Undervalued AI Stocks Attract Institutional Investors Amid Sector Rotation
Institutional capital is flowing into overlooked AI plays as valuations stretch for sector leaders. Micron Technology's $7.8 million insider buy signals conviction in memory chip demand for AI systems, while Alphabet's diversified AI integration across Core businesses continues drawing smart money. Taiwan Semiconductor maintains its strategic position as the indispensable foundry for AI processors, despite muted insider activity.
The market is witnessing a quiet rotation toward foundational AI infrastructure plays. Micron's high-bandwidth memory chips, Alphabet's vertically integrated AI stack, and TSMC's manufacturing dominance represent three distinct approaches to capitalizing on the AI boom without paying premium multiples. Analyst consensus suggests these names may offer superior risk-reward profiles compared to higher-flying AI darlings.
