AI infrastructure still looks like one of the strongest themes out there. There are 10 names worth watching over the next 12 months, and a few that stand out to me:
$SK hynix(SKHY)$ — exposure to HBM and advanced memory
$Vertiv Holdings LLC(VRT)$ — data center power and cooling demand
$Arista Networks(ANET)$ — AI networking growth
$Broadcom(AVGO)$ — custom AI chips and networking
$Taiwan Semiconductor Manufacturing(TSM)$ — the backbone of global semiconductor manufacturing
The AI story seems to be expanding well beyond just GPUs at this point. The next wave of winners could come from across the entire supply chain — memory, networking, power, cooling, and manufacturing.
Of course, nothing moves in a straight line. Valuation, execution, and timing still matter a lot.
If you could only hold 3 stocks from this list for the next 12 months, which ones are you choosing?
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