Themes

AI compute iA group of companies in the same business area, for browsing — not advice, and not a prediction about the group.

Companies whose chips, accelerators and servers do the heavy computation behind modern AI.

A group of companies in the same business area — not advice, and not a prediction about the group. Each row links to that company’s own dated forecast. The list is sortable by name, industry, uncertainty and date — never ranked by expected performance.

TickerCompanyIndustryTypical moveIQR90% rangeAs of
AMDAdvanced Micro Devices, Inc.Semiconductors+0.5%24.2%−19.9% to +30.2%2026-08-13
ANETArista Networks, Inc.Computer Hardware+4.3%16.8%−16.5% to +24.6%2026-08-13
AVGOBroadcom Inc.Semiconductors+3.5%13.3%−13.9% to +22.3%2026-08-13
DELLDell Technologies Inc.Computer Hardware+3.9%16.6%−16.3% to +28.1%2026-08-13
INTCIntel Corp.Semiconductors+0.4%15.7%−17.7% to +26.4%2026-08-13
MRVLMarvell Technology, Inc.Semiconductors+1.7%19.9%−20.7% to +29.9%2026-08-13
MUMicron Technology, Inc.Semiconductors+3.6%18.5%−18.9% to +31.7%2026-08-13
NVDANVIDIA CorporationSemiconductors+3.2%19.0%−18.3% to +29.4%2026-08-13
SMCISuper Micro Computer, Inc.Computer Hardware+2.1%31.0%−29.8% to +52.7%2026-08-13

Typical move, IQR (middle-50% spread) and the 90% range are each name’s own climatology forecast as of the date shown — see the full page for the cone, the confidence interval and the scored record.

AI compute — Themes — TickerCove · TickerCove