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Corey started with SoundHound, a voice AI company focused on helping brands build their own voice assistants without handing everything over to big tech platforms.
He likes the stock because voice AI is expanding beyond chatbots into cars, restaurants, etc. SoundHound also consistently beats their earnings estimates, and their next report is due later this month. They’re trying to build steadier income through ongoing subscriptions and licensing.
Celestica (CLS)
Celestica is not a flashy AI software name. It builds the physical infrastructure behind data centers and hyperscalers.
Corey pointed to strong growth in the Stocks’s hyperscaler business, which now makes up a large share of revenue. Recent earnings were also strong, with revenue up sharply year over year.
The idea here is that AI needs hardware, and Celestica provides that hardware in the supply chain.
Navitas Semiconductor (NVTS)
Navitas builds power chips used in chargers, EV tech, and data center equipment. Corey sees this as a long-term electrification play.
The stock has been hit with the broader semiconductor sector, but management is guiding toward major growth into 2026.
It is a higher-risk name, but also one with upside if the demand cycle turns.
SoFi (SOFI)
SoFi has grown far beyond student loans. It is now a full fintech platform with banking services, investing tools, and lending.
Corey highlighted its recent earnings beat and its first full year of GAAP profitability. The member base keeps expanding, and the business model benefits when customers use multiple products inside the same ecosystem.
The pullback after earnings is what makes it interesting in his view.
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Applied Digital (APLD)
Corey’s top pick was Applied Digital, a company building large-scale data centers designed for high-performance AI workloads.
He likes it because it is positioned as infrastructure for the biggest AI players, with major long-term leases and rapid revenue growth.
The company is scaling aggressively, and analysts remain bullish due to the size of the AI compute demand ahead.
Furthermore, Corey’s theme across all five stocks is consistent. Tech has been hit hard, headlines look ugly, and that is often when long-term opportunities show up.
The list includes voice AI, data center infrastructure, power semiconductors, fintech, and high-performance computing. These are not safe trades, but they are names tied to real growth areas.
As always, research matters, risk matters, and no single stock should dominate a portfolio.