Author: Andrew Rocco, Zacks

And its stock is retreating to the rising 50-day moving average, offering a high probability reward-to-risk zone.

Backed by triple-digit growth projections through 2027 and a highly bullish technical chart setup, it’s proving that the real winners of the AI revolution aren’t just those building the brains—but those controlling the pipelines.

Wall Street incorrectly panicked that AI would disrupt this giant. But now it is playing catch-up.

While the scale of AI investment is unprecedented and growing, this “picks & shovels” play has explosive revenue growth and a massive backlog.

For investors, the convergence of favorable federal policy, triple-digit growth projections, and a massive supply-demand imbalance make it a compelling play at the heart of the AI buildout.