Linde
AI chips can’t be manufactured without industrial gases.
Linde plc ($LIN) supplies critical gases like:
• Nitrogen
• Hydrogen
• Argon
• Helium
These are essential for semiconductor fabrication, electronics manufacturing, cooling systems, and advanced industrial processes.
Companies like Taiwan Semiconductor Manufacturing Company and Intel rely on this infrastructure behind the scenes.
While the market focuses on GPUs and AI software, Linde powers the physical layer enabling chip production at scale.
No industrial gases → no semiconductor manufacturing.
@Market
AI chips can’t be manufactured without industrial gases.
Linde plc ($LIN) supplies critical gases like:
• Nitrogen
• Hydrogen
• Argon
• Helium
These are essential for semiconductor fabrication, electronics manufacturing, cooling systems, and advanced industrial processes.
Companies like Taiwan Semiconductor Manufacturing Company and Intel rely on this infrastructure behind the scenes.
While the market focuses on GPUs and AI software, Linde powers the physical layer enabling chip production at scale.
No industrial gases → no semiconductor manufacturing.
@Market
👍10❤4
Important Highlights
• UK Q1 preliminary GDP +0.6% vs +0.6% q/q expected
• UK March monthly GDP +0.3% vs -0.2% m/m expected
• Heads up: It is a holiday in some parts of Europe but markets will still be open
• BOJ policymaker Masu warns that yen depreciation may raise inflation expectations
• Japan FX intervention flips yen from undervalued to overvalued, StanChart says
• ICYMI - Boston Fed's Collins raises prospect of rate hikes if inflation broadens
@Market
• UK Q1 preliminary GDP +0.6% vs +0.6% q/q expected
• UK March monthly GDP +0.3% vs -0.2% m/m expected
• Heads up: It is a holiday in some parts of Europe but markets will still be open
• BOJ policymaker Masu warns that yen depreciation may raise inflation expectations
• Japan FX intervention flips yen from undervalued to overvalued, StanChart says
• ICYMI - Boston Fed's Collins raises prospect of rate hikes if inflation broadens
@Market
❤5👍4
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OKE
Tensions around the Strait of Hormuz raise fears of global oil supply disruption, which pushes energy prices higher and boosts sentiment for U.S. energy infrastructure companies like ONEOK ($OKE).
AI infrastructure doesn’t stop at chips and power — it also needs energy transport.
ONEOK ($OKE) operates critical U.S. energy infrastructure, moving natural gas and liquids through massive pipeline networks.
As electricity demand rises from AI data centers, industrial expansion, and grid growth, reliable energy delivery becomes increasingly important.
While the market focuses on GPUs and software, companies like OKE power the backbone feeding the system.
No energy flow → no large-scale infrastructure.
@Market
Tensions around the Strait of Hormuz raise fears of global oil supply disruption, which pushes energy prices higher and boosts sentiment for U.S. energy infrastructure companies like ONEOK ($OKE).
AI infrastructure doesn’t stop at chips and power — it also needs energy transport.
ONEOK ($OKE) operates critical U.S. energy infrastructure, moving natural gas and liquids through massive pipeline networks.
As electricity demand rises from AI data centers, industrial expansion, and grid growth, reliable energy delivery becomes increasingly important.
While the market focuses on GPUs and software, companies like OKE power the backbone feeding the system.
No energy flow → no large-scale infrastructure.
@Market
👍9❤1
JFROG
AI isn’t just about building models — it’s about deploying them at scale.
JFrog ($FROG) sits in the software delivery layer powering updates, security, and AI application deployment.
As enterprise AI adoption accelerates, infrastructure platforms like JFrog become increasingly critical.
No deployment → no production AI.
@Market
AI isn’t just about building models — it’s about deploying them at scale.
JFrog ($FROG) sits in the software delivery layer powering updates, security, and AI application deployment.
As enterprise AI adoption accelerates, infrastructure platforms like JFrog become increasingly critical.
No deployment → no production AI.
@Market
❤5👍2