2 AI beneficiaries that haven't caught up yet, according to top value investor

Artificial intelligence-adjacent stocks have been the clear leaders of this bull rally, but there may still be some potential beneficiaries of the trend that haven't caught up yet, according to Aaron Dunn.

's desire to have more of a domestic presence in the semiconductor chip market. "Effectively, MU will be getting paid by the U.S. government to build in-country capacity," Dunn said. Shares of Micron have rallied 9% so far this year, but Nvidia has gained 77% over the same time period.

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