Key Takeaways
- Iren (NASDAQ: IREN) is transitioning from a crypto‑miner‑style business to a neocloud AI infrastructure provider, with a recent Horizon‑1 deployment to Microsoft set to generate roughly $500 million of annual recurring revenue (ARR) and potentially close to $2 billion ARR once all four Horizon sites are online.
- Sandisk (NASDAQ: SNDK) is benefiting from a massive memory‑chip shortage that Elon Musk calls the “biggest bottleneck” for AI build‑out; the company posted 372 % year‑over‑year revenue growth in Q4 FY2026, a 77 % net‑profit margin, and guidance pointing to $10.55 billion Q1 FY2027 revenue (18 % sequential growth).
- Zeta Global (NYSE: ZETA) is leveraging its AI‑powered marketing cloud to deliver consistent beat‑and‑raise quarters; Q2 FY2026 revenue rose 44 % year‑over‑year, marking the 20th consecutive quarter of outperforming guidance, and the firm works with over half of the Fortune 500.
- All three stocks are highlighted by The Motley Fool as having the potential to double by the end of 2027, driven by strong fundamentals, growing AI‑related demand, and attractive valuations.
Iren’s Shift from Crypto Mining to Neocloud AI Infrastructure
Iren has lagged behind peers such as Nebius in 2026, posting only a 5 % year‑to‑date return while Nebius has nearly tripled. The article notes, “Iren has had less dealmaking activity, and its recent shareholder dilution hasn’t helped matters.” Nevertheless, management is converting existing contracts into revenue and preparing for new, higher‑value deals. A concrete milestone arrived this month when Iren delivered Horizon 1, a direct‑to‑chip liquid‑cooled AI cloud deployment, to Microsoft. That single lease is expected to bring in about $500 million in annual recurring revenue. Once the remaining three Horizon sites are delivered, Iren could see nearly $2 billion in ARR from Microsoft alone, moving the company from a fading crypto‑miner profile to a true neocloud play.
Looking ahead, the sponsorship deal with the Golden State Warriors is expected to raise Iren’s profile among smaller AI enterprises and developers—exactly the customer base it prefers. The same catalysts that lifted Nebius in 2026 should appear for Iren in 2027 and beyond, positioning the stock for a potential double by the end of 2027.
Sandisk’s Memory‑Chip Advantage in the AI Build‑Out
Although Sandisk has already surged more than 500 % year‑to‑date and roughly 4,000 % over the past year, the article argues that its fundamentals justify further upside. Elon Musk’s comment that “the shortage of memory chips is the biggest bottleneck constraining the pace of the AI build‑out” underscores why memory makers like Sandisk are critical. In Q4 FY2026, Sandisk reported 372 % year‑over‑year revenue growth, with sales up 51 % sequentially and net income jumping 91 % sequentially, yielding a 77 % net‑profit margin.
Management’s guidance points to a midpoint of $10.55 billion for fiscal 2027 first‑quarter revenue, representing an 18 % sequential increase. Sandisk’s financials outpace not only Nvidia but also memory peer Micron on both revenue and net‑income growth. The company has secured multiyear sales deals extending to fiscal 2030, providing clear revenue visibility. With a price‑to‑earnings ratio of 22—lower than many tech peers—Sandisk appears attractively valued despite its recent rally, supporting the view that it could double again by end‑2027.
Zeta Global’s AI‑Driven Marketing Cloud Delivering Consistent Growth
Zeta Global stands out as a pure‑play software company that is already translating AI investments into revenue. The firm runs an AI‑powered marketing cloud platform serving marketers and businesses worldwide. In Q2 FY2026, Zeta delivered its 20th consecutive beat‑and‑raise quarter, with revenue rising 44 % year‑over‑year. CEO David A. Steinberg told investors that the company is “still in the early stages” of what its platform can do for businesses as AI evolves, and that “increasing AI adoption was cited as a major reason for the beat‑and‑raise quarter.”
Zeta already works with more than half of the Fortune 500, and as the platform adds agentic‑AI features, its annual recurring revenue from these customers is expected to keep climbing. The solid revenue base gives Zeta room to capture additional market share in the fast‑growing agentic AI sector, reinforcing the belief that its stock could double by the close of 2027.
Why The Motley Fool Sees Doubling Potential
The Motley Fool’s Stock Advisor service, which has a historical record of beating the S&P 500 by nearly five times, recently highlighted these three stocks as candidates for substantial upside. The article reminds readers of past successes: a $1,000 investment in Netflix when it first appeared on the list in December 2004 would now be worth $432,621, and the same amount in Nvidia from its April 2005 recommendation would be worth $1,335,314. While Iren was not among the current top‑10 picks, the analysis argues that its improving revenue trajectory, Sandisk’s memory‑chip dominance, and Zeta Global’s AI‑powered marketing platform each present distinct, high‑conviction pathways to double within the next few years.
Bottom line: Investors looking for AI‑related exposure beyond the usual GPU names may find compelling opportunities in Iren’s emerging neocloud business, Sandisk’s critical memory‑chip supply, and Zeta Global’s AI‑enhanced marketing software. Each company shows strong fundamentals, clear growth catalysts, and valuations that, according to The Motley Fool, could support a doubling of share price by the end of 2027. As always, prospective buyers should conduct their own due diligence and consider how these positions fit within a broader, diversified portfolio.
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