AI Infrastructure Stocks

Results

55

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AI doesn't exist in a vacuum, it requires a massive physical foundation of specialized data centers, high-density cooling, and advanced electrical connectivity. As the market shifts from speculative software to the physical layer, critical infrastructure providers are turning this unprecedented demand into actual cash flow. We’ve identified the best “picks and shovels” of the AI gold rush, companies with revenue growth and the operational efficiency to convert sales into liquid capital.

55 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	DELL	US$437.50	10.4%	233.4%	US$282.7b	US$502.78	33.6	16.8%	0.6%	Tech
	WDC	US$519.80	8.9%	655.3%	US$179.2b	US$633.83	28.2	19.2%	0.1%	Tech
	2308	NT$1,785.00	2.6%	245.3%	NT$4.6t	NT$2,662.05	65.8	29.8%	0.6%	Tech
	VRT	US$290.36	0.3%	111.2%	US$111.5b	US$376.15	71.6	25.1%	0.09%	Capital Goods
	2317	NT$252.50	7.9%	44.7%	NT$3.5t	NT$314.35	18.0	14.9%	2.9%	Tech
	DLR New	US$199.08	14.5%	11.9%	US$75.0b	US$220.58	2.8	17.0%	2.5%	Real Estate
	LITE	US$762.99	4.1%	630.0%	US$59.4b	US$1,104.89	135.2	56.5%	n/a	Tech
	KEYS	US$318.67	0.9%	91.5%	US$54.5b	US$387.69	50.8	14.8%	n/a	Tech
	FLEX	US$118.51	-0.6%	137.1%	US$43.4b	US$170.70	49.3	37.8%	n/a	Tech
	2382	NT$328.00	0.8%	22.2%	NT$1.3t	NT$391.56	16.5	18.3%	4.8%	Tech
	2345	NT$2,220.00	6.2%	179.9%	NT$1.2t	NT$3,108.67	42.0	35.7%	0.7%	Tech
	CLS	CA$430.07	2.0%	84.4%	CA$49.4b	CA$654.23	36.6	27.9%	n/a	Tech
	6669	NT$5,730.00	24.0%	127.8%	NT$1.1t	NT$7,290.19	19.2	25.2%	1.3%	Tech
	JBL	US$312.59	3.8%	40.5%	US$32.8b	US$441.44	38.0	28.6%	0.1%	Tech
	P	US$74.56	7.5%	29.5%	US$24.8b	US$93.89	109.5	28.4%	n/a	Tech
	NVT	US$151.79	-2.0%	93.3%	US$24.5b	US$190.60	50.9	19.7%	0.6%	Capital Goods
	INIO	US$26.28	-5.2%	n/a	US$19.7b	US$44.60	193.0	37.5%	n/a	Capital Goods
	4958	NT$482.00	-7.5%	315.5%	NT$515.8b	NT$640.44	68.0	45.2%	0.7%	Tech
	2395	NT$581.00	13.3%	70.4%	NT$504.5b	NT$502.47	45.1	14.1%	1.6%	Tech
	2301	NT$214.50	9.2%	82.6%	NT$486.7b	NT$235.75	31.5	30.8%	2.3%	Tech
	2368	NT$901.00	-2.8%	167.0%	NT$455.3b	NT$1,576.88	40.2	38.2%	1.1%	Tech
	TTMI	US$131.41	-0.4%	190.2%	US$13.6b	US$212.00	69.9	38.2%	n/a	Tech
	AEIS	US$303.99	7.0%	116.3%	US$11.6b	US$428.73	60.3	37.9%	0.1%	Tech
	FPS	US$35.89	-9.8%	n/a	US$10.9b	US$59.90	513.4	43.4%	n/a	Capital Goods

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