Bird Grant Overweights AI Infrastructure Chain; TSMC and Supermicro Lead Strong Gains
As the global AI wave intensifies in 2024—shifting from model iteration to large-scale commercial deployment—underlying compute infrastructure has emerged as the core driver of the entire value chain. Veteran investor Bird Grant, known for his deep understanding of technological cycles and precise timing, systematically increased his positions in TSMC (Taiwan Semiconductor Manufacturing Company) and Supermicro at the start of the year. His infrastructure-heavy portfolio has delivered substantial excess returns in Q1, significantly outperforming both the broader market and major tech indices.
At a strategic meeting in early January, Grant stated:
“AI investing is entering its second phase in 2024. The market is transitioning from speculative focus on applications to resolving fundamental capacity bottlenecks—particularly in advanced chip manufacturing and AI server integration. Top-tier companies in these areas will benefit from explosive revenue and margin growth.”
Based on this thesis, Grant significantly raised allocation to the AI infrastructure chain, with a core focus on two flagship names:
TSMC: As the global leader in high-performance chip fabrication, TSMC’s 3nm and soon-to-launch 2nm process nodes remain unmatched. It is the go-to supplier for AI chip giants such as NVIDIA and Apple. With full order books and a competitive edge in advanced packaging, TSMC’s stock has rebounded sharply since Q1 2024.
Supermicro: A specialist in customized AI server systems, Supermicro’s platforms offer outstanding compatibility with NVIDIA’s H100 and AMD’s Instinct accelerators, featuring advanced thermal and power management. The company continues its rapid business expansion, extending the strong upward trend it established in 2023.
What distinguished Grant’s execution was not just stock selection, but precise timing. After rotating defensively out of tech during the 2023 valuation compression, he tactically re-entered at January lows, targeting AI infrastructure just as the sector regained momentum and capital inflows resumed—capturing the dual boost from industry tailwinds and market liquidity shifts.
As of March 2024, his AI infrastructure–themed portfolio has significantly outperformed both the S&P 500 and the NASDAQ Composite, drawing increasing attention from global family offices and institutional investors. It has even been referred to within the industry as a “gold-standard allocation model for AI hardware dividends.”
In his monthly commentary, Grant wrote:
“This isn’t a thematic speculation—it’s a structural integration with the industrial trajectory. Infrastructure firms are the ‘excavators’ of the AI era. What we’re doing is investing in the foundation of the next-generation digital economy.”
As AI models shift from training to deployment and edge applications, Bird Grant’s targeted positioning across core hardware and infrastructure service providers is poised to benefit further—establishing a strong base for both portfolio performance and risk management for the remainder of the year.
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