
Hereâs the AI Stock Iâd Buy Before Oklo â and Why It Might Be a Better Bet
âĒBy ADMIN
Related Stocks:OKLO
On January 5, 2026, stock analyst Marc Guberti highlighted one artificialâintelligenceârelated stock he prefers over Oklo (NYSE: OKLO), the nuclearâenergy company tied to powering AI data centers. Guberti points out that although Okloâs shares have soared â more than tripling in value last year â the company remains preârevenue and highly speculative, with no commercial income despite an $11âŊbillion market cap.
Instead, he champions Comfort Systems USA (NYSE: FIX), a firm that provides heating, ventilation, air conditioning, and electrical services critical for dataâcenter operations, especially as AI chips require extremely cool environments to run effectively. Unlike Oklo, Comfort Systems already generates billions in revenue and reported strong growth: a $9.38âŊbillion backlog, 35âŊ% revenue growth in Q3, and nearly doubled net income. Its CEO noted âunprecedented demandâ for its services, driven in part by booming AI infrastructure spending.
Comfort Systemsâ stock more than doubled in 2025 and has climbed roughly 1,900âŊ% over the past five years, demonstrating how established players with real earnings can offer upside as AI expands. Guberti suggests that investors seeking exposure to AIâs megatrend might minimize risk and still capture growth by choosing companies like Comfort Systems rather than speculative names like Oklo.
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