What Comes After Nvidia? AI Infrastructure, Memory Stocks & the Next Big Opportunity with Armina Rosenberg of Minotaur Capital

About this episode

The episode discusses the next wave of AI investing opportunities beyond Nvidia with insights from Armina Rosenberg of Minotaur Capital.

In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep dive into the next wave of AI investing opportunities, global equity themes and the market trends sophisticated investors are watching closely right now. The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond Nvidia particularly across AI infrastructure, memory semiconductors, power networks and the “picks and shovels” powering the AI revolution. Armina shares: Why SK Hynix is Minotaur’s highest conviction global stock idea Why the memory super cycle could still be in its early stages Whether Nvidia is still attractive at current valuations Why Minotaur remains short Tesla The risks around overcrowded AI trades and hyperscaler spending Opportunities in defence, energy transition and AI infrastructure How Minotaur uses proprietary AI tools internally to analyse markets faster than traditional fund managers The growing disconnect between market headlines and underlying fundamentals What could trigger a meaningful AI-fuelled correction in markets The discussion also unpacks some incredible…

People in this episode

Hosts: Felicity Thomas, Candice Bourke

Guest: Armina Rosenberg

Topics covered

• AI investing opportunities
• market trends
• memory semiconductors
• AI infrastructure
• global equity themes
• investment strategies

Keywords

• AI infrastructure
• memory stocks
• Nvidia
• investment opportunities
• market trends
• defense
• energy transition

Mentioned in this episode

Organizations: Minotaur Capital, SK Hynix, Tesla

Products: Taurient

Places: AI

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