For fiscal 2025, Supermicro is expected to see a revenue increase of 57%, although its adjusted earnings per share (EPS) growth is projected at only 2% due to customer purchase delays and tariff impacts, with stronger growth anticipated in fiscal 2026.

The Trade Desk, despite its high valuation at 50 times forward earnings, is well-positioned for growth in the AI-driven advertising market, with projected revenue and adjusted EPS increases of 17% and 6% for 2025, respectively.

AMD's Instinct GPUs are significantly more affordable than Nvidia's offerings, attracting cost-conscious companies and contributing to a remarkable 57% year-over-year increase in data center sales, which now account for 49% of AMD's revenue.

As the second-largest producer of x86 CPUs and discrete GPUs, AMD provides data center GPUs for AI applications, with its latest MI325X GPUs outperforming Nvidia's H200 in several key performance metrics.

Despite potential trade-related challenges, analysts anticipate a 21% revenue increase and a 33% rise in adjusted EPS for AMD in 2025.

Advanced Micro Devices (AMD), Supermicro, and The Trade Desk have been identified as promising AI stocks poised for a significant bull run.

Supermicro, which specializes in AI servers, has increased its share of the AI server market from 10% in 2023 to 23% in 2024, benefiting from partnerships with Nvidia and a growing presence of AMD GPUs.

The rise of AI applications is increasingly recognized for their potential to disrupt various industries by automating tasks and analyzing data, which has led to significant stock price increases for companies like Nvidia.

Operating the largest independent demand-side platform for digital ads, The Trade Desk leverages AI algorithms to enhance ad targeting and performance metrics while expanding into ad-supported streaming services.