If You Missed Nvidia (NVDA) - These 3 Stocks Are Next!

AI stocks just got hit with a major pullback. So, opportunity is definitely knocking. And sure, Nvidia feels like the obvious play, but the obvious stock from the past isn't always the best one as we move forward. That's why today I'm going to share three stocks that are better investments than Nvidia at this time. Now, all are riding the same AI mega trend. All with strong ratings from our coveted quant ratings model and all showing signs the stock will greatly outperform in the months and years ahead. We will start the conversation with Ulip Packard Enterprise, the symbol HPE. But before I lay out the bull case for the stocks, I should probably tell you who the heck I am. I'm Steve Wright Meiser, but everyone calls me Righty. I've been investing for over 40 years and currently a partner at Wall Streetzen.com, where our proprietary quant rating system analyzes a wide array of data points to identify stocks with the highest likelihood to outperform the market. And real quick, if you like this kind of stock breakdown, then do yourself a favor and tap that like button. It tells the algorithm to put more videos like this in front of you in the future. Let's get back to Ulip Packard Enterprise. In plain English, they build the backbone of the modern data center, right? The servers, the storage, and especially the networking gear that ties thousands of AI chips together so they work as one machine. When a company builds an AI cluster, the GPUs get all the headlines. But without the networking layer, moving data between them, those GPUs just sit there. HPE is a leader in selling that vital layer. And here's why it matters right now. Last year, HPE closed uh a very large transaction of Juniper Networks and it turned them into one of the biggest AI networking players on the planet. The benefit of their Juniper acquisition shows up in the acceleration of earnings growth to over 100% year-over-year. This was in the two most recent quarterly earnings report. Now, gladly that growth party looks far from over with another recent earnings beat on hand. This leads Wall Street analysts to predict growth of 26% a year going forward. This is well ahead of industry peers. And the best part is you're not overpaying for that growth. That's because their PEG ratio sits around 1.0, which is a hefty discount. The average stocks PEG ratio these days of about 1.5. This attractive combination of outsiz growth plus value is what led me to add HPE to my Zen Investor newsletter portfolio where I feature the top 20 stocks for the long haul. I'm not the only investment expert singing their praises. That's because right now there are 11 analysts recommending shares as a buy or strong buy recommendation. Even more telling are the juicy fair value targets pointing to 50% more upside in the year ahead. And I'll be honest, I think that's on the light side if their beat and raise earnings parade continue. Now, let's turn to see how well it scores in the Zen rings quant model. Now, all in all, we'd run every stock through 115 different fundamental, technical, and AI factors. Then, we boil it down to an intuitive letter grade of A to F. Indeed, the higher the grade, the higher the expected returns for those stocks. Not only does HPE earn the coveted A rating, but actually scores in the top 1% of the roughly 4600 stocks we track in the model. That means it outranks 99% of the stocks out there. A clear sign of a truly standout fundamental profile, which greatly increases the odds of future share price outperformance. We can further understand the strength and weaknesses of any stock through the lens of our seven component grades. that starts with a top 27% showing for safety, which is rare for a growth stock. Now, their AI grade is in the top 20%. This is not about how much AI a company uses or whether involved in AI, but it's our usage of AI and our proprietary algorithm that sniffs out how likely a stock is to outperform based upon patterns in their data. Momentum is in the top 14% of all stocks. Value is top 13%. Now, that's not just based upon the PEG ratio that I talked about, but 21 different value measures in total. Then we take a big leap forward on the top 4% of all stocks for sentiment telling you that the smart money crowd is already on board and the standout greatest for growth in the top 2%. This bodess well for more earnings beats ahead. Add it up and they have a truly stellar and well-rounded investment profile. Now the main risk here is about future AI spending exploitation which affects everyone in this ecosystem. This leads to excess volatility on the flow of the headlines uh you know in the news. But the vast majority of that news for AI stocks points to more and more growth ahead and thus more and more upside for these shares, especially for the better value players like Ulip Packard. That makes this stock a great choice to kick off our video today. But networking is only one link in the AI chain. The next stock builds something that lives about one layer deeper, the actual silicone inside the machines themselves. Quick aside before I continue. Now, if you enjoy Tommy stock picks like these, then the best thing you can do for yourself right now is to sign up for my next live training session this coming Monday that focuses on Tommy market insights and my top picks. Now, it's totally free, but you do need to sign up. You can do that now. To join me this coming Monday, just go to wall streetzen.com/live. Let's keep the party moving with our second stock in Lattis Semiconductor with the symbol of LSCC. Now, the company designs a special kind of chip called FPGA. Now, in layman's terms, it's a chip you can reprogram after it's already been built. That uh flexibility makes their silicone the connective tissue inside AI servers, data centers, and the edge devices out there in the real world. As the whole industry shifts to these bigger, more complex disagregated server designs, more of Lattis's chips ends up on every single board. The stock has made a big run this year, but it recently pulled back hard, like a 30% drop from its recent highs. And here's the thing about that pullback. It had nothing to do with Landis' own results. They just got hammered in a sectorwide pullback. In fact, their earnings growth is accelerating with 100% year-over-year increase on display in the most recent earnings beat. And that hardy growth party is expected to continue well into the future. Before I roll out the rest of the bullcase for Lattis, I have a quick ask for you. Now, if you're getting value out of this video, then it's time to subscribe. That's because I publish data driven stock analysis like this every week, and I'd hate for you to miss anyone. So, please hit that subscribe button. Now, Wall Street analysts are not shy about fawning over lattice shares. Now, all nine covering analysts are in the buy or strong buy camp. The average target price calls for 50% upside in the year ahead, whereas John Vin of Keybank is pounding the table for 70% upside in these shares. Now, to be clear, John Vin is in the top 1% of all analysts for his actual stock picking prowess. So, it probably pays to listen up to what he has to say about Lattis shares. The positive outlook for Lattis only grows stronger after the Zen ratings review. Here again, we have another top-notch A-rated stock. Note that going back the past 20 years, A-rated stocks have beaten the S&P 500 by nearly 3:1. And this is one of the cleanest component grade report cards you'll see for any stock. Momentum is in the top 20%. That is mostly about the long-term momentum before the recent pullback. Now, the AI grade is even better in the top 70% followed by safety in the top 16%. Now, our smart money signal is that uh you know, grade for sentiment, and that's in the top 11% of all stocks. Coming down the home stretch, we have top 8% for financial strength, followed by top 4% for growth. That is the best combo to predict even more growth and more earning speeds ahead. It's easy to get caught up in the numbers and miss the big picture and that is their uniquely appealing position as the leader in reprogrammable uh semiconductor chips. This explains the growth today and the excitement for even more growth ahead as noted by Wall Street experts and the Zen reigns quant. Now tack on a recent 30% dip in shares and you understand the awesome opportunity ahead of us to buy at this more attractive entry price. So far we have found great opportunities in the networking and the silicone side of things. The last stock shows us the exciting potential in the AI hardware sector. And before we get to that last stock, one quick thing. If you want to stay one step ahead of the market, then join me live every Monday. That's when I share my updated market outlook and trading plan to outperform. It's also when I unveil my trade of the week based upon the proven Zen rings quant model and my greater than 40 years of investing experience. It's a free event, but you do need to register. Just go to wall streetzen.com/live or click the link in the description or scan the QR code that's shown up on your screen. Now, just pause the video for a moment to sign up. I'll be patient and wait for you and I look forward to seeing you there on Monday. Let's finish strong with a company that already has $95 billion in orders already sitting in their back. Work already booked and waiting to ship because demand is truly off the charts. That brings us to the tremendous growth story for the renewed and revamped Dell Technologies. Yeah, that Dell with the symbol of Dell, right? It's no longer about laptops and now it's all about servers for data centers, which is one of the best growth stories in decades. Dell builds the AI servers themselves. the uh physical machines that Nvidia chips get bolted onto, then shipped to every hyperscaler and enterprise racing to build out their AI. The proof of that shows up in that record $95 billion backlog that was only bolstered by news of 61 billion in additional orders in the past quarter alone. Dell is not a company nudging past estimates. Instead, they are downright blowing the doors off the earnings expectations. Dell's earnings have grown 150% year-over-year, which is astounding for a company its size. This is not a hidden gem. Other investors have notes leading to a strong runup in shares. However, the massive backlog and orders already in hand, so greatly increases the visibility for more growth ahead. That should give it shareholders tremendous confidence to hold on for even more upside. There should be no surprise that Wall Street is also firmly on board these shares as well. Dell has five analysts saying buy and another 12 upping the ante to strong buy recommendations. Each pointing to even more upside ahead for this stock in the year ahead. It will be a shock to no one. I tell you Dell Technologies also earns that coveted A rating from the Zen ratings model. That comes from scoring the top 3% of all stocks after that full 115 fact review. I want to be clear that the larger the company, the harder it is to score an A rating. That alone tells you there is something truly special going on at Dell. Their stellar component grades helps complete that picture. Financial strength comes in the top 23% of all stocks. This is based on 26 different measures pointing to this being an extremely well-run company. Then we make a big leap forward in the top 6% of all stocks for growth, pointing to plenty more growth than earnings beats ahead. Sentiment is all the way up in the top 2% proving the smart money is still circling around these shares. And momentum takes the cake in the top 1% proving these are truly timely shares. The honest risk is the well below average safety score. A stock moving this fast on AI demand is going to swing hard in both directions. That extra volatility is a big knock on its safety score. And that is kind of to be expected these days with most AI stocks. Again, pulling back to the big picture, you have one of the best growth stories in the entire AI revolution. If that $95 billion backle orders uh they currently can fill is not a sign of serious demand, then I'm not sure what much else will convince you. Now for the rest of you, don't forget the ample Wall Street support and top marks from the Zen rings clot model. All this points to serious outperformance in the months ahead for Dell shares. So there's your list of three AI stocks I would take ahead of Nvidia any day of the week. Remember that famous saying, past performance is not a guarantee of future results. That is why the best for Nvidia has already happened. Now we have to look forward and these three stocks just have better outlooks. This is a good time to remind you that we update the Zen rings daily for over 4,600 stocks. You will find them on the quote pages on wall streetzen.com. It's a smart habit to review the latest ratings before making any buy wholesale decisions. So, be sure to bookmark the site for all your future visits. Now, I want to hear from you. Which of these three stocks your favorite and why? And is there any other AI names I left out you think that I should cover in future videos? Drop it all in the comments section below. And if you want to know which high growth stocks I'd buy before the year is out, check out the video that's popping up on your screen right now.