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Special Report
These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom HigherWritten by Bridget Bennett. Originally Published: 4/6/2026. 
Key Points
- Micron and Seagate are riding a data center memory bottleneck that could sustain earnings momentum through 2026, but investors should watch for deceleration signals heading into 2027.
- Ciena's recent addition to the S&P 500 and record backlog position it as a high-growth optical networking play benefiting from AI-driven bandwidth demand.
- Ubiquiti's institutional and data center networking business is accelerating alongside consumer demand for faster home internet equipment.
- Special Report: Elon Musk already made me a “wealthy man”
NVIDIA's (NASDAQ: NVDA) latest GTC conference was a reminder of something easy to forget: the company is still accelerating. The bigger opportunity, however, may lie with the companies supplying the infrastructure NVIDIA's growth requires. Growth investor Louis Navellier, founder of InvestorPlace's Growth Investor newsletter, highlights four names he believes are positioned to benefit as data center buildouts intensify. The thesis is straightforward: AI infrastructure has bottlenecks, and bottlenecks create winners.
Liberation Day wiped over $2 trillion from markets in a single day. Then a 90-day tariff pause added $4 trillion back to the S&P 500. Trump's AI initiatives sent Palantir up over 140%. Trader Larry Benedict says all of that was just the warm-up.
Benedict is calling what comes next 'Project 2026' - a move he believes could send billions, potentially trillions, into overlooked corners of the market. He's identified one ticker sitting at the center of it all, and he's revealing the name today at no cost. Larry is calling it "Project 2026."
At GTC, NVIDIA provided more detail on its Vera Rubin platform—a next-generation architecture that combines six new chips designed to reduce inference costs and training times versus the current Blackwell generation. Systems are expected to ship in the second half of 2026, with Rubin Ultra following in 2027. That roadmap doesn't just help NVIDIA; it pulls the entire ecosystem forward—memory, storage, networking, and switching companies that keep data centers running. Micron's Memory Dominance Is Just Getting StartedMicron Technology (NASDAQ:MU) sits at the center of that ecosystem. The Boise-based chipmaker reported record fiscal Q1 2026 revenue of $13.64 billion, up more than 56% year over year, driven by surging demand for high-bandwidth memory chips that power AI data centers. Micron also posted full-year fiscal 2025 revenue of $37.4 billion and expects continued sequential growth. Navellier calls Micron one of the most powerful stocks in his portfolio. That view is supported by rising institutional accumulation and persistent upward analyst revisions—two forces that tend to reinforce each other. Micron primarily competes with Samsung (OTCMKTS:SSNLF) in the high-speed memory market, and right now Micron is winning market share. The stock's 52-week range spans $61.54 to $471.34, a measure of how dramatically sentiment has shifted. Seagate Is the Storage Bottleneck PlaySeagate Technology (NASDAQ:STX) tells a similar story from the storage side. Fiscal 2025 revenue reached $9.1 billion, a nearly 39% increase year over year, and the company's Q2 fiscal 2026 earnings were $3.11 per share—beating estimates by more than 9%. Seagate's 52-week low of $63.19 now seems far behind, with shares trading above $400. What changed? Data center storage became a bottleneck. As facilities scaled to meet AI demand, memory and disk-drive companies that had been valued modestly suddenly attracted heavy institutional buying. Navellier notes Seagate's forward P/E ratio still looks reasonable relative to its growth trajectory, which continues to draw large investors. Investors should ask whether the momentum can last. Navellier expects 2026 to be strong based on current order backlogs, but he cautions that earnings deceleration could appear in 2027 as the initial buildout demand normalizes. That makes timing and discipline important for those riding this wave. Ciena's Optical Edge Is Gaining Institutional AttentionCiena (NYSE:CIEN) may be the least familiar name on this list, but the fundamentals are compelling. The optical networking company reported fiscal Q1 2026 revenue of $1.43 billion, up 33% year over year, with adjusted earnings per share surging 111%. Management raised full-year fiscal 2026 revenue guidance to $5.9 billion–$6.3 billion, roughly 28% growth at the midpoint. Ciena's addition to the S&P 500 in February 2026 is a milestone that could dampen the stock's historically quick swings. As Navellier puts it, the stock tends to "sit, then hop." S&P 500 inclusion should lead to steadier institutional accumulation, which often smooths volatility. The catalyst is clear: as data centers move to 10-gigabit speeds and beyond, optical upgrades are essential. Ciena specializes in the high-speed optical connections that enable those upgrades, and a record $5 billion backlog entering fiscal 2026 suggests demand visibility into 2027. Ubiquiti Bridges the Gap Between Enterprise and ConsumerUbiquiti (NYSE:UI) completes the list with a different angle. The company sells networking switches and equipment to both data center operators and consumers upgrading home networks. Its fiscal Q2 2026 results showed revenue of $814.9 million and earnings of $3.88 per share, beating estimates on both counts. The consumer side matters: as home internet speeds rise—from 1 gigabit to 2.5 and ultimately 10 gigabits—existing home networking hardware becomes obsolete. That replacement cycle runs alongside institutional data center demand and creates an additional runway for companies like Ubiquiti. The Bottleneck That Keeps on GivingThe pattern across all four names is consistent: AI infrastructure demand creates bottlenecks, bottlenecks draw institutional capital, and institutional capital sustains buying pressure. That cycle may continue through 2026, but Navellier's warning about potential 2027 deceleration is worth noting—when a bottleneck clears, the urgency behind these trades fades. Investors following this space should focus on earnings revisions and order backlogs. Those metrics indicate whether the cycle is still accelerating or beginning to cool. |
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