**In the midst of a recent selloff in AI infrastructure companies, InvestorPlace Senior Analyst Louis Navellier warns that February 25 could trigger an “AI Dislocation,” reflecting excessive optimism in the sector. Key players in AI infrastructure, such as chipmakers and data center developers, have seen declines of double digits as investors express concerns over profitability in a burgeoning but unpredictable market.**
**Notably, firms focused on AI application and experience, like ServiceNow Inc. (NOW) and Thomson Reuters Corp. (TRI), could experience substantial growth. ServiceNow, which services over 85% of Fortune 500 companies, reported a 21% revenue increase in 2025 and anticipates earnings to surge by 49%. Thomson Reuters, recovering from a 60% selloff, has invested in AI-driven legal research solutions that leverage its established portfolio. Both companies represent “Stage 2” players in the AI ecosystem, poised for growth amid the current market volatility.**
