Las acciones de inteligencia artificial infravaloradas se preparan para un rebote de 2026: oportunidades contrarias a la tendencia en medio de la sobrecorreción del mercado

The artificial intelligence sector, once a paragon of speculative euphoria, now presents a compelling case for contrarian value investors. After a period of aggressive growth in 2025, the market has overcorrected, leaving several high-conviction AI stocks trading at discounts to their intrinsic value. This divergence between fundamentals and market sentiment creates a unique opportunity for investors willing to look beyond short-term volatility.

The ETF Play: iShares A.I. Innovation and Tech Active ETF (BAI)

For those seeking broad exposure to undervalued AI innovation, the iShares A.I. Innovation and Tech Active ETF (BAI) stands out. According to a report by BlackRock, advisor allocations to AI-focused vehicles like BAI remain significantly lower than broader market benchmarks, suggesting untapped demand. The ETF's portfolio includes companies poised to benefit from the AI-driven computing and infrastructure boom, making it a cost-effective way to capitalize on the sector's long-term trajectory.

Nvidia: A Dip in a Dominant Leader

Nvidia (NVDA), the undisputed leader in AI GPUs, has seen its stock dip by 15% from its all-time high in late 2025. Despite this correction, the company remains in high demand: its CEO recently stated that the firm is "sold out" of cloud GPUs and struggling to meet demand. With a forward P/E ratio of 23, Nvidia's valuation appears reasonable given its projected growth in AI infrastructure spending. Analysts argue that the stock's pullback is a buying opportunity, as hyperscalers are expected to ramp up capital expenditures in 2026.

Samsung Electronics: The Undervalued Memory Giant

Samsung Electronics (005930.KS) is another standout in the AI value story. KB Securities analysts describe the stock as "severely undervalued," citing its pivotal role in the AI-driven memory cycle. The company's high-bandwidth memory (HBM) shipments are projected to surge by 203% in 2026, driven by demand from tech giants like Google, Microsoft, and Meta. This growth is expected to translate into a fivefold increase in profits by late 2025, making Samsung a high-conviction play for investors seeking exposure to the AI infrastructure boom.

Berkshire's AI Holdings: Alphabet, Amazon, and Apple

Warren Buffett's Berkshire Hathaway holds stakes in three AI beneficiaries: Alphabet (GOOGL), Amazon (AMZN), and Apple (AAPL). J.P. Morgan Global Research highlights these stocks as "big winners" in 2026, given their strategic AI integrations. Alphabet's Gemini 3.0 and AI Overviews are already boosting search traffic and ad revenue, while Amazon's AWS division reported a 20% year-over-year sales increase in Q3 2025. Apple, despite reducing its stake in Berkshire's portfolio, remains a key player ahead of its anticipated smart glasses launch. These holdings, though not pure-play AI stocks, are well-positioned to capture cross-sector AI-driven growth.

Market Dynamics and Risks

J.P. Morgan forecasts double-digit market gains in 2026, with AI as a central driver. However, the firm cautions that the market is polarized: AI-linked stocks are outperforming non-AI peers, while macroeconomic risks-such as a 35% probability of a global recession-persist. For contrarian investors, this polarization underscores the importance of selecting companies with strong cash flows and defensible market positions.

Conclusion: A Contrarian's Edge

The AI sector's recent overcorrection has created a rare alignment of undervaluation and long-term growth potential. From Nvidia's dominant GPU ecosystem to Samsung's memory innovations, the opportunities are clear. While risks remain, the sector's structural tailwinds-driven by hyperscaler spending and cross-industry AI adoption-suggest that 2026 could be a year of significant rebounds for those who act now.