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These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom HigherAuthored by Bridget Bennett. Posted: 4/6/2026. 
Key Points
- Micron and Seagate are riding a data center memory bottleneck that could sustain earnings momentum through 2026, but investors should watch for deceleration signals heading into 2027.
- Ciena's recent addition to the S&P 500 and record backlog position it as a high-growth optical networking play benefiting from AI-driven bandwidth demand.
- Ubiquiti's institutional and data center networking business is accelerating alongside consumer demand for faster home internet equipment.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
NVIDIA's (NASDAQ: NVDA) recent GTC conference was a reminder that the company is still accelerating. But the bigger opportunity may lie outside NVIDIA itself—among the companies supplying the infrastructure NVIDIA's growth requires. Growth investor Louis Navellier, founder of InvestorPlace's Growth Investor newsletter, highlights four names positioned to benefit as data center buildouts ramp up. The thesis is simple: AI infrastructure creates bottlenecks, and bottlenecks produce winners.
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At GTC, NVIDIA detailed its Vera Rubin platform—a next-generation architecture that combines six new chips aimed at dramatically cutting inference costs and training times versus the current Blackwell generation. Systems are expected to ship in the second half of 2026, with Rubin Ultra following in 2027. That roadmap doesn't just help NVIDIA; it accelerates demand across an entire ecosystem—memory, storage, networking, and switching companies that keep data centers running. Micron's Memory Dominance Is Just Getting StartedMicron Technology (NASDAQ: MU) sits at the center of that ecosystem. The Boise-based chipmaker posted record fiscal Q1 2026 revenue of $13.64 billion, up more than 56% year over year, driven by surging demand for high-bandwidth memory chips for AI data centers. Micron reported full-year fiscal 2025 revenue of $37.4 billion and expects continued sequential growth. Navellier calls Micron one of the most powerful stocks in his portfolio. That view is supported by heavy institutional accumulation and persistent upward analyst revisions—two forces that often reinforce each other. Micron's main competitor in the high-speed memory space is Samsung (OTCMKTS: SSNLF), and Micron currently appears to be taking the lead. The stock's 52-week range spans from $61.54 to $471.34, illustrating how dramatically sentiment has shifted. Seagate Is the Storage Bottleneck PlaySeagate Technology (NASDAQ: STX) tells a similar story from the storage side. Fiscal 2025 revenue reached $9.1 billion, a nearly 39% increase year over year, and Q2 fiscal 2026 earnings were $3.11 per share—beating estimates by more than 9%. Seagate's 52-week low of $63.19 now looks distant, with shares trading above $400. What changed? Data center storage became a bottleneck. As facilities scaled to meet AI demand, memory and disk-drive companies that had been modestly valued suddenly drew intense institutional buying. Navellier notes that Seagate's forward P/E ratio remains reasonable relative to its growth trajectory, which continues to attract large investors. The key question for investors is whether the momentum lasts. Navellier thinks 2026 looks strong based on current order backlogs but warns that earnings deceleration could appear in 2027 as initial buildout demand normalizes. That makes timing and discipline important for anyone riding this wave. Ciena's Optical Edge Is Gaining Institutional AttentionCiena (NYSE: CIEN) may be the least familiar name on this list, but the numbers merit attention. The optical networking company reported fiscal Q1 2026 revenue of $1.43 billion, up 33% year over year, with adjusted EPS rising 111%. Management raised full-year fiscal 2026 revenue guidance to $5.9 billion–$6.3 billion, roughly 28% growth at the midpoint. Ciena's addition to the S&P 500 in February 2026 is a milestone that could reduce the stock's historically jumpy volatility. As Navellier puts it, the stock tends to "sit, then hop." S&P 500 inclusion typically brings steadier institutional accumulation, which can dampen sharp moves. The growth catalyst is clear: as data centers scale to 10-gigabit speeds and beyond, optical upgrades are essential. Ciena specializes in the high-speed optical connections that enable those upgrades, and a record backlog of roughly $5 billion entering fiscal 2026 suggests demand visibility into 2027. Ubiquiti Bridges the Gap Between Enterprise and ConsumerUbiquiti (NYSE: UI) offers a different angle. The company sells networking switches and equipment to data center operators and to consumers upgrading home internet gear. Its fiscal Q2 2026 results showed revenue of $814.9 million and EPS of $3.88—well above estimates. The consumer side matters. As internet speeds move from 1 Gbps to 2.5 and eventually 10 Gbps, many existing home networking devices will become obsolete. That replacement cycle runs alongside institutional data center demand, creating another tailwind for companies like Ubiquiti. The Bottleneck That Keeps on GivingThe pattern across these four names is consistent: AI infrastructure demand creates bottlenecks; bottlenecks attract institutional capital; and institutional capital sustains buying pressure. That cycle can continue through 2026. Still, Navellier's warning about a potential 2027 slowdown matters—when a bottleneck clears, the urgency behind these trades can fade quickly. Investors should watch earnings revisions and order backlogs closely; those signals show whether the cycle is still accelerating or beginning to cool. |
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