# AI semiconductor stocks — X 热门讨论 (2026-09-23 07:54 UTC)
## @LeifInvests (Leif | Investing) · 09-22 21:07 · ♥32 ↻5 💬5 3 of the most overlooked picks-and-shovels stocks driving the AI revolution:
• $MPWR | Monolithic Power Systems • $TER | Teradyne • $CLS | Celestica
$MPWR — Power-management semiconductors that help power CPUs, GPUs and other demanding systems, including solutions for AMD, Intel & NVIDIA platforms.
$TER — Semiconductor test equipment that validates chips throughout the manufacturing process + advanced robotics for manufacturing and logistics.
$CLS — Designs, engineers, manufactures & integrates critical hardware infrastructure for AI, cloud and data-center customers.
These are 3 exceptional growth companies that aren’t getting nearly enough attention.
What’s your #1 underrated picks-and-shovels stock for the AI revolution? 👀 https://x.com/LeifInvests/status/2102505195938742760