It’s been nearly three years since ChatGPT took the world by storm. That moment sparked one of the most powerful rallies in history for the largest AI-related companies. The poster child of this revolution, Nvidia (NVDA), is now the largest publicly traded company on the planet. The mega-cap tech stocks have enjoyed an incredible run. Yet, a wide group of stocks that are — or soon will be — major beneficiaries of AI have barely begun to move.
If you’ve followed my work for more than 20 years, you know I’m always hunting for the next big winners in the megatrends reshaping our world. Along the way, there have been a handful of generational shifts that changed the lives of average investors.
As much as I hate to “brag,” it’s important for new readers to see that my team and I have been early to spot these massive opportunities. I called bitcoin live on Fox Business at just $640… and I was pounding the table on Tesla back when it was still an Elon Musk dream in its early public days.
Whether you agree with me or not, one thing is clear: AI is the future. You can’t ignore it or hide from it. Well, you can try, but it will cost you — either in your career or in your portfolio. My advice: pay attention.
And if you feel like you “missed” Nvidia or the other AI mega caps, don’t worry. We’re still in the early innings. Some of the biggest winners in AI haven’t even been created yet.
There will be multiple phases to this AI trend. As we move into the next stage, I believe smaller, under-the-radar companies will surge. Most haven’t had the massive rallies that the mega caps have seen — which means the real opportunity is still ahead. Here are two to keep on your radar:
Innodata (INOD) sits at the heart of the AI revolution, powering innovation by collecting and labeling the high-quality data that trains AI systems. Because when it comes to AI, garbage in truly means garbage out. With over 6,000 global experts structuring text, images, audio, and video, Innodata has become the go-to partner for scaling AI development.
Tempus AI (TEM) is transforming healthcare by using artificial intelligence to turn raw clinical and molecular data into actionable insights that help doctors make faster, smarter decisions. From genetic sequencing to patient records, Tempus is building the foundation for precision medicine and positioning itself as the leader in AI-driven healthcare innovation.
The bottom line: AI isn’t just about the giants like Nvidia. The real wealth-building opportunities will come from the next wave of companies riding this megatrend higher.
That’s exactly what I’m focused on inside NXT Core — our entry-level research service. Members get immediate access to two dedicated AI portfolios, plus my ongoing research into the smaller innovators I believe could become tomorrow’s leaders.
If you’re ready to position yourself for the next phase of the AI boom, I’d love for you to join us inside NXT Core today.
Here’s to the future,
Matt McCall
Editor, Market Insights
