Just been looking at how to build a solid AI portfolio with limited capital, and honestly, the opportunity is pretty interesting right now. You really don't need much to get started - even $2,000 can get you meaningful positions in some serious AI infrastructure and software plays.

I've been following three names pretty closely that I think deserve attention if you're looking to invest in the stock market right now. Nebius Group is probably the most under-the-radar of the bunch. It's a Dutch company building out full-stack AI cloud platforms that developers and hyperscalers actually need to train and run AI systems. What caught my eye is their growth trajectory - they're projecting annualized revenue between $7-9 billion this year, up from $1.25 billion in 2025. They just bolstered their power capacity guidance to 3 gigawatts and picked up Tavily, which gives them more enterprise-grade agentic capabilities. Trading around $100 per share, so five shares would give you a solid 25% allocation.

Nvidia is the obvious play here, and for good reason. Yeah, it's massive at $4.6 trillion market cap, but the growth is still shocking - 62% revenue growth to $57 billion in their latest quarter, with $51.2 billion coming from data center sales alone. When you look at what Microsoft, Alphabet, Amazon, and Meta are spending on AI infrastructure this year, Nvidia's momentum isn't slowing down. If you're going to invest in the stock with conviction, this feels like the safest bet. Allocate 50% of your capital here - five shares at current levels around $135 per share would be solid.

Palantir is different because it's software, not infrastructure. Their AI Platform pulls data from hundreds of sources and serves commercial companies, military units, and government agencies with real-time analysis. Their numbers are compelling - 2025 revenue hit $4.475 billion, up 56% year-over-year, and they're guiding for $7.18-7.198 billion in 2026, which is 60% growth. That kind of execution is hard to ignore. With three shares (or fractional shares if you want more exposure), you'd round out your remaining $500 allocation.

The math is pretty straightforward if you're trying to invest in the stock with a smaller account. These three cover the AI infrastructure build-out from different angles - cloud platforms, chips, and software. Each has a clear path to significant revenue growth over the next couple years. Worth diving deeper into if you're building out an AI-focused portfolio right now.