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The Earnings360 Team
Today's Bonus Article 3 Under-the-Radar AI Stocks to Buy on the DipWritten by Dan Schmidt. Published 11/15/2025. 
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.
Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by the government's aggressive 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. Did President Trump enact disruptive tariff policies? Buy the dip. There may come a day when buying the dip is a poor strategy, but the last few corrections and bear markets have offered attractive opportunities to purchase assets at a discount. After picking Nvidia in 2016, before it jumped 27,000%...
Jeff Brown is back with what he believes will be the biggest paradigm shift ever.
Yes, even bigger than AI. And he found one Seattle company that's at the center of this new $100 trillion revolution.
Click here to get the name of this company, completely free of charge... Click here for the details. Today, artificial intelligence dominates market headlines, and the amount of capital expenditure devoted to AI buildouts is staggering. There's no greater example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and today is on the cusp of becoming the first $5 trillion company in the history of capitalism. However, while hyperscalers and chipmakers grab the headlines, under-the-radar tech companies are starting to offer outsized rewards to investors. This recent bout of market volatility presents an opportunity to buy the dip in these less heralded but still highly profitable names. We'll examine three companies at the forefront of their respective industries that are 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 increasingly important. Manufacturing advanced AI chips requires tight tolerances, since the slightest nanoscale variation or defect can render a chip useless. The cost of producing defective chips far exceeds the cost of quality control. That makes the technology offered by KLA Corp. (NASDAQ: KLAC) essential for any chipmaker serving data center clients. KLA's quality-control suite inspects chips throughout the manufacturing process, ensuring each layer and structure is fabricated accurately. The company manufactures, installs, and supports its systems in the field—generating recurring revenue. A major catalyst for KLA is the growth of advanced packaging, which enables the integration of multiple semiconductors into a single device. Advanced packaging enhances performance but also creates more intricate designs that demand even more inspection. In its fiscal Q1 2026 report, KLA management forecast $925 million in revenue from advanced packaging services, a 70% year-over-year increase. 
Despite these fundamental tailwinds, the stock has pulled back from its all-time high in late October. The pullback may be temporary as the price consolidates in a wedge; a breach of the upper trendline typically signals the next leg of the rally. 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 larger peers such as NVDA, but the British semiconductor company has a distinctive business model and a strong position in the AI ecosystem. ARM doesn't manufacture chips; it licenses intellectual property to clients who design and build the chips themselves. ARM's Neoverse platform continues to gain traction, reaching a 25% penetration rate of the data center CPU market earlier this year. During 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), as 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. Although the stock flashed a Golden Cross this summer, it recently dipped below the 50-day simple moving average (SMA) for the first time since September. However, the 200-day SMA may provide firmer support; it has buoyed the price during previous volatile periods. The RSI also hints that ARM shares could be approaching a short-term bottom, so watch for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers generate large amounts of heat and require sophisticated cooling systems to prevent damage or premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical thermal 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 increases, traditional air-cooling systems become less effective. Vertiv says its liquid-cooling solutions are 3,000 times more efficient than conventional systems, and the addressable market for its technology is expected to grow at a roughly 20% CAGR through 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 since its post-earnings high. This appears to be profit-taking after a strong run: many long-term holders are up more than 50% year to date. The company has numerous fundamental tailwinds, and the technical trends also look promising. Following a July Golden Cross, the stock has used the 50-day SMA as support, and after an Overbought RSI signal the price appears headed back to that level. The long-term uptrend remains intact, and the 50-day SMA could be a reasonable entry point for new positions.
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