Motley Fool analyst Marc Guberti stated that he is currently investing in two artificial intelligence (AI) stocks and plans to increase his holdings in them by 2027: Iren (Nasdaq: IREN) and Netlist (OTC: NLST). Guberti believes that AI technology is still in its early stages and has the fundamental potential to transform society. Iren is a "new cloud" company that provides computing power for hyperscale data centers, with an expected annualized recurring revenue of $4 billion by the end of 2026. Netlist, on the other hand, focuses on developing CXL solutions and its patent portfolio. It previously reached a patent infringement settlement with Samsung, which included a $239 million upfront licensing fee and quarterly royalties of up to $32.9 million over five years. The article mentioned that Netlist's stock price fell by over 20% due to news of a lost patent appeal, but Guberti considers this drop to be "misleading."