What’s inside your member report (and why we’re watching these 3 companies)

Dear Fool,

Earlier today we introduced our member report — “3 to Watch: Intriguing Data Centre Companies We’re Tracking Closely.” In case you haven’t had a chance to join yet, here’s a brief look at what’s inside and why our analysts chose these three companies.

The report covers three companies at different layers of the AI infrastructure stack. Together, they paint a picture of where the most durable opportunity may lie in Phase 2 of the AI boom.

THE AI CHIP CHALLENGER

This company has spent decades as the underdog in semiconductors — and has emerged as the clear No. 2 in AI accelerators behind NVIDIA. In 2026, one of the world’s largest AI companies signed a landmark multi-year chip supply deal with it, with production beginning in the second half of the year. It won’t displace NVIDIA, but being the most credible alternative in the world’s fastest-growing chip market is a compelling position. Our analysts are watching closely to see if execution supports the premium valuation.

THE SEMICONDUCTOR GIANT

This company is everywhere in AI infrastructure — and most investors still underestimate how broadly its products touch the data centre stack. Custom silicon, ethernet controllers, optical connectivity, networking switches, cloud infrastructure software. At a US$1.5 trillion market cap, it’s no longer under the radar, but our analysts believe the depth and breadth of its AI Factory exposure is still underappreciated.

THE CHIP FOUNDRY

This company manufactures over 70% of the world’s advanced chips. When the leading GPU maker ships a processor, when the networking giant delivers a chip, when an AI accelerator hits the market — there’s a strong chance it came from this company’s fabs. It’s expanding aggressively across three continents, and its order books are running full. It’s our only active Stock Advisor Canada recommendation of the three — and the one we have the most conviction on right now.

To read the full analysis on each of these companies — including the specific risks and what would increase our confidence further — join Stock Advisor Canada while this campaign is still live.

Access Your Report When You Join Stock Advisor Canada

The report comes offline tomorrow at midnight. Don’t miss it.

To your wealth,

¹Returns data from January 3, 2023 to April 16, 2026. ²Market, valuation, and forecast data as of April 16, 2026.