Missed the Nvidia Boom? These 4 Stocks Are Next

Did you know that a single $10,000 investment in Nvidia 3 years ago would now be worth over $72,000? And this was all because they were setting up the chips that were enabling this large AI revolution. But what if I were to tell you that there's four stocks that are likely to do better than Nvidia over the next 3 years. Companies that are benefiting from the same AI demand that has led OpenAI and Enthropic to reach valuations close to $1 trillion each. But there were some specifications that I needed in these stocks. One, I need proven track records. I'm not looking for penny stocks or lottery tickets. I want companies that are going to benefit from this AI craze, but still have large monopolistic advantages with growing revenues and expanding margins. And as a long-term investor myself, I'm looking for companies that share that same sentiment. Building companies that will last decades, not just try to benefit off of a short-term AI bump to only fade out over time. Starting with number one, we have Amazon.com. And while this is a larger, more diversified business, there's areas of this company that I want to focus on because they're extremely exciting. Like Amazon Web Services. Amazon Web Services is now doing over $35 billion in revenue a quarter and growing at the fastest rate that they've seen in over 3 years. They're also the largest player in the AI cloud space, which is where most of the pre-training and inference is actually being done. So, they're a natural winner to take over this market. And the overall amount of growth on AWS is only looking to accelerate from here as bookings continue to climb. And more recently, they've seen more activity towards their own chips like their GPU, Tranium, and Amazon Graviton, the CPU. Like Andy Jasse just recently said, two large AWS customers have already asked if they could buy all of our Graviton Instincts capacity in 2026. We can't agree to this request given our other customer needs, but it gives you an idea of the demand. Potentially, one of those large customers is Enthropic given how much they've grown just since January to now more than tripling their business. But Amazon has over a 15% stake in Enthropic with an additional announcement yesterday potentially investing upwards of $25 billion additional dollars given that Enthropic is also committing to spend more than a hundred billion with AWS over the next 10 years specifically using Amazon Tranium capacity mind you. But going more on to the actual Amazon.com business, they continue to invest in new technologies that hopefully will accelerate the rate of being able to deliver packages, but also increasing their margins like robotics, potentially self-driving vehicles, drone technologies, humanoid robotics, or even increasing their services to things like Amazon Leo, their low Earth orbit satellite. And all of this is leading to higher amounts of growth and overall improved margins for Amazon.com. We didn't even touch on how fast their advertising business is growing or the fact that they're getting into the health care space. But overall, Wall Street is looking at this company with over 38 analysts and zero of them have a sell rating on this stock. Now, on to the next stock, which is not actually my number two. This is a bonus stock that I wanted to talk about, Wix.com. Now, Wix is known as the e-commerce site that allows businesses to build whatever they want online. But Wix has now pivoted this strategy and trying to go allin on artificial intelligence, specifically with the acquisition of B 44. Base 44 is an online AI tool that has seen explosive growth due to its ability to aggregate multiple different AI models into a website building, hosting, and payment service allin one. Similar Web just recently posted a website traffic share to see which companies are growing the most. And Base 44 came out on top for overall amount of market share gains, going from nearly 1% just a year ago to making up roughly about 15% of the overall market share in less than a year. But here's where the real opportunity lies is in the valuation versus the overall amount of growth. Whenever I take a look at companies like Lovable, rated at over $6.6 6 billion valuations and only doing roughly 200 million of annual recurring revenue while not being profitable. So they have to dilute in order to achieve this growth. Wix in base 44 look like an amazing opportunity. Doing nearly $ 1.5 billion of annual recurring revenue over $2 billion of total revenue fully profitable high free cash flow margins and yet the overall company is rated at under $4 billion of market cap. Recently, this stock has collapsed because investors are starting to believe that tools like Claude Code are going to reinvent what it means to build a website. But the total market cap on Wix under $4 billion almost makes it seem like Base 44 is worth even more of that just as a standalone business. Not to mention that they have over 300 million customers, extremely profitable, tons of payment volume, and a lot of that is going to pay for Base 44's growth without dilution. And while people are considering whether or not Wix is going to continue to grow, they just are. More and more users are coming onto the platform. Those users are making more money for Wix over time, and they're actually increasing their rule of 40 over the past couple of years and actually outperforming Wix's own expectations that they had set 3 years ago. And yet investors are only willing to put an 11 times forward PE on this company because of that Wix potential for loss even though base 44 is the fastest growing name in the AI coding space. Wall Street currently has an 85% upside on this stock right now. Now back to the real content, maybe stock number two, stock number three, depending on how you look at it. We have Alphabet or more commonly known as Google. Google is once again a very diversified business focused on advertising and cloud growth. However, that cloud growth is starting to really accelerate because of that AI demand. As of the most recent quarter, Google Cloud is now growing at over 47% and analysts have the expectation for cloud growth growing over 50% for the entire year of 2026. Google Cloud is also extremely profitable while growth is accelerating into the 50 plus% range. And so, the current bare case on Google is that they're spending a lot in order to set up these data centers. It's very clear why they're potentially looking to do this. It's because their backlog and their current customers are willing to pay higher prices and overall growth is accelerating, leading to them getting excited about a potential future where Google Cloud is the largest segment of Google's business. And yet, you're still getting many different business lines like Nest or Google Pixel that are growing at great rates and starting to gain in popularity due to the integration with Gemini, another frontier model that is competing with OpenAI and Anthropic. And it doesn't look like they're slowing down on new innovations either. Things like Android XR or potentially even Quantum are things that they're investing into the future to potentially make sure that they are ahead of the game whenever these become extremely popular. And they're doing all of this while staying extremely profitable. And there's other signs that they could potentially see huge amounts of growth like Google Ventures having 6% of SpaceX stock or even 14% of Enthropic just like Amazon. But yet these companies could potentially be worth trillions and trillions of dollars. Just talking about SpaceX if they are targeting between a 1.75 to2 trillion valuation. Bloomberg actually points out that Google stands to benefit by over a $100 billion windfall if this actually ends up going public, which should be as early as May. I think Google here, although the stock has gone up a little bit, is still an amazing opportunity. Now, in order to ensure that I'm able to research and consolidate all of this information from all of the best companies that we're talking about today, there's no way I could do it without a product like Fiscal AI. Fiscal AI is an all-in-one research tool for investing that allows you to look at companies like Amazon while getting all of their up-to-date realtime data for income statements, balance sheets, and then you can immediately build and visualize what this company is looking like over time. Potentially, you want to look at all their margins. You can use a template to then bring up all of these statistics all at once or potentially reset and look at something else in very quick succession. But unlike any other platform, Fiscal AI has all of the segment KPI. So I can actually go in and look at physical store revenue from Amazon. I can go ahead and look at all of their adjusted numbers. So I can see their adjusted IBIDA or some of these numbers that is not necessarily a GAP number and not covered on most data aggregators. They also have all of their transcripts, reports, and slides. And I can just >> thank you for standing by >> and listen to the calls or get an AI summary of the call for their best insights. It consolidates all of the news of my favorite companies, Wall Street analysts, overall ownership of all the different companies, and so much more. Guys, I promise you, I've only shown you probably 2% of everything that Fiscal AI has to offer, and they continue to have updates almost every single week. So, if you guys do want an all-in-one platform and dashboard for all of your research and due diligence on your stocks, make sure you guys check out Fiscalai/Future for 15% off any of their paid plans. And thank you so much to Fiscal AI for sponsoring this video. The next stock we have is Nebus Group. And this one is also very exciting. Nebus is also building out data centers the same way AWS or Google is. However, they're much smaller, but they are starting to land some pretty extremely large contracts like $30 billion contract with Meta or a $19.4 billion contract with Microsoft. Unlike Google or Amazon that are growing extremely fast on their cloud spaces, there's other areas of their business that are growing much slower. Nebus doesn't have that because they're so focused on artificial intelligence, every aspect of their business, although being much smaller, is growing much faster. And they just got an extremely good sign of approval with Nvidia just investing $2 billion in Nebus to help them achieve 5 GW of capacity by 2030. Revenue is growing at over 500% year-over-year. Not just 50%, 500. Annual recurring revenue has gone from 90 million to 1.25 billion in just one year. And they're targeting annual recurring revenue for the next year at roughly 7 to9 billion. And while this is exciting, this might actually be the low end considering the recent massive spike in rental costs for things like Nvidia H100s and their B200s. This recent spike up of prices is due to a supply and demand imbalance and that's leading to companies like AWS, Google Cloud and Nebius to benefit from this move. But like I said, Nebius is going to benefit even more because this is the only faction of their business. And they also have a lot of efficiencies because most data center companies are buying their servers from Dell or Super Microcomputers. But Nebius actually builds them in house which allows them to be more cost effective and also be more efficient in the way that they set up their racks. And due to the large change going from training to inference over time, Nebius is set up perfectly for a future where the total addressable market is expected to grow at an extremely high 35% rate between now in 2030. And just like Google and Amazon making great investments in other businesses, Nebius has also done the same, investing a large multi-billion dollar stake in a company called Clickhouse that actually works extremely closely with Enthropic. So, as Enthropic grows, this potentially could rerate Click House, which would affect the overall equity stake of how much Nebius holds in this brand new startup. Across the board, there are no sell ratings for Nebius, but I'm not just looking at the one year on this company. I'm excited about what the future holds over a multi-year period of me holding this company. Now, for my next stock, it's another bonus company, which means I don't hold this name. However, I can see the opportunity, and it's very exciting. Crowdstrike Holdings is one of the largest and fastest growing cyber security names. I believe that AI agents and more people are going to lead more digital lives. This is going to lead to companies treating cyber security as less and less of discretionary spend and spending a larger percentage of their overall expense budgets on cyber security in general. And Crowdstrike is going to be a massive beneficiary here. We're already starting to see this with a reaceleration of growth in CrowdStrike leading to over 23% growth rates over just a single year-over-year period. This business's annual recurring revenue in its core and new annual recurring revenue is now growing at over 47%. Net dollar retention, which means how much are people actually staying with the business and then overall investing more into that company, is also starting to reacelerate back to 115%. And I love this chart so much, which shows off how many different products people are taking out with CrowdStrike. And you can see the amount of businesses that are taking out over five products with Crowd Strike has grown so much until they stopped showing that off. And they actually started showing off the amount of customers that are taking up to eight different products with Crowdstrike. The more products you take out, the more you spend with CrowdStrike. And this is leading to a larger and larger total addressable market now at roughly $150 billion with expectations of calendar year 2030 having more than double that at $325 billion of a total addressable market. Even Crowd Strike's remaining performance obligation is growing quite quickly and actually growing as a percentage of the overall market share that CrowdStrike is expecting for total addressable markets. Meaning they're becoming a larger and larger player. And yet they're doing this while also taking on a better margin, meaning that they're going to be more profitable over time. And this is a pretty fantastic business. The more customers they have means they get more data. The more data means better detection. And then that detection leads to better value for customers, which means that they're going to get more customers. And then that cycle repeats. This is partly why CrowdStrike has been named across the board as one of the best vendors in the entire cyber security space. They're constantly ranked at the top of their peers and recommended by over 96% of their customers for their Falcon nextg identity security. So while I talked about CrowdStrike in this video, what I'm really recommending is cyber security in general. Whether that's Cloudflare, PaloAlto, or Rubric, what I see here is non-discretionary spend that will grow at great rates as AI potentially brings more risk to businesses and cyber security grows as a percentage of overall expense budgets. And last but not least, my fourth stock or potentially sixth if you're including the bonuses, we have Micron Technologies. Micron is amongst one of the largest manufacturers of memory chips that are a very large component that goes into the Nvidia chips and the Amazon tranium chips and the Google TPUs and all of the actual hardware. And there's a massive growing pressure on this as the newest and strongest models require the most amount of high bandwidth memory. So, while customers are adopting more and more enthropic and open AAI, this is leading to a massive boom of memory overall. And it's only looking like it's going to get worse as Claude is previewing their newest model, Mythos, and Chat GPT is previewing their newest model, Spud. This has led Micron to greatly increase the amount of revenue and profits that they are seeing over time. Meaning that Wall Street is currently expecting over 33.5 billion for memory sales for Micron, which would be year-over-year from 9.3 billion to 33.5 billion, like I said, in one year. Margins on that company are also going from 37% in one year all the way up to over 81% in that same period. And Micron's net income, their real earnings per share, is going from $169 to $19.15 just yearover-year. That's more than a 10x in their overall profitability. A lot of this is due to Claude. So, as Claude continues to grow, expect Micron to grow alongside it. Currently, Wall Street places this as a strong buy with zero analysts placing a sell rating on this stock. Now, usually memory is a cyclical business, but that's why companies like Micron, SKH Highix, and Samsung are now shifting over to long-term sale agreements between 3 to 5 years with customers. That way, they don't have a similar boom bus cycle like what they've seen in the past. And they actually are able to put up the same similar amount of pricing for their chips as what they are seeing right now during the big boom time. Lynx Equity actually just changed their price target to a new street high for Micron at over $825 a share and said beyond Micron's management statement that its 2026 high bandwidth memory capacity is already sold out. The company's HBM DDR5 and LPDDR5 production capacity is now being fully reserved through 2027. Meaning they've already fully sold out everything that they could possibly make. With 2027 allocation now complete, Micron is currently in discussions with key customers regarding its 2028 supply volumes and pricing terms. That's three years away that they're already talking about potentially selling out of. If this comes to fruition and we're fully sold out of 2027 and Wall Street is right on this, they currently expect that Micron is going to make $131 billion in operating profit, which is actually more than both Meta and Amazon is expecting to make. This tiny company is going to be one of the most profitable businesses in the entire world in potentially two years. That's up from literally a billion dollars three years ago. So from 1 billion up to 135 billion in 3 years. But ladies and gentlemen, those are the top four potentially six companies that I'm looking towards that could beat Nvidia over the next 3 years. Now candidly, I have a huge stake in Nvidia, too, just in case I'm wrong. I'm still going to be benefiting off of the largest winners in artificial intelligence. But if you look across my entire portfolio, one thing is true. I'm betting on artificial intelligence and believe that this is not a bubble. If you guys agree with me, let me know in the comments down below and subscribe if you want to see more of my content. Until next time.