So far, there have been multiple stars of the ongoing artificial intelligence (AI) boom, with the semiconductor giant Nvidia (NASDAQ: NVDA) proving a mainstay, Super Micro Computer (NASDAQ: SMCI) trailblazing in the first half of 2024 and then falling from grace, and, in the last six months, Palantir (NASDAQ: PLTR) outperforming even the most bullish forecasts.
Still, the three have developed some obvious flaws, either in the form of a tarnished reputation or due to rising in value so much that their prices are increasingly difficult to justify with company fundamentals.
Under the circumstances and with SoftBank’s latest investment in OpenAI valuing the company at $260 billion demonstrating the AI boom is far from over, Finbold elected to find strong stocks operating in the sector that are yet to see their market capitalizations go ‘to the moon.’
Picks for you
Atlassian Corp (NASDAQ: TEAM)
Unlike Palantir, Atlassian (NASDAQ: TEAM) is not yet strongly associated with the AI boom as its foray into the technology is, arguably, still nascent. Indeed, though the technology firm behind famous software such as Jira is integrating artificial intelligence features, it is yet to fully embrace the boom.
Despite – and perhaps because of – this, TEAM stock boasts substantial room to grow on the expected future advancements and on its already-strong portfolio. Additionally, the outlook is promising once figures as the most recent $1.29 billion reported in quarterly revenue is accounted for.
For comparison, Palantir – valued at about $265 billion to Atlassian’s $84.61 billion – announced its most recent known quarterly revenue as $827.52 million.
Finally, the company also benefits from positive 2025 momentum as TEAM shares are 31.32% in the green year-to-date (YTD) and are, at press time on February 11, changing hands at $319.62.
Vistra Corp (NYSE: VST)
While semiconductors remain the proverbial ‘shovels’ used in the AI gold rush, the energy sector has been growing in importance in recent months as the scale of the infrastructure needed to operate the technology is becoming increasingly clear.
A prime example of this realization came after the release of China’s novel DeepSeek model, which first crashed many nuclear energy stocks but then helped their resurgence as the impact of breakthroughs made in the previously unknown company could have on AI development and adoption began crystallizing.
So far, the Sam Altman-backed Oklo Inc (NYSE: OKLO) drew the bulk of the attention – and enjoyed a 136.38% YTD rally – Vistra Corp (NYSE: VST) is also emerging as an inciting buy.
Much like Atlassian and unlike Palantir, its modest valuation of $57.10 billion, when paired with the latest reported revenue of $6.29 billion, paints an optimistic picture. Much the same can be said about VST shares’ recent performance, as they are changing hands at $167.64 after rallying 21.59% since the start of 2025.
Finally, along with possibly benefitting from the ongoing AI boom, VST stock could enjoy strong tailwinds from President Donald Trump’s promised focus on abundance rather than sustainability in his approach to the energy sector.
Featured image via Shutterstock
