The current market is torn between the believers in artificial intelligence and the skeptics. For the believers, this year's outsize move in AI stocks is just a taste of things to come, given that we are still in the early innings of this technological sea change. For skeptics, today's huge growth in AI-related names amounts to a pull-forward of demand and a near-term bubble.

But if you're in the former camp, which I lean toward, then the August-to-September pullback presents an opportunity to get in on long-term AI winners after short-term traders have taken profits. Meanwhile, two of the biggest winners year to date are Nvidia (NASDAQ: NVDA) and Super Micro Computer (NASDAQ: SMCI). Having roughly tripled this year, both stocks have also pulled back 15.5% and 27.9%, respectively, from their recent all-time highs.

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Source Fool.com