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---

Just For You

Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin

Submitted by Jeffrey Neal Johnson. Publication Date: 1/13/2026. 

Key Points

• Strategic investors are shifting focus toward essential supply chain partners that enable the deployment of advanced computing architectures and massive data centers.
• Specialized firms providing critical power management and optical connectivity solutions are seeing increased demand as they solve physical limitations in server racks.
• Advanced manufacturing and thermal management technologies have become vital components enabling the semiconductor industry to meet soaring global computing demand.

NVIDIA (NASDAQ: NVDA) has achieved a level of dominance in the stock market that defies comparison. The chip giant’s market capitalization briefly peaked above $4.76 trillion following its dominant presentation at CES 2026, which featured the debut of its new consumer-focused RTX 60-Series. That surge proved temporary, and the value has since settled into the $4.5–$4.6 trillion range. NVIDIA is the undisputed leader in artificial intelligence (AI). For investors chasing exponential returns in 2026, however, NVIDIA’s sheer size creates a familiar challenge known as the law of large numbers.

To double its stock price from here, NVIDIA would need to add roughly another $4.76 trillion in market value — about the equivalent of creating a second Apple (NASDAQ: AAPL) or Microsoft (NASDAQ: MSFT). While not impossible, the law of large numbers implies the easiest gains may already be behind it, and investors who have made those gains often take profits.

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As a result, investors are pivoting up the supply chain to find the next sources of outsized returns: specialized mid-cap and small-cap suppliers building the components NVIDIA needs for its upcoming Rubin architecture. While NVIDIA designs the chips, these smaller companies solve the physical and engineering challenges — managing heat, speed, and manufacturing limits — so the systems function as intended. Because they are smaller, new orders from NVIDIA tend to move their stock prices far more than they move NVIDIA’s.

Flex Ltd: The Grid Builder for AI

The first bottleneck in the AI supply chain isn’t just producing the chip; it’s powering it. NVIDIA’s Rubin architecture is so dense that standard server power supplies won’t suffice. It requires massive, centralized units known as Power Shelves to distribute energy evenly across the rack.

Flex Ltd. (NASDAQ: FLEX) has quietly pivoted from a general contract manufacturer into a primary architect of that power infrastructure. While the company still produces a broad range of electronics, its Data Center division has become the growth engine. In its latest quarterly update, Flex reported that Data Center revenue grew 35% year-over-year, driven largely by demand for these complex power systems.

Wall Street has noticed. Early in December 2025, analysts at Goldman Sachs raised the stock’s price target to $74 — roughly a 17% upside from recent trading levels. The analysts cited strong performance and growth in AI data centers, utilities and automotive technology as reasons for the upgrade.

Coherent Corp: Solving the Speed of Light Crisis

As AI clusters scale from thousands to tens of thousands of chips, the next bottleneck is raw data speed. Traditional copper cables are too slow and bulky to link the massive server racks Rubin will require. The solution is to move data with light — photonics.

Coherent Corp (NYSE: COHR) is a leader in that transition. The industry is moving toward 1.6 Terabit (1.6T) optical transceivers to keep pace with NVIDIA’s processing speeds, and Coherent controls access to Indium Phosphide, a critical material for manufacturing these lasers at scale.

Think of Coherent as a toll operator on the information superhighway: the more data NVIDIA chips process, the more lasers Coherent sells.

• Key Catalyst: The move from 800G to 1.6T speeds is creating supply strain.
• Why It Matters: Shortages grant suppliers pricing power. The stock is trading near 52-week highs around $185, supported by projections of about 17% quarter-over-quarter revenue growth.

Amkor Technology: The Manufacturing Release Valve

The third bottleneck is packaging capacity. NVIDIA’s primary manufacturing partner, Taiwan Semiconductor Manufacturing Company (NYSE: TSM), can’t package every AI chip it produces; its advanced CoWoS packaging lines run at full tilt.

Amkor Technology (NASDAQ: AMKR) has emerged as a critical release valve. As one of the few U.S.-headquartered companies with advanced packaging capabilities for AI chips, Amkor is absorbing volumes that TSMC cannot accommodate.

That role has turned Amkor from a sleepy value name into a momentum leader, with shares rallying roughly 100% since January 2025.

Navitas Semiconductor: The High-Voltage Gamble

The final bottleneck is heat and power density. Rubin will consume massive amounts of electricity, and traditional silicon power supplies struggle with the required density without overheating or becoming too large.

Navitas Semiconductor (NASDAQ: NVTS) offers a solution with Gallium Nitride (GaN) technology. GaN devices handle higher power densities more efficiently than silicon. At CES 2026, Navitas unveiled the world’s first 8.5 kW AI Data Center Power Supply — a 98% efficient unit designed for next-generation racks. The CES announcement was a clear catalyst, driving Navitas’ stock priceup roughly 30% in the days that followed.

Drafting Behind the Titan: A Picks and Shovels Strategy

NVIDIA provides the roadmap for AI’s future, but these four companies build the vehicle to get there. For investors, looking inside the server rack is a practical way to sidestep the law of large numbers.

By investing in the specific bottlenecks that must be solved for AI to advance, portfolios can capture exposure to the same explosive trends that fueled NVIDIA’s rise — while enjoying a fresher runway for growth in 2026.

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