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AI Infrastructure (20)
Thematic Narrative Collections #1 - AI Infrastructure
The chips, data centres, networking, power and cooling behind the AI buildout. One handpicked community Narrative per stock, chosen by the Simply Wall St team, so you can track the whole theme in one place. Updated regularly.
Narratives are community opinions, not recommendations or financial advice. Do your own research.
Watching
20
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
AMD Advanced Micro Devices US$559.8238.3% undervalued intrinsic discount 8.5%7D 4.2%3M | ||||||
IREN IREN US$46.6834.7% undervalued intrinsic discount 6.5%7D -22.1%3M | ||||||
P Everpure US$104.1442.1% undervalued intrinsic discount 6.1%7D 39.6%3M | ||||||
MU Micron Technology US$1,015.8018.7% undervalued intrinsic discount 4.2%7D -10.4%3M | ||||||
ARM Arm Holdings US$275.6135.9% undervalued intrinsic discount 4.1%7D -37.3%3M | ||||||
CBRS Cerebras Systems US$198.3752.3% undervalued intrinsic discount 3.4%7D -15.5%3M | ||||||
GOOGL Alphabet US$349.549.5% undervalued intrinsic discount 3.3%7D -5.0%3M | ||||||
KOV Korvest AU$16.30Fairly Valued intrinsic discount 2.5%7D -19.0%3M | ||||||
HON Honeywell International US$206.4635.5% undervalued intrinsic discount 2.0%7D -54.9%3M | ||||||
NVDA NVIDIA US$222.2732.5% undervalued intrinsic discount 1.8%7D 5.5%3M | ||||||
WBT Weebit Nano AU$3.3461.8% undervalued intrinsic discount 1.5%7D -60.9%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$434.6714.9% overvalued intrinsic discount 0.3%7D -5.9%3M | ||||||
AAOI Applied Optoelectronics US$105.1734.8% overvalued intrinsic discount -0.2%7D -35.0%3M | ||||||
AMZN Amazon.com US$253.719.5% undervalued intrinsic discount -1.2%7D 3.8%3M | ||||||
AVGO Broadcom US$357.6145.1% undervalued intrinsic discount -1.2%7D -13.1%3M | ||||||
ORCL Oracle US$147.6132.9% undervalued intrinsic discount -1.8%7D -19.9%3M | ||||||
POET POET Technologies US$7.8055.1% undervalued intrinsic discount -1.9%7D -35.8%3M | ||||||
ASML ASML Holding €1,446.0018.8% undervalued intrinsic discount -2.2%7D -12.8%3M | ||||||
LRCX Lam Research US$288.1132.0% undervalued intrinsic discount -3.4%7D -25.9%3M | ||||||
ONTO Onto Innovation US$263.4330.7% undervalued intrinsic discount -6.3%7D -21.1%3M |
Watching
20
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
AMD Advanced Micro Devices 8.5%7D 4.2%3M | US$559.82 38.3% undervalued intrinsic discount | PE 141.3x | E 38.5% | US$616.51 | ||
IREN IREN 6.5%7D -22.1%3M | US$46.68 34.7% undervalued intrinsic discount | PS 26x | E 16.7% | US$80.21 | ||
P Everpure 6.1%7D 39.6%3M | US$104.14 42.1% undervalued intrinsic discount | PE 137x | E 42.1% | US$130.53 | ||
MU Micron Technology 4.2%7D -10.4%3M | US$1,015.80 18.7% undervalued intrinsic discount | PE 22.7x | E 30.5% | US$1,513.11 | ||
ARM Arm Holdings 4.1%7D -37.3%3M | US$275.61 35.9% undervalued intrinsic discount | PB 34.1x | E 38.4% | US$288.71 | ||
CBRS Cerebras Systems 3.4%7D -15.5%3M | US$198.37 52.3% undervalued intrinsic discount | PB 5.1x | E 119.6% | US$291.64 | ||
GOOGL Alphabet 3.3%7D -5.0%3M | US$349.54 9.5% undervalued intrinsic discount | PE 17.5x | E -0.6% | US$428.16 | ||
KOV Korvest 2.5%7D -19.0%3M | AU$16.30 Fairly Valued intrinsic discount | PE 15.5x | E 6.5% | n/a | ||
HON Honeywell International 2.0%7D -54.9%3M | US$206.46 35.5% undervalued intrinsic discount | PE 7.9x | E -23.0% | US$263.27 | ||
NVDA NVIDIA 1.8%7D 5.5%3M | US$222.27 32.5% undervalued intrinsic discount | PE 27.8x | E 26.7% | US$327.70 | ||
WBT Weebit Nano 1.5%7D -60.9%3M | AU$3.34 61.8% undervalued intrinsic discount | PB 5.2x | E 20.4% | AU$9.13 | ||
TSM Taiwan Semiconductor Manufacturing 0.3%7D -5.9%3M | US$434.67 14.9% overvalued intrinsic discount | PE 28.8x | E 22.2% | US$571.81 | ||
AAOI Applied Optoelectronics -0.2%7D -35.0%3M | US$105.17 34.8% overvalued intrinsic discount | PS 15x | E 111.7% | US$163.40 | ||
AMZN Amazon.com -1.2%7D 3.8%3M | US$253.71 9.5% undervalued intrinsic discount | PE 20.2x | E 6.0% | US$328.22 | ||
AVGO Broadcom -1.2%7D -13.1%3M | US$357.61 45.1% undervalued intrinsic discount | PE 44.6x | E 36.6% | US$531.85 | ||
ORCL Oracle -1.8%7D -19.9%3M | US$147.61 32.9% undervalued intrinsic discount | PE 23.8x | E 25.7% | US$237.97 | ||
POET POET Technologies -1.9%7D -35.8%3M | US$7.80 55.1% undervalued intrinsic discount | PB 1.6x | E 82.0% | US$14.75 | ||
ASML ASML Holding -2.2%7D -12.8%3M | €1,446.00 18.8% undervalued intrinsic discount | PE 52.2x | E 21.5% | €2,044.69 | ||
LRCX Lam Research -3.4%7D -25.9%3M | US$288.11 32.0% undervalued intrinsic discount | PE 49.6x | E 21.3% | US$373.13 | ||
ONTO Onto Innovation -6.3%7D -21.1%3M | US$263.43 30.7% undervalued intrinsic discount | PE 97.5x | E 51.3% | US$386.36 |