23 Stocks Riding the AI Wave, Cloud Computing and Future Computing Infrastructure

Below is a list of about twenty stocks I am monitoring:

1. $AAOI - Stocks in the optical infrastructure sector. If bandwidth demand for AI data centers continues to surge, optical components will remain important.
2. $MXL - Small-scale semiconductor stocks related to data centers, connectivity, and AI infrastructure potential.
3. $VECO - Semiconductor equipment industry stocks, especially advanced materials, complex semiconductors, and photonics manufacturing.
4. $AXTI - Photonics/materials upstream sector stocks. Substrates could become bottlenecks if optical demand keeps rising. One of the best long-term investment stocks this year.
5. $IQE - One of the most interesting epitaxy wafer suppliers in the West. Very risky, but with significant upstream potential in the photonics supply chain.
6. $RPI - Raspberry Pi could benefit if local AI actors, OpenClaw/Picoclaw, and low-cost edge computing deployments become real demand drivers. With increased computing power from actor technology and the boom of Mac Mini, smart investments in local AI.
7. $EXA - Underwater drone, French sovereignty at the ocean floor. EXAIL has recently been widely revalued but remains a promising story.
8. $ALKAL - Kalray is an interesting choice in Europe for edge data processing/AI infrastructure. Very speculative, but aligned with AI computing themes. Exposure to DPU and European sovereignty makes it an essential stock.
9. $ALRIB - Riber offers exposure to MBE equipment, important for complex semiconductors, photonics, and advanced materials. Has similar potential to $MSFT.
10. $AMD - One of the main alternatives to Nvidia in GPU, CPU, and large-scale AI computing. Actor technology is offsetting CPU demand, which is very favorable since AMD produces both and even DPU.
11. SK Hynix - Memory remains one of the clearest bottlenecks in AI infrastructure, especially with HBM demand.
12. SK Square - South Korean joint-stock company with significant holdings in SK Hynix. An indirect way to leverage demand for HBM, AI memory, and potential revaluation of the South Korean ecosystem.
13. SNDK - Stake in storage/NAND. If data creation related to AI continues to explode, storage remains structurally important.
14. ROBOTIS - South Korean company with holdings in robotics and automation. If the robotics theme continues to expand globally, this stock could continue to rise sharply, especially after opening to US/EU investment.
15. VPG - Stake in sensors for robots, automation, and industrial systems. Unclear, but with significant potential if physical AI develops.
16. $GOOGL - Gemini, YouTube, TPU, Waymo, cloud computing, and huge operating income to fund AI development. For me, this is a real indicator of AI profitability and the most promising sector.
17. $QBTS - Investment in quantum computing. Very risky, but one of the notable listed names as the quantum theme resurges.
18. $INFQ - Infleqtion offers investment opportunities in quantum through neutral atom computing, sensors, and timing. Risky, but interesting as a new listed name in this field.
19. $STMPA - Investment in European semiconductors via automotive chips, industrial, power, and embedded chips. The upside reversal is driven by opportunities in silicon photonics with PIC100.
20. $NVTS - Investment in power/GaN semiconductors. If AI, electric vehicles, data centers, and energy efficiency remain key themes, this sector remains very interesting.
21. $NBIS - Cloud computing/AI infrastructure stocks. Risky, but with potential to be one of the most interesting non-hypercapitalization investment options based on AI computing demand.
22. $COHR - Photonics/optical infrastructure stocks are well established. The interesting question is whether AI data centers will continue to increase demand for transceivers, lasers, and optical components.
23. $LITE - Direct exposure to photonic cycles, especially through lasers, photonics, and the potential TPU/ultra-scale supply chain. Cleaner than the breakthrough upstream projects described earlier.
24. $2CRSI - A small French project focused on high-performance servers/AI infrastructure. Very speculative, but interesting if demand for computing, HPC, and data centers in Europe continues to accelerate. 👉Not everything is worth buying today; do your own research carefully.