Top 3 AI Infrastructure Stocks I'm Buying Now...

AAPLBullishMedium ConvictionSignal-backedSecondary

Apple (APL) is being traded and is currently showing positive movement, with reversals seen in the data center and AI markets.

BKSYBullishMedium ConvictionSignal-backedPrimary

Black Sky (BKSY) is a buy due to its AI-powered space infrastructure, strong contract pipeline, and potential for 30-40% upside to $30, though confirmation above $25 is awaited.

APLDBullishHigh ConvictionSignal-backedPrimary

APLD, a constructor of AI data centers, has a massive pipeline and is poised for over 100% upside, with targets up to $80 a share.

AMDNeutralLow ConvictionResearch Only

AMD is mentioned as a company the creator found early by examining the chips powering Elon Musk's Starlink.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a company the creator found early by examining the microchips powering Tesla.

DELLNeutralLow ConvictionSignal-backedSecondary

Dell is a large technology producer that TSSI works with to procure, configure, and assemble AI-enabled server racks for facilities like the one in Georgetown, Texas.

MCNNeutralLow ConvictionSignal-backedSecondary

XAI is mentioned as a company that TSSI is working with on its GPU servers and infrastructure scale-up, including the Colossus supercomputer facility.

SYMNeutralLow ConvictionResearch Only

Symbotic is mentioned as an example of robotics companies operating in warehouses, drawing a parallel to the potential for robotics in data center construction.

SMCINeutralLow ConvictionResearch Only

Super Micro Computer is mentioned as a company building the largest supercomputer in the world for XAI, highlighting the need for physical assembly in data center construction.

TSSIBullishMedium ConvictionSignal-backedPrimary

TSSI is a data center configuration specialist that is currently undervalued and a top AI infrastructure pick.