While investors have been fixated on semiconductors and the Magnificent Seven, a quieter group of stocks has been doing something those names haven't: beating earnings, attracting institutional money, and pulling back just enough to offer a fresh entry point.
NVIDIA Corporation (NASDAQ: NVDA) and the rest of the Mag 7 are up less than 1% on the year. Meanwhile, the companies actually building the infrastructure that makes AI run—the power plants, data centers, and electrical grid expansions—have been putting up real numbers. Marc Chaikin of Chaikin Analytics says that's exactly where investors should be looking right now, and he has three names to make the case.
