Top 10 (Small-Cap / Mid-Cap) AI / Data Center Stocks per TechForcePros Capital:
1. $VRT โ Vertiv Holdings Co
2. $MOD โ Modine Manufacturing Co
3. $NVT โ nVent Electric plc
4. $CRDO โ Credo Technology Group Holding Ltd
5. $NBIS โ Nebius Group N.V
6. $APLD โ Applied Digital Corporation
7. $INOD โ Innodata Inc
8. $NVTS โ Navitas Semiconductor Corp
9. $POET โ POET Technologies Inc
10. $TSSI โ TSS Inc
Honorable Mention:
11. $BBAI โ BigBear .ai Holdings Inc
Disclosure: All stocks listed are current holdings of ours. โ
Take a look at this list. Were there any obvious choices we missed?
๐ข Remember to hit the follow button, like this tweet, bookmark it (so you can return often), and retweet this investing idea for the investors in your network! ๐ฆ
#ArtificialIntelligence #AI #Semiconductor #Automation #IndustrialAutomation #MachineLearning #AIDataCenters #CloudComputing #EdgeComputing #QuantumComputing #Robotics #Space #Aerospace #Drones #SMR #IoT #CyberSecurity #WallStreet #StockMarket #Stocks #StocksToBuy #SmallCaps #MidCaps #BuyTheDip
Have to reveal my losses to leadership in the speculative portfolio. What should I tell them?
Here are all the stocks that I am down on for the year.
Loses range from 50% to 99% for these. Do you hold any of these too?
$CSAI $QMCO $XTIA $KULR $ATOM $GDYN $KSCP $AI $CCOI
@ValueIsTheKey $INTC is still going to have to trade in foreign markets and will have to claw back share of the CPU market they've lost to $AMD in the decade...
Plus, how much U.S. investment is required for Intel to compete as a GPU foundry against $TSMC?
Can someone in the business / finance / accounting / government sector explain to me how taking a 10% stake in Intel | $INTC is not controlling the 'keys of production' and complete Communism?
Thanking you in advance.
@ValueIsTheKey That's a really important point.
I think we can all agree on the dangers of cronyism and the need for secure supply chains, especially for critical goods.
It's a tough balance to strike between free markets and national resilience.
LLM adoption rose to 45.9% among US workers as of June/July 2025, according to a Stanford/World Bank survey.
Inference demand will continue to surge, not just from more users and more usage per user, but as newer, more advanced GenAI models require far more inference compute.
Source: The Labor Market Effects of Generative Artificial Intelligence, Stanford University, World Bank
KULR Technology Group (NYSE American: KULR) partners with @AmpriusInc $AMPX and Molicel https://t.co/hgoAmPQ6BV to launch KULR ONE Air for unmanned aircraft systems.
Volume production scheduled for Q4 2025. Read the full release: https://t.co/fnWVdN8fvx
Odd that you can be so present in the small/mid cap space with 0% exposure to the S&P 500... yet, your portfolio of holdings is mirroring the performance of the S&P 500 index.
KULR reports Q2 2025 revenue of $3.97M, up 63% YoY, marking its highest quarterly revenue to date. Net income was $8.14M, driven by Bitcoin holdings performance.
Join the earnings call to learn more:ย https://t.co/cqmyoy077D $KULR
I defied my boss's directive and took a new position in Voyager Technologies | $VOYG today.
Also tried to time a new position in C3ai| $AI at its lows.
Nailed it! ๐จ
Below is an article on Voyager's recent acquisition of Electromagnetic Systems.
https://t.co/rlSNso8J1T.
Was told by the boss not to take any new portfolio positions yet.
Have been adding to current positions on weakness:
$ON $VSH $GEO $ACMR $FORM $AVPT $RDW $CFLT $IRDM $POWI
Guess acquiring #RoboTaxi stocks will have to wait: $GRAB $REXR $ARBE
What have you been buying? ๐ค
We see $DAY | Dayforce as a buy... with upside into the low-to-mid $60s.
โDayforceโs momentum remained strong through the second quarter, with year-to-date bookings growing over 40% year-over-year,โ said David Ossip, Chair and CEO of Dayforce.
Here's a snapshot of earnings:
โก๏ธ Tanner Houck
โก๏ธ Hunter Dobbins
โก๏ธ Kutter Crawford
โก๏ธPatrick Sandoval
If you've followed the Red Sox | #RedSox for any length of time, have you noticed we always seem to have to rely on free agency?
Been a while since there was a PITCHING prospect.
#RedSoxNation#DirtyWater