The key to finding great stocks is

understanding a company's products, not

just their profits. Huge growth happens

when a company has the perfect product

for a quickly growing market. But the

Federal Reserve is about to cut interest

rates, which will make some investors

very rich as long as they know which

stocks to buy and which ones to avoid.

So, in this video, I'll highlight three

smaller stocks set to win big over the

course of the AI era, especially as the

Fed keeps cutting rates. Your time is

valuable, so let's get right into it.

First things first, I'm not here to

waste your time. So, here's everything

I'll cover up front. Why these three

smaller AI stocks could win big as

interest rates fall. Coreweave, a

quickly growing AI cloud platform built

around Nvidia's GPUs. Arista Networks,

which makes high performance Ethernet

switches to connect those GPUs. And

Micron Technology, which makes the high

bandwidth memory for them. That way,

we're holding some of the key AI data

center companies regardless of which

chipmaker or hyperscaler actually ends

up on top. That's a great way to get

rich without getting lucky. But context

is important. So, here's how I picked

these companies in the first place. The

next Federal Reserve meeting ends on

Wednesday, December 10th, and they're

very likely to lower interest rates,

which has a huge impact on the stock

market. Long story short, lower interest

rates mean consumers and businesses can

afford to borrow more money, which means

they'll spend more, which means more

revenues and earnings for the companies

that we invest in. But when the Federal

Reserve cuts rates, they're actually

giving the stock market two different

tailwinds, not just one. Because lower

interest rates also lower yields on

bonds and bank accounts, which makes

stocks more attractive investments. That

means they get higher multiples like

price to earnings or price to sales

ratios. So, as interest rates go down, a

company's earnings and their PE ratio

should both go up. A rising tide lifts

all boats, but not all stocks will go up

equally. So, let me show you something

that will put you ahead of every Wall

Street analyst that's trying to find the

biggest winners as the Fed cuts rates.

Don't worry, I'll keep it short and

sweet so we can get to the stocks. This

is a case study showing the S&P 500's

average returns before and after the Fed

starts cutting rates. The x-axis is time

and months and the y-axis is returns. As

of quarter 2, US GDP is growing at 3.8%

8% per year. And forecasts predict the

same growth for quarter 3, which means

the economy is currently expanding. So

the S&P 500's average rate of return one

year after the first rate cut in an

expanding economy is 20%. But I just

said that not all stocks go up equally.

So let's look at this data a different

way. What I did was take the same stock

market data, but instead of the whole

S&P 500, I broke it down for the S&P

500's growth and value indexes, which

are SPY and SPYV, respectively. Just to

check my math, I get the same average

returns in an expanding economy as the

original case study. But look at the

huge difference when we break it down by

growth versus value. The growth index

returns around twice as much as the

value index at almost every point in a

rate cut cycle. And I expect that

difference to get even bigger over the

course of the AI era since hyperscalers

like Microsoft, Amazon, Google, and Meta

Platforms are all spending hundreds of

billions of dollars a year on data

centers. And I think these three smaller

AI stocks will benefit big time as a

result. So, putting everything together,

we want to find companies that are small

enough to be sensitive to interest rates

and serving markets where spending is

growing fast since lower rates will

increase that spending even more. Keep

in mind that smaller stocks tend to be

more risky. So, think about your overall

portfolio and make sure to understand

the companies you're holding. That way,

you don't panic sell if the market drops

again in 2026. 2026 is right around the

corner. And while everyone's making

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with my link below today. All right, so

now that you have the context on how I

picked these stocks, let's talk about

the stocks themselves. Starting with

Coree, ticker symbol CRWV. Cororeweave's

goal is to be the Amazon web services

for AI workloads by providing the most

advanced computing infrastructure to

companies that can't afford to spend

years and billions of dollars building

it themselves. Coreweave currently

operates 41 data centers that are

purpose-built for AI, which hold more

than 300,000 Nvidia GPUs combined across

Europe and North America. But don't

forget that most data centers are

limited by power. And Cororeweave has

over half a gigawatt of active power and

almost 3 gawatts of contracted power

capacity. That's enough to power over

24,000 Blackwell Ultra racks or over 1.7

million Nvidia GPUs. There are three

kinds of companies that want access to

those GPUs. AI model makers like OpenAI

and Anthropic enterprises adding AI to

their apps and internal workflows and

hyperscalers that need extra capacity

when there's too much demand on their

own servers. One special thing about

Coreweave is they get priority access to

Nvidia's latest chips like the new

Blackwell Ultras or the Vera Rubin

architecture that's coming out next

year. That's a pretty big competitive

advantage over other infrastructure

suppliers. And that's why OpenAI

expanded their agreement with

Cororeweave by another $6.5 billion last

quarter, bringing their total

partnership to over $22 billion in

value. These deals will provide OpenAI

with dedicated compute capacity to train

and deploy their latest AI models,

including reasoning models like GBT5,

which generate a lot more tokens during

inference. Meta Platforms made a $14

billion deal with Cororeweave for

compute clusters dedicated to training

and running Llama, as well as scaling

Meta's AI infrastructure from now

through 2031. Coreweave also has around

$10 billion worth of deals with

Microsoft to support training and

inference on Azure as well as other AI

services like Bing AI and GitHub

C-Pilot. Not to mention their

partnership directly with Nvidia where

Nvidia will purchase any unsold compute

capacity from Coree through 2032 and use

it for AI developers and customers that

need quick access to GPU clusters

running the CUDA ecosystem. My point is,

even though Cororeweave is still

relatively small, they're working with

some of the biggest companies on Earth

today, and they're growing exceptionally

fast. As of their latest earnings call,

their revenues grew by 134%

year-over-year, and they have a $55

billion backlog of deals, which is

almost four times bigger than it was a

year ago. And that's mostly driven by

the multi-year contracts I just

mentioned. That's why I think

Cororeweave is so undervalued today.

They have $55 billion worth of committed

revenue on their books. But their

current market cap is only $44 billion.

Name one other publicly traded company,

more than doubling their revenues every

year, with a backlog of business worth

25% more than the entire company itself.

Like I said at the start of this video,

huge growth happens when a company has

the perfect product for a quickly

growing market. For a core, that's

ondemand access to the latest AI

infrastructure. and we'll see just how

big they'll grow now that interest rates

are going down, letting companies spend

even more. That's also why I picked

Arista Networks, ticker symbol A&E.

Arista designs specialized Ethernet

switches and network control software to

help deploy fast, huge, and reliable

networks for a wide variety of

applications like cloud computing, video

streaming, and of course, AI model

training. Training and running today's

AI models at scale involves breaking up

massive amounts of data, calculating

partial products on thousands of

interconnected chips and then

recombining all those partial answers to

form a final solution. That means the

whole AI system is only as fast as the

slowest part of the network. And any

bottlenecks or lost data means wasted

compute time, lower reliability, and

ultimately higher costs. Arista's

software and switches are engineered for

extremely high speeds, low latency, and

maximum reliability. And because they

use open standards, their customers

don't get locked into a single vendor,

which makes their offerings even more

attractive. Arista also has a highly

programmable operating system called EOS

that runs all of their networking

equipment. EOS helps data center

operators manage and automate systems,

balance workloads across thousands of

nodes, monitor network health, and even

identify and solve issues as they come

up. and they work very closely with

Broadcom. Arisa's switches and software

are built around Broadcom's ultraast

Tomahawk switch chips, so they're able

to stay ahead of the growing demand for

hypers scale AI networks. And that

demand is growing fast. The global

artificial intelligence market is

expected to almost 19x in size over the

next 9 years, which would be a compound

annual growth rate of over 38%. That's

three times faster than the S&P 500. And

that's before the Federal Reserve

started lowering rates, which means this

market could grow even faster as

companies like Amazon, Google,

Microsoft, and Meta Platforms spend

billions of dollars connecting their AI

clusters together using Arista's

switches and software. But you can't

have hypers scale computing without high

bandwidth memory. And that's where

Micron comes in. Ticker symbol MU.

Micron Technology makes memory for the

entire computing industry, including

solid-state drives, RAM modules, and

flash memory for data centers, PCs, and

smartphones. They have over a 20% share

of the global DRAM market, putting them

only behind SKH Highix and Samsung. But

SKHEX and Samsung are both South Korean

companies. So, they could face tariffs

that Micron could avoid by being a US

company. Not to mention that the market

for AI memory chips is expected to 9x in

size by 2034, which would be over a 27%

compound annual growth rate for the next

9 years straight. The memory market is

split between volatile memory like the

high bandwidth memory modules attached

to Nvidia's GPUs and nonvolatile memory

like the solidstate drives used to store

AI data sets, model weights, and

training results. In my opinion, the big

reason to invest in Micron is high

bandwidth memory since that's what AI

factories need the most. High bandwidth

memory is designed to move huge volumes

of data at extremely high speeds by

stacking memory chips and connecting

them to a shared hub. HBM is much faster

and much more power efficient than other

kinds of memory because it lowers the

physical distance that data needs to

travel. Modern frontier models can have

trillions of parameters and they need to

handle massive data sets as fast as

possible. Traditional memory would be a

big bottleneck in that process. So high

bandwidth memory is one of the big

reasons that AI models can be trained so

fast, have such huge parameter counts,

and do reasoning without taking hours to

generate a single answer. High bandwidth

memory is a type of DRAM. And as of

Micron's latest earnings, their DRAM

business is bringing in $9 billion a

quarter, representing 79% of their total

revenue. And just like Cororeweave and

Arista Networks, Micron is a high growth

company with DRAM revenues growing by

27% quarter over-arter and 62%

year-over-year. Micron's next earnings

call is in a couple of weeks. So,

consider hitting the like button and

subscribing to the channel if you want

to see a full deep dive on this high

growth AI memory maker. Either way,

there you have it. three smaller AI

stocks that could win big as the Federal

Reserve keeps cutting rates because they

provide high performance computing

infrastructure, high-speed networking,

and high bandwidth memory that every

data center needs if they want to be a

part of the AI revolution. That makes

these three stocks a great way to get

rich without getting lucky. And if you

want to see what else I'm investing in

to get rich without getting lucky, check

out this video next. Thanks for watching

and until next time, this is Tickerol U.

My name is Alex, reminding you that the

best investment you can make is in you.