Forget the Hyperscalers: Fund Manager Flags 2 Lesser-Known AI Stocks Whose Earnings Surprises Show the AI Trade Isn't Dead
As concerns around hyperscaler capital expenditure ripple through tech markets, beyond the giant megacap names, two lesser-known AI infrastructure stocks, Sterling Infrastructure Inc. (NASDAQ: STRL ) and SiTime Corp. (NASDAQ: SITM ), are dominating earnings expectations with multi-quarter streaks of double- and triple-digit EPS beats alongside frequent upward guidance revisions. Riding Fundamental Momentum Brandon Nelson, a fund manager who manages the Calamos Timpani Small Cap Growth Fund Class (NASDAQ: CTSIX ) —up 47.16% over the last 12 months—rejects fears that the trade is dead, noting he sells when he sees fundamental fatigue. “We’ve seen the price momentum pull back, and there’s a lot of doomers out there that think that’s the beginning of the end,” Nelson told Business Insider. “I’m not sure I’m there yet. The fundamental momentu...
As concerns around hyperscaler capital expenditure ripple through tech markets, beyond the giant megacap names, two lesser-known AI infrastructure stocks, Sterling Infrastructure Inc. (NASDAQ: STRL ) and SiTime Corp. (NASDAQ: SITM ), are dominating earnings expectations with multi-quarter streaks of double- and triple-digit EPS beats alongside frequent upward guidance revisions. 16% over the last 12 months—rejects fears that the trade is dead, noting he sells when he sees fundamental fatigue.
“We’ve seen the price momentum pull back, and there’s a lot of doomers out there that think that’s the beginning of the end,” Nelson told Business Insider. “I’m not sure I’m there yet. 26% year-to-date. Read Also: Two Years to Build or Pay 200% — Which US Pharma Stocks Win?
18%. 57% over the past 12 months. “Someone’s got to clear the trees and make everything flat and build roads around what’s going to end up being a data center,” Nelson said. 68 million.
Between August 2022 and May 2026, STRL raised its guidance outlook 14 times. 83% year-to-date. 09%. 37% over the last 12 months.
“Most electronic devices need this technology,” Nelson said. ” Proprietary Pro data demonstrates SITM repeatedly crushing expectations. 9% EPS surprise in the third quarter of 2025. 99% year-to-date.
Read Also: Stock Market: Will S&P 500 Open Up or Down Today? Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published editors. Photo courtesy: TSViPhoto / Shutterstock