ASML and Alphabet are two of the few undervalued AI stocks around today. Rising demand for semiconductors should help ASML grow revenue. Alphabet is a leader in AI on both consumer and enterprise applications.

The booming demand for data center storage has supercharged Seagate Technology's growth in recent quarters, leading to tremendous upside for the stock. Seagate is trading at a discount to the broader market right now,

Broadcom's solid growth in the past year has brought the company's market cap to $1.3 trillion. Its healthy revenue growth, massive addressable market, and improving customer base could help it deliver more upside.