Thoughts on my current portfolio? ($VOO, $NVDA, $AMZN, and $SCHD.) …And which Ai stock should I go for? $TAC, $SMR, $WYFI, or $SOUN?

Looking for some honest advice and input with my current selection of stocks and ETF’s. As of right now I’ve invested money into $VOO, $AMZN, $NVDA, $SCHD, and $WYFI. I plan on putting most of my money into $VOO for safe growth with some monthly investments into the rest. I really want to grab onto some of these Ai stocks that have potential. We have some new Data centers building near me very soon and I know they’re going to expand more in my state. I was thinking of investing in the infruetructure and energy aspect of Ai and Data Centers. I’ve been looking into $WYFI (White Fiber) and $SMR (NuScale).

WhiteFiber (WYFI) designs, develops, and operates data centers focused on AI infrastructure, offering hosting, colocation, cloud-based HPC GPU services, storage, networking, and security. In North Carolina, the company acquired a 96-acre site in Madison for its flagship NC-1 campus, retrofitting it for Tier 3 standards with initial 24MW operational power (scaling to 99MW secured and up to 200MW). They plan a December 2025 go-live, securing major contracts like a 40MW deal with Nscale for AI workloads, generating significant revenue over 10 years.

NuScale Power (SMR) develops small modular reactors (SMRs) based on proven pressurized water reactor technology, with each NuScale Power Module generating 77 MWe of carbon-free electricity for scalable plants up to 924 MWe across 12 modules. These factory-built units prioritize safety through passive cooling, natural circulation, and a compact design that eliminates large pumps and enables indefinite self-cooling without power or operator action. They’re targeted for electricity generation, data centers, hydrogen production, desalination, and industrial heat, with the first NRC-approved SMR design ready for global deployment.

TransAlta ($TAC) is a major North American power generation company focused on clean energy, operating hydro, wind, solar, and gas facilities with a growing emphasis on renewables and carbon capture.\[ from prior context\] They're advancing AI data center development through partnerships, notably supplying power for hyperscale campuses like those in development across the U.S., leveraging their grid access and sustainable energy portfolio. Key plans include powering AI workloads with low-carbon electricity, targeting regions with strong grid capacity to support massive compute demands by 2027-2030.

SoundHound AI ($SOUN) is a leading developer of voice AI and conversational intelligence platforms, specializing in speech recognition, natural language understanding, and synthesis for applications like drive-thrus, automotive assistants, and customer service agents. Their technology powers interactions for brands in restaurants (e.g., Chipotle, White Castle), automotive (Hyundai, Honda), and enterprise sectors, with recent acquisitions like SYNQ3, Amelia, and Interactions expanding their AI agent capabilities across 25+ languages. They plan accelerated growth through SoundHound Chat AI (integrating generative AI), outbound commerce agents for revenue, and IT automation via Autonomics, targeting billions of annual interactions by enhancing speed, accuracy, and scalability.

So my main question is what do you think of these stocks as long term investments? Does anyone know anything about these?

1. $WYFI

2. $SMR

3. $SOUN

4. $TAC