How To Invest In AI Stocks

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How To Profit Off AI

Everyone wants to strike gold with AI.

They’re hoping to find the next big app or AI platform. Something like ChatGPT, but new. Investors are rushing to back the next hot vertical SaaS company or large language model. The problem? Almost none of them will get it right.

It’s the same mistake people made during the Gold Rush.

Roughly 300,000 people headed west in the 1800s to mine gold, but only a small fraction got rich. The ones who made the most money were not the ones digging. They were the ones selling the picks and shovels.

AI is no different. Everyone is trying to find the next gold nugget. But if you want real, lasting wealth, look at the companies supplying the tools to make AI possible. The real profits lie in the infrastructure powering the AI boom.

Here are three sectors I’m watching closely.

1. Semiconductors

If you’re looking to build wealth from AI, semiconductors are ground zero.

Every AI model requires enormous computing power. Whether it’s training large language models like ChatGPT or running real-time speech recognition on your phone, these tasks rely on specialized chips. Specifically, GPUs, graphics processing units, are optimized for the kind of parallel processing AI needs.

That’s precisely why Nvidia’s stock exploded. The H100 and A100 chips became essential for AI training, and demand surged as companies raced to build out their capabilities. But Nvidia is only one piece of the puzzle.

AI is more than just software. It’s expanding into real-world applications such as robotics, autonomous vehicles, edge devices, and smart infrastructure. These innovations demand chips that can process data on the spot without sending it back to a central server. This is known as edge computing, and it requires a new generation of semiconductors designed for speed, efficiency, and real-time performance.

Companies are developing custom AI chips, energy-efficient accelerators, and processors for hardware like drones, robots, and augmented reality glasses. The AI boom is no longer confined to data centers. It is expanding to devices that interact with the world in real time, which makes edge computing critical to the next phase of growth.

At the same time, global chip supply remains under pressure. The United States, China, Europe, and Taiwan are investing billions into semiconductor manufacturing as a matter of national security and economic resilience. This creates new opportunities for companies that design chips, supply manufacturing tools, and produce the materials used in fabrication.

I sent out a deep dive on a lesser-known semiconductor company with exposure to custom chip solutions. It was trading at a reasonable valuation, had a growing backlog, and was quietly positioning itself to supply the next wave of AI hardware.

You can read that deep dive here.

If you want to profit from AI without betting on the next startup to win, look at the infrastructure powering it. Semiconductors are the backbone of everything AI is becoming.

2. Nuclear Energy

If semiconductors are the brains of AI, electricity is the oxygen. And AI is suffocating our current power infrastructure.

Take this: ChatGPT alone uses over 500,000 kilowatt-hours of electricity per day. That’s more than what 180,000 U.S. households use in a day. In one week, ChatGPT consumes four times more energy than the Super Bowl. And yes, I mean the entire Super Bowl, every household watching, every stadium light, every flight in and out of the host city. Multiplied by four. That’s the scale we’re dealing with.

Now imagine the power needs of hundreds of AI models, constantly training and generating output in real time across millions of queries per second. It's clear: the power grid is going to need help.

This is where nuclear energy becomes critical.

Unlike renewables, nuclear is consistent. It provides high-output, zero-carbon electricity 24/7, with none of the intermittency problems solar and wind face. It’s the only scalable power solution that can support dense AI workloads while meeting climate goals.

Governments are moving quickly. The U.S., UK, and Canada are all pushing nuclear-friendly policies to meet growing data center demand. Major corporations are following suit. Some have already secured small modular reactors or invested directly in nuclear facilities to power their AI infrastructure.

And investors who understood this trend early? They’ve already seen outsized returns.

Back in December 2024, I sent out a deep dive on a nuclear company I believed was positioned perfectly. At the time, the stock was sitting at $16.

It’s now trading at $55.

You can read the full deep dive here.

As AI continues to scale, energy is the real bottleneck. And nuclear is the only energy source that can meet that demand at the pace this industry is growing.

3. Data Centers

AI is useless without infrastructure. And the most important layer is the data center.

These are massive buildings filled with racks of GPUs and high-speed networking gear. They provide the physical muscle behind every model you use. When you prompt ChatGPT, it doesn't just happen magically. That request gets routed through a data center stacked with chips, wires, and cooling fans working around the clock.

The AI boom has created a new class of data centers. Traditional ones were designed for storage and websites. Today’s AI workloads are heavier, faster, and far more energy-intensive.

Legacy data centers simply cannot keep up.

AI data centers need more cooling, more power, more throughput, and more custom engineering. The top operators now design their own servers, locate near clean power, and optimize every inch of their footprint. Some are building from scratch to support AI demand.

That’s why I sent out a deep dive on one of my favorite data center companies at $8. Since then, it’s climbed to $14. If you want the full breakdown, you can read it here.

If AI is the brain, data centers are the body. And right now, the world is scrambling to build a stronger one.

Conclusion

Everyone wants to make money from AI.

The problem is, most investors are looking in the wrong places. Trying to pick the next ChatGPT or the next vertical AI company is like chasing lottery tickets.

The better play is infrastructure.

The people who got rich in the gold rush weren’t digging. They were selling the shovels. The same logic applies today.

The smartest way to get exposure to AI is by focusing on what every model needs to run: semiconductors, clean energy, and advanced data centers.

This is where the demand is exploding. And it’s where I’m putting my money.

The stocks I’ve shared in each of these sectors are already moving. If you want to see the deep dives and why I believe these are the top long-term opportunities in AI, the links are above.

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