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Plurimi CIO Sees Value in AI Supply Chain

Plurimi CIO Sees Value in AI Supply Chain
Bloomberg Technology Thursday 18 June 2026, 08:00 UTC 1 min read
Key Points

Jun 18th, 2026 Plurimi CIO Sees Value in AI Supply Chain Plurimi Wealth Chief Investment Officer Patrick Armstrong says he sees value in the artificial intelligence supply chain, stocks such as Micron, Samsung and Nvidia. "We're underweight the Magnificent Seven — the hyperscalers — those are the companies that are spending a trillion dollars over the next 12 months on AI datacenters," Armstrong tells Bloomberg Television. "And we own the companies they're giving the money to."

Jun 18th, 2026 Plurimi CIO Sees Value in AI Supply Chain Plurimi Wealth Chief Investment Officer Patrick Armstrong says he sees value in the artificial intelligence supply chain, stocks such as Micron, Samsung and Nvidia. "We're underweight the Magnificent Seven — the hyperscalers — those are the companies that are spending a trillion dollars over the next 12 months on AI datacenters," Armstrong tells Bloomberg Television. "And we own the companies they're giving the money to." [Image text:] O 9 103 nVIDIA NAS AS WN
Plurimi CIO Sees Value (ORG) AI Supply Chain Jun (ORG) AI Supply Chain Plurimi (ORG) Patrick Armstrong (PERSON) Micron (ORG) Samsung (ORG) Nvidia (ORG) the Magnificent Seven (LOCATION) AI (ORG) Armstrong (PERSON) Bloomberg Television (ORG)
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