Two Underdog Stocks That May Outperform the Magnificent Seven

Many years later, as the great investors looked back on this particular era, they would remember the peculiar fate of the so-called Magnificent Seven-a group of companies whose names had once seemed woven from the very fabric of technological destiny. The world of stock markets, much like the world of alchemists, had always sought to create something greater than itself, and in those days, it found its elixir in artificial intelligence. These were the companies-Nvidia, Meta, and others-that pushed the limits of human ambition, scaling heights that made the average investor’s heart race with both hope and fear. Yet as all stories unfold, there were those lurking in the shadows, watching and waiting, destined to change the course of the tale. Two such companies-CoreWeave and Broadcom-stand ready to rise above the rest, their paths marked not by fleeting fortunes, but by something more enduring: the sheer inevitability of the new world they are helping to build.

For it is not the giants of today, however mighty their strides may seem, that will carry the torch into the future. It is those companies-those underdogs-that dare to reach further than the known horizon, those that can offer the very essence of what is needed in an ever-growing digital world. Let us step forward into the future, where the seeds are already planted, and trace the path of two companies that might just eclipse the Magnificent Seven in the coming years.

1. CoreWeave

When CoreWeave (CRWV) entered the market this year, it did so with a fury, surging over 250% almost as though propelled by an unseen force. But, unlike other meteoric rises that burn brightly only to fall back to earth, this one seems to have a deeper purpose, a rhythm that the market has yet to fully grasp. As if by some celestial alignment, CoreWeave has found itself offering something the world needs more desperately than any other resource-capacity for artificial intelligence infrastructure. It is no longer just about the product; it is about creating the very foundation on which tomorrow’s digital world will rest.

With its immense fleet of 250,000 graphics processing units (GPUs), the company offers a computing power that seems infinite-an ocean of electricity and data flowing through the veins of the digital world. And what makes this power all the more extraordinary is that it is available for rent-hourly, like a servant ready at the call of the mighty. No need for investors to burden themselves with the cost of these powerful GPUs when they can simply tap into the resource when the need arises, whether to train machine learning models or to execute the most complex of calculations.

But perhaps the most curious part of this tale lies in the alliance that CoreWeave has forged with the behemoth Nvidia. With a 7% stake in the company and a promise to buy any unused capacity through 2032, Nvidia has removed any shadows of doubt that might have clouded CoreWeave’s future. The partnership is like the mythical union between gods and mortals, a bond that assures CoreWeave will have a future as bright as the stars themselves.

In the first quarter alone, CoreWeave’s revenue grew by more than 400%, and this explosive growth is far from over. With AI’s ever-increasing demand for infrastructure, the company’s ascent seems inevitable. Perhaps, when all is said and done, it will be CoreWeave that we look back on as the true giant, while the Magnificent Seven will be but a footnote in the annals of technological history.

2. Broadcom

Meanwhile, in the shadow of the AI revolution, there stands another titan-Broadcom (AVGO), whose stock has advanced nearly 50% this year. But much like the rain that falls in a drought and offers hope to those waiting for the harvest, Broadcom’s growth is not fleeting. It is the quiet, steady march of progress, as the company becomes an essential player in the new world of cloud services and AI infrastructure.

Broadcom, known for its extensive array of products that touch everything from smartphones to data centers, has found its niche in the ever-expanding world of AI networking. The data centers that form the backbone of the AI industry depend on Broadcom’s networking solutions to connect their vast, sprawling systems-an intricate web of data that hums like a forgotten machine in the dark.

It is here, in this world of networking and connectivity, where Broadcom’s expertise has led to the creation of its Tomahawk switches and Jericho routers-products so integral to AI’s infrastructure that they have become almost legendary in their importance. And just as the great seers foretold, Broadcom has begun to carve out a new path in the realm of computing power, designing specialized accelerators known as XPUs. These accelerators are crafted for specific purposes, serving a role that the more generalized chips from Nvidia cannot fulfill. And in this world of specialization, Broadcom is becoming a master.

In recent times, Broadcom’s AI business has soared-63% revenue growth, reaching $5.2 billion in the last quarter alone. And as the winds of change continue to blow, Broadcom stands to benefit from the tremendous growth in AI infrastructure spending. If Jensen Huang, Nvidia’s chief, is right in his prediction that AI infrastructure spending could reach upwards of $4 trillion by the decade’s end, then Broadcom will be well-positioned to capture a substantial share of that wealth.

Thus, in the coming years, it may not be the Magnificent Seven that dominate the scene, but these two underdogs-CoreWeave and Broadcom-whose fates have already been sealed in the great narrative of AI’s rise. The market may look back in wonder, as it often does, to recognize the true giants that emerged not by the strength of their reputations, but by their ability to meet the needs of a world that had barely begun to comprehend its own future. 🌟

2025-10-13 04:12

1. CoreWeave

2. Broadcom

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