According to estimates from S&P Global, just the five AI hyperscalers; Meta Platforms, Alphabet, Microsoft, Amazon, and Apple are projected to spend more than $1 trillion in capital investment on AI in the three years through 2027. Let that number sink in for a second…more than a trillion spent to develop artificial intelligence from just five companies.
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The AI revolution is NOT slowing down and stocks in the theme have the power to change your life!
But while most investors chase new all-time highs in shares of Nvidia (NVDA), which would have to grow to more than the entire US economy to produce another 10X return, the smart money will be made in the next generation of AI benefactors. The companies in networking, software and final use cases – these are the stocks to buy now that will produce the next Nvidia-like returns.
These are the stocks that will retire your job and I’ve found four I’m loading up on.
Guggenheim Boosts Arm Holdings (ARM) Price Target—Here’s What’s Driving It
First up, while everyone’s been obsessed with Nvidia’s chips, they’ve missed a critical truth: those chips are worthless without somewhere to live. That “somewhere” is custom-built servers—and Super Micro Computer (SMCI) is the top supplier of those AI-optimized machines.
Think of SMCI as the contractor building the actual brains of the AI revolution. They don’t just sell off-the-shelf servers; they design tailor-made systems for speed, performance, and energy efficiency. And when companies are spending billions on data centers, every watt and millisecond matters.
What gives SMCI its edge is time-to-market. It can go from idea to implementation faster than legacy giants like Dell or HPE. In a sector projected to attract over a trillion dollars in investment over the next two years, being first—and better—counts. The stock has already made some investors rich, but there’s still plenty of upside in this picks-and-shovels powerhouse.
Next up, ever wonder why Tony Stark (aka Iron Man) didn’t just sell his AI assistant JARVIS out as a product and make trillions of dollars? SoundHound AI (SOUN) is doing just that, making voice AI actually useful in the real world. Its tech doesn’t just turn voice into text and then figure out what you meant—it goes straight from speech to meaning, eliminating steps and reducing error. It’s what Siri and Alexa should have been.
SoundHound has spent over a decade perfecting this platform and is now embedding it into everyday experiences—from cars to drive-thrus and payment systems. Hyundai, Mercedes-Benz, Mastercard, and even White Castle are already rolling it out. These aren’t pilot programs; this is real-world adoption, happening now.
The market for voice AI is projected to $160 billion, potentially multiplying the company’s $85 million revenue last year and turning this $3.9 billion company into a powerhouse. The biggest risk? That one of the tech giants—Amazon, Apple, or Google—decides it’s easier to buy the company than compete before SoundHound AI has a chance to become the next Nvidia.
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Quantum Computing (QUBT) isn’t in that AI theme…it’s what could replace the theme and that’s why I’m buying a few shares every month. When the market has forgotten about AI, when it becomes a part of our everyday life and investors look for the next big thing – it’s going to be quantum computing and I want to be ready.
Quantum computing isn’t just faster—it’s a complete reimagining of how information is processed. Traditional computers use binary logic—ones and zeros—while quantum computers leverage “qubits,” which can exist in multiple states at once. The result? Problems that take supercomputers thousands of years could be solved in seconds.
Quantum Computing Inc. is positioning itself as a software-first player in this revolution. While giants like Google and IBM are building massive, hardware-heavy quantum machines that require extreme cooling, QUBT is developing platform-agnostic software that works on today’s systems but can seamlessly transition to quantum hardware when it’s ready. Their Qatalyst platform abstracts away the complexity of quantum mechanics, which could be a game-changer for adoption.
Symbotic Inc (SYM) is tackling one of the oldest and most broken systems in the economy, warehouse logistics and bringing it into the 21st century. Their solution combines AI, robotics, and software into a complete automation platform—something that transforms legacy warehouses into futuristic, self-operating fulfillment centers.
The real genius here isn’t just in the technology—it’s in the business model. Symbotic doesn’t sell a one-time system and walk away. Its tech is embedded deep into the DNA of a company’s operations, making it nearly impossible to switch out without massive disruption for recurring revenue that keeps growing.
They’ve already inked a 10-year deal with Walmart and expanded to Target and Albertsons. Now, through a $7.5 billion joint venture with SoftBank, they’re offering automation-as-a-service to the entire industry. It’s not just about U.S. dominance—the global logistics market is a $3.9 trillion opportunity, and Symbotic is just getting started. Shares are already up 70% this year but with runway to build the kind of portfolio that retires your job.
Disclosure: This is the Stock I’m Retiring On is written by Joseph Hogue, CFA who is a former equity analyst and economist. Born and raised in Iowa, after serving in the Marine Corps, Joseph worked in corporate finance and real estate before starting a career in investment analysis. He has appeared on Bloomberg and CNBC and led a team of equity analysts for a venture capital research firm. He holds a master’s degree in business and the Chartered Financial Analyst (CFA) designation.
