Nvidia's proprietary NVLink fusion technology is mentioned as an area where Astera Labs is developing custom integrations, highlighting Nvidia's role in the AI ecosystem.
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3 Hidden AI Infrastructure Stocks Wall Street Is Buying Now
The creator discusses the rotation of smart money in the AI trade, moving deeper into infrastructure providers. Celestica (CLS) is highlighted as a key player in electronic manufacturing services for data centers, showing booming revenue and earnings growth, with management raising guidance. Despite a recent pullback, the stock presents an attractive entry point with strong analyst support and a significant price target upside.
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Tickers discussed in this post
Astera Labs (ALAB) is a critical, high-beta play on AI hardware limitations, solving data transfer bottlenecks with specialized connectivity solutions and showing remarkable revenue growth.
On Semiconductor is a post-trough cyclical recovery play with a strong AI kicker, showing first positive year-over-year revenue growth after a contraction, driven by its AI data center business.
Celestica (CLS) is a compelling AI infrastructure play with booming revenue, raised guidance, and an attractive entry point after a recent pullback, supported by strong analyst sentiment and a high price target.