3 AI Infrastructure Stocks with 500% Growth Potential

Everyone seems to be scrambling for the Nvidias and Microsofts during this AI gold rush, especially as they’re already at nosebleed valuations. However, it is also worth having some money in up-and-coming AI stocks that could also benefit greatly from the AI gold rush. These overlooked AI infrastructure stocks have room for triple-digit gains at a much faster pace than some of the mainstream AI names.

AI infrastructure spending is expected to surge from $110 billion in 2024 to $1.3 trillion annually in 2030. Moreover, hyperscalers are pouring in $250 billion into data centers this year alone. Investors have rewarded the hyperscalers handily for all the AI CapEx, but these hyperscalers are not the only ones benefiting from the AI expenditure. A lot more AI infrastructure companies stand to benefit from this, and the impact on them — in percentage terms — is going to be much bigger if they get these contracts.

Let’s take a look at three under-the-radar AI infrastructure stocks that could gain 500% by 2030.

Do keep in mind that these are high-risk, high-reward bets, and there’s no guarantee that estimates about AI will play out as expected.

ACM Research (ACMR)

ACM Research (NASDAQ:ACMR) is a semiconductor equipment manufacturer. It is a company that is deeply integrated into the AI supply chain, and especially so in China.

This company’s ties to China may be looked at something negative by many investors, and that is likely why this stock is so undervalued. In fact, a short-seller recently wrote a rare report about this company having 10x upside.

Kerrisdale calls ACMR a national champion in China’s bid to reduce reliance on foreign semiconductor technology. China is funneling investment into domestic wafer fabrication equipment companies like ACMR. As such, ACMR has seen 21% sales growth in Q3 2024 to $204 million and beat estimates by 5.5%. Nine-month revenue reached $558.45 million, which is up 44% year-over-year. The 2024 guidance is in the range of $850 million to $950 million.

Back to Kerrisdale, the short-seller’s argument is beyond just the fundamentals. It points out that ACM Research (Shanghai) has a $5.9 billion valuation (almost $6b now). ACM Research is the parent company (owns 82.5% of its Shanghai subsidiary), and it trades at less than a fourth of that valuation.

As more investors realize the growth potential and the disconnect in valuation, it could drive up ACMR’s price.

Airship AI Holdings (AISP)

Airship AI Holdings (NASDAQ:AISP) has seen significant volatility in the past few months and a 500%-plus upside potential is indeed quite speculative. It has a three-part platform for real-time data analysis and security management. This includes Edge-computing hardware that can process video and sensor data locally using AI, a central management system that can integrate data from any camera or sensor, and visualization tools.

The company has secured some seven-figure contracts in the past year. This includes a $4 million contract with the DoHS, a $1.2 million expansion with a Fortune 100 company, and a DoD contract. It has a $140 million sales pipeline and a backlog of $11.8 million.

The AI surveillance niche here could work out pretty well in the next four years due to Trump’s hawkish border policy, and the government contracts could be sped up a lot as it is one of the only companies that could help surveil the border without needing a massive workforce. And it also helps that the global AI surveillance market is projected to reach $22 billion by 2025.

The consensus price target of $8.5 implies 94.5% upside in the next year.

POET Technologies (NASDAQ:POET)

POET Technologies (NASDAQ:POET) is a semiconductor company that specializes in integrated photonic solutions for high-speed data transmission. It has wafer-level integration for AI and data centers. The company has a semiconductor innovation that can integrate photonic and electronic components on a single chip. It can reduce power consumption by up to 30%.

It is currently pre-revenue and has $41.78 million of cash on hand. The global optical transceiver market is projected to grow at a 17% CAGR and reach $32.6 billion by 2030. Analysts forecast revenue to grow $4.17 million in 2025, $33 million next year, and $100 million by 2027. A 3% slice of the optical transceiver market would yield over a billion in annual revenue, and if the company can pull it off without much dilution, it will likely lead to multibagger gains from here..

The stock is up over 400% since the end of 2023, but it remains a pretty speculative bet and is down 38% from its peak in December 2024. 

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