Billionaires Are Dumping Nvidia and Buying This Unstoppable AI Stock Under $10 Hand Over Fist

Mega-cap AI stocks person done the dense lifting for 2 years, but a quieter displacement is underway. Some billionaire investors person started trimming positions successful NVIDIA (NASDAQ:NVDA) aft a 62.77% one-year tally and a $5.38 trillion marketplace cap, rotating dollars into smaller AI-exposed names wherever the upside curve is steeper. The hunt is connected for under-$10 AI plays with existent revenue, existent customers, and existent catalysts, not conscionable a buzzword successful the 10-K.

With that successful mind, present is 1 banal trading nether $10 that fits the "billionaires are rotating in" narrative, with expert terms targets pointing higher and a drone communicative that ties straight to grounds U.S. defence spending.

Lantronix (Nasdaq: LTRX)

Lantronix is an Edge AI and Industrial IoT institution that builds the embedded compute modules, routers, switches, and bundle that beryllium wrong drones, defence systems, and connected infrastructure. In plain English, erstwhile a U.S.-made drone needs an onboard encephalon that tin tally AI workloads and enactment NDAA-compliant, Lantronix is 1 of the names connected the abbreviated list.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Lantronix wasn't 1 of them. Get them present FREE.

Shares closed astatine $6.36, good nether the $10 ceiling and wrong scope for immoderate retail account. The banal has much than doubled implicit the past year, up 175.32%, yet the marketplace headdress is inactive lone astir $253 million, the benignant of size wherever a azygous plan triumph tin determination the needle.

Fundamentals are softly turning. Q3 FY2026 gross came successful astatine $30.18 million, up 5.9% twelvemonth implicit year, with non-GAAP EPS of $0.04. The header grabber was the Embedded IoT Solutions segment, which carries the drone concern and grew 22% twelvemonth implicit year. Operating losses narrowed sharply, and currency sits astatine $23.5 million. Wall Street is leaning bullish, with 1 Strong Buy and 3 Buy ratings and an expert terms people of $9.12, implying meaningful upside from existent levels. Forward P/E sits astir 19x.