The Next Wave: On-Device AI Stocks to Watch

The AI infrastructure wave leads to focus on AI-related stocks, with Qualcomm's x Elite as a key consideration for investment strategy.

### Qualcomm x Elite: The Next Big Thing in On-Device AI
* 🌐 The AI super cycle has shifted focus from infrastructure construction to on-device solutions, with the market interest gradually moving from the **cloud to devices**.
* 📱 The **penetration rate and growth outlook** for AI smartphones and AI PCs are expected to **rise sharply** starting this year.
* 🔍 "The penetration rate of smartphones is expected to be around **99% this year**, but by 2027, it will be **44%**."
* 🚀 Qualcomm's x Elite, an AI-powered PC processor set to be released on June 18th, is poised to **pioneer the AI device market**.
* 💰 Companies benefiting from the on-device AI market expansion are expected to see **significant revenue and profit increases**.
* 📈 "Just like Tesla became the largest beneficiary in the electric vehicle market, **Qualcomm could be one of the biggest beneficiaries in the on-device AI field**."
* 📱 While NVIDIA is considered a leader in cloud AI, Qualcomm is positioned as a **leading company in on-device AI**.
* 🎯 As the market interest shifts to on-device solutions, it would be beneficial to identify stocks that could **capitalize on this trend** for the second half of the year.

Hello, I'm a candidate for US stocks. Since last year, I have mentioned a lot about the AI super cycle on YouTube, saying that you have to ride this AI wave well. From last year until now, the first keyword of this AI wave can be considered as AI infrastructure construction. So, in order to provide advanced AI services, building infrastructure like semiconductors and clouds has been the main focus of this wave so far. Companies like NVIDIA and cloud-related stocks have greatly benefited. Next in line after this infrastructure construction wave, we should focus more on telecommunications. Since we have built the infrastructure, security will naturally be considered important. Furthermore, although AI-related software stocks have been somewhat overlooked so far, we should pay attention to them in the second half of this year or next year.

So, here, what we shouldn't miss is the OnDevice AI familiar keyword that I introduced at the end of last year. There are related companies as well. So today, I'm going to talk about OnDevice AI related companies following the AI infrastructure wave. If I were to pick one stock that we should pay the most attention to, I will discuss any stock. Also, as I mentioned last week, next week, on Wednesday, June 19th at 8 p.m., there is a bit of relevance with the video we are talking about today. We are planning to find promising Nvidia and next AI stocks related to the investment strategy for the second half. Today's video might be considered a teaser for that. I have been continuously studying and looking for good stocks on MVD recently. I will share all the things I have studied with you.

I am planning to have a meeting, so I am thinking about around one to two hours. For those who can make it, let's meet next Wednesday, the 19th, at 8 p.m. If you could apply through a separate link, I will leave the application link in a pinned comment. Let's look into NVIDIA's next-gen products and try to select three products during the lecture if possible, to make the time more meaningful. Please check the pinned comment for more details. So, as I mentioned earlier, let's discuss what keywords might come up after the AI infrastructure. From the perspective of thinking about that, this report from SK Securities seems very useful, so let's talk about it together. The report is titled From Cloud to Device, which is in the context similar to what I mentioned about the AI wave.

It is likely that we will talk about a different wave here, the wave of devices after the cloud. They say that important AI-related events for the second half of the year will come. Starting today, they are talking about Apple's developer conference and mentioning Apple's AI chain and related device AI stocks that we should pay attention to. Next, on June 18th, Qualcomm will release an AI-powered PC. This is the main topic of today's discussion. So, I will focus on this. There are also discussions about the third and fourth topics. Briefly about the fourth topic, there is talk that NVIDIA is releasing graphics cards that support AI PCs. However, today's main topic is the second one, Qualcomm X Elite. From last year to this year, there has been a lot of need for semiconductors in building AI cloud-related infrastructure, with NVIDIA being the largest semiconductor supplier.

Now, from this point on, we need to pay attention to the expansion of investment in cloud AI devices. It is said that we should focus on this. Do you agree, everyone? In relation to this, they are talking about industries such as heating-related products, followed by passive components, circuit boards, and Apple's supply chain. They also mention domestic stocks here, but since we are discussing U.S. stocks, let's move on. So, if you look at this report, the penetration rate of AI in devices will be much higher than smartphones in the past, and the growth rate will be steep. They are predicting a rapid increase in the penetration outlook for AI smartphones and AI PCs starting from this year. Therefore, it would be good to discover promising stocks now and invest in them in advance. Among them, what we should pay attention to, as I mentioned at the beginning of the video, is.

It would be good to pay attention to the x Elite. Here, as you can see, the CPU supported by this AI that the market has been waiting for is finally being released. So, Qualcomm has been building its reputation mainly in the mobile sector so far, but with the release of the x Elite, it is expected to expand its business area. This could be a significant positive development. If we look into it further, Microsoft has already designated Qualcomm's x Elite for its new release of laptops. Before any specifications or performance details were publicly disclosed, journalists must have discussed among themselves. Naturally, with this as an opportunity, the x Elite could pioneer the AI device market. The market is paying a lot of attention to this. So, in the second half of the year, shouldn't we pay attention to this point?

I have a thought. For those who are curious about what this on-device AI is, let me explain briefly. Up until now, the AI-related services you have used, like chatbots, do not run on your PCs. When you give a command, it is sent to a server, which means it runs on a cloud AI server, and the response is processed there, then sent back to your PC or mobile device. On the other hand, on-device AI means that the AI function is embedded in a semiconductor chip in your mobile device or PC, allowing it to perform AI-related services even without an internet connection. Naturally, the speed will be much faster, and we can use AI services we want even without internet access. Therefore, it is inevitable that the reliability is high, and as you can see here, just like Iron Man, we can use this AI service.

Jarvis, a dedicated assistant, is coming. So, I am currently utilizing CheezeFit in various ways for work. If this type of on-device AI is installed, it can handle tasks faster and more efficiently. Our productivity can be greatly enhanced, so companies will be willing to pay a higher price for devices. With this, the device replacement cycle may be shortened compared to before. Consequently, related beneficiary stocks could see a significant increase in revenue and profits. One company that we should pay attention to is Qualcomm, in my personal opinion. I'm not sure what our U.S. viewers think. Therefore, let's ride the next wave of expansion from the cloud to devices well in advance. This is my personal opinion from the report on AI.

The penetration rate of smartphones is expected to be around 99% this year, but by 2027, it will be 44%. So, it's a market that will grow significantly in the near future. About 3 to 4 years ago, the penetration rate of the electric vehicle market was not very high, but it expanded greatly. Just like Tesla became the largest beneficiary, in the field of on-device AI, the market is not very big right now, but it is expected to grow significantly in the next 3 years. Qualcomm could be one of the biggest beneficiaries there. That's why this report mentions Qualcomm as a leading company in on-device AI. If NVIDIA is the driving force behind cloud AI, Qualcomm will be the leading company in on-device AI. That's what they are saying. So, it is necessary for us to study well the Elite that Qualcomm is about to release.

As you may know, Qualcomm has been leading in the field of communication technologies for smartphones. However, they are not satisfied with that and are now trying to expand their competitiveness into the PC or server markets. Therefore, Qualcomm's new release, called Elite, could potentially dominate the market. So, we need to pay close attention from now on. The processing performance of Elite is said to be comparable to Apple's M3. In the second half of the year, as we consider our investment strategy, the market interest is gradually shifting from the cloud to on-device solutions. It would be beneficial to study which stock could benefit the most from this trend. The information I have just shared is also posted separately on the MG Pioneer Club, so please refer to it. Since last year, artificial intelligence has truly [CONTINUED IN THE NEXT SEGMENT]

We are being given a great opportunity in many ways, and I hope our viewers in the Americas had good investment results in the first half of the year. I also hope that in the second half, you will prepare well like me and achieve good investment results. I will end the video here today. Goodbye. If you want to study and grow with me to achieve financial freedom, please try participating as a new member in the membership I have recently started. With an investment of 1,100 won per day, it could be a crucial turning point in your life. It's lonely alone, but it's reliable together. I'll be waiting for you.

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Riding the AI Wave: From Infrastructure to OnDevice AI

The AI super cycle has focused on AI infrastructure construction, benefiting companies like NVIDIA and cloud-related stocks.

The next focus is expected to shift towards telecommunications and AI-related software stocks.

The upcoming discussion will highlight OnDevice AI related companies and upcoming Nvidia products in the context of the evolving AI wave.

The Next Wave of AI Devices: What to Expect

Important AI-related events are coming in the second half of the year, starting with Apple's developer conference and the release of Qualcomm's AI-powered PC.

NVIDIA is also releasing AI PC-supported graphics cards, but today's main topic is the Qualcomm X Elite.

There is a growing need to focus on the expansion of investment in cloud AI devices, as the penetration of AI in devices is predicted to steeply increase, especially in AI smartphones and AI PCs.

The Impact of Qualcomm's x Elite on the AI Device Market

Qualcomm is known for its presence in the mobile sector, but the release of the x Elite CPU is expected to expand its business into the AI device market.

Microsoft has already chosen the x Elite for its new laptop release, indicating the potential for the CPU to lead the AI device market.

The x Elite brings on-device AI capabilities, allowing for faster and more reliable AI services, even without an internet connection, which is generating significant attention in the market.

The Potential Impact of On-Device AI on Qualcomm

CheezeFit's on-device AI can enhance productivity, leading to a higher demand for devices and potentially shortening the replacement cycle.

This could significantly increase revenue and profits for beneficiary stocks like Qualcomm.

The report suggests that Qualcomm will be a leading company in the growing market of on-device AI, similar to Tesla's role in the electric vehicle market.

Qualcomm's Expansion with the Elite Release

Qualcomm is aiming to expand its competitiveness into the PC and server markets with the new Elite release, potentially dominating the market.

The Elite is expected to have processing performance comparable to Apple's M3, coinciding with a shift in market interest towards on-device solutions.

Investors are advised to study which stock could benefit the most from this trend.