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Top 10 Stocks Offering High Upside Potential in Data Centers and AI

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In this article, we will take a look at the Top 10 Stocks Offering High Upside Potential in Data Centers and AI.

The artificial intelligence boom has pushed valuations in the equity markets to elevated levels, according to strategists at Bank of America. That’s evident, as the S&P 500 is trading at 23 times its forward earnings, well above its two-decade average of 16, owing to its significant exposure to the “magnificent seven” groups of tech giants at the heart of the AI trade.

The S&P 500 value has increased by approximately $17 trillion since it bounced off its April low, attributed to the ongoing AI trade. The significant value increase comes at the back of companies ramping up AI investments in a bid to strengthen their competitive edge and launch new products and services. Likewise, eight of the tech companies valued at over $1 trillion are all tied to AI.

Amid the AI boom rhetoric surrounding a potential bubble, are already sending shivers down Wall Street. Billionaire Jeff Bezos is the latest high-profile personality to join the chorus reiterating that AI is in an industrial bubble. According to Bezos, some stock prices are disconnected from fundamentals as part of the AI trades.

“The [bubbles] that are industrial are not nearly as bad, it can even be good, because when the dust settles and you see who are the winners, societies benefits from those inventions. That is what is going to happen here too. This is real, the benefits to society from AI are going to be gigantic,” Bezos said

Bezos joins OpenAI CEO Sam Altman and Goldman Sachs CEO David Solomon, who have raised concerns about market levels amid the AI boom.

Amid the concerns, there are artificial intelligence and data center investment plays currently trading at discounted valuations with significant upside potential.

Source:Pixabay

Our Methodology

To identify Top Stocks Offering High Upside Potential in Data Centers and AI, we used ETFs and financial media reports to identify popular AI and data center stocks, then selected the top 30 most popular stocks with the highest upside. We then narrowed our list to companies deeply engaged in AI or data‑center development, showing more than 30% upside potential as of November 18 and notable hedge fund interest in Q2 2025. Finally, we arranged the selected stocks in ascending order of their upside potential.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

Top Stocks Offering High Upside Potential in Data Centers and AI

10. Meta Platforms Inc. (NASDAQ:META)

Stock Upside Potential: 38.89%

Number of Hedge Fund Holders: 260

Meta Platforms Inc. (NASDAQ:META) is one of the top stocks offering high upside potential in data centers and AI. On November 13, Wedbush added Meta Platforms Inc. (NASDAQ:META) to its Best Ideas list and kept its $920 price target, pointing to stronger sentiment after a solid Q3.

The firm said Meta’s higher spending makes sense given the push to weave AI deeper into its ad and content systems, and it highlighted steady gains in the core advertising business, progress from Meta AI and Superintelligence Labs, and new AI-driven hardware. On October 29, Meta reported a strong third-quarter, posting EPS of $7.25 versus $6.69 expected and surpassing $50 billion in revenue for the first time.

Earlier on October 30, Meta Platforms Inc. announced plans to raise $30 billion through its largest bond offering. The company is to raise $30 billion in a six-part bond sale with maturities ranging from five to 40 years. The bond amounts are to range between $4 billion and $6.5 billion. The company has already struck a $27 billion financing deal with Blue Owl Capital to fund its biggest data center project in Louisiana.

The $30 billion capital raise comes as the tech giant’s race against time to fund costly artificial intelligence infrastructure. Like other tech heavyweights, Meta finds itself in a period of heightened investments in AI as it seeks to enhance its offerings. The company is also spending big to attract and retain AI researchers and engineers. Likewise, the investment spree has resulted in significant cost pressures, with employee compensation costs emerging as the second-largest contributor to the cost increase.

Meta Platforms Inc. (NASDAQ:META) is a social networking company that builds massive, AI-focused data centers globally to power its AI services and future technologies. It invests billions in infrastructure, custom-designed chips, and sustainable practices, including renewable energy and water conservation. These facilities address the immense computational needs for AI development, personalized content delivery, and future platforms, such as universal AI agents and immersive experiences.

9. Oracle Corp. (NYSE:ORCL)

Stock Upside Potential: 60.34%

Number of Hedge Fund Holders: 124

Oracle Corp (NYSE:ORCL) is one of the top stocks offering high upside potential in data centers and AI. On November 16, Jefferies analyst Brent Thill reaffirmed his Buy rating on Oracle Corp (NYSE:ORCL) and assigned a $400 price target.

Earlier on November 6, Oracle Corporation signed a strategic partnership with Defense Technologies to deliver artificial intelligence innovations for global defense and national security customers.

The two companies are joining forces to provide access to sovereign cloud and AI solutions across Oracle Cloud Infrastructure. The ultimate goal is to enable clients to stay ahead of adversaries, benefit from the latest AI innovations, and reduce costs.

Likewise, defense customers will be able to deploy sovereign AI-enabled software products at scale using Oracle’s distributed cloud services,

“Oracle is committed to ensuring its cloud can support the most demanding missions in defence and national security,” said Jason Rees, Senior Vice President, Technology Engineering, and Oracle EMEA. “Through our newly launched Defense Ecosystem, we are creating an environment where sovereign innovation can scale. This collaboration with Defence Technologies provides an immediate proof point, showing how founding members, like Whitespace, are already leveraging the program to deliver sovereign AI capabilities across allied nations.”

Oracle Corp (NYSE:ORCL) is a software application company that integrates Artificial Intelligence (AI) and Machine Learning (ML) across its entire technology stack—from high-performance cloud infrastructure to its enterprise software applications and database services—to provide built-in automation, enhanced analytics, and generative AI capabilities for businesses.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!