No stock has been hotter in this artificial intelligence (AI) cycle than Nvidia, which recently eclipsed a market capitalization of $2 trillion.

I hope the above breakdown of the major AI&R stock categories provide a deeper understanding of the opportunities that exist for the enlightened investor.

Nvidia shares zoomed as much as 10% to a record high in after-market trading on elevated volume. This lifted NVDA stock’s market value by about $110 billion to more than $1.27 trillion, thus extending its lead as the world's most valuable chipmaker.