AI infrastructure

This watchlist is themed around AI infrastructure and emerging technology. All six companies, SoundHound AI, BigBear.ai, POET Technologies, Ambarella, Innodata, and Navitas Semiconductor, operate at the intersection of artificial intelligence and the hardware or software layers that power it.

The picks span the full AI stack: from edge AI chips (Ambarella) and optical interconnect hardware solving data center bottlenecks (POET Technologies) to AI-driven analytics for government contracts (BigBear.ai), enterprise voice and conversational AI (SoundHound AI), AI data annotation and services (Innodata), and next-generation power semiconductors enabling efficient AI compute (Navitas Semiconductor). Most are currently flagged as undervalued relative to their author fair values, suggesting the watchlist leans toward a speculative, high-upside bet on the broader AI buildout, particularly in under-the-radar, small-cap names rather than the dominant hyperscalers.