NASDAQ recovery: 3 artificial intelligence (AI) is still too cheap to ignore stocks

If you miss it, the technology stock is gathered again.

After the record high in December Nasdaq composite The index fell in January as Deepseek improved artificial intelligence (AI) universe with innovation of training and reasoning efficiency. At the end of February, many were concerned that some of the biggest names in the technology could be hit hard by President Donald Trump’s tariffs. Trump accelerated in April after the world’s tariffs were found to be worse than investors feared.

In the next few weeks, Nasdaq has recovered about half of the tropro loss in the peak. At the time of this article, the technology that has a lot of technology is more than 12% lower than the maximum of December. But the market still has many opportunities. Here are three AI stocks that are still too cheap to ignore.

Image Source: Getty Image.

1. Amazon

Amazon (Amzn 0.55%)) We operate the world’s main cloud computing platform. The AWS (Amazon Web Services) division produced $ 29.3 billion, up 17% year -on -year. The growth rate was slower than the top competitors, but it is worth pointing some things. First, AWS is much larger than competitors. Second, the capacity is limited.

Executives are expected to bring more AWS capacity online in the second half. The company plans to spend more than $ 100 billion in capital in 2025, and most of this amount will lead to an increase in AWS’s capacity. We also invest a lot in our own custom silicone solution (training and reasoning machine learning chips) for AI. Andy Jassy CEO said Amazon has strongly adopted the trainment case.

But not all that expenditure is to strengthen the data center to support the increase in AI usage. Amazon also continues to spend on improving logistics networks. After expanding the footprints in 2020 and 2021, Amazon has inspected the logistics system for the past few years to increase the efficiency of the network. The result was fantastic. Shipping costs increased by 3% year -on -year and paid 8% increase in the last quarter.

Amazon is well established in the long run. Crown as an e -commerce champion goes anywhere. Targets can affect retail operations, but the only retailer will not be affected. The powerful margin expansion achieved over the past two years has become a better position to reduce higher costs and demand. Meanwhile, this product remains a platform that should be a developer and is a major resource for AI tools and services through AWS.

Investors can buy stocks for relatively low evaluations. Enterprise value is less than three times the sales estimates in 2025. It is about 10% lower than the long -term average.

2. RAM research

RAM research (LRCX 0.68%)) It is one of the top manufacturers of semiconductor manufacturing equipment, and all high -end AI chips in the data center passes the machine at various architecture stages.

LAM has a specific advantage of memory chip equipment. In the first quarter, 43%of sales came from memory chip manufacturers, and the development of AI chips has risen significantly over the past few years. To get the best performance in the state -of -the -art graphics processing device (GPU), you must deploy it to a system characterized by a high bandwidth memory chip. Memory is often a bottleneck of LLM (Lange Language Models), and as these models grow, the demand for memory chips has increased significantly.

However, LAM is also increasing the demand for equipment for general silicone chip production. As the foundry invests a lot to expand the capacity to meet the increase in demand for chip designers, LAM has signed more contracts to sell more equipment and to provide the equipment. In the last quarter, sales increased 24%, and management is expected to accelerate in the second quarter despite the uncertainty caused by tariffs. In addition, it is expected that the operating margin will be expanded by using the fixed cost.

In the long run, LAM benefits from Seondeok cycle. As a major equipment provider for chip manufacturers, we generate more profits to invest in R & D. This allows you to expand your technology lead and overcome more contracts. As a result, management is expected to increase its market share in the wafer manufacturing equipment space over time and surpass the growth of the semiconductor industry.

LAM stocks have been significantly reduced at the highest point of reaching in 2024. Stocks are now traded with 19 times of import estimates. Investors are willing to pay prices for stocks, while executives expect two digits to increase in the next four years.

3. Meta platform

Meta platform (Meta -0.91%)) It is a company of Facebook and Instagram and is making the biggest bet in the technology sector for artificial intelligence. Executives announced that they raised their capital expenditure plans from $ 64 billion to $ 72 billion in the transfer plan of CAPEX at the time of the first quarter. Other companies are spending more, but they are leasing some of the computing infrastructure.

But investment seems to be worth it. Meta is seeing powerful participation growth, which gives more advertising on the platform. In addition, the average advertising prices continued to rise, increasing sales by 16% in the last quarter. This results are noticeable among other social media advertising companies that have been struggling to replicate the recent success of Meta.

But AI offers more opportunities for meta. AI -based marketing tools can help advertisers design and test new campaigns. Mark Zuckerberg, CEO of META, eventually believes that AI in META is a business agent, occupies customer’s goals and budget, and then creates a full campaign. The AI ​​Agent can play a major role in customer service and sales through META’s messaging apps, WhatsApp and Messenger. This can ultimately be a significant source of revenue considering the large user base of the app.

Meta has also been demonstrated as a cash generation machine. The company has produced more than $ 10 billion in free cash flows for eight consecutive quarters while calming down billions of dollars in AI and methus development. This provides a big advantage in terms of the ability to continue to invest in technology development that can provide additional growth opportunities.

Although the stock has recovered from the 2025 slide (a rebound that continued after the Q1 income release), the meta stock still trades 23 times the revenue estimates. META’s stock is too cheap to ignore this price.