The analyst lists 10 AI infrastructure-related stocks as a long-term accumulation watchlist, highlighting PLTR as a long-term core anchor position.
These companies are key players in AI infrastructure, from cloud compute to custom silicon and robotics, representing theme exposure for long-term growth.
AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation $NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nvidia investment. Took the sharpest hit this week on Meta cloud competition headlines. $MU — Memory semiconductors (DRAM/HBM). The picks-and-shovels bottleneck behind every AI chip. $CRDO — Optical/electrical connectivity chips for AI datacenters. High-speed interconnect specialist. $MRVL — Custom silicon (ASICs) and networking for hyperscaler AI buildouts. $AVGO — Custom AI ASICs + networking infrastructure at scale. One of the deepest moats in the stack. $QCOM — Mobile chip leader diversifying into AI edge compute and automotive silicon. $TSLA — EV manufacturer with optionality in autonomy (FSD) and humanoid robotics (Optimus). $AAOI — Optical components/transceivers for AI datacenter interconnects. Small-cap photonics exposure. $CCXI — Churchill Capital Corp XI, a SPAC with a definitive merger agreement to take Agility Robotics public. Pure-play humanoid robotics exposure once the deal closes. $PLTR — AI/data analytics software for government and enterprise. My long-term core anchor position. Not every name here is at the same point in its cycle — do your own homework on entry timing for each. This is a watchlist of expertise/theme exposure, not a signal that every name is at an identical discount right now. Not financial advice.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +1.4% | +0.9% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |