APLD is involved in next-gen data center construction, servicing companies like Coreweave and potentially Microsoft, and is a stock the creator holds and trades.
Source Post
Top 5 AI Infrastructure Stocks May Double Before The End of 2026
Aug 8, 2026
The creator discusses the importance of investing in AI infrastructure beyond major players like Nvidia and Microsoft, focusing on smaller and medium-cap companies that enable AI enterprises. The video highlights five key AI infrastructure stocks, analyzing their earnings, balance sheets, valuations, and institutional activity, with a particular focus on INEN's recent pullback and potential for a significant rebound.
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Tickers discussed in this post
Coreweave is mentioned as a partner for APL in building data centers.
TSSI, trading around $10, has bullish targets up to $17 (60% upside) and strong fundamental strengths in technical programming, high power thermal management, and AI rack deliveries.
AMD's AI accelerators (MI300, MI325 series) are being used by Sanmina, which is positive for AMD stock, especially given Sanmina's increasing adoption of AMD hardware over Nvidia's.
Sanmina (SNM) is presented as a buy opportunity due to its focus on liquid cooling, increasing revenue and net profit, and a strong balance sheet, with targets near $300 suggesting significant upside.
NBIS has pulled back significantly from all-time highs, acquired substantial Nvidia hardware, and with Nvidia owning 9% of the company, technicals suggest a bullish trend with 30-60% upside potential, provided it stays above $180.
The creator notes that while ETFs launching for a stock don't always guarantee a rally, they do bring more focus and attention, and most outlooks for Irene have been bullish.
Microsoft is mentioned as a major AI player, but the creator suggests investors often overlook smaller infrastructure companies.
Nvidia is mentioned as a major AI player, but the creator suggests investors often overlook smaller infrastructure companies.