Corning (GLW)
Corning, a historic leader in glass technology, benefits from the AI boom through its fiber optics division. Modern AI data centres demand 10x more fiber connections than traditional ones, boosting Corning’s optical product adoption. CEO Wendell Weeks predicts a $3–5 billion revenue surge within two years. With innovations like Gorilla Glass in vehicles and expanding AI connectivity, Corning’s underappreciated growth could double its stock price as AI demand accelerates.
Alcoa (AA)
The clean energy revolution and EV adoption fuel aluminum demand. Alcoa, America’s largest aluminum producer, is poised to benefit as solar installations and EVs rely heavily on lightweight aluminum. Solar sector demand could quadruple by 2040, while EVs increasingly favor aluminum to extend battery range. Despite market downturns, long-term supply-demand trends favor Alcoa, presenting an undervalued opportunity for outsized gains.
Global X Uranium ETF (URA)
Uranium prices surge as AI-driven data centers and geopolitical concerns drive renewed demand for nuclear energy. A structural supply deficit and Russia’s exclusion from U.S. markets heighten shortages, while global reactor construction accelerates. The URA ETF, which includes Cameco and NexGen, offers diversified exposure to the uranium bull market expected to thrive as clean energy demand rises.
Coupang Inc. (CPNG)
Coupang, South Korea’s e-commerce giant, dominates delivery services with its 24-hour Rocket Delivery. Growing investments in Taiwan, AI integration, and acquisitions like luxury retailer Farfetch expand its footprint globally. Free cash flow of $1.75 billion, a robust balance sheet, and strategic growth initiatives position Coupang for continued strong earnings, mirroring Amazon’s early trajectory.
PayPal Holdings Inc. (PYPL)
PayPal’s branded checkout and growing unbranded payments platform drive revenue. Its Buy Now, Pay Later (BNPL) service attracts 30 million users, enhancing merchant sales. AI integration optimizes fraud detection and improves transaction approvals. With $5 billion earmarked for share repurchases and a KKR partnership reducing loan risks, PayPal’s recovery offers growth potential at a discounted valuation.
Dutch Bros. Inc. (BROS)
Dutch Bros., a popular drive-thru coffee chain with a cult-like following, plans rapid expansion, targeting 4,000 U.S. locations over 10 years. Its capital-light model ensures fast break-even, driving profitability per store. Mobile ordering, launched in 2024, enhances growth potential. Dutch Bros. combines scalability with strong customer loyalty, positioning itself as a future QSR leader.
HP Inc. (HPQ)
HP stands to benefit from the AI PC upgrade cycle as legacy PCs transition to AI-powered models. With global PC shipments expected to grow 10% in 2025, HP gains market share while trading at a discounted valuation. CEO Enrique Lores anticipates stronger AI PC adoption by late 2024, paving the way for revenue recovery and margin expansion. Hedge fund manager David Einhorn sees HP as a deeply undervalued play in the AI PC revolution.
This story was originally featured on Investorplace
Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.
