What stocks are in the AI Infrastructure Stack watchlist?

The AI Infrastructure Stack watchlist tracks 49 tickers on QuantAbundance: VICR, ARM, CBRS, NVDA, AMD, AVGO, INTC, MRVL, QCOM, SMCI, plus 39 more.

Watchlist

AI Infrastructure Stack

The full-stack AI buildout mapped as 6 layers - silicon → systems → memory → optics → cloud → power. Bottleneck rank annotated where applicable: Memory is the #1 constraint today (HBM sold out through 2026), Networking/Optics is #2 (bandwidth demand exploding with inference), Power/Grid is #3 (multi-year structural). Capital rotates layer-by-layer as each bottleneck binds.

Aligns with the Networking / Optical bubble10/49

Hypothetical· equal-weight buy at inception, mark-to-market today

May 3 → Nov 6 · 49/49 picks · equal-weight

-23.4%

AI Infrastructure Stack

+2.4%

SPY

-25.9%

alpha

topHPE+55.8%·DELL+55.3%·AMD+30.9%

dragCBRS-72.8%·EOSE-72.7%·AAOI-71.2%

Other

3 picks

1 · Compute

6 picks

#1
NVDANVIDIA Corporation
AI compute prime mover - GPU near-monopoly.
$186.64last
#2
AMDAdvanced Micro Devices, Inc.
MI300/MI400 challenger; only credible GPU #2.
$449.04last
$253fib
+77.5%vs fib
#3
AVGOBroadcom Inc.
Custom AI silicon for hyperscalers + networking.
$293.69last
$336fib
-12.6%vs fib
#4
INTCIntel Corporation
IDM turnaround - Foundry + 18A traction.
$56.28last
$60fib
-6.2%vs fib
#5
MRVLMarvell Technology, Inc.
Custom AI ASICs (compute) + optical DSP (networking) - sits in two layers.
$141.20last
$126fib
+12.1%vs fib
#6
QCOMQUALCOMM Incorporated
Edge/on-device AI compute leverage.
$165.41last

2 · Systems & Power

9 picks

3 · Memory ★ #1 bottleneck

6 picks

#1
SSNLFSamsung Electronics Co., Ltd. (OTC ADR)
#1 DRAM producer (Samsung) - but conglomerate dilutes pure exposure.
$65.21last
#2
MUMicron Technology, Inc.
Only US-listed pure-play DRAM/HBM/NAND. HBM allocations sold out.
$690.00last
$750fib
-8.0%vs fib
#3
HXSCLSK Hynix Inc.
#2 DRAM (SK Hynix) - leading HBM3E supply for NVDA.
$1132000.00last
#4
SNDKSanDisk Corporation
NAND flash - riding the AI memory cycle post-WDC spinoff.
$835.06last
#5
WDCWestern Digital Corporation
HDD - bulk storage adjunct to memory cycle.
$263.78last
#6
STXSeagate Technology Holdings plc
HDD - datacenter capacity adjunct.
$460.99last

4 · Networking & Optics ★ #2 bottleneck

9 picks

#1
ANETArista Networks, Inc.
Datacenter ethernet leader - AI cluster fabric.
$170.80last
#2
CSCOCisco Systems, Inc.
Enterprise networking + Silicon One AI switches.
$93.85last
#3
CRDOCredo Technology Group Holding Ltd
AECs + optical DSP - high-speed AI interconnects.
$120.51last
$148fib
-18.6%vs fib
#4
CIENCiena Corporation
Coherent optics for DCI + AI cluster scale-out.
$243.39last
#5
NOKNokia Oyj (ADR)
Optical networking + datacenter exposure.
$7.66last
#6
AAOIApplied Optoelectronics, Inc.
Datacenter optical transceivers for hyperscaler links.
$50.13last
$102fib
-51.1%vs fib
#7
LITELumentum Holdings Inc.
Lumentum - high-speed optical for AI cluster fabrics.
$538.59last
$615fib
-12.4%vs fib
#8
COHRCoherent Corp.
Coherent - optical components, lasers, photonics.
$192.81last
$249fib
-22.6%vs fib
#9
GLWCorning Incorporated
Corning - optical fiber + glass for datacenter.
$106.13last

5 · Cloud Platforms

6 picks

#1
AMZNAmazon.com, Inc.
AWS - hyperscaler #1 by AI workload share.
$259.30last
$232fib
+11.8%vs fib
#2
MSFTMicrosoft Corporation
Azure - OpenAI exclusive + Copilot platform.
$530.61last
#3
GOOGLAlphabet Inc. Class A
GCP - TPU advantage + Gemini stack. Capacity-constrained per CEO.
$284.78last
$272fib
+4.7%vs fib
#4
NBISNebius Group N.V.
AI-native cloud - ~$46B contracted backlog (MSFT/META).
$129.49last
$113fib
+14.6%vs fib
#5
CRWVCoreWeave, Inc.
Frontier-lab cloud: $103.7B contracted backlog at 2026-06-30 (OpenAI, Meta, Anthropic).
$46.40last
$96fib
-51.7%vs fib
#6
APLDApplied Digital Corporation
Purpose-built AI campuses - fully leased to CRWV.
$15.55last

6 · Energy & Grid ★ #3 bottleneck

10 picks

#1
CEGConstellation Energy Corporation
Constellation - nuclear baseload for hyperscalers (MSFT 3-Mile).
$249.95last
#2
NEENextEra Energy, Inc.
NextEra - largest US renewables operator + nuclear.
$86.95last
#3
VSTVistra Corp.
Vistra - gas + nuclear (Comanche Peak) for AI demand.
$124.80last
$140fib
-10.9%vs fib
#4
EQTEQT Corporation
Largest US natural gas producer - feeds gas-peaker buildout.
$49.40last
#5
GEVGE Vernova Inc.
GE Vernova - gas turbines + grid equipment + nuclear.
$774.11last
$867fib
-10.7%vs fib
#6
EOSEEos Energy Enterprises, Inc.
Long-duration zinc battery storage - grid stabilization.
$1.74last
#7
PWRQuanta Services, Inc.
Quanta - grid construction + transmission buildout.
$540.90last
#8
FLRFluor Corporation
Fluor - EPC for nuclear + datacenter megaprojects.
$46.48last
#9
BEBloom Energy Corporation
Bloom Energy - solid-oxide fuel cells for on-site DC power.
$173.24last
$118fib
+46.8%vs fib
#10
POWLPowell Industries, Inc.
Powell - substations + electrical for grid + DC interconnect.
$133.12last

Frequently asked questions

What stocks are in the AI Infrastructure Stack watchlist?: The AI Infrastructure Stack watchlist tracks 49 tickers on QuantAbundance: VICR, ARM, CBRS, NVDA, AMD, AVGO, INTC, MRVL, QCOM, SMCI, plus 39 more.
What is the AI Infrastructure Stack watchlist?: The full-stack AI buildout mapped as 6 layers - silicon → systems → memory → optics → cloud → power. Bottleneck rank annotated where applicable: Memory is the #1 constraint today (HBM sold out through 2026), Networking/Optics is #2 (bandwidth demand exploding with inference), Power/Grid is #3 (multi-year structural). Capital rotates layer-by-layer as each bottleneck binds.

Hypothetical· equal-weight buy at inception, mark-to-market today

Other

1 · Compute

2 · Systems & Power

3 · Memory ★ #1 bottleneck

4 · Networking & Optics ★ #2 bottleneck

5 · Cloud Platforms

6 · Energy & Grid ★ #3 bottleneck

Frequently asked questions

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