Missed Out on Nvidia? Here's 1 AI Stock You Can Buy Right Now. - AOL.com

This article analyzes Coupang, a South Korean e-commerce giant, as a promising AI stock for investors who missed out on leaders like NVIDIA. While AI stocks have surged in recent years, Coupang offers... Read original →

Coupang’s push into AI cloud isn’t just diversification—it’s a strategic conduit channeling Korea’s semiconductor windfall into consumer-facing intelligence. Its Coupang Intelligent Cloud relies heavily on HBM memory and EUV-fabricated chips, directly boosting demand for Micron and SK Hynix. Yet expansion into Taiwan, China introduces regulatory fragility: any escalation in U.S.-China tech controls could force costly data-center redesigns, inflating OpEx by over 15%. Competitors like Shopee are fast automating logistics with AI, pressuring Coupang to sustain its speed advantage through heavier capex. Over the next 18 months, Korea’s surging chip exports will likely fuel domestic electronics upgrades, lifting Coupang’s user ARPU. But without B2B monetization of its AI infrastructure, its valuation will remain anchored in e-commerce multiples—not tech premiums.