Top 2 Core AI Data Center Stocks to Own in 2027

The data center boom isn’t slowing.

Micron’s earnings proved once again that AI-driven demand is here to stay.

Investors need to own best of breed companies in this environment.

We’ll unpack the top 2 core AI data center stocks to own in 2027.

I believe most investors fundamentally misunderstand what the AI boom is becoming.

It isn’t just software or an app with magical capabilities.

Behind the scenes is an enormous amount of physical infrastructure.

Just 1 hyperscale data center can consume 100 megawatts of electricity or more. This equates to enough electricity to power 80,000 homes:

We’re now moving past solely human-led chatbots, to AI agents. Meta’s Muse is growing fast, offering a glimpse of the future.

All of this compute happens inside massive data centers.

This brings us to 2 companies that benefit.

All this data has to live somewhere. That’s where storage comes into play.

Next, that data needs to be trained on models…high-performance computing is necessary.

There’s a huge money-making opportunity in owning the best stocks levered to this buildout.

The flows lead us to tomorrow’s winners.

Let’s unpack them.

Top 2 Core AI Data Center Stocks to Own in 2027

AI generates a massive amount of data.

It needs storage. As AI moves from millions of people to potentially billions of agents working around the clock…that information must live somewhere.

The first core AI data center stock to own for 2027 is Western Digital (WDC). The $175 billion market cap company creates data storage devices.

WDC is the maker of hard disc drives that we’re all familiar with.

As AI generates huge amounts of data, storage needs explode:

The stock is interesting because it’s fallen 40% from highs. It now trades at a valuation equal to the market, at 19.3 times earnings:

WDC isn’t the traditional PC hard-drive story anymore.

It’s a data center storage story.

And earnings are set to soar.

In FY 2027, EPS is slated to reach over $20 per share.

Zoom out to FY 2029 and EPS is estimated to more than double to $45.

Folks, this is a trend you don’t want to fight.

Fundamentals alone isn’t a reason to buy a stock.

You need an inflection point…a catalyst.

Our money flow data is the signal.

For the past year, capital has been plowing into WDC shares virtually non-stop. The only outflows (left) were during the summer liquidation period of over-leveraged hedge funds.

It’s only a matter of time before those green signals ramp again.

Look at how institutional sponsorship sent the shares Northbound in 2026:

The best time to buy a snow shovel is in July.

The best time to buy outlier stocks is when no one wants them.

MoneyFlows spots these names early. With a MAP Score of 70.7, this is a dip buying opportunity.

Let’s do another.

The second core AI data center stock to buy for 2027 is Advanced Micro Devices (AMD). This high-performance chip maker recently eclipsed $1 trillion in market cap.

AMD makes the high-performance CPUs and GPUs powering modern data centers.

AMD shares are effectively at highs with a last price of $611. Note the valuation has fallen from a 56 PE to 44Xs:

Increasingly AMD isn’t just selling individual chips. It’s moving towards complete rack-scale systems including processors, networking, and the software stack.

Advanced Micro Devices sports one of the healthiest earnings trends you’ll find.

Wall Street sees FY 2026 EPS clocking in at $7.63 and tripling in 2028 to nearly $23.

And these numbers could be low:

Incredibly, flows began pouring into AMD shares well ahead of this EPS forecast ramp. Smart institutional investors saw the business drivers accelerating.

Look at the green flows propping AMD shares higher and higher. Also note on the right how this has been a repeat Outlier 20 stock (blue bars).

That’s our highest rated buy signal:

The AI train isn’t stopping.

MoneyFlows research will help your portfolio outperform by finding the biggest winning names loved by institutional investors.

Our latest enhancement, Frontiers, includes 11 AI-themed portfolios including infrastructure, photonics, robotics, space, and more.

Below is a snapshot of our AI Frontier which holds 22 names that are highly ranked in our process with big inflows:

It’s never been easier to get thematic exposure in the best stocks…validated by the MoneyFlows process.

Our PRO (Annual) subscription now includes access to all 11 Frontiers, and their outlier baskets.

Save time with market-beating research in the biggest frontiers.

It’s our biggest enhancement of the year.

AND get access to our daily flows in our cutting-edge portal.

Also included is our weekly Outlier 20 report and monthly Frontiers 20 report.

Make the most of the midterm selloff!

If you’re a serious investor or money manager, this is unmatched research!

AND don’t miss my deep dive conversation with Jason Bodner on 3 top AI data center stocks to own for 2027.

You can learn our process. Enjoy!