This week's under-the-radar stock watchlist focuses on companies benefiting from the next layer of AI infrastructure rather than crowded mega-cap names such as NVIDIA. Credo Technology (CRDO) and Astera Labs (ALAB) are the strongest AI connectivity candidates. Both benefit from rapidly increasing bandwidth requirements inside AI data centers, including 800G/1.6T networking and high-speed server connectivity. They offer significant growth potential, although valuations and volatility remain elevated. The second opportunity is power infrastructure. AI data centers require enormous electricity capacity, creating structural demand for grid upgrades. Quanta Services (PWR) benefits from transmission and grid construction, while Powell Industries (POWL) supplies critical electrical equipment. The