Philippe Laffont reveals preferred way of gaining AI exposure Forget Nvidia: Philippe Laffont reveals his preferred way to gain AI exposure Stock market AI Sentiment: 78/100 Bullish This score is generated through AI-driven analysis of the article's content. Author Wajeeh Khan Wajeeh K. Jun 24, 2026, 00:06 AM Generate Trading Ideas Generating powered by TSMC (TSM) Buy TSMC. The news is a "picks-and-shovels†AI bet: every AI chip—NVDA, custom Amazon Trainium, Alphabet TPUs, and new GPU startups—still needs ...