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3 Stocks to Watch This Week: AI Chips, Optical Networks and Chili’s

Summary

  • This week, we are looking beyond the market’s biggest winners and focusing on three stocks still trading close to the levels where we originally covered them. Their share prices have moved relatively little, but their underlying investment stories continue to develop.


  • AI infrastructure remains a major theme, but the opportunity extends beyond GPUs. Custom silicon and high-speed optical connectivity are becoming increasingly important as data centers scale and AI workloads require greater computing power and faster movement of data.


  • Our third pick provides deliberate diversification away from technology. Restaurant traffic, brand momentum and improving operating economics offer a fundamentally different source of earnings growth at a time when much of the market remains concentrated around AI.

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  • The common theme is improving fundamentals without a comparable move in the shares. That does not guarantee upside, but it creates an interesting setup as investors reassess which businesses can convert industry tailwinds into sustainable earnings growth

Collage of a computer chip, server racks, and stacked burgers with beer in a bright kitchen, showing tech and food.
AI infrastructure and consumer strength underpin this week's three stock picks, spanning semiconductors, optical networking and restaurants. Images: Marvell Technology, Lumentum Holdings and Brinker International.

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