AI Chips to Bots: 25 Tech Stocks Worth Following

Nvidia CEO predicts that AI can create an economic value of 1 trillion dollars, a figure more insane than any technological revolution in history. In the past two years, AI concept stocks have risen sharply, but there are still plenty of market opportunities.

Hardware Layer: Nvidia's GPU monopoly is hard to shake, while AMD's MI300 has a chance in the price war; ASML's EUV lithography machine is even more unique—only it can produce it globally, much like holding the lifeline of AI chip production.

Cloud Computing + Software: Microsoft dominates the enterprise AI market with its exclusive partnership with OpenAI; Oracle and Amazon are raking in money on infrastructure in no time. Applied Digital and TeraWulf are working on dedicated AI data centers, which is a real necessity.

Biopharmaceuticals: Recursion and Tempus are accelerating drug development and precision medicine with machine learning. This is the data-driven future.

Integration of Big Companies: Apple's terminal AI chips, Tesla's autonomous driving data, Meta's content moderation AI… These giants are using AI as a profit growth machine.

Defense + Emerging: Palantir and BlackSky sell geospatial intelligence to the government, and Serve Robotics is working on autonomous delivery robots.

Core Insight: Not all AI concept stocks are profitable. Chip manufacturers have clear revenue, software companies need to prove they can monetize at scale, while large firms are strengthening their existing businesses. What is truly valuable are those players with IP barriers who can sustain profitability—this wave of AI investment has not yet ended, but stock selection needs to be tough.