3 Tech Stocks That Could Go Parabolic

The broader tech sector is moving so fast that it's easy to assume all the investment opportunity is already gone or being gobbled up by artificial intelligence (AI) stocks. The headlines seem to be dominated by trillion-dollar tech giants or sexy AI tickers as investors chase the same handful of megacap names. But if you dig beneath the surface, something interesting emerges.

Some of the most exciting tech investment opportunities aren't the companies building chatbots or training massive language models. They're the businesses building the infrastructure, sensors, and connectivity that power the entire tech and AI ecosystem. In other words, the companies that are selling the picks and shovels behind the AI boom have the real potential.

Here are three tech and AI-adjacent stocks I'm watching closely right now for parabolic growth.

Image source: Getty Images.

1. Duos Technologies Group

Duos Technologies (NASDAQ: DUOT) posted 288% revenue growth in 2025, going from $7.3 million to $28 million. It was also the company's most profitable year ever.

Duos builds patented modular Edge Data Centers for deployment at the network edge. It has deployed 12 units across Texas, with more shipping. The edge computing thesis is finally materializing: AI training happens in centralized hyperscale facilities, but inference (think running models in real time) needs to happen closer to users. Duos builds that physical infrastructure. In simple, layman's terms, Duos makes small computing centers near where people live so AI can work faster, which is why I think the ticker is valuable and about to explode.

In the fourth quarter of 2025, the company launched an Infrastructure Solutions Group serving third-party data center customers. In its first quarter of operation, the division signed $7 million in contracts. The company hit positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for two consecutive quarters.

The market cap is $221 million. A recent $65 million public offering gave Duos a balance sheet to accelerate without dilutive emergency raises.

The contract backlog is $25.8 million. So, if the company reaches $50 million to $60 million in revenue in the next 12 months to 18 months, the stock rerates, which is excellent for parabolic growth.

2. Indie Semiconductor

Indie Semiconductor (NASDAQ: INDI) builds the chips and software that make cars see, sense, and drive. Its products span radar, LiDAR, computer vision, ultrasound, in-cabin sensing, and wireless charging. They have a full-stack approach to Advanced Driver Assistance Systems (ADAS) and autonomous driving.

Q4 2025 revenue came in at $58 million, up 8% sequentially. The company began shipping its first radar chipset to a Tier 1 partner, opening a new revenue stream in one of automotive's fastest-growing semiconductor segments. Full-year 2025 revenue was $217 million.

The inflection is structural. ADAS features that were once luxury options -- automatic emergency braking, lane-keeping, blind-spot detection -- are becoming the global standard. Indie estimates potential annual production exceeding 50 million units for standard ADAS. Each unit needs multiple chips.

Recent wins illustrate the trajectory: an iND880 design win with a Chinese electric vehicle (EV) maker ramping mid-2026, a partnership with Mahindra for Indian EVs, the largest-ever LiDAR laser booking for a non-automotive application, and expanding adoption in humanoid robotics.

That last point is underappreciated. Indie's sensing technology was originally designed for autonomous vehicles but is now being adopted by humanoid robotics companies. The core business, excluding its WuXi subsidiary, is projected to grow 20% sequentially into this year. Indie is pre-profit, which is the risk.

But semiconductor companies are valued on design-win pipelines, not current earnings. Indie has hundreds of active wins across major automakers, plus emerging exposure to autonomous vehicles and humanoid robots -- the two biggest hardware themes of the next decade.

I can see this $2.44-a-share stock running hard.

3. Credo Technology Group

I recently wrote about why I think Credo Technology Group (NASDAQ: CRDO) is a strong buy because of all its new revenue streams. I strongly stand by that thesis. Its business is Active Electrical Cables and optical DSPs for AI data center interconnects. Credo's cables use a proprietary SerDes architecture that delivers a combination of reach, latency, and power efficiency that competitors can't match.

In graphics processing unit (GPU) clusters with more than 100,000 units, a single unreliable link can cause an entire training run to crash.

Credo's cables are up to 1,000 times more reliable than optical alternatives, making them non-negotiable for hyperscalers building at that scale. Reliability matters more than price.

In early 2023, when one major customer cut demand forecasts, Credo's growth stalled for two quarters. But the company's customer base is expanding. It had two hyperscalers contributing more than 10% of revenue in fiscal 2024; by early fiscal 2026, that number had risen to three, with a fourth approaching that threshold.

At the same time -- and as I wrote about before -- new products like ZeroFlap optics, PCIe retimers, and optical DSPs are expanding Credo's market opportunity.

Management expects more than 50% growth in fiscal 2027, suggesting the company's technology advantage could go parabolic.

Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.