Nvidia’s Call Just Revealed 4 Stocks That Are 80% Undervalued Right Now! - I'm Buying Big - Are you?

I listened to Nvidia's complete earnings call, reviewed the franchise results, and examined management's commands carefully. My conclusion is clear. Nvidia's report has strengthened the investment case for four stocks that I believe are trading at discounts of up to 80% from their fair value. Going into earnings, many investors expected Nvidia to announce another predictable beat and send the stock lower as had happened following its previous four earnings announcements. However, on August 22, I published a video titled two stocks set to explode on August 26. And as expected, both stocks moved sharply higher after hours, exactly as my research indicated. But the stock price reaction is not the most important part. Nvidia's earnings call revealed five powerful developments that make me even more bullish on the four stocks I'm covering today that I believe are up to 80% undervalued. Before moving on, please help me reach at least 500 likes on this video. Your support encourages me to create more researchbased content for you. Also, consider subscribing if you find value in these videos. Your support truly means a lot to me. As always, I want to remain completely transparent with my audience. Here is a list of stocks I have covered so far along with their respective performance. Please pause the video to take a closer look. Now let's discuss the five key reasons I am so bullish on my top four stock picks today. First, Nvidia expects fiscal 2028 revenue to grow approximately 70% and management described that forecast as a supply constraint. Demand is significantly higher but Nvidia cannot currently secure enough capacity to fulfill it. Second, the company's facing extreme memory price inflation. Management said memory costs have risen far beyond previous expectations and are heading even higher next year. This is a major confirmation of pricing power across the memory industry. Third, Jensen Wang said Nvidia's entire supply chain is constrained from memory and semiconductor manufacturing to power and data center capacity. This means the AI opportunity extends far beyond GPUs. Fourth, AI agents require approximately 15 to 100 times more computing power than traditional human directed software. More efficient models are therefore expanding AI adoption rather than eliminating infrastructure demand. Finally, Nvidia is helping finance the AI buildout. Amazon web service is deploying 2 million additional NVIDIA GPUs while Nvidia is supporting new cloud capacity through take or pay agreements and revenue sharing structures. Together, these five signals confirm that AI demand remains exceptionally strong, infrastructure remains scarce, and the biggest opportunities now exist in the bottleneck surrounding Nvidia. In this video, I will reveal the four stocks position to benefit and explain why my research indicates they remain deeply undervalued. The first stock that I believe is 80% undervalued is none other than Micron. Nvidia's latest earnings report delivered one of the strongest confirmation yet for Micron's investment thesis. Nvidia generated record quarterly revenue of 96 billion including 89 billion from data centers while guiding the following quarter to approximately $18 billion. More importantly, management described its fiscal 2028 growth outlook as supply constraint, meaning customer demand exceeds the infrastructure Nvidia can deliver. The strongest signal for Micron came from Nvidia's commentary about memory. CFO Cass said the company's experiencing extreme pricing conditions in memory with price increases exceeding previous expectations and heading even higher next year. These additional costs are expected to reduce Nvidia's gross margin from approximately 75% to between 71 and 72% in the fourth quarter before its own price increases take effect. What represents margin pressure for Nvidia represents pricing power for Micron. Micron supplies HBM DM and NAN products required across Nvidia's AI system. Its HBM 4 is already shipping in high volume for a leading customer platform. While HBM 4E volume production is expected in 2027, Nvidia's Vera Rubin ramp should therefore create another major demand catalyst for Micron. Micron's latest results already demonstrate this operating leverage. Fiscal third quarter revenue reached 41.46 billion compared with 9.3 billion a year earlier. Operating cash flow reached 25.39 billion while adjusted free cash flow total 18.3 billion. Management guided fiscal fourth quarter revenue to be approximately 50 billion and gross margin to roughly 86%. Nvidia also said its entire supply chain remains challenged and that AI agents require 15 to 100 times more computing power than traditional software usage. Larger AI deployments require more GPUs but also substantially more HPM server DM and storage. The risk is that memory prices eventually normalize as new capacity enters the market. For now, however, Nvidia's commands indicate the opposite. Demand remains stronger than supply. Memory inflation is accelerating and micron controls one of AI's most critical bottlenecks. SanDisk is another major beneficiary of memory boom. SanDisk is preparing to challenge parts of the HPM market with high bandwidth flash or HPF, a NAND based technology designed for AI inference. Sandis targets bandwidth comparable to HPM while delivering 8 to 16 times greater capacity at a similar cost potentially improving token economics for capacity heavy models. Nvidia's latest results strengthen this thesis. Demand exceeds supply. Agentic AI requires 15 to 100 times more compute and infrastructure remains constrained. Those workloads also require more model storage retrieval and KB cache capacity. Sandday's quarterly data center revenue doubled sequentially to nearly 3 billion while HPF standardization with skhinix and expanding enterprise SSD demand position it as a storage beneficiary. Third stock on today's list is Nabius. Nvidia's latest results provide a powerful demand signal for Nabius. Nvidia generated 89 billion in data center revenue and said demand for a infrastructure remains significantly above available supply. Management expects fiscal 2028 revenue to grow approximately 70%. But called this a supply constraint forecast. Jensen Wong also said AI agents can require 15 to 100 times more computing power than traditional software usage. This is precisely the market Nebas is building to serve. NBS operates a specialized AI cloud that gives customers access to Nvidia GPUs, networking, storage, and software without requiring them to construct their own data centers. Nvidia supply constraints make scarce operational GPU capacity increasingly valuable, especially for enterprises and AI developers unable to scroll infrastructure directly. Nvidia's relationship with Nebas extends beyond our normal supplier agreement. Nvidia invested two billion in Nabius and the companies are collaborating on AI factory architecture influence software and fleet management. Their plan could enable Nabius to deploy more than 5 gawatt of Nvidia systems by 2030. Nabius is also among the first cloud providers offering Virubin NBL72 infrastructure in the United States and Europe. Nabius's financial growth is already accelerating. Second quarter group revenue reached approximately 582 million increasing 454% year-over-year. EA global revenue represented roughly 98% of the total while adjusted EPA reach 236 million. Management reiterated fiscal 2026 annualized run rate revenue guidance of 7 billion to 9 billion. Long-term contracts provide additional visibility. Nabia signed a 5-year agreement to provide Meta with 12 billion of dedicated Ver Rubin capacity. Meta may purchase additional capacity, potentially bringing the total contact value to approximately 27 billion. The investment case, however, is not risk-free. Navas must finance enormous capital expenditures, secure sufficient power, deliver data centers on schedule, and maintain attractive utilization rates. Customer concentration is another concern. However, Nvidia's results confirm that AI compute demand continues to exceed supply. Nabius owns access to the scarce GPU power and data center capacity needed to close that gap, positioning it as a direct infrastructure beneficiary of Nvidia's continued growth. The number four stock on our list is the undisputed king of AI, Nvidia itself. My research indicate that Nvidia remains approximately 80% undervalued. The market continues focusing on competition, margin pressure, and the possibility of slowing infrastructure spending, while Nvidia's results demonstrate the opposite. Quarterly revenue reached a record $96 billion, more than doubling yearover-year, while data center revenue climbed to 89 billion. Management guided the next quarter to approximately $18 billion and expects fiscal 2028 revenue to grow around 70%. Most importantly, this forecast is constrained by supply, not demand. Jensen Wong said customer demand is substantially higher than Nvidia's available capacity. AI agents strengthen the long-term opportunity. According to Wong, an AI agent can require 15 to 100 times more computing power than a human using traditional software. As businesses deploy millions of autonomous agents, demand for accelerated computing should expand dramatically. NVDI is also more than a GPU manufacturer. Its competitive advantage combines chips, networking, complete server systems, CUDA software, AI models, and an enormous developer ecosystem. Customers are purchasing an integrated platform that competitors cannot easily replicate. The principal risks for Nvidia are custom hyperscaler chips, AMD computition, memory cost inflation, China restrictions, and eventual supply normalization. However, with revenue accelerating, demand exceeding supply and V rubil beginning a major deployment cycle, Nvidia's current valuation does not fully reflect its earnings potential. Based on my valuation model, this stock offers approximately 80% long-term upside.