Top 5 AI Stocks Blowing Up and Cheap!

Summary

In this video, the presenter highlights the top AI stocks of 2025, focusing on relatively affordable options with high growth potential. Companies like Nebius, InoData, Bonsai International, Applied Digital, AppLovin, Coreweave, and Zeta Global are analyzed for their innovative AI technologies, strategic partnerships, and financial outlooks. The video emphasizes the impact of GPU-powered infrastructure, AI data operations, and marketing technologies on the rapidly growing AI sector. While some stocks show strong upside potential, others, like Coreweave, are approached cautiously due to high valuations. Viewers are encouraged to explore additional resources, including free spreadsheets, to research AI investment opportunities further.

Takeaways

• 📈 The stocks reviewed in the previous video had an average return of 341% over two years, far outperforming the S&P 500's 37% during the same period.
• 💰 A $10,000 investment in these AI stocks could have grown to over $44,000, compared to just over $13,000 with the S&P 500.
• 🤖 Nebius Group is a European AI cloud provider offering on-demand NVIDIA GPU clusters, competing with AWS and Azure, and backed by NVIDIA's $700 million investment.
• 📊 InoData specializes in AI data operations, providing data preparation, annotation, and evaluation services for major tech companies, with analysts projecting over 40% upside.
• 🌱 Bonsai International is an AI-driven marketing tech company growing rapidly, with high gross margins and shrinking net losses, serving over 90,000 customers.
• 🏭 Applied Digital builds AI data centers with liquid cooling in North Dakota and Texas, leasing GPU power to hyperscalers and seeing potential 30% upside despite high infrastructure investment costs.
• 📱 AppLovin is a mobile technology company leveraging AI to optimize app monetization and advertising, with analysts projecting over 47% upside due to strong margins and operating cash flow.
• ⚡ CoreWeave is a specialized cloud provider for AI workloads, backed by NVIDIA, aggressively expanding infrastructure, but analysts see a potential 52% downside, making it a high-risk stock to watch.
• 📊 Zeta Global focuses on AI-driven marketing personalization and analytics, leveraging a proprietary consumer data cloud and tools like Zeta AI Agent Studio, with steady revenue growth and improving margins.
• 📝 The video emphasizes the rapid growth and innovation in AI stocks, highlighting companies with strong upside potential and urging viewers to research further via free spreadsheets and portfolio access.

Q & A

What was the average return of the AI stocks reviewed in the previous 2023 video compared to the S&P 500?

The AI stocks had an average return of 341% over two years, while the S&P 500 returned only 37% during the same period.

What is Nebius Group, and what makes it a noteworthy AI stock?

Nebius Group is an Amsterdam-based AI cloud spinout from Yandex, providing on-demand NVIDIA GPU clusters for large-scale AI training. It is noteworthy because it offers a European alternative to AWS and Azure, recently launched advanced NVIDIA GB200 Blackwell chips in Europe, and is backed by NVIDIA, with analysts projecting over 25% upside in 12 months.

How does InnoData support the generative AI ecosystem?

InnoData specializes in preparing, annotating, and evaluating large datasets for AI, providing a platform for generative AI testing and reliability checks. Its clients include major tech giants like Microsoft, Alphabet, and Amazon. Analysts project over 40% upside for InnoData in the next 12 months.

What are the key offerings of Bonsai International and its market impact?

Bonsai International provides AI-driven marketing tools like a GPT-powered newsletter builder and an AI webinar platform. It services over 90,000 customers, including Cisco and HP. The company reported Q1 2025 revenue growth of 213% YoY, gross margins of 82.1%, and shrinking net losses, demonstrating strong market impact.

What differentiates Applied Digital's data centers from others in the market?

Applied Digital builds high-performance AI 'factory' data centers in North Dakota and Texas with liquid cooling and cost-efficient scaling to hundreds of megawatts. It recently signed a $7 billion 15-year lease with Coreweave and shows potential upside of around 30% in 12 months, according to analysts.

How has AppLovin transformed its business, and what is its financial outlook?

AppLovin focuses on mobile ad monetization using its Axon machine learning engine. It sold off its mobile gaming division to concentrate on high-margin advertising and expanded into e-commerce ads. Financials show strong margins and operating cash flow, with analysts projecting over 47% upside.

Why is Coreweave considered high-risk despite its association with NVIDIA?

Coreweave is a specialized AI cloud infrastructure provider backed by NVIDIA, offering GPU clusters for AI workloads. However, its stock has a projected 52% downside over the next 12 months, and it has no meaningful financial history yet. The company's aggressive expansion and valuation make it too risky for investment currently.

What does Zeta Global specialize in, and why is it promising for AI-driven marketing?

Zeta Global provides a marketing platform that unifies consumer data, applies AI for personalized campaigns, and automates marketing decisions. With over 235 million consumer profiles and partnerships with cloud providers like AWS, Zeta is improving profit margins while growing revenue, making it promising for AI-driven marketing.

What general trend does the video suggest about AI-related stocks?

The video suggests that AI-related stocks, particularly those in infrastructure, data operations, and marketing analytics, have high growth potential. Companies that provide specialized services, cloud infrastructure, or AI-driven tools are positioned to benefit from the rapid adoption of AI across industries.

Why does the presenter provide a free spreadsheet link, and what does it contain?

The presenter provides a free spreadsheet to allow viewers to conduct their own research. It contains detailed information about the discussed AI stocks and around 10 additional companies, including financial metrics, growth potential, and analyst projections.

Which AI stock in the video is considered the safest investment based on analyst projections?

Based on the video, AppLovin appears to be one of the safest investments, with strong financials, high operating cash flow, and analyst projections showing over 47% upside over the next 12 months.

What are the main factors affecting the financial margins of Nebius and Applied Digital?

Nebius's margins were impacted by heavy investments in new GPU clusters and customer acquisition but are expected to recover. Applied Digital's margins were affected by infrastructure investments, particularly in building and scaling AI factory data centers, though analysts see potential for a 30% upside.