Navitas is highlighted as a power play, providing gallium nitride chips that handle high-density requirements in hot AI data centers.
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TOP 5 STOCKS I’M BUYING RIGHT NOW – MAY 21st 2026 Five AI infrastructure stocks most traders are ig
Mr M TradesNew
The creator outlines five AI infrastructure stocks that provide essential components like fiber optics, power management, and edge distribution, arguing that the market is overlooking these critical "behind the scenes" players.
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Akamai is presented as an edge distribution play, utilizing its 4,400 edge sites to facilitate real-time AI inference.
GlobalFoundries is positioned as a strategically irreplaceable foundry serving as the middle ground between cloud giants and leading-edge fabs.
Corning is highlighted as a critical glass play following a major $3 billion optical fiber deal with Nvidia.
AAOI is identified as a key optics play for AI data centers, having seen significant momentum over the last six months.