This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Wave. Hosted by Bridget BennettMay 21, 2026 ShareLink copied to clipboard. Play video for This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Wave.DetailsGuestsEveryone is focused on chips. But the real AI growth story is in the infrastructure being built around them. Keith Kaplan, CEO of TradeSmith, breaks down the five chokepoints in the AI build-out — the places where demand has completely outrun supply — and the stocks positioned to win as trillions of dollars pour into building out the physical world that AI requires.Get the Offer Read 5 Stocks Winning the AI Race While Everyone Watches NVIDIAStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioNVDANVIDIA4.9823 of 5 stars$203.28+0.2%0.49%31.13MUMicron Technology4.9701 of 5 stars$865.46+1.9%0.07%19.59VRTVertiv4.6739 of 5 stars$291.80+0.8%0.09%73.32COHRCoherent4.7907 of 5 stars$285.27+2.8%N/A136.49ETNEaton4.4667 of 5 stars$401.36+0.3%1.10%39.23CEGConstellation Energy4.7925 of 5 stars$253.50+0.4%0.67%22.02 Compare These Stocks Add These Stocks to My Watchlist Keith Kaplan, GuestCEO, TradeSmithKeith Kaplan is the CEO of TradeSmith LLC and a champion of the retail investor. Keith has invested and traded in many different markets – bull and bear – over the last 25 years. Like many investors, he suffered through the highs and lows of extreme volatility along the way. Keith joined TradeSmith after years of frustration with a lack of available tools and financial literacy, and is using his 25 years’ experience as a software architect and evangelist to unleash the power of software for the everyday retail investor. TradeSmith has its origins in 2005 with TradeStops, a simple program to track fixed-percentage trailing stops. Since that time, TradeSmith has expanded its mission to provide individual investors with sophisticated, yet easy-to-use tools to help them make better decisions, risk less, and potentially make more with traditional stocks and even cryptocurrencies. Keith’s mission is to continue bringing the power of investing and trading software and TradeSmith’s core philosophy to the general public so they can be successful as individual investors!Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms 99% of You Will Miss This Memory Stock DipMarketBeat TV | July 17, 2026Watch VideoRelated VideosWant a Stock Before It Peaks? 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Hosted by Bridget BennettMay 21, 2026 ShareLink copied to clipboard. Play video for This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Wave.DetailsGuestsEveryone is focused on chips. But the real AI growth story is in the infrastructure being built around them. Keith Kaplan, CEO of TradeSmith, breaks down the five chokepoints in the AI build-out — the places where demand has completely outrun supply — and the stocks positioned to win as trillions of dollars pour into building out the physical world that AI requires.Get the Offer Read 5 Stocks Winning the AI Race While Everyone Watches NVIDIAStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioNVDANVIDIA4.9823 of 5 stars$203.28+0.2%0.49%31.13MUMicron Technology4.9701 of 5 stars$865.46+1.9%0.07%19.59VRTVertiv4.6739 of 5 stars$291.80+0.8%0.09%73.32COHRCoherent4.7907 of 5 stars$285.27+2.8%N/A136.49ETNEaton4.4667 of 5 stars$401.36+0.3%1.10%39.23CEGConstellation Energy4.7925 of 5 stars$253.50+0.4%0.67%22.02 Compare These Stocks Add These Stocks to My Watchlist Keith Kaplan, GuestCEO, TradeSmithKeith Kaplan is the CEO of TradeSmith LLC and a champion of the retail investor. Keith has invested and traded in many different markets – bull and bear – over the last 25 years. Like many investors, he suffered through the highs and lows of extreme volatility along the way. Keith joined TradeSmith after years of frustration with a lack of available tools and financial literacy, and is using his 25 years’ experience as a software architect and evangelist to unleash the power of software for the everyday retail investor. TradeSmith has its origins in 2005 with TradeStops, a simple program to track fixed-percentage trailing stops. Since that time, TradeSmith has expanded its mission to provide individual investors with sophisticated, yet easy-to-use tools to help them make better decisions, risk less, and potentially make more with traditional stocks and even cryptocurrencies. Keith’s mission is to continue bringing the power of investing and trading software and TradeSmith’s core philosophy to the general public so they can be successful as individual investors!Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
