As concerns around hyperscaler capital expenditure ripple through tech markets, beyond the giant megacap names, two lesser-known AI infrastructure stocks, Sterling Infrastructure Inc.
(NASDAQ:STRL) and SiTime Corp.
(NASDAQ:SITM), are dominating earnings expectations with multi-quarter streaks of double- and triple-digit EPS beats alongside frequent upward guidance revisions.
Riding Fundamental Momentum Brandon Nelson, a fund manager who manages the Calamos Timpani Small Cap Growth Fund Class (NASDAQ:CTSIX)—up 47.16% over the last 12 months—rejects fears that the trade is dead, noting he sells when he sees fundamental fatigue.
"We've seen the price momentum pull back, and there's a lot of doomers out there that think that's the beginning of the end," Nelson told Business Insider.
