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in today's video we're diving deep into a transformative wave sweeping across the tech landscape we are at the dawn of an extraordinary technological Revolution and if you think we're nearing its peak think again this is just the beginning renowned venture capitalist and Tech Visionary chamath Palapa refers to our current phase as merely the first inning of a Monumental shift his advice sees the moment now monit ize your early winds and position yourself for the Long Haul because the future of AI is unpredictable yet undeniably promising sheth's insights remind us that early leaders in disruptive Technologies often aren't the ultimate winners historically those who capitalize on their early gains tend to Faire better than those who rest on their Laurels think back to the early days of search engines and social networks many initial Front Runners have been ecli by companies that adapted and evolved with the changing landscape this trend will likely repeat itself with AI if you're leading now it's crucial to monetize your perceived success swiftly and to the fullest extent because the future holds even more disruption in this video we'll not only Echo this optimism but also dive into two AI stocks that stand out as Prime candidates for riding this bullish wave but first a quick announcement during the second week of May I recommended my private Discord server members to buy hims and hers Health Inc hyms when it was trading between 12 and $14 with a price target of 25 in just a month the stock hit our Target and is currently trading around $20 similarly we recommended Novo Nordisk nvo at around $100 and it has since climbed to nearly $150 offering returns of 50 % to 90% in just a few weeks if you're interested in receiving timely buy and sell alerts options alerts and engaging in private chats during Market hours consider joining our Discord Community the link is in the video description first on our list is a hot AI stock you absolutely cannot Overlook super micro computer smci this stock has skyrocketed an incredible 800% over the past year earning at a spot on the S&P 500 Index let's break down why this stock is a musthave for any Savvy investor super microcomputer specializes in providing efficient Computing Solutions crucial for the complex and large-scale computations that AI demands as AI Technologies Advance the need for enhanced server Solutions like those offered by smci is skyrocketing this surging demand has resulted in a remarkable 13.3% year over-year Revenue increase reaching three b66 billion in the second quarter of fiscal 2024 additionally their adjusted earnings per share Rose by an impressive 71.5% to 5.
59 in the same quarter year-to dat smci stock is up 185% far outperforming the NASDAQ composits 20% gain this remarkable performance is no fluke the company has formed strong partnership with industry giants like Nvidia Advanced Micro Devices AMD and Intel solidifying its position in the AI server Market recently smci launched three powerful super micro supercluster Solutions powered by Nvidia gpus further enhancing its AI portfolio financially smci is in a strong position the company ended the second quarter with 726 million in cash and cash equivalent and 376 million in Bank debt management has revised its FYE fiscal 2024 Revenue guidance projecting between 14.3 billion to $4.7 billion aligning with analyst expectations they also anticipate an 85% increase in earnings for fiscal 2024 looking ahead revenue and earnings are expected to increase by 40.9% and 40.1% respectively in fiscal 20 25 despite this explosive growth smci stock is trading at 27 times forward 2025 earnings making it an attractive buy given its long-term Aid driven prospects on Wall Street smci Stock is considered a moderate buy analysts are optimistic about its revenue and earnings potential Bank of America Securities analyst Rupa bataria reiterated a buy rating with a Target price of $1,280 citing SM C's solid position in the rapidly expanding AI server Market Argus research also initiated coverage with a buy rating and a street High Target price of $1350 the stock has already surpassed its average Target price of $883 and given its ongoing rally reaching the Street's High estimate of $1350 implies a 37.8% upside Potential from current levels super microcomputer is a key player in the server systems Market with over 90% of its total revenue coming from server and storage systems the revenue mix from this segment has increased from 79% in fiscal year 2020 to 92% in fiscal year 2023 the massive spending on AI infrastructure due to the generative AI boom is expected to create a strong growth Tailwind for the server Market significantly benefiting smci the stock has jumped near nearly 190% year-to date reflecting this growth optimism with a 200% year-on-year Revenue growth in the last quarter this rally is well Justified moreover smci is not trading at lofty multiples compared to its peers the forward EV to sales forward of 3.2 times and non Gap PE forward of 34.8 times indicate the stock remains reasonably valued given the company's strategic invest ments and strong growth trajectory I'm initiating a buy rating on the stock the AI server Market is booming with spending expected to grow at a kgr of 30.3% from 2024 to 2033 reaching $430 billion Enterprises are increasing their investments in data center infrastructure including AI servers smc's rapid business growth necessitates scaling up their capacity and they are on track to produce over 2,000 liquid cooling DLC racks per month for AI servers they are also delivering more than 1,000 racks of Nvidia hgx aai supercomputers and extending their Partnerships next on our list is another promising AI stock that deserves your attention snowflake Inc snow snowflake has faced some skepticism due to its unprofitability and high valuation but this could be the perfect opportunity for Savvy investors to buy and hold for the Long Haul snowflake is at the Forefront of the data management Revolution providing essential services to store manage and analyze large volumes of data critical for AI applications despite its challenges snowflakes potential remains immense the stock is currently down 28% year to date which I believe presents a fantastic buying opportunity snowflakes growth story is compelling the company's Topline growth is primarily driven by product revenue from its integrated platform in the fourth quarter of fiscal 2024 snowflakes product Revenue increased by 33% year-over-year to 7381 million while total revenue grew by 32% to 7747 million this growth is driven by a robust customer base with 461 customers generating more than $1 million in trailing 12month product Revenue additionally snowflakes remaining performance obligations RPO increased by 41% to 55.2 billion with management expecting 50% of this RPO to be realized within the next 12 months although snowflake is currently unprofitable it is showing significant Improvement the net loss per share fell to 051 from 064 in the year ago quarter at the end of fiscal 2024 snowflake had $384 billion in cash cash equivalents and short-term Investments importantly The company generated an adjusted free cash flow of $ 810.225.7246 to 343 billion in fiscal 2025 with further growth of 23.6% in fiscal 2026 while the company is still unprofitable analysts expect snowflake to post a profit of 0.95 per share in fiscal 2025 this projected profitability coupled with increasing Revenue paints a bright future for snowflake despite its high valuation the increase in public Cloud spending provides numerous opportunities for snowflake on Wall Street snowflake stock is rated as a moderate buy with a mean Target price of 250 thrs the stock has an upside potential of 27.5% over the next 12 months the highest Target stands at 246 indicating significant growth potential the AI Revolution is not just a fleeting Trend it is a fundamental shift reshaping Industries and creating unprecedented opportunities chamath pppi paa's optimism about the early Innings of this revolution serves as a reminder that The Best Is Yet To Come super micro computer and snowflake are just a few of the standout players positioned to thrive in this new era investing in AI now could mean being part of a historic transformation with the potential for significant financial rewards so whether you're a seasoned investor or just starting the time to explore AI stocks is now the revolution is here and the early entrance will be the ones to benefit the most thank you for watching don't forget to like subscribe and hit that notification Bell to stay updated on all things Ai and Tech see you in the next video
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