin architecture, as these companies can see significant stock price movements from new orders [4] Company-Specific Developments - Flex Ltd. has evolved from a generic contract manufacturer to a key player in AI power infrastructure, with its Data Center division reporting a 35% year-over-year revenue growth driven by demand for advanced power systems [5] - The upcoming Rubin architecture from NVIDIA necessitates specialized power management solutions, leading to increased demand for firms that provide critical power management and optical connectivity solutions [6] - Advanced manufacturing and thermal management technologies are becoming essential for the semiconductor industry to meet the rising global demand for computing [6]