Silicon Motion Technology is a primary AI stock pick due to its strong recent performance and expansion into large-cap growth portfolios.
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We Just Bought 3 AI Data Center Stocks Before They Explode
Navellier Market Buzz with Louis NavellierMay 24, 2026
The creator discusses the AI boom, focusing on data centers and the bottlenecks in their expansion, particularly energy and chip manufacturing. He highlights specific companies like Nvidia, Micron, Seagate, Samsung, Taiwan Semiconductor, Bloom Energy, and GE Vernova, providing insights into their current market positions and future prospects. The creator expresses a bullish outlook on several AI and data center-related stocks, citing strong order backlogs and growth potential.
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Intel also had great results, contributing to the positive outlook for the semiconductor industry.
Advanced Micro Devices had great results, indicating the overall prosperity of the semiconductor industry.
GE Vernova is mentioned as a provider of natural gas turbines for data centers needing their own power sources.
Taiwan Semiconductor is a primary AI play with strong sales guidance, expected 40% growth, and superior chip technology, making it a solid investment.
Seagate Technologies is mentioned as a company that benefits from memory shortages.
Micron Technology is expected to benefit significantly from a looming labor strike at Samsung, which would exacerbate the memory shortage.
Nvidia's stock is a buying opportunity on any consolidation, with price targets of $300 by year-end and $500 by decade-end.