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Chris Perruna, senior vice president at Self-employed, highlighted comments from NVDA's CEO predicting robots, factories, and physical AI as the next trillion-dollar compute market. Wall Street is reportedly questioning what sectors could emerge after the current hyperscaler GPU buildout slows.
Perruna recently identified MSFT, AMZN, and META as top new positions in Q1 13F filings. He has also tracked individual stock moves, highlighting RKLB’s rise to $117.35 with a 2,650% gain over two years. These observations come as the market considers potential growth areas beyond current AI infrastructure trends.