2 Stocks to Buy for the AI Revolution

2 Stocks to Buy for the AI Revolution

At the start of 2021, Nvidia Corp. (NVDA) was a $330 billion company. It had a significant data-center business, but still mostly built chips for gaming computers and consoles. As you well know, Nvidia would transform into an AI behemoth. ChatGPT debuted in late 2022, a massive AI data-center buildout began the following year, and Nvidia is now the most valuable company on Earth. Investors during that stretch enjoyed a roughly 940% return.

One by one, other AI-related companies have also seen their “Nvidia moment” arrive: First, it was semiconductor companies like Broadcom Inc. (AVGO) and Advanced Micro Devices Inc. (AMD). Next came the data-center infrastructure firms, such as Super Micro Computer Inc. (SMCI) and Arista Networks Inc. (ANET). Then memory-chip makers went vertical. Micron Technology Inc. (MU) and SanDisk Corp. (SNDK) became household names. And every time, many investors watched from the sidelines as a new group of stocks zoomed ahead. Even those lucky enough to get in would often wonder, “Why didn’t I buy more?”

Fortunately, there are still companies that are only at the beginning of the AI Revolution. In a new special presentation, our three senior analysts – Louis Navellier, Eric Fry, and Luke Lango – join forces to talk about their AI Revolution Portfolio: a carefully selected group of 19 stocks that still have room to grow thanks to this new technology. They believe we’re reaching a point where AI is going super exponential and turning 10X returns from a slow-motion event into something that can happen in months… or even days. You can watch their free presentation here.

To give a sense of the opportunity, I’d like to highlight several other picks that are still being overlooked by Wall Street. And to get the full details on their AI Revolution Portfolio – and a little bit more on their 19 official picks – click here to watch the special event.

The Eyes of the AI Revolution Earlier last week, Chinese firm Unitree Robotics surged 629% after listing in on the Shanghai Stock Exchange. You probably recognize the company from viral videos of its backflipping, dancing robots – moves I can only dream of doing. Unitree’s $13,500 G1 humanoid robot costs a fraction of what competitors charge, and the company has already set up an “app store” for owners to download more skills. It’s easy to see a future where Unitree robots gain new abilities like “nanny mode” or “master electrician” at the click of a button.

While I do believe the firm will succeed in the long run, I do not recommend trying to buy this one stock. Shares were at least 5,500 times oversubscribed, and its abnormal first-day pop reflects China’s peculiar trading rules. In fact, Unitree soon fell around 20% after its IPO, leaving new investors with immediate losses. Unitree investors are buying hype right now, and I never like buying hype by itself. That’s why I would recommend a “picks-and-shovels” play instead. It’s a company that supplies vision systems for Unitree’s robots… It ships 60% of the “eyes” of all robotaxis… And best of all, shares are barely higher than they were at the start of 2025. This company is Hesai Group (HSAI)

Hesai has spent the past several years consolidating the market for lidar sensors – the devices that use lasers to map the world around vehicles and robots.. It has driven at least a half-dozen competitors out of the business, and now supplies 8 out of the top 10 robotaxi companies globally. Hesai also counts major robotics manufacturers as customers, including Unitree. The company did this with a cutthroat pricing strategy, which has kept share prices low. Operating margins were just 5.6% in 2025, and invest...