● List of top-rated stocks based on after-market returns after NVIDIA earnings report
(*Market capitalization of more than $500 million, AI-related business items)

In the future, we have organized the list to select candidate stocks that can lead the market in the rebound market.

1. Semiconductors

(1) Packaging, Material, Foundry

• AMKR – OSAT provider benefits from high bandwidth HBM and high performance GPU packaging
• Q – Electronic materials company spun off from DuPont. High proportion of advanced processing and packaging materials for AI such as CMP slurry, photoresist, and high-end packaging materials are high
• SKYT – Special Process-Centered Foundry, Some Orders for AI and HPC Chips in Gomajin Process, including Defense, Space, and Special Semiconductors
• NVTS – GaN Power Semiconductor, associated with high efficiency power supply (PSU) for AI servers
• ALAB – CXL/PCIe based connection chip, high-speed interconnect between GPU-CPU-memory core
• CRDO – High-speed signal transmission between AI servers and racks, such as high-speed SerDes and direct attach cable chips
• POET – Silicon Photonics based optical engine/module. Optical module/CPO theme for AI data center

(2) Optical Communications and Networking Components

• CIEN – Optical Transmission/Switching Equipment for AI Data Center and Cloud Backbone
• AAOI – Optical Transceiver for Data Center. Names Reevaluated by Recent AI Demand
• LITE – OPTICAL TRANSCEIVER, LASER, POSITIONING IN COHERENT/SiP ecosystem
• COHR – High power laser and optical components. Supply of light sources and equipment used in silicon photonics and AI packaging processes

1. AI Data Center Hardware

• SMCI – AI Server 1 Tier ODM. Directly connected to Nvidia GB200·NVL series
• CLS – Server/Network Equipment EMS/ODM.AI Server/Switch Assembly for Hyperscaler
• APLD – Data center/GPU hosting for AI/HPC, some Bitcoin, but AI weight ↑
• CRWV – Dedicated Cloud Based on Nvidia GPUs. NVDA and Strategic Partner Structure
• WYFI – AI Infrastructure Data Center Operator Provides High Performance GPU Cloud and AI Collection
• NBIS – Cloud/AI Infrastructure Platform (Software Infrastructure Sector). Yandex AI Cloud
• CORZ – Originally Bitcoin mining, but diversified into GPU/HPC data center business
• BTDR – Similarly, AI/HPC cloud business based on GPU clusters
• SNDK – Benefit from enterprise SSD and NAND demand for AI servers and storage

1. Power, Cooling and Infrastructure

• VRT – Rack Power Supply (UPS), Cooling, Rack/Power Infrastructure. Direct Benefits of High Density Rack Designs such as NVL72
• BE – Distributed power generation based on fuel cells. Story of eco-friendly power solutions for AI data centers
• FLNC – Large ESS. AI data center power peak control and associated with backup power demand
• EOSE – Long Term Battery (Net ESS). Power Infrastructure Play in the above context
• NPWR – CO₂ Capture Integrated Gas Generation Technology, Narrative Response to Data Center and AI Power Demand
• OKLO – Model orientation to power AI data centers, etc. with SMR
• FRMI – REIT specialized in developing AI data center power and campus. Project Matador, etc. provide AI data center power + site as a package

1. AI Software and Platform

• SOUN – Voice/interactive AI platform well known for its strategic partnership and investment relationship with Nvidia
• BBAI – Data Analysis, Prediction/Optimization Solutions, Defense/Industrial AI Software
• RZLV – AI Agent and Automation Platform Based on Corporate Commerce
• NTSK – SASE·Cloud security. Characteristics of security infrastructure benefits from increased AI services and cloud traffic

1. Physical AI, Quantum Computing

• SYM – AUTO Warehouse Robotics. Based on high performance computing and computer vision, accompanied by AI investor sentiment
• SERV – Autonomous delivery robot. Edge AI/autonomous driving story
• RR – service robots, cleaning robots, etc. similarly Physical AI themes
• AMPX – A company specializing in batteries based on silicon cathodes used in drones
• LAES – Quantum Resistance Security Semiconductor Hardware and Security Software Vertical Sequencing Company Connecting Quantum Computing and AI