It's always good to look for new investment ideas. While investors can look at various sectors, I like to focus on artificial intelligence (AI) stocks. This technology is still in its early stages and can fundamentally change societies. Autonomous vehicles, humanoid robots, drones, and AI chatbots are some of the products and services that can scale rapidly as AI evolves.
That's why the two stocks I am buying in 2027 revolve around that theme. I already have positions in each of these companies and intend to build on them in 2027.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Iren (NASDAQ: IREN) is my favorite neocloud stock. Nebius (NASDAQ: NBIS) is also a strong contender and slightly ahead of Iren in revenue recognition, but I do not believe Nebius should have a market cap almost four times Iren's.
The neocloud thesis is straightforward. Hyperscalers need access to compute, and companies like Iren create the data centers that supply hyperscalers with the necessary chips, power, software, and facilities.

#flashing #hyperscalers