The "Great Rotation" Out of Tech Is Fading. Here Are the Best Artificial Intelligence (AI) Growth Stocks Poised to Benefit.

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• Hyperscalers are increasingly turning to Broadcom as they look to become less reliant on Nvidia

  60% confidence

• The next phase of AI will be more about inference and AI agents rather than model training

  60% confidence

• As agentic AI rises, the CPU-to-GPU ratio in AI data centers is about to get much tighter

  60% confidence

• Broadcom's projected $100 billion in AI chip revenue for FY2027 is approximately 5 times the total AI revenue it produced in the prior year

  60% confidence

• AMD's chiplet design packs more memory into its chips, differentiating it in the inference GPU market

  60% confidence

• Broadcom projected it would sell $100 billion in AI chips alone in fiscal year 2027

  60% confidence

• Growth is still the place to be in equities, and right now the biggest growth is coming from AI

  60% confidence

• Broadcom is a leader in data center networking with its Tomahawk Ethernet solution and is seeing robust growth in that segment

  60% confidence

• AMD is the leader in the data center CPU market

  60% confidence

• The Great Rotation out of tech and AI stocks appears to have been short-lived

  60% confidence

• AMD's data center CPU business is set to deliver new CPUs designed specifically for agentic AI

  60% confidence

Data points we hold from this source