These AI Stocks Could Create Millionaires in 2026

Artificial intelligence stocks will make more millionaires than any other investment trade in history. In this video, I've spent hundreds of hours finding my favorite artificial intelligence stocks to bet on, and these are my top six. Starting with number one, we have Micron Technologies, ticker symbol MU. Micron is one of the companies responsible for helping create the memory that is required in the GPUs and CPUs that end up being used for artificial intelligence. And the most used models are actually the ones that put the most amount of pressure on high bandwidth memory in DRAM. And DRAM has skyrocketed in the different chips that Nvidia has put out going from H100 all the way to Vera Fineman almost more than 10x in the need of DRAM. This is enabling Micron to skyrocket in their overall sales. You can see that quarter over-arter growing more than $10 billion. Essentially more than what they did even the quarter before is how much they grew by. And yet the funniest thing is is that they're doing this at higher margins and hopefully sustaining for longer. Micron is actually signing three to fiveyear long-term agreements which is way better than the annual contracts that they had before where the pricing power was given to the customers. Now the pricing power is in the hands of the actual memory providers which is allowing them to raise their guidance. You see this in the amount that they're expecting going from 23.8 8 billion to next quarter of 33.5 billion where earnings are starting to go parabolic. Better gross profit margins and even higher earnings per share. Now looking at $19.15 as expected for next quarter and this could go on for years and years. For stock number two, we have Nebus Group, ticker symbol NBIS. This is a data center provider that is setting up the chips that are allowing companies like OpenAI, Microsoft, and Meta to be able to actually run their models or even train them. If we end up taking a look at their growth, they're currently on track to do about $1.9 billion in ARR back in Q1 of 2026. And by the end of this year, they're expecting somewhere between 7 to9 billion, expecting an increased amount of overall growth. and they just put up year-over-year growth rates on their revenue of 684% for Nebius Group in total. This is an insane amount of growth and you can see that annualized run rate continue to climb up on its way to 8 to9 billion. And this is why we continue to see strong pricing across both old and new GPU generations as demand is still exceeding our available capacity. We just raised prices again in the latest quarter and are still selling out across all chip types at higher prices. So, they're raising prices and people cannot get enough. You're seeing this across the board. H100 prices are skyrocketing up. B200 prices skyrocketing up and the companies that are benefiting most from this are the Neoclouds and Hyperscalers that are actually charging these rates. The interesting part is is that the costs to Nebus are not climbing up. So, while they're raising prices, this is actually allowing them to get higher and higher gross profit margins while also continuing to put a lot of this money back into the business to reinvest to set up more data centers to try to give more capacity to the customers that are asking for it the most. We are typically seeing four or more customers competing for every GPU that we bring online. We have significant expansion plans for 2027, including Vera Rubin, and we'll start selling that capacity as we move into the second half of the year. Then they go on to talk about their revenue backlog. The reference pipeline growth of 3.5x a quarter which is quarter over quarter is for our AI cloud business. It does not include any strategic hyperscaler deals like the meta deal. So even outside of these large contracts that they're seeing with Meta and Microsoft. They're growing through their small to midsize business customers 3.5x quarter over quarter. It's absolutely insane growth. And this is really happening because Enthropic continues to do better and better and so customers are wanting their products. You see this either through Anthropic's ARR or Nebus' AR. It's all one big stack and all of these customers are going to win as long as Enthropic and OpenAI and all the other model providers continuously put out better and better products. There's an interesting thing with Nebus. It's Nebus Group. It's not just Nebius Cloud. And so they also have a 25% stake in Clickhouse, which is now worth to them over $3.75 billion. Whenever we're starting to see these new channel checks from JP Morgan state that OpenAI is now using ClickHose, we're expecting a large valuation increase of ClickHose. And of course, 25% stake in that company is absolutely massive. So this could potentially turn into a six or eventually even a10 billion valuation over time as long as they continue to get these large customers like Enthropic and OpenAI. For stock number three, we have Palunteer Technologies, ticker symbol PLTR. Palunteer is an emerging software company that is being used by the most important organizations around the world, including things like the United States military. They're helping organizations make real actionable decisions while also using artificial intelligence to their advantage. And customers have fallen in love, accelerating their growth rate, not just the revenue, but their growth rate on that revenue from 12% at their lows to all the way up to 85 plus% bringing revenue from 500 million to over $1.6 billion. And this is not just one customer or segment of their business. This is across both their segments of commercial customers and government customers that are accelerating their growth rate now hitting record highs for both categories. And growth rates are an interesting thing because the bigger the business gets, the harder it is to grow at these faster and faster rates. And yet they continue to not only face harder and harder comps, but continue to grow even faster after that. And that continues into their guidance. And this is a very profitable company. So not only are they growing at 85 plus% but the margins that they're also bringing on are also very high. So this brings a rule of 40 combining both their growth and their margins to over 145% dominating the statistic. Customer counts for both commercial and government customers are exploding and those individual customers are spending more at Palunteer now reaching a net dollar attention of 150% which is almost unheard of in software names. And the only thing I could find growing faster than Palanteer's revenue is their RPO or remaining performance obligation, which essentially means how much they're expected to grow into as they sign longer and longer contracts at higher overall dollar amounts. And then the most unbelievable statistic of all of them is their margin. Back in the day, they were only bringing in roughly a 5% margin on all of that revenue. But as they've continued to accelerate that growth rate from 12% up to 85% we've also been taking on a higher margin more than 10x what it was before 53% on that 85 plus% growth. So this is a great compounder of wealth and we're seeing that across free cash flow as well. Higher margins faster growth at a reasonable valuation. So, while this is a high PE and a high forward PE, I think that comparatively to where Palunteer has been before, these are reasonable valuations based on how fast they've been growing at higher and higher margins. And something that I think people don't give enough credit to. This is with $8 billion on their balance sheet at a growing overall amount of cash with zero debt. So, they have no way of possibly going bankrupt if they just continue to service their customers and make a better product for their users. For stock number four, we have Meta Platforms. Ticker symbol MA. Meta is obviously Facebook, WhatsApp, Instagram, all of those apps that continues to grow at faster and faster rates. Mind you, Meta overall grew at 33% this quarter, which is the fastest that they've ever grown going all the way back to March of 2022. Their growth comes with even more profitability than ever before at a 47% margin, bringing in 27.7 billion dollars in profit just this last quarter. And the only negative sign that anyone could point to last quarter was the fact that overall user count went down slightly. But they also preface this by saying that the slight quarter-over-arter decline in daily active persons in the first quarter of 2026 was driven by internet disruptions in Iran as well as a restriction on access to WhatsApp in Russia. But those overall amount of users are being served with more ads and at higher costs per ad at huge rates. We're talking about, you know, 19% more ads quarter over-arter that were delivered at an average price of over 12% more than what we just saw the year before. And yet those years also saw growth on top of the years before that saw growth on top of the years before that saw growth. And so it's quite interesting that they've been able to just compound this over and over and over while for the most part bringing on more users except for this one very unique quarter that they expect to get back to profitable growth over time. But Meta is slowly turning into an artificial intelligence company. And I mean this from a positive perspective. They are spending a ton, $19 billion last quarter. And they expect this to be over 140 billion throughout the year of capital expenditures building out data centers to further the advancements of artificial intelligence within the business. Yet doing it while still remaining free cash flow positive. So they're not tapping debt markets. They're not doing anything like this. They are purely doing this from a very profitable perspective while still advancing their capabilities in artificial intelligence. Their newest model is Muse Spark which actually put up some very good benchmarks versus other benchmarks like Gemini 3.1 Pro, Opus 4.6 or Chatt 5.4. The benchmarks were actually pretty exciting and Mark Zuckerberg thinks that this will lead to new revenue streams. Listen to this. I think this is something that skills the more you want to get out of it. I think people are going to also be willing to pay a lot of money to have premium or highMP compute versions of it. And so there could be a potential subscription or usagebased model that Meta gets into that is very similar to the likes of an anthropic or open AAI, but yet they don't really have a version of overall revenue streams coming from that side of the business yet. Mark also went on to say, "We're also building a business agent focused on helping entrepreneurs and businesses across the world use our tools and others to grow their efforts, reach new customers, and serve existing customers better. These agents will work together to form an ecosystem. And you get this at the lowest price to earnings and forward price earnings that Meta has been at over the course of the last year. One of the more interesting opportunities in the list. For stock number five, we have Nvidia. Ticker symbol NVDA. Nvidia, obviously, I don't have to explain it. They build the chips that end up going into the data centers that are powering this next revolution. But the interesting part about Nvidia is the fact that growth is still accelerating back up to 81% is my expectation for next quarter at $80 billion of overall revenue. This is for their Q1 of 2027 with gross profit margins that I think will accelerate still to 75% gross margins but bringing in over $60 billion in overall gross profit. Net income as well bringing in at 56% margins. We are expecting over $45 billion in profitable growth this quarter. And we think that this is going to happen and continue to accelerate because every major cloud customer is continuing to say that they can't monetize capacity fast enough and that they are still building out more data centers. You see this across the capex of the five major players. You're talking about Microsoft, Google, Amazon, Meta, and Oracle are now building roughly about $150 billion a quarter of new data centers right now. And it looks to be accelerating each and every quarter. And the interesting part is none of this includes China even though Jensen is in China to talk about selling his products to the large Chinese tech companies that want to get access to H100's and H200s. So while expectations are set high for Nvidia and their market cap is already very high, they have a history of outperformance and I actually think they're going to come up with better numbers than I've even shown off today. For example, Jensen Wong just said that they are looking at about $1 trillion of sales through 2027 and that that's just for Blackwell and Reuben sales. That's not Fman, that's not Reuben Ultra or Vera Standalone. It's not Grock, that's just Blackwell plus Reuben. And we have significant confidence, very strong visibility for demand forecast and purchase orders of $1 trillion. Those orders are coming through because customers like Amazon, Microsoft, Oracle, and Google are seeing massive increases in their backlogs. And so customers are signing up to buy products for them. And so they're going to need chips to facilitate those orders. And for the perfect cherry on top, Nvidia has an amazing investing strategy of buying into the most successful companies over the past years, like Intel, for example, that Nvidia just put $5 billion into at 2328 is now sitting above $125 per share, bringing in a profit to Nvidia, a profit of $22 billion. For stock number six, we have Cororeweave, ticker symbol CRWV. Cororeweave is another neocloud that is setting up data centers to help facilitate a large amount of this overall growth. And they're not small. They're not the size of Amazon or Google, but they're much bigger than Nebas. So, while they're still growing by triple digits, 111%, this is on top of $2 billion of revenue per quarter. They're doing this from a positive adjusted Ibida multiple roughly 56% and their backlog has just recently exploded to roughly a hundred billion dollars of backlog which is where Google was a few quarters ago. This amount of backlog growing from 14 billion a year ago to 98.8 8 billion this quarter is just an insane feat that will allow them to continuously grow at such a high pace, even faster than what they're expected to put up. Considering the fact that overall revenue backlog is growing faster than revenue, it points to them accelerating their growth. You could see that in their capital expenditures now that they're trying to set up data centers faster and faster over time. And they have agreements with the most important companies in artificial intelligence right now. Meta, OpenAI, and Enthropic all have signed major multi-billion dollar deals with Coreweave. And so, you know, a lot of that growth is coming through companies that are very strong and growing very quickly. And yet, whenever you look at their price to sales, they're priced at some of the lowest rates in history. But there is a major concern with Cororeweave, and that's their debt. We look at this through two different ways. Through their market cap, which is the size of the business, and then total enterprise value, which is the size of the business minus cash plus debt. So you're actually paying more for a company that has debt. So we look at enterprise value as a way of doing this. Back in the day, their enterprise value to market cap used to be very close cuz they didn't have a lot of debt. But then as things have scaled, they've really really separated and now total enterprise value has started to skyrocket. It is one of the concerns. However, they're doing this to try to capture the ability to get customers on for their major backlog. And so they need debt because they know that they're able to set up data centers and they will be able to fulfill those orders. But still, this is not a pretty site. $2 billion in revenue and $35 billion in debt is a scary site to see. But what brings me confidence is Cororeweave's quality of their data centers. In fact, they're not just amongst the best data centers. They are the best data center above Microsoft Azure, above Nebius, above Google Cloud, in AWS and all of those other names. The number one data center provider in the world according to semi analysis which is the golden standard for this is coreweave. This shows in benefits that cannot be seen at other Neoclouds or other scalers that their overall revenue backlog skyrockets much faster than those other data center providers because people really really want Cororeweave products because they perform the best and then on top of that they can also charge a lot for that quality and so they also have some of the most highest pricing amongst the Neoclouds and so they make a lot of money on the growth that they're seeing. So while they continue to set up with larger and larger customers with names not just like Meta and Enthropic but also with ones like Coher, Jane Street and Mistral which is also landing big deals like Perplexity. Those are all great. They're getting better and better milestones like Nvidia's exemplar cloud for the GB200 NVL72. They're landing major financial milestones like not only are they raising debt, but they're doing this at better and better rates than what we've seen previously. So their actual expenses on their debt is actually lowering, but they're also able to start surpassing things like 1 gawatt worth of active power which only very few customers have actually been able to do like Google cloud, Microsoft Azure, and Amazon Web Services. So they are in a series of their own. Not many companies have been able to do this and they've been able to do this very very quickly because of their relationship with companies like Nvidia who've also been able to backs stop their growth by up to 6.3 billion meaning if customers don't pay their bills Nvidia will pay it for them saying hey we'll take on the compute for you and reduce that risk ladies and gentlemen those are the companies right now between AI infrastructure and chips to neoclouds to software names I can't get enough of these companies and I'm building a position in all of them. If I missed any or if you guys disagree with any of the positions, let me know in the comments down below. But until next time, thank you all so much for watching.