AI Infrastructure
Hyperscalers are spending $1.3T over two years on AI data centers and chips — NVIDIA leads but competition from AMD and custom silicon is intensifying
All 20 names
| # | Name | LikeFolio Score | Main Street | Wall Street | Gap | Main Street 7-day | Rating | Data link | Price | Upside | Model Portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMATApplied Materials | 89 | 91 | 67 | 24 | — | — | Strong | — | — | |
| 2 | VRTVertiv | 89 | 89 | 58 | 31 | — | — | Strong | — | — | |
| 3 | GOOGLGoogle | 86 | 87 | 72 | 15 | — | — | Strong | — | — | |
| 4 | AMZNAmazon | 85 | 85 | 71 | 14 | — | — | Strong | — | — | |
| 5 | MSFTMicrosoft | 84 | 86 | 84 | 2 | — | — | Strong | — | — | |
| 6 | PLTRPalantir | 83 | 84 | 86 | -2 | — | — | Strong | — | — | |
| 7 | DDOGDatadog | 81 | 81 | 88 | -7 | — | — | Weak | — | — | |
| 8 | SNOWSnowflake | 81 | 81 | 85 | -4 | — | — | Strong | — | — | |
| 9 | IBMIBM | 80 | 71 | 29 | 42 | — | — | Strong | — | — | |
| 10 | NVDANvidia | 77 | 77 | 93 | -16 | — | — | Strong | — | — | |
| 11 | PATHUiPath | 76 | 67 | 33 | 34 | — | — | Strong | — | — | |
| 12 | AMDAMD | 75 | 74 | 94 | -20 | — | — | Strong | — | — | |
| 13 | AVGOAvago Tech or Broadcom | 75 | 69 | 61 | 8 | — | — | Strong | — | — | |
| 14 | METAMeta | 75 | 72 | 83 | -11 | — | — | Strong | — | — | |
| 15 | BBAIBigBear.ai | 73 | 61 | 17 | 44 | — | — | Strong | — | — | |
| 16 | INTCIntel | 72 | 68 | 74 | -6 | — | — | Strong | — | — | |
| 17 | ANETArista Networks | 71 | 69 | 91 | -22 | — | — | Strong | — | — | |
| 18 | ASMLASML | 71 | 67 | 84 | -17 | — | — | Strong | — | — | |
| 19 | DELLDell Technologies | 66 | 63 | 88 | -25 | — | — | Strong | — | — | |
| 20 | CRMSalesforce | 18 | 17 | 44 | -27 | — | — | Weak | — | — |