Author: Andrew Rocco, Zacks

An infrastructure powerhouse, it’s driven by a massive backlog, key partnerships, and exceptionally strong technical tailwinds.

With triple digit EPS growth on the horizon and a record backlog, the risk/reward is favorable.

A highly resilient powerhouse in the semiconductor landscape, its numerous long-term deployment deals with tech giants mean that its double-digit revenue growth will continue well into the future.

A leading AI infrastructure company that powers the backend of AI data centers, its retreat offers an extremely favorable reward-to-risk zone.

A modern-day example of a company selling picks and shovels, instead of cashing in on the AI gold rush, it’s profiting handsomely from the revolution.