Where is everyone investing into ai, I know Microsoft works closely with OpenAI however you can’t buy OpenAI stock directly. I’m wondering what is speculated to be big movers in the ai market

What are yall invested in? what should I be paying attention to?

I highly belive that AI is clearly the biggest thing today and will be dominating the future.

Hence, I’m looking for stocks that are still currently fairly valued but do have potential to growth and surge big time. I can’t help feeling I missed out on $PLTR, which I sold in the $40s because I was convinced that it's P/E was too high.

So here I am now wondering which other opportunities might still be worth jumping into. I am still loading up on $SMCI and $INTC, which are my long term investments too. What’s on your radar? What are you guys buying now?

Hello

I am new to stock market and was wondering what AI stocks are a better investment?NVDA and AMAZON is something I have invested a bit.But was wondering if it makes sense to put more into it or are there any other stocks out there which makes more sense to invest in. Was also thinking MS and Apple but I am not sure if they have already reached their limits and not really sure what 2025 has for these. NVDA exploded in 2024 and not sure how that can contribute for 2025. Never really been a favorite of Alphabet and Meta is very expensive. I am asking for advice keeping the next 3 years in mind for now. Any expert insights is much appreciated.

After NVDA’s latest earnings, it feels like the entire market got even more hyped about AI. Analysts are raising their price targets, and I’m starting to wonder if I’ve already missed the boat.

I haven’t opened any positions yet, mostly because I’m worried about buying in too high. A few friends suggested looking into AI-focused ETFs or second-tier chip suppliers, since those might carry less risk while still riding the trend. Just wondering how others are approaching this right now.

After a year dominated by artificial intelligence headlines, Wall Street’s bull case is shifting toward something more fundamental to stocks: earnings power that’s beginning to broaden beyond Big Tech.

Morgan Stanley, UBS, and other major firms are pointing to a clear throughline this earnings season: Profits are strong, margins are stabilizing, and growth, while still concentrated in AI-heavy tech, is beginning to spread.

“There are clear signs that the earnings recovery is underway and pricing power is firming,” Morgan Stanley equity strategist Mike Wilson wrote in a client note on Monday.

His team’s data shows the so-called Magnificent Seven are expected to post 23% net income growth for the third quarter, compared with 12% for the rest of the index, but “we see incrementally positive developments for breadth to eventually improve” as revisions trend higher and revenue beats remain well above historical norms, he said.

FactSet’s latest data backs that up. With more than 90% of S&P 500 (^GSPC) companies reporting, 82% have beaten earnings estimates, while overall profits rose 13.1% year over year. That marks the fourth straight quarter of double-digit growth.

Additionally, six of the index’s 11 sectors are posting year-over-year earnings gains.

Palantir (PLTR) CEO Alex Karp warned that in large swaths of the artificial intelligence market, the cost to build the technology may not be worth it.

His comments came as investors have grown increasingly concerned over whether companies' billions of dollars in AI spending will pay off.

"So there's really two AI markets from Palantir's perspective: [One is] people using AI, call it enhanced intelligence to do basic things, but things that are not sophisticated enough so that they would change your revenue or margins," Karp said in an interview at Yahoo Finance's Invest event when asked about the hotly debated AI bubble.

"One could argue as an informed citizen that the market is very large but may not create enough value to justify the actual cost of large language models or their implementation," Karp said.

Palantir develops AI software used by enterprises and governments for everything from supply chain management to identifying military targets.

I feel like AI will only grow and grow. I only invest in VOO for S&P 500 right now, but feel like I’ll look back and think how I should have done more to take advantage of investments in the growing AI world.

How do you invest in AI - as in, are there specific stocks that are the most advantageous or direct on AI’s growth?

Saw some chatter online about the AI industry being in a bubble state, and it got me thinking about shorting. From what I understand it’s super risky and timing has to be spot-on, so it’s not really for me. But curious if anyone here has actually thought about it or tried it with AI-related stocks? Curious to hear...

Hi.

I was wondering about some Ai stocks that people would suggest to look into.

I'm kind of a novice to investing. I have been doing some for 5+ years, but not a lot of moving things. Bought stock in a few safer ones like Sony & Caseys, and tried some more high upside IoT ones that most of didn't work out like Sierra Wireless/INSG (A couple did pretty good and got bought out).
I don't have a big amount set aside for stocks, but some I could try something new that might have good potential/upside.
I am looking at something I would most likely leave for at least a few years.

Thanks for any info/help!

Hi all, has anyone got some recommendations of what undervalued AI/tech stocks may benefit the most from the US-Saudi tech deal?

Link in case someone missed it:

https://www.washingtontechnology.com/contracts/2025/05/us-and-saudi-arabia-announce-tech-investments-new-partnership/405355/

Want to make use of this week's dip and buy into a few good stocks that can benefit a lot from this deal and/or going to grow a lot this coming years anyways. Got the obvious ones (NVDA, AMD) already.

I don’t post often, but wanted to share a stock that’s been on my radar for a while: Navitas Semiconductor (NVTS). I’m not sitting on a massive position right now, but after doing some digging, I’m planning on buying more in the coming weeks.

A bit of context: I bought $ASTS back when it was trading at just over $3. People laughed at me, told me it was vaporware, and that satellite-to-cell was science fiction. Look where it’s at now. I’m not saying NVTS is the same kind of play, but I am seeing that same kind of overlooked potential.

So what’s the deal with NVTS?

Navitas designs and manufactures gallium nitride (GaN) power ICs. If you’re not familiar, GaN is what a lot of industry experts are calling the “next-gen” material for power electronics. It’s significantly more efficient and faster-switching than traditional silicon, and it allows for smaller, lighter, and more energy-efficient devices. We’re talking about charging tech that runs cooler and wastes way less energy — that’s a big deal in both consumer electronics and industrial applications.

They’re already working with major OEMs in fast chargers, data centers, solar, and EVs. The company claims its tech can cut energy loss by up to 40% and reduce CO₂ emissions dramatically.

A few things that stood out to me: • They’re fabless (like Nvidia), which means lower capex and faster scalability. • They completed the acquisition of GeneSiC, expanding into silicon carbide (SiC) — so they now cover both GaN and SiC, positioning themselves across a wide range of power needs. • Big focus on AI data centers, EVs, and renewables — all rapidly growing markets with massive power demands.

And here’s a kicker: Insiders have been buying. It’s not often you see execs putting real skin in the game unless they believe in the long-term upside.

The company’s still small cap and not yet profitable, which obviously makes it a risk. But so was ASTS. In fact, NVTS is sitting in a very similar sweet spot — a tech disruptor that’s already getting adoption but hasn’t fully hit the mainstream investor radar.

I’m not saying this is a guaranteed moonshot. But I am saying that, in a market obsessed with AI and electrification, power efficiency is the quiet bottleneck no one’s paying enough attention to — and NVTS is building the tech to fix that.

DYOR, but keep this one on your watchlist. I’m buying more.

Anyone know of Canadian AI stocks or AI stocks that are on the TSX. I am looking to invest into a few different ones, lots out there but any that you like in perticular, and why? Let’s talk AI.