8 AI Infrastructure Stocks to Watch as the AI Buildout Accelerates

Good morning, Tiger friends! 👋

AI doesn’t just need better models. It needs an enormous amount of infrastructure to run them. ⚡️

From advanced chips and foundries to memory, optical connectivity, AI data centers and even space-based infrastructure, the AI buildout is creating a much broader investment opportunity.

Here are 8 infrastructure names worth following: 🧵

1. $NEBIUS(NBIS)$

Drawdown -21%

2028 Revenue CAGR: 153%

2028 ADJ EBITDA CAGR: 318%

FWD P/S: 10

2. $ASML Holding NV(ASML)$

Drawdown -12%

2028 Revenue CAGR: 23%

2028 Net Income CAGR: 34%

2028 FCF CAGR: 29%

FWD P/E: 32

3. $Taiwan Semiconductor Manufacturing(TSM)$

Drawdown -6%

2028 Revenue CAGR: 26%

2028 Net Income CAGR: 27%

2028 FCF CAGR: 35%

FWD P/E: 19

4. $Micron Technology(MU)$

Drawdown -23%

2028 Revenue CAGR: 43%

2028 Net Income CAGR: 54%

2028 FCF CAGR: 78%

FWD P/E: 6

5. $NVIDIA(NVDA)$

Drawdown -8%

2028 Revenue CAGR: 40%

2028 Net Income CAGR: 32%

2028 FCF CAGR: 45%

FWD P/E: 23

6. $Lumentum(LITE)$

Drawdown -21%

2028 Revenue CAGR: 61%

2028 Net Income: $5.1B

2028 FCF CAGR: 98%

FWD P/E: 43

7. $Broadcom(AVGO)$

Drawdown -24%

2028 Revenue CAGR: 46%

2028 Net Income CAGR: 63%

2028 FCF CAGR: 56%

FWD P/E: 26

8. $SpaceX(SPCX)$

Drawdown -32%

2028 Revenue CAGR: 100%

2028 Net Income Increase: 409%

2028 FCF Decrease: 166%

FWD P/S: 36

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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It needs an enormous amount of infrastructure to run them.</strong> ⚡️</p>\n<p>From advanced chips and foundries to memory, optical connectivity, AI data centers and even space-based infrastructure, the AI buildout is creating a much broader investment opportunity.</p>\n<p>Here are <strong>8 infrastructure names worth following</strong>: 🧵</p>\n<h2 id=\"id_3830437653\">1. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>Drawdown -21%</p>\n<p>2028 Revenue CAGR: 153%</p>\n<p>2028 ADJ EBITDA CAGR: 318%</p>\n<p>FWD P/S: 10</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/eed3f914a0c8b8b1b356ff1e1310a4de\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_259733238\">2. <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"ASML Holding NV\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a></h2>\n<p>Drawdown -12%</p>\n<p>2028 Revenue CAGR: 23%</p>\n<p>2028 Net Income CAGR: 34%</p>\n<p>2028 FCF CAGR: 29%</p>\n<p>FWD P/E: 32</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/754eeb7386db6a8d130a7bae27753696\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_2195287894\">3. <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a></h2>\n<p>Drawdown -6%</p>\n<p>2028 Revenue CAGR: 26%</p>\n<p>2028 Net Income CAGR: 27%</p>\n<p>2028 FCF CAGR: 35%</p>\n<p>FWD P/E: 19</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/79292641a8f0b64561027b86b7ee79fb\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_3231812754\">4. <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a></h2>\n<p>Drawdown -23%</p>\n<p>2028 Revenue CAGR: 43%</p>\n<p>2028 Net Income CAGR: 54%</p>\n<p>2028 FCF CAGR: 78%</p>\n<p>FWD P/E: 6</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/7e0f169e87846d49e585a08836cf667c\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_3612659820\">5. <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a></h2>\n<p>Drawdown -8%</p>\n<p>2028 Revenue CAGR: 40%</p>\n<p>2028 Net Income CAGR: 32%</p>\n<p>2028 FCF CAGR: 45%</p>\n<p>FWD P/E: 23</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/9658846b9d7bbf68e7dc332d6ae2a597\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_2241547501\">6. <a data-mention-id=\"LITE\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a></h2>\n<p>Drawdown -21%</p>\n<p>2028 Revenue CAGR: 61%</p>\n<p>2028 Net Income: $5.1B</p>\n<p>2028 FCF CAGR: 98%</p>\n<p>FWD P/E: 43</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/38835ef41a4b4b74808fac7681330618\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_1057516210\">7. <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a></h2>\n<p>Drawdown -24%</p>\n<p>2028 Revenue CAGR: 46%</p>\n<p>2028 Net Income CAGR: 63%</p>\n<p>2028 FCF CAGR: 56%</p>\n<p>FWD P/E: 26</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/8adfbbfd653ed7e4a620eaa994ab1786\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_180206936\">8. <a data-mention-id=\"SPCX\" class=\"teditor-mention\" data-mention-name=\"SpaceX\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a></h2>\n<p>Drawdown -32%</p>\n<p>2028 Revenue CAGR: 100%</p>\n<p>2028 Net Income Increase: 409%</p>\n<p>2028 FCF Decrease: 166%</p>\n<p>FWD P/S: 36</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/14c22b3f66d5571dadceb9dd76c128d5\" tg-width=\"1600\" tg-height=\"1133\"><span> </span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p>Good morning, Tiger friends! 👋</p>\n<p><strong>AI doesn’t just need better models. It needs an enormous amount of infrastructure to run them.</strong> ⚡️</p>\n<p>From advanced chips and foundries to memory, optical connectivity, AI data centers and even space-based infrastructure, the AI buildout is creating a much broader investment opportunity.</p>\n<p>Here are <strong>8 infrastructure names worth following</strong>: 🧵</p>\n<h2 id=\"id_3830437653\">1. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>Drawdown -21%</p>\n<p>2028 Revenue CAGR: 153%</p>\n<p>2028 ADJ EBITDA CAGR: 318%</p>\n<p>FWD P/S: 10</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/eed3f914a0c8b8b1b356ff1e1310a4de\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_259733238\">2. <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"ASML Holding NV\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a></h2>\n<p>Drawdown -12%</p>\n<p>2028 Revenue CAGR: 23%</p>\n<p>2028 Net Income CAGR: 34%</p>\n<p>2028 FCF CAGR: 29%</p>\n<p>FWD P/E: 32</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/754eeb7386db6a8d130a7bae27753696\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_2195287894\">3. <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a></h2>\n<p>Drawdown -6%</p>\n<p>2028 Revenue CAGR: 26%</p>\n<p>2028 Net Income CAGR: 27%</p>\n<p>2028 FCF CAGR: 35%</p>\n<p>FWD P/E: 19</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/79292641a8f0b64561027b86b7ee79fb\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_3231812754\">4. <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a></h2>\n<p>Drawdown -23%</p>\n<p>2028 Revenue CAGR: 43%</p>\n<p>2028 Net Income CAGR: 54%</p>\n<p>2028 FCF CAGR: 78%</p>\n<p>FWD P/E: 6</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/7e0f169e87846d49e585a08836cf667c\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_3612659820\">5. <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a></h2>\n<p>Drawdown -8%</p>\n<p>2028 Revenue CAGR: 40%</p>\n<p>2028 Net Income CAGR: 32%</p>\n<p>2028 FCF CAGR: 45%</p>\n<p>FWD P/E: 23</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/9658846b9d7bbf68e7dc332d6ae2a597\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_2241547501\">6. <a data-mention-id=\"LITE\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a></h2>\n<p>Drawdown -21%</p>\n<p>2028 Revenue CAGR: 61%</p>\n<p>2028 Net Income: $5.1B</p>\n<p>2028 FCF CAGR: 98%</p>\n<p>FWD P/E: 43</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/38835ef41a4b4b74808fac7681330618\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_1057516210\">7. <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a></h2>\n<p>Drawdown -24%</p>\n<p>2028 Revenue CAGR: 46%</p>\n<p>2028 Net Income CAGR: 63%</p>\n<p>2028 FCF CAGR: 56%</p>\n<p>FWD P/E: 26</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/8adfbbfd653ed7e4a620eaa994ab1786\" tg-width=\"900\" tg-height=\"637\"><span> </span></p>\n<h2 id=\"id_180206936\">8. <a data-mention-id=\"SPCX\" class=\"teditor-mention\" data-mention-name=\"SpaceX\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a></h2>\n<p>Drawdown -32%</p>\n<p>2028 Revenue CAGR: 100%</p>\n<p>2028 Net Income Increase: 409%</p>\n<p>2028 FCF Decrease: 166%</p>\n<p>FWD P/S: 36</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/14c22b3f66d5571dadceb9dd76c128d5\" tg-width=\"1600\" tg-height=\"1133\"><span> </span></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p></body></html>","text":"Good morning, Tiger friends! 👋 AI doesn’t just need better models. It needs an enormous amount of infrastructure to run them. ⚡️ From advanced chips and foundries to memory, optical connectivity, AI data centers and even space-based infrastructure, the AI buildout is creating a much broader investment opportunity. Here are 8 infrastructure names worth following: 🧵 1. $NEBIUS(NBIS)$ Drawdown -21% 2028 Revenue CAGR: 153% 2028 ADJ EBITDA CAGR: 318% FWD P/S: 10 2. $ASML Holding NV(ASML)$ Drawdown -12% 2028 Revenue CAGR: 23% 2028 Net Income CAGR: 34% 2028 FCF CAGR: 29% FWD P/E: 32 3. $Taiwan Semiconductor Manufacturing(TSM)$ Drawdown -6% 2028 Revenue CAGR: 26% 2028 Net Income CAGR: 27% 2028 FCF CAGR: 35% FWD P/E: 19 4. $Micron Technology(MU)$ Drawdown -23% 2028 Revenue CAGR: 43% 2028 Net Income CAGR: 54% 2028 FCF CAGR: 78% FWD P/E: 6 5. $NVIDIA(NVDA)$ Drawdown -8% 2028 Revenue CAGR: 40% 2028 Net Income CAGR: 32% 2028 FCF CAGR: 45% FWD P/E: 23 6. $Lumentum(LITE)$ Drawdown -21% 2028 Revenue CAGR: 61% 2028 Net Income: $5.1B 2028 FCF CAGR: 98% FWD P/E: 43 7. $Broadcom(AVGO)$ Drawdown -24% 2028 Revenue CAGR: 46% 2028 Net Income CAGR: 63% 2028 FCF CAGR: 56% FWD P/E: 26 8. $SpaceX(SPCX)$ Drawdown -32% 2028 Revenue CAGR: 100% 2028 Net Income Increase: 409% 2028 FCF Decrease: 166% FWD P/S: 36","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/598978074951728","repostId":0,"isVote":1,"tweetType":1,"viewCount":562,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AVGO","SPCX","MU","NBIS","TSM","LITE","ASML"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1086,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/598978074951728"}