What Should I Invest In? I'm Putting My Money in These 2 Stocks for 2027.
I'm long these two stocks and intend to build my positions in both of them next year.
When seeking investment opportunities, artificial intelligence (AI) stocks often emerge as a promising sector. The technology's early stage allows it to significantly impact various industries. Two stocks the author plans to invest in for 2027 focus on AI's potential.
Iren, a neocloud stock with a $2 billion market cap, is the author's top choice. They emphasize its role in supplying hyperscalers—large cloud computing companies—by creating the necessary data centers and infrastructure. Iren has already reached $1 billion in operating annual recurring revenue and projects $4 billion by 2026. A key deal with Microsoft for $9.7 billion in compute value per megawatt-year can potentially generate $145 billion in annual recurring revenue if Iren achieves its goal of $25 million per megawatt across its 5.8-gigawatt portfolio.
Another stock the author recommends is Netlist, an OTC trading company developing CXL solutions for AI infrastructure. Although valued at $2 billion, Netlist benefits from a strategic agreement with Samsung, entitling them to a $239 million upfront licensing fee and up to $32.9 million in quarterly royalties. Additionally, Netlist has the right to purchase up to $300 million in Samsung's memory products annually.
This arrangement could result in up to $897 million in gross license revenue over five years, providing significant profit margins.
Written by urgent.news from Yahoo Finance's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
This story
This is one outlet's version. Read the fullest account.
