AI infrastructure still looks

AI infrastructure still looks like one of the strongest themes out there. There are 10 names worth watching over the next 12 months, and a few that stand out to me:

$SK hynix(SKHY)$ — exposure to HBM and advanced memory

$Vertiv Holdings LLC(VRT)$ — data center power and cooling demand

$Arista Networks(ANET)$ — AI networking growth

$Broadcom(AVGO)$ — custom AI chips and networking

$Taiwan Semiconductor Manufacturing(TSM)$ — the backbone of global semiconductor manufacturing

The AI story seems to be expanding well beyond just GPUs at this point. The next wave of winners could come from across the entire supply chain — memory, networking, power, cooling, and manufacturing.

Of course, nothing moves in a straight line. Valuation, execution, and timing still matter a lot.

If you could only hold 3 stocks from this list for the next 12 months, which ones are you choosing?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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