Two companies that offer lucrative growth opportunities are Broadcom and Alphabet. While Broadcom is primarily known for manufacturing semiconductors and networking hardware, it plays a crucial role in the AI ecosystem by producing key components used in data centers for processing and transferring massive amounts of data for AI training. Although AI-related revenue makes up a small part of Broadcom's overall revenue, it is expected to increase significantly in the coming years. Furthermore, Broadcom's business is not solely dependent on AI, which is advantageous in case of a downturn in the AI market. On the other hand, Alphabet has played a significant role in advancing AI through projects like Google Brain and DeepMind. Although Alphabet initially faced criticism for lagging behind in AI, it has taken steps to address these concerns, such as rebranding its generative AI tool to Gemini.

While Alphabet's main revenue comes from advertising, the introduction of AI Overviews in Google searches presents additional revenue opportunities. Additionally, Google Cloud, Alphabet's cloud platform, is gaining momentum in terms of scale and profitability. The potential acquisition of cybersecurity start-up Wiz, which utilizes AI, could further enhance Google Cloud's appeal to enterprise customers. Given Alphabet's relatively low valuation and the growth potential of its various ventures, it appears to be a bargain with great potential for future growth.