● 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.
- 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
- 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
- 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
- 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
- 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