Sandeep Anand

Investor
App: 10X Stocks: How to Pick Multibaggers

[Sandeep Anand @SanCompounding]

🚨10X Stocks - My New Book Published worldwide on April 6th

Happy to share it’s already #1 New release and #9 Best seller in Business/Valuation on Amazon 😊

The book as the title says is about:
8 Frameworks on ‘How to Pick Multibaggers’

Order 👉 10X Stocks: How to Pick Multibaggers https://t.co/aZTJWnj7c2

[Sandeep Anand @SanCompounding]

🚨 You could have prepared for today’s crash yesterday itself!!

My AI App already gave a heads up yesterday and I had tweeted this shift from semis to consumer by Claude 👇

InvestwithAI https://t.co/faPHMtacJW

[Sandeep Anand @SanCompounding]

🚨 Breaking: The Claude Portfolio in InvestwithAI App is Adding Consumer names.

Claude has reduced 10% allocation from Semi and AI. Has started adding to consumer names in US snd LATAM.

🚀Trend is shifting live. Added by Claude today:

$CMG
$MELI
$FIVE
$V

But ChatGPT still leaning heavy into Tech/Semis !! Claude appears to be smart ✅

[Sandeep Anand @SanCompounding]

🚨 Follow the ‘Godfather of AI’ 📈

Jensen is quietly building a strategic Berkshire of AI companies — $18.37B invested across 6 companies.

FABs. Optics. Neoclouds. EDA. AI-RAN. Jensen isn’t buying stocks. He’s buying control points.

🔥 Here’s what he’s buying and why the 1-year returns are insane 👇

∙$INTC +422% over the past year
∙$NBIS +529% over the past year
∙$COHR, $LITE +400% over the past year
∙$NOK +157% in 2026 YTD alone, +45% in 2025 (TTM +300%+)
∙$CRWV -1.6% over past year (IPO’d March 2025, YTD +53%)
∙$SNPS +2.5% over the past year

This isn’t a portfolio. It’s a supply chain.
🔵 $INTC → domestic FAB access = TSMC hedge
⚪ $CRWV + $NBIS → captive GPU demand loop
🔷 $COHR, $LITE → owns the optics bottleneck at 100K+ GPU scale
🟣 $SNPS → lock-in via CUDA-accelerated chip design
🟢 $NOK → AI-RAN = GPU into every 5G tower

[Sandeep Anand @SanCompounding]

@carm1nee This was pitched in 2017 and stock is down ~50% since then ?

[Sandeep Anand @SanCompounding]

@smoothcleave @NoLimitGains https://t.co/faPHMtacJW

[Sandeep Anand @SanCompounding]

@JonahLupton @MantisInvests I agree.. still few weeks away we get better pricing

[Sandeep Anand @SanCompounding]

🚨 Breaking: The Claude Portfolio in InvestwithAI App is Adding Consumer names.

Claude has reduced 10% allocation from Semi and AI. Has started adding to consumer names in US snd LATAM.

🚀Trend is shifting live. Added by Claude today:

$CMG
$MELI
$FIVE
$V

But ChatGPT still leaning heavy into Tech/Semis !! Claude appears to be smart ✅

[Sandeep Anand @SanCompounding]

@JonahLupton Interesting chart 👍

[Sandeep Anand @SanCompounding]

@JonahLupton Well I never cud muster conviction, probably markets are tying premium due to predictable FCF growth

[Sandeep Anand @SanCompounding]

@JonahLupton 😀

[Sandeep Anand @SanCompounding]

@anandchokshi19 👍 Leopold is #1 fund in my App. It shows top 10 and delves deep into each fund https://t.co/faPHMtacJW

[Sandeep Anand @SanCompounding]

@JonahLupton Exactly. Just posted this. Claude seems to on-time to shift https://t.co/p4xqik1yfQ

[Sandeep Anand @SanCompounding]

🚨 Breaking: The Claude Portfolio in InvestwithAI App is Adding Consumer names.

Claude has reduced 10% allocation from Semi and AI. Has started adding to consumer names in US snd LATAM.

🚀Trend is shifting live. Added by Claude today:

$CMG
$MELI
$FIVE
$V

But ChatGPT still leaning heavy into Tech/Semis !! Claude appears to be smart ✅

[Sandeep Anand @SanCompounding]

🚨 Leopold fund went All-in on Neoclouds for same reason !!

“Compute through 2027 is sold out.” — OpenAI CFO confirmed on @theallinpod

“If you do not have compute, you do not have revenue.”
OpenAI is passing on opportunities RIGHT NOW because of the shortage.

📝Market prices AI infrastructure on a 2-year horizon.
OpenAI buys on 6 year conjecture 📈
Where she feels most SHORT: 2030, 2031, 2032.

⛔️A single GW-scale data center = $50B + 3 years to build.

The plays ?

The named proxies: $ORCL $CRWV $NVDA

But the real constraint? Power and land.
The neocloud stack I’m watching:
🔲 $CRWV — $99B backlog, OpenAI + Meta locked in, take-or-pay contracts
🔲 $NBIS — AI-native cloud, NVIDIA partnership, 5GW target by 2030
🔲 $IREN — Direct NVIDIA cloud-services contract, DSX partnership
🔲 $APLD — Power + campus execution play, CoreWeave as anchor tenant
🔲 $ORCL — Hyperscaler with long-dated AI contracts

The market is still pricing this on a 2-year lens.
The CFO of the most compute-hungry company on earth is buying on a 6-year lens.
💵 That gap is the trade !!

[Sandeep Anand @SanCompounding]

$MRVL Revenue Structure — Breakdown-
How they actually report it:

Officially, $MRVL reports 2 end markets:

1/ Data center = $6.1B (74% of total) for FY2026, vs $4.2B in FY2025 and $2.2B in FY2024

2/ Communications & Other = $2.1B (26%) for FY2026

So full-year FY2026 total = $8.2B, up 42% YoY 📈

Most recently, Q1 FY2027 data center hit $1.83B (76% of revenue), with comms & other at $585M (24%)

Within Data Center — the real breakdown you want:
The two pillars are:

1. Custom Silicon / XPU (ASIC)
This is the biggest and fastest-growing bucket — Google TPUs, Amazon Trainium, and Microsoft custom AI chips.

Custom silicon programs entered volume production in Q1 FY2026 and are the primary driver of the 76% YoY data center surge .
Analyst estimates put custom at roughly 55-65% of data center revenue in FY2026, likely approaching $ 3.5-4B for the year.

2. Electro-Optics (DSPs, TIAs, laser drivers, DCI modules)
$MRVL’s electro-optics portfolio — including high-speed PAM4 DSPs, TIAs, laser drivers, and datacenter interconnect modules — leads the market and contributes substantially to AI revenue .

The most recent Q1 FY2027 call specifically called out strength in 800G and 1.6T scale-out optics, scale-up optical solutions for NPO and CPO applications, and scale-across datacenter interconnect modules .

Optics is estimated at roughly 25-35% of data center revenue !!

3. Data Center Networking / Switching
Ethernet switches (51.2T), PCIe/CXL switches (via XConn). Smaller but growing.

The forward story:
Celestial AI (acquired Feb 2026) brings Photonic Fabric optical interconnect technology for scale-up connectivity, with Marvell expecting meaningful revenue starting H2 FY2028, targeting a $500M ARR by Q4 FY28, doubling to $1B by Q4 FY2029 .

So the optics bucket is about to get a major uplift layer on top of the existing DSP/transceiver business.

The ASIC/XPU side is what’s driving the valuation re-rate — it’s why $MRVL trades at a significant premium. Optics is the asymmetric upside kicker, especially post-Celestial AI.​​​​​​​​​​​​​​​​

Trading at life-time high P/S of 30 !!

[Sandeep Anand @SanCompounding]

@Rangfeng1117 Have to agree. But no body can predict the exponential growth curves

[Sandeep Anand @SanCompounding]

Jensen calls $MRVL As next Trillion dollar company .

So let’s brainstorm the next Trillion Dollar List :

$SPCX | $1.75T (IPO target) | Direct IPO
$WMT | $817B
$ORCL | $687B
$V | $650B
$MU | >$1T Already crossed
$AMD | ~$300B
$BABA | ~$310B
$TCEHY | ~$500B

OpenAI | TBD | $852B (private)
Anthropic | TBD | $965B (private)

[Sandeep Anand @SanCompounding]

$HPE $DELL are part of DSX Platform thesis and we can see why their earnings are exploding 📈

🚨NVIDIA’s DSX Platform is the operating system for the $10T AI infrastructure buildout — covering every layer:
compute, power, cooling, facilities, and construction.

This isn’t just an NVDA story. It’s a multi-sector thesis.

The picks & shovels winners 👇🧵

1. Power & Cooling
$GEV — GE Vernova is riding electrification + AI data center power demand. Backlog hit $44B+ with grid/gas turbine orders surging. DSX certification locks in multi-year procurement pipelines.

$ETN — Eaton’s electrical segment is printing. Power management for hyperscale data centers is its fastest-growing vertical. Order backlog up 30%+ YoY, pricing power intact.

$VRT — Vertiv is the thermal/cooling king of AI racks. Revenue growing 20%+ YoY, margins expanding. DSX puts Vertiv inside every NVIDIA-certified AI factory stack globally.

2. AI Cloud / Neocloud:
$CRWV — CoreWeave IPO’d in 2025 with a $20B+ RPO (remaining performance obligations). Pure-play NVIDIA GPU cloud — DSX makes CoreWeave a natural tier-1 deployment partner.

$NBIS — Nebius is building GPU clouds across. DSX gives it a certified playbook to scale faster. Early-stage but high-conviction AI factory buildout story.

$IREN — IREN pivoting to AI compute. Low-cost power assets + DSX certification = margin expansion runway ahead.

3. Compute Systems

$HPE — HPE’s GreenLake + Cray supercomputing arm positions it well for DSX-adjacent enterprise AI. Margins under pressure but AI server mix shift is a tailwind.

$DELL — Dell’s AI server backlog crossed $14B+ with PowerEdge GPU servers flying off shelves to hyperscalers and enterprises. DSX certification makes Dell a tier-1 compute systems partner for AI factory deployments globally.

Chase AI capex to win 💵

[Sandeep Anand @SanCompounding]

🚨 “Bought my ETF in Iran panic. Doubled in 7 weeks.” !!

My tweet on4/11 : Buy this AI Basket like an ETF

🚀Just see the returns since 4/11 (almost every stock has doubled) 👇

$MRVL +130%
$TSM +123%
$CIEN +165%
$COHR +120%
$LITE +114%
$CRDO +105%
$DRAM +36%
$AAOI +112%
$VIAV +100%
$CRWV +98%
$AVGO +59%
$AXTI +50%
$NBIS +128%
$ALAB +69%
$NET +62%

Portfolio avg: +98% (~2x) in 7 weeks

Entry: Apr 10, 2026 (Iran shock low) by
@SanCompounding 👇

How I could do this??

InvestwithAI App has inbuilt AI Claude and GPT Portfolios that’s updated real time. Try using it 👉 https://t.co/HC3cAIAMcA

[Sandeep Anand @SanCompounding]

🚀 Buying this AI basket like an ETF and forget next 2 years is a good idea

1 $MRVL $67B Optical Switch/Chips
2 $TSM $1.6T Fabless capacity
3 $CIEN $61B Optical Transceivers
4 $COHR $57B Optical Transceivers
5 $LITE $40B Optical Transceivers
6 $CRDO $19B Optical /AIBConnect
7 $DRAM NA Memory ETF
8 $AAOI $10B Optical Transceivers
9 $VIAV $8.3B Optics Test/MFG
10 $CRWV $53B Hyperscaler
11 $AVGO $1.7T ASIC Chips
12 $AXTI $3.5B Optical Materials
13 $NBIS $25B Neocloud
14 $ALAB $0.7B AI Interconnect
15 $NET $58B EDGE AI

[Sandeep Anand @SanCompounding]

@Steward4Him No another post

[Sandeep Anand @SanCompounding]

🚨 NVIDIA is making the biggest power architecture pivot in data center history.

The shift to 800VDC for Rubin is NOT just a GPU upgrade.

It's a full supply chain reset — and most investors are watching the wrong ticker.

Here's the 4-layer opportunity map 🧵

Why 800VDC?

Rubin targets 200kW+ per rack.

At that density, 48V delivery creates catastrophic copper losses. You'd need busbars the size of an arm!

800VDC cuts current by ~16x at the same power level.

Thinner copper. Less heat. Smaller form factors. Higher efficiency.

This isn't a product cycle. It's an architecture RESET.

NVDA's 800VDC architecture for Rubin is the starting gun for a 4-layer power supply chain reset. Every hyperscaler building Rubin clusters must rebuild their power stack — from the grid to the GPU.

4 layers. Dozens of beneficiaries. Multi-year capex cycle locked in.

🔴 Layer 1 — SiC/GaN semiconductors
🔵 Layer 2 — Power management ICs
🟢 Layer 3 — Busbars & connectors
🟣 Layer 4 — Grid edge infrastructure

LAYER 1 🔴 — Wide Bandgap Semiconductors ($SiC / $GaN)

800V systems can't use silicon.

SiC/GaN are the ONLY materials that handle high-voltage switching at these frequencies.

Key names:
→ $NVTS — pure-play GaN/SiC fabless, highest beta
→ $ON — best-in-class EliteSiC platform
→ $STM — largest captive SiC fab in Europe
→ $WOLF — foundry economics, captures industry demand

LAYER 2 🔵 — Power Management, Gate Drivers & Protection

The GPU still runs at 0.8V–12V. Someone has to step down from 800V.

That's billions in VRM/PMIC content per Rubin cluster.

Key names:
→ $VICR — most direct 800VDC play. Factorized Power Architecture built for this
→ $MPWR — already in Blackwell. More content per Rubin socket
→ $ADI — isolated gate drivers, critical for 800V safety compliance
→ $TXN — volume play, every PSU uses their analog ICs

$VICR deserves its own separate tweet (I’ll write later).

Vicor's Factorized Power Architecture converts 800V bus → point-of-load in a single step with industry-leading efficiency.

They didn't pivot to 800VDC.

Already engaged with hyperscalers on Rubin deployments.

This is the most asymmetric bet in the entire supply chain map.

LAYER 3 🟢 — Busbars, Connectors & Power Modules

The physical copper architecture of the rack.

At 200kW per rack, connector ASP per system goes up massively.

Key names:
→ $APH — connector kingpin for AI infra, sticky design-wins
→ $TEL — certified 800V connectors = regulatory moat
→ $NVT — thermal + power distribution for high-density racks
→ $MEI — laminated busbars are core competency, deep value

LAYER 4 🟣 — Industrial Power Infrastructure

Grid edge → switchgear → transformers → DC distribution.

Long lead times. Large contracts. 10–20 year asset lives.

Key names:
→ $VRT — highest beta AI power play. Co-architected with NVDA on liquid-cooled racks
→ $ETN — PDUs + switchgear in nearly every hyperscaler globally. 800V-ready now
→ $GEV — transformer/switchgear backlog is multi-year. Grid electrification compounder
→ $SIEGY — medium-voltage DC infrastructure at scale

$VRT is the clearest pure-play on the 800VDC wave.

Vertiv's power + thermal systems are co-designed with NVIDIA for liquid-cooled, high-density deployments.

They're not chasing the market. They're co-architecting it with Jensen.

When Rubin ships at scale, VRT's order book goes vertical.

My 800VDC watchlist by conviction tier:

HIGH BETA (growth leverage):
$VICR · $VRT · $NVTS

QUALITY COMPOUNDERS (durable revenue):
$ETN · $APH · $MPWR

DEEP VALUE (overlooked):
$MEI · $AOSL

Watch procurement acceleration in H2 2026 as hyperscalers lock supply ahead of Rubin delivery.