Group 1: AI Frenzy Overview - The AI frenzy continues to dominate headlines, drawing comparisons to the internet boom of the early 2000s [1] - Companies like Credo Technology (CRDO) and Comfort Systems USA (FIX) are emerging as lesser-known beneficiaries of this trend [1] Group 2: Credo Technology (CRDO) - Credo Technology specializes in high-speed connectivity solutions that enhance power efficiency amid rising data rates [2] - The company reported a remarkable 180% year-over-year sales increase, significantly surpassing consensus expectations [3] - Analysts have raised EPS outlooks for Credo following its latest quarterly results, reflecting strong demand driven by the AI frenzy [2][3] Group 3: Comfort Systems USA (FIX) - Comfort Systems USA (FIX) is positioned to benefit from the AI infrastructure buildout, particularly through its products used in data centers [6] - The company achieved sales of $2.2 billion and adjusted EPS of $6.53, representing growth rates of 20% and 75% respectively [9] - FIX's sales growth is supported by a growing backlog, and the stock holds a Zacks Rank 1 (Strong Buy) with positive EPS revisions [7][9] Group 4: Market Outlook - The ongoing demand for AI-related services indicates that many companies, including CRDO and FIX, are well-positioned to capitalize on this trend [11]
2 Under The Radar AI Stocks Worth a Look