flytosky11/iStock via Getty Images Introduction Just a couple of days ago, I wrote an article covering my top 6 picks for a market rebound. In that article, I explained which stocks make up the “core” of my risky investment portfolio, and, of course, those were the large or fast-growing players, among them Micron ( MU ), Uber ( UBER ), and a couple of Mag 7 stocks. This is a risky portfolio becaus...
flytosky11/iStock via Getty Images Introduction Just a couple of days ago, I wrote an article covering my top 6 picks for a market rebound. In that article, I explained which stocks make up the “core” of my risky investment portfolio, and, of course, those were the large or fast-growing players, among them Micron ( MU ), Uber ( UBER ), and a couple of Mag 7 stocks. This is a risky portfolio because it is mostly made up of tech names, with some additions from healthcare, retail, etc. In this portfolio, I don’t have indices, staples, bonds, dividends, or anything like that - for this purpose, I have a separate fund and a pension account, both of which I am not managing actively. But of course, in my risky portfolio, besides the “core” holdings (which are mostly known and well-established companies), I add a mix of different, smaller, riskier plays, which could potentially make better returns. I know that under current conditions, with the war, the oil supply constraints, and overall uncertainty, it doesn’t feel natural to start “picking up” overlooked AI stocks, but it might end in huge returns if we do exactly that. Many of the stocks I considered or even added in the second half of 2025 trade for a major discount from their highs, so today, I’ll share some of the most interesting AI stocks, which deserve to be in your watchlist and potentially in your portfolio. These are NOT the only AI stocks I follow and consider buying, and there is a couple of reasons why I chose these specific names for this article: they delivered good results lately, they have real clients, revenue/margin expansion and other metrics by which we can be sure it’s not a “bubble,” they are down significantly from highs, they are little discussed just because the momentum isn’t there, and as a result, they could potentially become the best overlooked AI plays for the market rebound, whenever it happens. It doesn’t mean these stocks have a limited downside. They all can go even lower depending on ...