Hidden Ai Winners Powering the Next Rally

As AI hype rotates away from the usual mega‑cap leaders, there is a powerful move developing in the infrastructure names that quietly power data‑center build‑outs. Recent findings by Constant Rescue Capital highlighted four stocks that are starting to lead this second wave: Alphabet (GOOG), TTM Technologies (TTMI), Celestica (CLS) and Amphenol (APH), and they all sit right in the slipstream of accelerating AI capex.Alphabet remains my liquid large‑cap core, driven by its Gemini AI platform, Waymo’s autonomous driving progress and a string of 2025 earnings beats that pushed analysts’ price targets into the mid‑$330s. TTM Technologies and Celestica give more aggressive exposure to the hardware side: TTMI through high‑density PCBs used in AI chips and data‑center boards, and CLS through switches and servers for AI hyperscalers, both coming off record revenues and powerful price momentum. Amphenol is my preferred “picks and shovels” play, selling connectors, cables and sensors into data‑center builds across customers like Meta, Alphabet and Microsoft, with record Q3 revenue and earnings backing the move. All four currently trade above their 50‑ and 200‑day moving averages, signalling intact uptrends, but recent RSI cool‑offs suggest better entry points may be forming rather than chasing parabolic candles. For my community, these names sit on the watchlist for pullbacks into support, with tight risk management given how crowded the AI theme has become.

Henry Akpebe is the founder of Constant Rescue Capital, a mission-driven firm dedicated to empowering people on their journey to financial independence. Drawing on a background in trading, investment research, and community advocacy, Henry combines market insight with a deep commitment to financial education and access.Through Constant Rescue Capital, Henry focuses on helping both individuals and businesses build resilient, sustainable financial futures. He is especially passionate about giving back—sharing practical tools, strategies, and opportunities so that ordinary people can grow wealth, reduce debt, and take control of their financial lives

The information shared by Constant Rescue Capital is for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice. Any opinions expressed are general in nature and are not tailored to the investment objectives, financial situation, or needs of any individual. You should conduct your own research and/or consult a qualified, regulated financial adviser before making any financial decisions. All investments carry risk, including the possible loss of capital, and past performance is not a guarantee of future results.