Most Investors Only Know 1 of These 12 AI Stocks

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 MRVL NASDAQ ACHETER -16,28%
   Entrée $280,71 11 juin 2026

   Actuel $235,01 09 sept 2026

   Résultat −$45,70

   vs. indice −19,6% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Marvel, Coherent. As clusters get larger, data has to move faster and farther with less power loss. Optical is becoming a critical part of that equation. Number nine is cloud and data centers. Amazon, Microsoft, Google. Most companies will never build thei…

   Broadcom, Marvel, Coherent

   Aller

   Contexte extrait par IA Number eight, optical and connectivity. Broadcom, Marvel, Coherent.

2. 02 ANET NYSE ACHETER +23,36%
   Entrée $156,40 11 juin 2026

   Actuel $192,93 09 sept 2026

   Résultat +$36,53

   vs. indice +20,0% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of the central bottlenecks in the entire AI buildout. Number seven, networking. Nvidia, Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Mar…

   Nvidia, Arista, Cisco

   Aller

   Contexte extrait par IA Number seven, networking. Nvidia, Arista, Cisco.

3. 03 CSCO NASDAQ ACHETER -10,18%
   Entrée $121,83 11 juin 2026

   Actuel $109,43 09 sept 2026

   Résultat −$12,40

   vs. indice −13,5% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of the central bottlenecks in the entire AI buildout. Number seven, networking. Nvidia, Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Mar…

   Nvidia, Arista, Cisco

   Aller

   Contexte extrait par IA Number seven, networking. Nvidia, Arista, Cisco.

4. 04 NVDA NASDAQ ACHETER +9,18%
   Entrée $204,87 11 juin 2026

   Actuel $223,67 09 sept 2026

   Résultat +$18,80

   vs. indice +5,8% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …s for more than 10 years. That means no matter how much these stocks have already moved, a lot of them are going higher, much higher. The early innings argument is not hype. It is infrastructure math. I've been investing for over 30 years. I hold Nvidia. I hold several of the names we're going to walk through today, and I stopped thinking of AI as one stock a long time ago. What I want to show you today is the real map, not the version you get in the 10-second clip on financial media. If y…

   I hold Nvidia.

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   Contexte extrait par IA I've been investing for over 30 years. I hold Nvidia.

5. 05 MSFT NASDAQ ACHETER +25,95%
   Entrée $390,34 11 juin 2026

   Actuel $491,65 09 sept 2026

   Résultat +$101,31

   vs. indice +22,6% SPY +3,3% sur la même période

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   Microsoft

   Aller

   Contexte extrait par IA Number one, AI models and applications. Microsoft, Google, Meta.

6. 06 GOOGL NASDAQ ACHETER -7,58%
   Entrée $357,77 11 juin 2026

   Actuel $330,65 09 sept 2026

   Résultat −$27,12

   vs. indice −10,9% SPY +3,3% sur la même période

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   Google

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   Contexte extrait par IA Number one, AI models and applications. Microsoft, Google, Meta.

7. 07 META NASDAQ ACHETER +15,00%
   Entrée $568,43 11 juin 2026

   Actuel $653,69 09 sept 2026

   Résultat +$85,26

   vs. indice +11,7% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …realize. These aren't generic mistakes. They're specific to AI right now. And the fix for all three starts with the same thing, the full picture. All right, let's fill in the list. Number one, AI models and applications. Microsoft, Google, Meta. The most visible layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, …

   Meta

   Aller

   Contexte extrait par IA Number one, AI models and applications. Microsoft, Google, Meta.

8. 08 AMD NASDAQ ACHETER +6,68%
   Entrée $488,45 11 juin 2026

   Actuel $521,10 09 sept 2026

   Résultat +$32,65

   vs. indice +3,3% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …, the full picture. All right, let's fill in the list. Number one, AI models and applications. Microsoft, Google, Meta. The most visible layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical c…

   Nvidia, AMD, Broadcom

   Aller

   Contexte extrait par IA Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer.

9. 09 AVGO NASDAQ ACHETER -5,50%
   Entrée $385,57 11 juin 2026

   Actuel $364,38 09 sept 2026

   Résultat −$21,19

   vs. indice −8,8% SPY +3,3% sur la même période

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   Contexte de la transcription source

   …, the full picture. All right, let's fill in the list. Number one, AI models and applications. Microsoft, Google, Meta. The most visible layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical c…

   Nvidia, AMD, Broadcom

   Aller

   Contexte extrait par IA Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer.

10. 10 TSM NYSE ACHETER +3,39%
    Entrée $421,07 11 juin 2026

    Actuel $435,36 09 sept 2026

    Résultat +$14,29

    vs. indice +0,1% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amco…

    TSMC in particular is one of the most strategically critical companies on the planet right now.

    Aller

    Contexte extrait par IA Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now.

11. 11 INTC NASDAQ ACHETER -9,17%
    Entrée $116,96 11 juin 2026

    Actuel $106,24 09 sept 2026

    Résultat −$10,72

    vs. indice −12,5% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …le layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies t…

    TSMC, Samsung, Intel

    Aller

    Contexte extrait par IA Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now.

12. 12 ASML NASDAQ ACHETER -8,95%
    Entrée $1 899,48 11 juin 2026

    Actuel $1 729,52 09 sept 2026

    Résultat −$169,96

    vs. indice −12,3% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …l growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packagi…

    Think ASML, Applied Materials, Lamb Research

    Aller

    Contexte extrait par IA Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips.

13. 13 AMAT NASDAQ ACHETER -15,16%
    Entrée $552,64 11 juin 2026

    Actuel $468,85 09 sept 2026

    Résultat −$83,79

    vs. indice −18,5% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …l growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packagi…

    Think ASML, Applied Materials, Lamb Research

    Aller

    Contexte extrait par IA Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips.

14. 14 LRCX NASDAQ ACHETER -12,88%
    Entrée $362,52 11 juin 2026

    Actuel $315,84 09 sept 2026

    Résultat −$46,68

    vs. indice −16,2% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …l growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packagi…

    Think ASML, Applied Materials, Lamb Research

    Aller

    Contexte extrait par IA Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips.

15. 15 AMKR NASDAQ ACHETER -32,57%
    Entrée $76,15 11 juin 2026

    Actuel $51,35 09 sept 2026

    Résultat −$24,80

    vs. indice −35,9% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packaging capacity tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of t…

    TSMC, Amcore, ASSE technology

    Aller

    Contexte extrait par IA Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems.

16. 16 ASX NYSE ACHETER +1,93%
    Entrée $36,80 11 juin 2026

    Actuel $37,51 04 sept 2026

    Résultat +$0,71

    vs. indice −1,4% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packaging capacity tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of t…

    TSMC, Amcore, ASSE technology

    Aller

    Contexte extrait par IA Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems.

17. 17 MU NASDAQ ACHETER +3,20%
    Entrée $995,87 11 juin 2026

    Actuel $1 027,77 09 sept 2026

    Résultat +$31,90

    vs. indice −0,1% SPY +3,3% sur la même période

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    Contexte de la transcription source

    … and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packaging capacity tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of the central bottlenecks in the entire AI buildout. Number seven, networking. Nvidia, Arista, Cisco. When thousands of GPUs need to function as one system, the network connecti…

    SKH Highix, Micron, Samsung

    Aller

    Contexte extrait par IA Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors.

18. 18 AMZN NASDAQ ACHETER +4,51%
    Entrée $241,51 11 juin 2026

    Actuel $252,40 09 sept 2026

    Résultat +$10,89

    vs. indice +1,2% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …ber eight, optical and connectivity. Broadcom, Marvel, Coherent. As clusters get larger, data has to move faster and farther with less power loss. Optical is becoming a critical part of that equation. Number nine is cloud and data centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Er…

    Amazon, Microsoft, Google

    Aller

    Contexte extrait par IA Number nine is cloud and data centers. Amazon, Microsoft, Google.

19. 19 CEG NASDAQ ACHETER +19,13%
    Entrée $246,71 11 juin 2026

    Actuel $293,90 09 sept 2026

    Résultat +$47,19

    vs. indice +15,8% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …ta centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More c…

    Constellation Energy, Vistra, Next Era

    Aller

    Contexte extrait par IA Number 10, power. Constellation Energy, Vistra, Next Era.

20. 20 VST NYSE ACHETER +3,22%
    Entrée $146,38 11 juin 2026

    Actuel $151,10 09 sept 2026

    Résultat +$4,72

    vs. indice −0,1% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …ta centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More c…

    Constellation Energy, Vistra, Next Era

    Aller

    Contexte extrait par IA Number 10, power. Constellation Energy, Vistra, Next Era.

21. 21 VRT NYSE ACHETER -11,75%
    Entrée $297,88 11 juin 2026

    Actuel $262,89 09 sept 2026

    Résultat −$34,99

    vs. indice −15,1% SPY +3,3% sur la même période

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    Contexte de la transcription source

    … power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target o…

    Vertive BRT, Eaton, Schneider Electric

    Aller

    Contexte extrait par IA Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric.

22. 22 ETN NYSE ACHETER +5,48%
    Entrée $393,64 11 juin 2026

    Actuel $415,22 09 sept 2026

    Résultat +$21,58

    vs. indice +2,1% SPY +3,3% sur la même période

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    Contexte de la transcription source

    … power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target o…

    Vertive BRT, Eaton, Schneider Electric

    Aller

    Contexte extrait par IA Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric.

23. 23 SU NYSE ACHETER +11,68%
    Entrée $61,80 11 juin 2026

    Actuel $69,02 09 sept 2026

    Résultat +$7,22

    vs. indice +8,3% SPY +3,3% sur la même période

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    Contexte de la transcription source

    … power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target o…

    Vertive BRT, Eaton, Schneider Electric

    Aller

    Contexte extrait par IA Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric.

24. 24 CRWD NASDAQ ACHETER +20,20%
    Entrée $172,88 11 juin 2026

    Actuel $207,80 09 sept 2026

    Résultat +$34,92

    vs. indice +16,9% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target on those systems gets. Security is a mandatory part of enterprise AI adoption. That's the stack. 12 layers, 12 potential profit layers. And once you see it this way, you can't uns…

    Crowdstrike, PaloAlto Networks, Data Dog

    Aller

    Contexte extrait par IA Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog.

25. 25 PANW NASDAQ ACHETER +19,88%
    Entrée $279,53 11 juin 2026

    Actuel $335,10 09 sept 2026

    Résultat +$55,57

    vs. indice +16,5% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target on those systems gets. Security is a mandatory part of enterprise AI adoption. That's the stack. 12 layers, 12 potential profit layers. And once you see it this way, you can't uns…

    Crowdstrike, PaloAlto Networks, Data Dog

    Aller

    Contexte extrait par IA Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog.

26. 26 DDOG NASDAQ ACHETER -3,83%
    Entrée $234,24 11 juin 2026

    Actuel $225,27 09 sept 2026

    Résultat −$8,97

    vs. indice −7,2% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target on those systems gets. Security is a mandatory part of enterprise AI adoption. That's the stack. 12 layers, 12 potential profit layers. And once you see it this way, you can't uns…

    Crowdstrike, PaloAlto Networks, Data Dog

    Aller

    Contexte extrait par IA Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog.

27. 27 COHR NYSE ACHETER -16,53%
    Entrée $363,58 11 juin 2026

    Actuel $303,48 09 sept 2026

    Résultat −$60,10

    vs. indice −19,9% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Marvel, Coherent. As clusters get larger, data has to move faster and farther with less power loss. Optical is becoming a critical part of that equation. Number nine is cloud and data centers. Amazon, Microsoft, Google. Most companies will never build thei…

    Broadcom, Marvel, Coherent

    Aller

    Contexte extrait par IA Number eight, optical and connectivity. Broadcom, Marvel, Coherent.

28. 28 NEE NYSE ACHETER -2,58%
    Entrée $84,84 11 juin 2026

    Actuel $82,65 09 sept 2026

    Résultat −$2,19

    vs. indice −5,9% SPY +3,3% sur la même période

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    Contexte de la transcription source

    …ta centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More c…

    Constellation Energy, Vistra, Next Era

    Aller

    Contexte extrait par IA Number 10, power. Constellation Energy, Vistra, Next Era.