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For Your Education and Enjoyment Buy The Dip on These 3 Overlooked AI Stocks Written by Dan Schmidt. Published 11/13/2025. Buy The Dip on These 3 Overlooked AI Stocks Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by aggressive government market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. The Fed starts raising rates with authority? Buy the dip. President Trump enacts disruptive tariff policies? Buy the dip. There may come a day when buying the dip becomes a poor strategy, but recent corrections and bear markets have repeatedly presented opportunities to acquire assets at discounts. Today, artificial intelligence dominates market headlines, and the amount of capital expenditure devoted to AI buildouts is hard to fathom. There's no better example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and has since grown into one of the largest companies in the world. While hyperscalers and chip makers command headlines and attention, under-the-radar tech companies are beginning to offer attractive opportunities. This recent market volatility provides a chance to buy the dip in a few less heralded but still highly profitable stocks. Below are three companies at the top of their industries addressing critical AI bottlenecks in quality control, thermal management, and CPU innovation. KLA Corporation: A Stranglehold on Process Controls As chips get smaller and denser, quality control becomes an increasingly crucial part of the manufacturing puzzle. Producing advanced AI chips requires tight controls, since the slightest nanoscale variation or defect can turn a high-yield semiconductor into costly scrap. The cost of producing defective chips far exceeds the cost of quality control, so the technology offered by KLA Corp. (NASDAQ: KLAC) is effectively mandatory for any chip manufacturer serving data-center clients. KLA's inspection suite can evaluate wafers throughout the manufacturing process, ensuring each layer and structure is fabricated accurately. The company manufactures, installs, and provides field support for its systems (generating recurring revenue), but the biggest catalyst for KLA is the growth of advanced packaging, where multiple semiconductors are combined into a single device. Advanced packaging boosts performance but also increases design complexity, demanding even more rigorous inspection. In its fiscal Q1 2026 report, KLA management forecast $925 million in revenue from advanced packaging services, a 70% year-over-year increase. 
Key Points - Markets have been volatile over the last few weeks, and some stocks have pulled back from previous highs.
- Despite this pullback, the long-term AI uptrend still looks promising, and data center spending continues to reach unprecedented levels.
- These three AI-related stocks could be great 'buy the dip' opportunities for investors who missed the initial rally.
Despite these fundamental tailwinds, the stock has pulled back from its late-October all-time high and is consolidating in a wedge pattern. When the upper trendline of the wedge is breached, it often signals the next leg up, and with the Relative Strength Index (RSI) back under 70, a breakout could be imminent. ARM Holdings: Next-Gen Designs for Next-Gen AI ARM Holdings plc (NASDAQ: ARM) has lagged some larger peers like NVDA, but the British semiconductor firm has a unique business model and a strong position in the AI ecosystem. ARM doesn't manufacture chips; instead, it licenses intellectual property to clients who design and build the processors. ARM's Neoverse platform continues to gain traction, reaching roughly 25% penetration of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings release last week, ARM reported year-over-year revenue growth of more than 34% and now counts many megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), among customers for its custom silicon. 
Despite record revenue, ARM shares have had a rocky 2025 and have yet to reclaim the all-time high set in July 2024. The stock flashed a Golden Cross this summer but recently dipped below the 50-day simple moving average (SMA) for the first time since September. The 200-day SMA, however, has acted as support in previous volatile stretches and may be the more meaningful level to watch. The RSI also hints ARM shares could be approaching a short-term bottom, so keep an eye out for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers produce enormous amounts of heat and require sophisticated cooling systems to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in thermal and power management, and its liquid-cooling systems will be critical infrastructure as data centers scale up. Operators aim to pack as many servers as possible into racks, and a single AI rack can consume power comparable to that of 100 households. As power density rises, traditional air cooling becomes less effective. Vertiv says its liquid-cooling solutions can be vastly more efficient than conventional systems, and the addressable market for this technology is expected to grow at roughly a 20% CAGR over the decade. 
Despite an impressive Q3 2025 earnings beat and guidance raise (including a $9.5 billion order backlog for 2026), the stock has pulled back from its post-earnings high. That pullback looks like profit-taking by long-term holders who are up more than 50% year-to-date. Vertiv still has substantial fundamental tailwinds, and the technical picture remains constructive. Following a July Golden Cross, the stock has used the 50-day SMA for support, and the price appears to be heading back toward that level after an overbought signal on the RSI. The long-term uptrend is intact, and the 50-day SMA could be a sensible entry point for new positions.
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