저자: ParkevTatevosian,CFA · 외국인
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2025년 AI 투자 테마가 유망하다고 주장하며 엔비디아·AMD 외에 아마존, 알파벳, 마이크론, 오라클, 퀄컴을 저평가 AI 주식으로 제시. DCF 적정가(아마존 $286 vs 현재 $222, 알파벳 $238 vs $195, 마이크론 $138 vs $102, 오라클 $215 vs $162, 퀄컴 $200 vs $161)와 선행 PER(아마존 29, 오라클 23, 알파벳 19, 퀄컴 13, 마이크론 8.9)을 근거로 듦. 영상 중 스폰서 및 자체 책 홍보 포함.
다듬은 글
AI stocks were the hottest investing Trend in 2023 and in 2024 I wouldn't be surprised if it's the hottest investing Trend in 2025 again of course Nvidia is the headliner of the AI investment trade being the company that's benefited most significantly from the rising effectiveness of AI and don't get me wrong I like Nvidia stock I've had it rated as a top stock to buy in 2024 and I have it rated as a top stock to buy here again in 2025 of course AMD is also now getting included in that mix it's expected to do great in 2025 I like both of those stocks I have them both rated as two of my top stocks to buy this year but so have many other investors and analysts right they've all rated Nvidia and AMD as excellent AI stocks to buy in this video what I'm going to share with you is five other AI stocks you can buy to capitalize on the rising effectiveness of AI let's take a look at these excellent businesses the first AI stock I'm going to highlight in addition to Nvidia and AMD is Amazon my discounted cash flow valuation model of Amazon stock suggests that it's worth $286 a share and you can buy Amazon stock today at $222 per share Amazon is using artificial intelligence to facilitate improvements in its own business and it's selling its artificial intelligence Services through cloud-based services to other Enterprises that want access to nvidia's accelerated Computing so Amazon is benefiting from AI significantly on both sides of the equation and and Amazon stock is undervalued according to my calculations the next AI stock I think is an excellent buy and undervalued buy is alphabet my intrinsic value calculation for alphabet suggests that it should be worth $238 a share investors can buy this stock today at $195 per share alphabet like Amazon is benefiting from AI both in proving its own operations most notably in YouTube where it uses AI to recommend videos you're most likely to watch and alphabet also has its own cloud services segment where it sells access to artificial intelligence capabilities and its own AI model Gemini and it's so benefiting from both sides of that equation alphabet as well is another AI stock that I feel is undervalued the next undervalued AI stock I'm recommending here is Micron my discounted cash flow valuation suggests Micron is worth $138 a share the market price is $102 per share Micron sells high bandwidth memory and storage and the high bandwidth memory in particular is being utilized in nvidia's accelerated Computing systems that go into Data Centers optim IED for AI Micron share prices under pressure of late and it put investors on a roller coaster ride in 2024 if you were following along it went straight up and straight down in the first half of the Year up second half of the Year down and now I think it's undervalued for AI investors long term the next stock I'm going to recommend is Oracle my discounted cash flow valuation of Oracle suggests that it's worth $215 a share and you can buy Oracle stock today at $162 per share Oracle helps build data centers optimized for AI offering businesses accelerated Computing and its reported orders the backlog of orders for its products and services have exploded in recent quarters and management has said they expect that to continue for the foreseeable future that's great to hear from an investor point of view Oracle stock another undervalued AI stock you can add and last but not least Qualcomm my discounted cash flow valuation model suggests Qualcomm stock could be worth $200 a share and you can buy Qualcomm stock today for $161 a share Qualcomm is benefiting from the rising computational needs that AI creates on edge devices like smartphones and Qualcomm has made great improvements in new product categories in innovated in areas that will also benefit from AI for those reasons Qualcomm is also an AI stock I recommend here now I as my justification for why I believe these Shares are undervalued but that's not the only way I look at valuation I approach valuation uh across several methods and I'm going to share two of them with you today the first one I shared with you was the discounted cash flow model the other one I'll share with you i Amazon is trading at a forward price to earnings of 29 Oracle at 23 alphabet at 19 qualcom at 13 Micron at 8.9 I think at these valuations combined with when I do the discounted cash flow models suggest that these AI stocks are undervalued and some of them significantly undervalued you can see here Micron is trading at a forward price to earnings of 8.9 this is trading like a valuation of a company like Verizon and AT&T and Ford and GM these are companies with zero growth prospects and Micron you're able to buy Micron stock at a similar valuation as to those companies that are plateaued and no growth profit ects ahead furthermore you can get a company like Amazon at a forward PE of 29 when it's growing rapidly its earnings per share and cash flow are growing rapidly and the company has significant competitive advantages that will be very difficult for any business to encroach upon alphabet a similar story with the forward price to earnings of just 19 the company grew Revenue at double digits in the latest quarter and also boasts Market share of over 80% in its search engine business and it has six at least six different products that have more than a billion monthly active users the company generates billions of dollars in profits by offering free mostly free products and services to Consumers worldwide for these reasons I think these are five excellent AI stocks that investors can add to their portfolios in addition to Nvidia and AMD again let me remind everyone I really like Nvidia and AMD stock here in 2025 but if you're looking at AI stocks Beyond those two in addition to those two here's an excellent list of five you can add
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