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AI Compute Accelerators

GPUs, accelerators, and the AI-specific silicon stack that moves as one under capital flows.

0.388avg corr (252d)

0.23 / 0.63min / max

21pairs

7primary stocks

2etfs

Weak co-movement

Stocks

NVDANVIDIA Corporation
The AI compute monopoly.
$199.57
$71fib+181%
AMDAdvanced Micro Devices, Inc.
Primary challenger in accelerators.
$354.49
$253fib+40%
TSMTaiwan Semiconductor Manufacturing Co.
Actual foundry for everyone.
$396.06
$314fib+26%
AVGOBroadcom Inc.
Custom ASICs for hyperscalers.
$417.43
$336fib+24%
MRVLMarvell Technology, Inc.
AI networking + custom silicon.
$165.15
$126fib+31%
QCOMQUALCOMM Incorporated
Outlier vs AI-compute cluster (252d corr). Mobile/edge exposure dilutes the capex narrative.
$179.58
INTCIntel Corporation
Outlier vs AI-compute cluster (252d corr). Turnaround story, not capital-flow driven by AI narrative.
$94.48
$60fib+57%

Correlation matrix (252d)

	AMD	AVGO	MRVL	NVDA	TSM	INTC	QCOM
AMD	·	0.36	0.40	0.48	0.54	0.35	0.35
AVGO	0.36	·	0.43

ETFs carrying the thesis

SMHPrimary
VanEck Semiconductor ETF
VanEck
—
SOXX
iShares Semiconductor ETF
BlackRock
—

Sub-clusters

AMDAVGOMRVLNVDATSM
INTC
QCOM

AI Compute Accelerators · QuantAbundancia