ARM Holdings, which has nearly tripled this year, is important for its efficient chip architecture competing across platforms and aiding AI, though the creator plans to research it further.
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The AI Bottleneck Stocks Investors Need to Know
Jul 21, 2026
This video discusses key companies involved in the AI infrastructure, focusing on power and energy providers. The creator highlights Constellation Energy (CEG) and Vistra Energy (VST) as significant players, noting their valuations, growth prospects, and specific roles in supplying consistent power for data centers, particularly emphasizing nuclear energy's role.
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Qualcomm is specialized in helping Apple make chips for AI to run on devices.
Apple is a key player in consumer AI devices, with the main question being how their AI integration into phones and future products will come to fruition.
Snowflake, valued around $93 billion with a forward PE of 99, is an expensive company that helps organize corporate data and merge disparate data systems.
Service Now, valued around $100 billion with a PE of 61, is considered expensive but has a strong moat in enterprise AI software due to its sticky CRM and ticketing solutions.
Palantir (PLTR) is a software company with a proven AI application, valued at $300 billion with a PE of 150 and forward PE of 64, despite being down double digits this year.
Comfort Systems, ticker FIX, is involved in mechanical and electrical contracting for data centers, with a current PE of 48 and forward PE of 32, up nearly 90% due to high demand.
Digital Realty is a large data center REIT with a PE of 48 and forward PE of 80, expected to slow down, facing challenges with limited growth ceilings and potential pricing power reduction.
Equinix is a data center REIT that builds and rents out space, but is considered expensive due to assumptions of continued long-term leasing.
Applied Materials, valued at $470 billion, is a key player in semiconductor manufacturing equipment, with a forward P/E in the 30s and having more than doubled this year.
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