Quick Read – PLTR cratered 25% year-to-date despite 85% revenue growth, while ALAB surged 377% as its AI rack-connectivity chips became essential infrastructure. – CEO Matthew Prince positioned Cloudflare as the platform AI agents run on, backed by 34% RPO growth and a $2.8…
llion 2026 revenue guide. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn’t make the cut. Grab the names FREE today
Investors chasing artificial intelligence exposure in July have piled into the usual suspects: chipmakers, hyperscalers, and the mega-cap software giants. The more interesting setups are one layer deeper, where the picks and shovels of the AI buildout live. Below are three names benefiting from the same secular tailwind, each with a distinct business model and a distinct risk profile.
Two are genuinely off the mainstream radar. The third is a household name that has quietly become a contrarian setup after a rough first half. Palantir Technologies (PLTR) Palantir Technologies (NASDAQ:PLTR) is a mega-cap at a $310 billion market cap, yet the setup has become genuinely underappreciated after a punishing first half.