Group 1: Nvidia - Nvidia has been a key player in the AI boom, particularly in the infrastructure build-out phase, driven by its powerful AI chips known as GPUs, leading to significant revenue growth [3][4] - The company has established a comprehensive portfolio of products and services, allowing customers to rely on Nvidia for all AI deployment needs, and is also investing in future growth areas like quantum computing [4][5] - Nvidia's stock is trading at 36 times forward earnings estimates, indicating reasonable valuation and potential for further gains [5] Group 2: Oracle - Oracle has evolved from a database management company to a leader in cloud infrastructure, offering flexibility through its multicloud service, which is well-received by customers [6][9] - The company reported double-digit revenue growth across its businesses, with cloud infrastructure revenue increasing by 52% to $3 billion and cloud application revenue rising by 12% to $3.7 billion [8] - Remaining performance obligations (RPO) surged by 41% to $138 billion, indicating strong future revenue potential, alongside soaring demand for Oracle's cloud capacity [8][9] Group 3: Broadcom - Broadcom specializes in networking products and has experienced significant growth due to rising demand for AI, with AI semiconductor solutions revenue jumping 77% to $4.1 billion [10][11] - Infrastructure software revenue also increased by 47% to $6.7 billion, with expectations of continued growth as cloud companies expand data centers [11] - The company has seen tremendous demand for its latest Ethernet switching product, Tomahawk 6, which is crucial for AI workloads, suggesting strong earnings momentum ahead [12][13]