Good afternoon, The biggest AI stocks have already made their move. Now the next opportunity may be hiding one layer deeper. Not in Nvidia. Not in the obvious mega-cap tech names. But in the smaller companies tied to what comes next: Photonics. Cooling. Batteries. Cybersecurity. Physical AI. These are the companies trying to move from promising technology… To real contracts, real revenue, and institutional buying. And according to MarketBeat analyst Thomas Hughes, several of them may be approaching the moment that matters most: Commercialization. That’s where the story can change fast. Because once a small company proves its technology can scale… The stock can start moving before most investors fully understand why. In this month’s June buy list, Thomas shares five stocks he’s watching, including:
- A photonics company waiting on its first major OEM contract
- A cooling technology stock tied directly to data center demand
- A battery company Thomas believes could have a very long runway ahead
- A software name he says the market may be mispricing after earnings
- A memory technology stock connected to the physical AI story
Some of these are still early. Some are volatile. And at least one is a contrarian play after a sharp selloff. But that’s exactly why this list is interesting right now. 
Click here to see the five stocks positioned one layer beneath the AI giants. Happy investing, Bridget Bennett
MarketBeat P.S. One of these stocks is still waiting on the kind of contract that can change the entire story overnight. Click here to see which name could move first if that deal lands.
If you like this video, check out some of our partners' offers.
The #1 stock to own BEFORE the SpaceX IPO (Ad)
From Behind the Markets: When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines. But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.![](<img src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=19059&UserID=18834792&Placement=EmailPlacement&Source=EmailPlacement&Sender=MarketBeat" alt="tc pixel" height="1" width="1" />)
Get the SpaceX infrastructure stock name and ticker here
Elon’s new "tollbooth" (Ad)
From Weiss Ratings: When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO. Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor.![](<img src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=19750&UserID=18834792&Placement=EmailPlacement&Source=EmailPlacement&Sender=MarketBeat" alt="tc pixel" height="1" width="1" />)
Watch Robinson's presentation and see the details before the IPO window closes
Tiny “$3 AI Wonder Stock” Could Make You Richer (Ad)
From Traders Agency: A under-the-radar AI stock trading for just $3 could be one of the most overlooked opportunities in the market right now. While Nvidia dominates headlines, this small-cap play is positioned for significant upside at a fraction of the price. Discover our No. 1 AI pick before the broader market catches on.![](<img src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=19890&UserID=18834792&Placement=EmailPlacement&Source=EmailPlacement&Sender=MarketBeat" alt="tc pixel" height="1" width="1" />)
Reveal the $3 AI Pick
|
