The AI stock market boom just entered a new phase, and most investors are still staring at the obvious names. In this video, I break down why a major new AI chip IPO could signal the next wave of opportunity — not just in chips, but in the AI infrastructure stocks quietly building the highways, power systems, and cloud capacity behind the entire artificial intelligence revolution. My promise is simple: I want to help you understand where the next layer of AI money could flow before the crowd catches on. Instead of chasing the hottest IPO after it already exploded, I’m breaking down 3 under-the-radar AI companies under $100 that could benefit from the growing demand for AI chips, inference computing, optical interconnects, power semiconductors, data centers, cloud infrastructure, and Nvidia-backed AI expansion. We get into why the AI race is far from over, how the market is shifting from just Nvidia and memory stocks into a broader AI infrastructure ecosystem, and why companies like POET Technologies, Navitas Semiconductor, and IREN could be worth watching as Wall Street builds out the next generation of artificial intelligence. Disclaimer: This video is for education and entertainment purposes only. Nothing I say is financial, investing, trading, tax, or legal advice. Always do your own research and speak with a licensed professional before making any financial decisions. CHAPTERS 00:00 — The AI IPO That Could Change the Trade 00:19 — A 68% IPO Surge Wall Street Couldn’t Ignore 00:37 — Is Nvidia Facing a Real AI Chip Rival? 01:09 — Don’t Chase the IPO — Watch the Infrastructure 01:37 — 3 AI Stocks Under $100 I’m Watching 02:16 — Why the AI Race Is Only Getting Bigger 02:59 — This Could Be the Internet Moment All Over Again 03:11 — The AI Inference Opportunity Explained 04:01 — What AI Chips Still Need to Work 04:59 — Stock #1: POET Technologies and the Data Highways 05:15 — Why Optical Interconnects Matter for AI 06:06 — Stock #2: Navitas and the Power Problem 06:21 — AI Data Centers Need More Efficient Energy Systems 07:09 — Stock #3: IREN and Nvidia’s Billion-Dollar Signal 07:40 — From Bitcoin Mining to AI Cloud Infrastructure 08:29 — The 3 Layers of the Next AI Infrastructure Trade 09:02 — The Ecosystem Is Where Big Money Gets Made 09:28 — Will You See the Move Early or Chase It Late? 09:44 — Nvidia Is Quietly Building the AI Future 10:10 — The AI Demand Story Is Just Getting Started If this video helped you see the next phase of AI investing more clearly, hit the like button, subscribe, and share it with somebody still only watching the obvious chip stocks. Drop a comment below and tell me which one you’re watching closest: POET Technologies, Navitas, IREN, or the next major AI IPO.