What Should I Invest In? I'm Putting My Money in These 2 Stocks for 2027.
Key PointsThe artificial intelligence industry can offer some of the highest returns of the decade.
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.
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