8 AI Infrastructure Stocks to Watch as the AI Buildout Accelerates
Good morning, Tiger friends! 👋
AI doesn’t just need better models. It needs an enormous amount of infrastructure to run them. ⚡️
From advanced chips and foundries to memory, optical connectivity, AI data centers and even space-based infrastructure, the AI buildout is creating a much broader investment opportunity.
Here are 8 infrastructure names worth following: 🧵
1. $NEBIUS(NBIS)$
Drawdown -21%
2028 Revenue CAGR: 153%
2028 ADJ EBITDA CAGR: 318%
FWD P/S: 10
2. $ASML Holding NV(ASML)$
Drawdown -12%
2028 Revenue CAGR: 23%
2028 Net Income CAGR: 34%
2028 FCF CAGR: 29%
FWD P/E: 32
3. $Taiwan Semiconductor Manufacturing(TSM)$
Drawdown -6%
2028 Revenue CAGR: 26%
2028 Net Income CAGR: 27%
2028 FCF CAGR: 35%
FWD P/E: 19
4. $Micron Technology(MU)$
Drawdown -23%
2028 Revenue CAGR: 43%
2028 Net Income CAGR: 54%
2028 FCF CAGR: 78%
FWD P/E: 6
5. $NVIDIA(NVDA)$
Drawdown -8%
2028 Revenue CAGR: 40%
2028 Net Income CAGR: 32%
2028 FCF CAGR: 45%
FWD P/E: 23
6. $Lumentum(LITE)$
Drawdown -21%
2028 Revenue CAGR: 61%
2028 Net Income: $5.1B
2028 FCF CAGR: 98%
FWD P/E: 43
7. $Broadcom(AVGO)$
Drawdown -24%
2028 Revenue CAGR: 46%
2028 Net Income CAGR: 63%
2028 FCF CAGR: 56%
FWD P/E: 26
8. $SpaceX(SPCX)$
Drawdown -32%
2028 Revenue CAGR: 100%
2028 Net Income Increase: 409%
2028 FCF Decrease: 166%
FWD P/S: 36
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