The analyst who called NVIDIA in 2010 just released his top 10 picks.

The free report includes:

• The Essential Play — The only company making machines essential to AI chip production. It’s riding a market exploding from $4 billion to $100 billion.
• The Bottleneck Solver — The company fixing AI’s single biggest data center constraint.
• The 4X Optical Play — A pure-play on networking components most investors have never heard of. The market is projected to quadruple in three years.