Dear Reader,

This small AI company is still flying under the radar, despite having technology that industry giants desperately need.

It’s a startup that solves THE biggest issue facing the AI chip industry.

Its products are essential for unleashing the full potential of next-gen AI chips from Nvidia and others.

Tech titans Microsoft, Google, Oracle and Amazon are racing to get their hands on this company’s game-changing innovation.

And yet, there’s probably not a 1-in-1,000 chance you’ve heard this company’s name. But that could change very soon.

A major announcement is expected that could send revenue surging 4,735% in the next 12 months…

[Get the full story on this overlooked AI company]

Good investing,

Rachel Gearhart
Publisher, The Oxford Club

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Today’s Featured Story

3 Under-the-Radar AI Stocks to Buy on the Dip

Written by Dan Schmidt. Published 11/15/2025. 

Key Points

• Markets have been volatile over the last few weeks, and some stocks have pulled back from previous highs.
• Despite this pullback, the long-term AI uptrend still looks promising, and data center spending continues to reach unprecedented levels.
• These three AI-related stocks could be great ‘buy the dip’ opportunities for investors who missed the initial rally.

Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by aggressive government market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. The Fed starts raising rates with authority? Buy the dip. Disruptive tariff policies? Buy the dip.

There may come a day when buying the dip is a poor strategy, but recent corrections and bear markets have often been excellent opportunities to buy assets at a discount.

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Today, artificial intelligence dominates market headlines, and the scale of capital expenditure devoted to AI buildouts is staggering. There’s no better example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and is now on the cusp of becoming one of the largest companies in history.

While hyperscalers and chipmakers grab most of the attention, under-the-radar tech companiesare beginning to offer compelling opportunities for investors. This recent bout of market volatility presents a chance to buy the dip in these less-heralded but still highly profitable names.

Below are three companies at the forefront of their respective industries that address critical AI bottlenecks in quality control, thermal management, and CPU innovation.

KLA Corporation: A Stranglehold on Process Controls

As chips get smaller and denser, quality control becomes increasingly important. Manufacturing advanced AI chips requires tight controls, since the slightest nanoscale variation or defect can render an otherwise high-yield semiconductor useless. The cost of producing defective chips far outweighs the cost of effective process control — which is where KLA Corp. (NASDAQ: KLAC)comes in.

KLA’s inspection suite examines wafers throughout the manufacturing process, ensuring each layer and structure is fabricated accurately. The company manufactures, installs, and supports its systems, generating recurring revenue, but the major catalyst is the growth of advanced packaging — the integration of multiple semiconductors into a single device.

Advanced packaging enhances performance while increasing design complexity, which raises demand for more sophisticated inspection. In its fiscal Q1 2026 report, KLA forecast $925 million in revenue from advanced packaging services, a 70% year-over-year increase.

Despite these fundamental tailwinds, the stock has pulled back from its all-time high reached in late October and is consolidating in a wedge pattern. When the wedge’s upper trendline is breached, it typically signals the next leg up. With the Relative Strength Index (RSI) back below 70, a breakout could be imminent.

ARM Holdings: Next-Gen Designs for Next-Gen AI

ARM Holdings plc (NASDAQ: ARM) has trailed larger peers such as NVDA, but the company occupies a unique and powerful position in the AI ecosystem. ARM licenses intellectual property to clients who design and manufacture the chips themselves, rather than producing chips directly.

ARM’s Neoverse platform continues to gain traction, reaching roughly a 25% penetration of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings release, ARM reported more than 34% year-over-year revenue growth and counts many megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), among its customers for custom silicon.

Despite record revenue, ARM shares had a rocky 2025 and have not yet reclaimed the all-time high set in July 2024. The stock flashed a Golden Cross this summer but recently dipped below the 50-day simple moving average (SMA) for the first time since September.

The 200-day SMA has provided support during prior volatile periods and may act as the next key support area. The RSI also suggests ARM could be approaching a short-term bottom — worth watching for a potential reversal off the 200-day SMA.

Vertiv Holdings: Innovators in Cooling Technology

Data centers produce enormous amounts of heat and require sophisticated cooling systems to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) specializes in electrical thermal management, and its liquid-cooling systems will be critical infrastructure as data centers scale. A single AI rack can consume power comparable to that of 100 households.

As power density increases, traditional air cooling becomes less effective. Vertiv says its liquid-cooling solutions are 3,000 times more efficient than conventional systems, and the addressable market for this technology is expected to grow at roughly a 20% CAGR through the decade.

Even after an impressive Q3 2025 earnings beat and raised guidance — including a $9.5 billion order backlog for 2026 — the stock has pulled back from its post-earnings high, likely reflecting profit-taking by investors who are up more than 50% year-to-date.

The company has numerous fundamental tailwinds, and the technical picture looks constructive as well.

Following a July Golden Cross, the stock has used the 50-day SMA as support. After an overbought signal on the RSI and the recent pullback, the 50-day SMA could present a reasonable entry point for new positions while the long-term uptrend remains intact.

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