The AI Investing Pulse

July 3, 2025

In this Week’s Edition:

1. Analysis - 3 fast-growing AI Infrastructure stocks forecast to grow over 30%

2. Stock Ideas - 1 AI stock for Buffet-minded investors 

3. News - 10 buzzing AI stocks on Wall Street right now

4. Startups - Top Startups and SMEs in the AI agent quadrant

5. Trends - The Future of Investing: Why AI-based portfolio management is a game changer

6. Other News - A massive intelligence explosion on the path from AI to AGI

✨ 3 Fast-Growing AI Infrastructure Stocks Forecast to Grow over 30%

Last week, we focused on two high-momentum stocks in the AI software space. This week, we shift our focus to the hardware and infrastructure layer — the foundational core of the AI stack. These are the companies building the physical backbone of AI, from GPUs to connectivity solutions. We're highlighting three names projected to grow both revenue and EPS by over 30%, making them key players to watch as AI demand surges.

We scan our 170+ AI stocks weekly to find such opportunities, ranking them across growth (revenue and EPS), financial quality, valuation, and, crucially, Relative Strength (RS) — benchmarked against our universe of more than 170 AI stocks.

🔹 CoreWeave, Inc. $CRWV ( ▼ 6.95% )  

• Sector & Industry:  Technology / Cloud Computing

• AI Stack: Hardware, Network & Connectivity (AI-specialised cloud GPU services)

• Market Cap: $74.3B

• Performance YTD: +279%

• Total Score: 57

• Relative Strength Score (RS): 98

• Ranking Status: Momentum 

🧠 What the Company Does
CoreWeave operates at a pivotal layer of the AI ecosystem: Hardware & Infrastructure. They specialise in GPU-accelerated cloud computing, central to AI development and deployment. Their core business involves providing AI-specialised cloud GPU services, including securing and deploying the latest generation of GPUs such as the highly sought-after H100s. This provides a critical competitive advantage, positioning them as a key partner for companies pushing the boundaries of AI by delivering AI compute at scale.

💡 Why It Stands Out
CoreWeave (CRWV) is an exceptional performer, with projected revenue growth of 162.5% and EPS growth of 76.1%. The company reported a staggering 420% revenue growth in the first quarter, alongside significant new customer wins, particularly in the generative AI space. Backed by a £710M ($900M) investment from NVIDIA, CoreWeave has more than doubled since its IPO in March. While near-term profitability is impacted by strategic investment in capacity expansion — typical of hyper-growth firms — its high valuation has so far kept it just outside our Watchlist eligibility.

📊 Technical View
CRWV is currently testing support at the 50-day EMA, a key technical level that may determine whether the current uptrend continues or consolidates. This level is being closely monitored for a potential bounce or breakdown.

🔹 Astera Labs, Inc. $ALAB ( ▲ 4.27% )  

• Sector & Industry: Technology & Semiconductors

• AI Stack: Hardware & Infrastructure (Connectivity Solutions for AI)

• Market Cap: $15.1B

• Total Score: 89

• Relative Strength Score (RS): 75

• Ranking Status: Fundamental

🧠 What the Company Does
Astera Labs operates at the core of the Hardware & Infrastructure layer within the semiconductor sector and the AI chip stack. The company provides critical connectivity solutions for AI systems, ensuring the high-speed, reliable data flow essential for modern AI workloads. Their technology underpins the foundational components that support the AI ecosystem.

💡 Why It Stands Out
Astera Labs (ALAB) shows impressive projected revenue growth of 76.9% and an outstanding EPS growth forecast of 330.7%. Its Growth Score of 100 and Total Score of 89.0 reflect a business with very strong fundamentals. The company’s improving Relative Strength suggests building market recognition, and its foundational role in AI makes it a promising long-term opportunity.

📊 Technical View
ALAB is currently trading in a defined range between $85 and $100. A decisive breakout above the upper boundary may signal a fresh bullish leg.

🔹 NVIDIA Corporation $NVDA ( ▼ 0.34% )  

• Sector & Industry:  Technology & Semiconductors

• AI Stack: Hardware & Infrastructure (GPUs, AI-Specific Hardware)

• Market Cap: 3.5T

• Performance YTD: +10.5%

• Total Score: 100

• Relative Strength Score (RS): 61

• Ranking Status: Fundamental

🧠 What the Company Does
NVIDIA is a global leader within the Hardware & Infrastructure layer of the AI stack. It provides essential GPUs and AI-specific hardware that underpin AI systems worldwide. Beyond hardware, NVIDIA enables large-scale model training via its CUDA platform and Deep Learning SDK, powering everything from cloud infrastructure to generative AI systems.

💡 Why It Stands Out
NVIDIA (NVDA) continues to dominate the AI space, with projected revenue growth of 51.9% and EPS growth of 45.5%. Its Q1 results were record-breaking, with $44.1 billion in revenue (up 69% YoY), largely driven by $39.1 billion from its Data Centre segment — the engine behind LLMs and generative AI. Despite a $4.5 billion inventory write-down tied to export restrictions, NVIDIA remains at the forefront of AI infrastructure, and one of the most widely held names across AI-focused ETFs.

📊 Technical View
NVDA is currently testing its all-time high around the $158 level. This is a key technical zone, and a successful breakout could indicate further upside.

🔍 Final Take

CoreWeave, Astera Labs, and NVIDIA represent the foundational bedrock of the AI revolution, providing the essential hardware and infrastructure that power the entire ecosystem. While CoreWeave captures significant momentum, and Astera Labs and NVIDIA demonstrate exceptional fundamental strength, their projected high revenue and EPS growth underscores the continued expansion and investment in AI's core infrastructure.

As always, while these companies are worth watching for potential setups or breakout moves, it's also important to stay mindful of broader macro factors and industry-specific challenges, such as geopolitical tensions impacting supply chains or evolving market conditions.

_{Disclaimer - This content is provided for informational purposes only and does not constitute investment advice, personal recommendations, or an invitation to engage in any investment activity. The information presented is derived from publicly available sources and should not be solely relied upon for making investment decisions. Always consult with a qualified financial professional before making investment choices. Past performance is not a guide to future performance.}

_{Methodology & Scores - All scores are proprietary and calculated using data from Finbox (powered by S&P Global Intelligence). Total Score combines metrics for Sales and EPS Growth, Financial Quality, and Valuation, to assess overall business strength (out of 100). Relative Strength (RS) Score measures a stock’s price performance relative to the AI universe (173 AI-focused public companies). Watchlist Status is assigned based on score combinations: Fundamental: Total Score ≥ 70, RS < 80. Momentum: RS ≥ 80, Total Score < 70. Watchlist: Total Score ≥ 70 and RS ≥ 80.}

TOP AI STOCKS PERFORMANCE

TOP AI ETFs PERFORMANCE

AI STOCKS IDEAS 

1 AI stock for Buffet-minded investors - Yahoo Finance

2 beaten-down AI stocks to watch - msn

The tech stock bargains hiding in Nvidia’s shadow  - WSJ

AI STOCKS & ETFs NEWS 

10 buzzing AI stocks on Wall Street right now - Insider Monkey -  Ten AI stocks gaining attention in 2025, including notable companies like Microsoft, Broadcom, Nvidia, and Alphabet.

Quantum Computing investments: Once-in-a-lifetime - AOL -  Quantum computing investments reached $1.25 billion in Q1 2025, a 128% increase from the previous year, indicating a shift toward commercial readiness.

Cybersecurity stocks: The frontline in the new era of geopolitical espionage - AInvest - The rise of sophisticated cyber tactics in geopolitical espionage is shifting focus to cybersecurity stocks, highlighting companies like CrowdStrike and Darktrace as vital defenses against state-sponsored cyber threats.

AI STARTUPS

Top Startups and SMEs in the AI agent quadrant - Yahoo Finance - MarketsandMarkets highlights innovative companies in AI, 3D printing, and quantum technologies, showcasing their impact on digital transformation.

China AI chip firm Biren raises new funds, plans Hong Kong IPO - Zawya -  Biren Technology has raised approximately 1.5 billion yuan (around $207 million) and is planning an IPO in Hong Kong to enhance its competitive edge in the AI semiconductor market.

Mandolin raises $40M to improve access to life-saving therapies for diseases using AI agents - AIinsider - Mandolin has secured $40 million to enhance access to specialty drugs for serious diseases using AI technology, automating administrative processes that typically delay patient care.

AI TRENDS

The Future of Investing: Why AI-based portfolio management is a game changer - Chain - AI-based portfolio management enhances decision-making, risk management, and dynamic asset allocation, providing investors with improved efficiency and accuracy.

The future of AI: Sam Altman's controversial roadmap explained - Geeky Gadgets - Sam Altman outlines a "gentle singularity," predicting gradual advancements in AI and robotics by 2035, while addressing ethical challenges and societal impacts.

OTHER

Future forecasting: a massive intelligence explosion on the path from AI to AGI - Forbes - Lance Eliot examines the intelligence explosion, a rapid self-improvement of AI leading to artificial general intelligence by 2038-2039, highlighting both its transformative potential and associated risks.

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_{Disclaimer - The information contained on this newsletter does not constitute investment advice or a personal recommendation, nor is it an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investments, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all. The information presented is based on publicly available data and sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. Market conditions can change rapidly, and the information provided may no longer be up to date. This content is for informational purposes only and should not be construed as financial, legal, or tax advice. Data sources: S&P Global Market Intelligence}