We recently published a list of the 11 Hidden AI shares to buy now. In this article we will look at where Super Micro Computer, Inc. (Nasdaq: SMCI) stands against other hidden AI shares.
David Grain, founder and CEO of Grain Management, came to CNBC on 1 May to discuss the AI-driven demand for data centers and tariff uncertainty. The most important concerns about rates are the potential impact on the costs, the resilience of supply chains and the general effect on business activities and their expansion. He also shared his perspective why investors still have faith in the broadband and digital infrastructure sector. He characterized broadband as a universal essential and emphasized that the demand for faster connectivity has not been delayed, and therefore the regulatory support for broadband expansion is robust worldwide. Grain noted that the administration has also met expectations for lighter regulations in the infrastructure sector, making it easier to promote projects and close deals. He described the position of the manager as pro-growth and supportive for safe and competitive networks. Graan also noted that infrastructure, in particular broadband, is an area where there is two-part support, given its positive impact on economic growth at both state and local level.
The announcement of Deepseek was also followed by reports that suggested that some companies might withdraw to the expenditure for data center. However, the last win reports seemed to be at least arranging this debate and confirmed that the investments in this sector were still ongoing. David Grain went on the current trends in Datacenter -investments and also stated that the demand for data centers is increasing due to the increasing expansion of AI, because it requires enormous amounts of computing power. He explained that although the demand here does not slow down, the feasibility of building new data centers is still influenced by the availability of reliable and electricity with high capacity.
We have sieved through financial media reports to put together a list of the best hidden AI shares with AI-related activities and opportunities. We then selected the 11 shares that were the most popular among elite hedge funds and what analysts were bullish about. The shares are arranged in increasing order of the number of hedge funds with interests, from Q4 2024.
Why are we interested in the shares that stack hedge funds? The reason is simple: our research has shown that we can surpass the market by imitating the best share choices of the best hedge funds. The strategy of our quarterly newsletter selects 14 CAP and Large-CAP shares every quarter and has returned 373.4% since May 2014 and has reported its benchmark with 218 percentage points (SEe more details here).
