Looking at that list, the one that surprises me the most is probably Nebius (NBIS).

Most investors talk about the obvious AI winners—NVIDIA, AMD, or Micron Technology—but Nebius was relatively unknown to many retail investors until recently. Its rise has been fueled by the AI infrastructure boom, data-center expansion, and major partnerships, including agreements with large tech companies. The company has been growing aggressively in AI cloud infrastructure, which explains why some investors started viewing it as a potential "picks-and-shovels" AI play.

From my favorites:

• NVIDIA — not surprising to me; it's still the kingmaker of AI hardware.

• AMD — a bit more surprising because it has to compete directly with NVIDIA, but the AI accelerator opportunity is huge.

• Micron Technology — makes sense because AI systems need enormous amounts of high-bandwidth memory, so memory suppliers can benefit alongside GPU makers.

One thing I'd be careful about with images like this: the percentages shown are predictions, not guarantees. A stock can be tied to a great trend (AI, cloud, semiconductors, space, energy) and still underperform if expectations get too high.

If I had to pick a personal "dark horse" from the image, it would be Nebius. If I had to pick the company I'd be most confident still leading the AI ecosystem years from now, it would be NVIDIA.

My trio of NVIDIA + AMD + Micron is actually an interesting mix because you're covering the GPU side and the memory side of the AI infrastructure buildout rather than betting on only one company.