‘Go where the puck is going': Analyst reveals top AI stocks

Company Performance - Seagate has emerged as the best performer in the S&P 500 this year, surpassing Palantir, which was previously in the top position [1] - The CEO of Valtry, Rob Luna, believes that Seagate's growth is just beginning and anticipates significant potential in the coming years [1][7] Market Trends - The current market trend shows that investors are often hesitant, questioning if they have missed out on gains, which is counterintuitive to the idea of investing in stocks that are still on the rise [2][3] - Historical examples, such as Amazon, illustrate that waiting for a stock to show value can lead to missed opportunities for substantial returns [4] Investment Strategies - The discussion emphasizes the importance of buying stocks that are currently performing well, rather than waiting for pullbacks, as this strategy has proven to be more profitable [5] - Companies like Seagate and Micron are highlighted as having strong growth potential, with expectations of 20% to 30% annualized growth for Seagate over the next two to three years [8] Industry Insights - The semiconductor industry is represented by Micron, which is currently the best-performing stock in its sector, benefiting from government support and a focus on security [10] - The physical world of AI is driving demand for companies involved in infrastructure, such as Alistair, which is working on sensor technology for applications like driverless cars and drones [11][12]