Hi,
I'm looking to add more AI exposure to my portfolio. I'm interested in companies that could benefit directly or indirectly from AI over the next 5–10 years; whether that's semiconductors, memory, networking, power infrastructure, cooling, data centers, robotics, software, or "picks and shovels" businesses that most people aren't talking about yet.
I'm looking for companies that are still relatively under the radar or potentially undervalued; not just the current AI hype stocks.
I feel like I missed the boat on how Sandisk benefited from the surge in AI-driven storage demand before it became widely recognized. I'm hoping there are other companies in a similar position today that could see significant long-term growth.
What AI-related stocks are you accumulating for the long term, and why?
Ty.