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The Next Nvidia? AI Bottleneck Stocks to Buy Right Now
With hyperscaler spending projected to top $1 trillion a year, Jonny Wu, founder and CEO of xETFs, explains why he thinks the biggest winners in AI could be the companies solving the build-out’s bottlenecks. He breaks down where he sees the pinch points in memory, photonics and power, and which stocks stand to benefit.
00:00 Introduction
00:14 AI Infrastructure: Finding the Next Nvidia
01:48 AI Bottlenecks: Who Stands To Benefit
04:35 AI Bottlenecks ETF: $NECK
05:19 Memory Stocks: Pullback and Buying Opportunity
06:35 AI Bottlenecks: Pricing Power and Long-Term Growth
08:00 AI Stock Valuations and the Dot-Com Boom Comparison
11:10 Identifying the Best AI Infrastructure Investments
13:52 AI Infrastructure Stocks: Winners and Losers
15:02 South Korea’s Growing Semiconductor Advantage
18:18 SK Hynix, Micron and Samsung: The Memory Stock Showdown
19:50 Johnny Wu’s Top Semiconductor Stock Picks
22:08 AI Bottlenecks ETF vs. Korea Semiconductor ETF
23:27 AI ETFs: Fees, Research and Portfolio Diversification
25:30 Nvidia’s Future Growth and the AI Investment Opportunity
28:00 Rapid-Fire: This or That
Recorded: October 14, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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