From our partners at Weiss Ratings Dear Reader, Can you still profit from the current stock market? According to Weiss Ratings, the answer is yes … IF you invest in the right stocks. Keep in mind, Weiss Ratings was ranked #1 by both the SEC — the authority that regulates the stock market — and the Wall Street Journal, the world's foremost stock market publication … And for good reason … Because when it comes to profits for investors, nobody can beat the Weiss Ratings track record: It identified Apple at 50 cents — it's up over 45,000% since … Nvidia at 40 cents — up 30,000% today … And Netflix at $3.70 — now up more than 27,000% … But this is just a small sample … For over 20 years, Weiss Ratings' picks have made an average gain of 303% — including the losers. And now, this eerily accurate system is flashing green on a new set of stocks … Specifically, it identified three under-the-radar picks that could thrive in 2025 and beyond … And we're giving away their names and ticker symbols — FOR FREE. That's right, if you missed out on the 3x … 5x … or even 10x gains of the past years … This could be your best chance to make it right. Make sure you don't miss it. Click here for more details. Sincerely, Eliza Lasky Weiss Advocate PS: Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary).
Wednesday's Featured Story 3 Cloud Build-Out Stocks Behind the AI Infrastructure BoomWritten by Chris Markoch 
Key Points - Prologis shifts focus to AI data centers, offering real estate for next-gen infrastructure.
- Super Micro builds high-performance AI servers with strong NVIDIA alignment.
- Arista Networks supplies ultra-fast networking gear essential to AI data center speed.
Investors continue to invest in technology stocks, particularly those with an artificial intelligence (AI) theme. However, for some investors, their choice of stocks to buy may be based on FOMO (fear of missing out) rather than allowing a deeper understanding of what’s happening in the tech space to inform their investment decisions. One area to consider is how cloud computing is changing. The idea of accessing data and running applications via the internet, as opposed to local computers and servers, is over 20 years old. However, it’s evolving fast to meet the needs of AI. This boils down to infrastructure. Data centers have been around for decades. However, generative (and now agentic) AI and machine learning require more of everything (power, cooling, network speed, and density). In many cases, hyperscalers like Microsoft Corp. (NASDAQ: MSFT), Amazon.com Inc. (NASDAQ: AMZN) and Meta Platforms Inc. (NASDAQ: META) can’t just retrofit existing data centers. They have to be created from the ground up. This is the “cloud build-out," and it will take years and billions in capital expenditures to make it a reality. That's an investable theme every investor can understand and profit from today. Here are three companies supplying the building blocks of this new infrastructure. Prologis Lets You Invest in AI From the Ground Up The case for Prologis Inc. (NYSE: PLD) is easy to understand. The first step in building a next-generation data center is finding land with power access and necessary permitting. Prologis is the global leader in logistics real estate. In its latest earnings report, Prologis announced a shift in focus to data centers and AI infrastructure hubs. The company is repurposing logistics-adjacent land and buying new property in power-rich areas that will support the needs of hyperscalers. PLD stock is up 4.1% in 2025 and continues to consolidate following its earnings on July 16. Analysts have a consensus price target of $119.67, which could provide an additional 8.75% upside in addition to a dividend yield of 3.67%. Plus, at 16x forward earnings, the company is attractively valued compared to its historical averages. Super Micro Is a Server Specialist Powering AI Workloads Putting NVIDIA Corp. (NASDAQ: NVDA) seems too easy. However, NVIDIA provides a good starting point for looking at Super Micro Computer Inc. (NASDAQ: SMCI). The company designs and builds high-performance server and storage systems tailored for AI, cloud, and enterprise computing. This includes NVIDIA GPUs, which are the current gold standard for generative AI workloads. Super Micro is growing rapidly with triple-digit revenue growth in recent quarters. There is growing speculation that Meta Platforms, Inc. (NASDAQ: META) will award Super Micro a contract to provide cooling services for its new data centers. This is a pure-play picks-and-shovels stock for the hardware that the cloud buildout will require. SMCI stock is up 69% in 2025, but investors should note that it is expensive to itself at around 27x forward earnings. Analysts give the stock a consensus price target of $42.89, which is 17% below its closing price on July 23. Arista Provides the Network Backbone for the Cloud Buildout Just like many specialists (electricians, plumbers, painters) are needed to construct a house, the same is true of data centers. Super Micro provides the compute layer, but Arista Networks Inc. (NYSE: ANET) provides the networking layer. This includes the high-speed networking equipment that allows servers to communicate with each other. Arista already has contracts with companies such as Meta Platforms and Microsoft, making it the logical choice for these next-generation data centers. That positioning shows up in the company’s financials: Arista has high operating margins, a strong balance sheet, and consistent profitability. ANET stock has increased 59% in the last three months. That’s not surprising given the billions of dollars in capital expenditures announced by the hyperscalers during that time. More importantly, analysts are raising their price targets for the stock ahead of the company’s earnings in early August.
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