Nvidia may have enjoyed a red-hot run on the back of the artificial intelligence craze, but many other tech stocks have also benefited.
CNBC Pro speaks to fund managers to find out the best alternatives to Nvidia that investors can consider.
ASML will also continue to benefit "because without ASML there's no TSMC, without TSMC there's no Nvidia," Cvetanovski said.
Ray Wang, principal analyst and founder of Constellation Research, also named TSMC, saying that it "always wins."
Super Micro Computer Meeks, who is co-chief investment officer at Harvest Portfolio Management, says Super Micro Computer is his favorite alternative AI stock to play right now.
Persons:
Paul Meeks, Taiwan's TSMC, TSMC, Cvetanovski, ASML, Ray Wang, Vertiv, Meeks, astronomically, Wang, Meta —, Sam Altman's
Organizations:
Nvidia, Veteran, CNBC Pro, Tech, CNBC, Semiconductors, Sydney, Pella Funds Management, Generations Fund, Devices, Constellation Research, AMD, Portfolio Management, Microsoft, Big Tech, Cisco, Meta, Google
Locations:
Pella, United States