Investing.com — The AI rally looks unstoppable. Massive opportunities are compounding across the supply chain required to power it: connectivity, power, microchips, custom silicon, and optical networking.
Between ’s brand-new $400 million acquisition of Kumo AI, its newly minted multi-year partnerships with South Korean powerhouses like , and Jensen Huang standing on stage at Computex 2026 calling Marvell “the next trillion-dollar company,” investors have rarely seen so much opportunity across the global footprint of AI hardware.
But even before Nvidia’s encouraging commentary spurred this global supply chain rush, premium members received our AI-powered ProPicks and are capturing these explosive gains across the globe, for less than $9 a month.
From materials giants manufacturing the physical foundations for high-speed servers to elite custom-silicon designers embedded in massive infrastructure ecosystems, several ProPicks AI selections are major beneficiaries of this hardware super-cycle. Here are just a few that are surging this month:
- Kingboard Chem (): +43.68% in June ALONE (+341.92% since chosen)
- Marvell Technology (): +31.64% in June ALONE
- Tokyo Electron (): +13.51% in June ALONE (+26.93% since chosen)
Leading this global surge is materials powerhouse Kingboard Chem. The stock’s dramatic climb this month is being driven by soaring price hikes for upstream electronic glass fiber cloth and copper-clad laminates—critical materials that leverage the company’s vertically integrated production to provide the indispensable, high-density foundation required for heat-intensive AI data servers.
In addition, Marvell Technology has delivered a 242% return over the past year on the back of record Q1 FY2027 revenue of $2.4 billion—up 28% year-over-year—with its data center business driving 76% of sales. Backed by NVIDIA’s landmark $2 billion investment and a bargain PEG ratio of just 0.12 relative to its explosive earnings growth, the company recently raised its full-year revenue outlook to ~$11.5 billion.
This entire physical infrastructure layer is anchored upstream by Japanese titan Tokyo Electron. After surging ~113% over the past year, this fabrication machinery kingpin crushed analyst expectations with first-half fiscal 2026 sales guidance of 1.57 trillion yen (up 33% year-over-year), as secular AI chip demand is projected to capture 40% of total sales and drive gross margins toward a targeted 50% within two years.
The hardware tailwinds don’t stop there. Our ProPicks AI strategies have captured immediate demand surges across these vital links in manufacturing, specialized memory infrastructure, and advanced testing:
- Wonik QnC (): +8.24% in June ALONE
- Penguin Solutions (): +8.24% in June ALONE
- Veeco (): +6.62% in June ALONE
- Onto Innovation (): +5.19% in June ALONE
But June’s winners are just the latest leg of a much larger compounding story. Across our global strategies, premium members have been positioned for triple-digit gains thanks to investor-grade research identifying hidden opportunities in the global tech ecosystem:
- MediaTek (): +193.52% since being selected by our AI
- Lenovo Group (): +162.83% since being selected by our AI
- ASE Industrial (): +157.02% since being selected by our AI
- Infineon Technologies (): +88.03% since being selected by our AI
- PC Partner (): +66.22% since being selected by our AI
- Renesas Electronics (): +48.27% since being selected by our AI
- Texas Instruments (): +37.15% since being selected by our AI
The global silicon race is showing no signs of slowing as hardware demand continues to tighten global capacity. Whether capturing an explosive +43% short-term sprint in a single month or riding a massive +341% long-term compounding run, ProPicks AI strategies position members in high-moat global leaders before the broader market recognizes their true value.
By using investor-grade financial research and machine-learning models to identify companies where the fundamentals, growth outlook, and market positioning points to outsized gains, ProPicks AI has now returned an astonishing +216.19% since launch, outperforming the by a massive +141.59%.
*These are real-world numbers, recorded since the official launch of our AI models in November 2023.
InvestingPro members can access the list of stock picks for June HERE.
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How Investing.com’s AI-Powered Stock Picker Works
At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.
By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.
Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.
To consistently track performance, each strategy utilizes equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.
The goal is to keep capital positioned in the companies showing the strongest combination of momentum, valuation, and business performance.
Disclaimer: Subscription prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.
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