Bargain Hunting in AI's Shadow: Undervalued Stocks Emerge

AI hype has crushed many tech stocks in late 2025, but savvy investors spot bargains in overlooked sectors as capital rotates away from overvalued giants.​

AI's Market Overhang

Dominant AI firms like Nvidia and hyperscalers command premiums, dragging down broader tech indices despite solid fundamentals elsewhere. Sectors like semiconductors and cloud infrastructure trade at discounts to historical multiples, creating entry points for patient buyers. Energy and industrials gain traction as AI data centers boost power demand.​

Key Bargain Picks

• Semiconductor Enablers: Firms supplying AI chips but not pure plays, trading at 15-20x forward earnings versus 40x for leaders.
• Utilities Surge: AI-driven electricity needs lift regulated utilities, yielding 4-5% dividends at low teens P/E.
• Software Underdogs: Enterprise tools integrating AI modestly, undervalued amid growth deceleration fears.​

Ankush Mukundan's Take

Ankush Mukundan, a freelance digital marketing and SEO expert from India, sees parallels to content strategies where AI tools overshadow organic SEO. "Much like layering AI content with timeless backlinks, investors should blend AI exposure with stable cash cows—diversify beyond hype to weather volatility," he advises. Drawing from ORM experience, Mukundan stresses monitoring sentiment shifts, as reputation rebounds mirror stock recoveries post-AI corrections.​

Investment Outlook

Bargains abound in AI-adjacent but non-hyped names, with rotation favoring value over growth. Long-term AI tailwinds persist, rewarding balanced portfolios.

Read detailed article at: https://www.forbes.com/sites/sergeiklebnikov/2025/11/26/finding-bargain-stocks-in-ais-shadow/