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Just For You
These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom HigherAuthor: Bridget Bennett. First Published: 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’s “Hidden” Company
NVIDIA's (NASDAQ: NVDA) latest GTC conference was a reminder that the company continues to accelerate. But the bigger opportunity may be outside NVIDIA itself — in the companies that supply 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 intensify. The thesis is straightforward: AI infrastructure has bottlenecks, and bottlenecks create winners.
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At GTC, NVIDIA unveiled additional details on its Vera Rubin platform — a next-generation architecture combining six new chips designed to cut 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 pulls an entire ecosystem forward — memory, storage, networking and switching suppliers that keep the data center engine 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 used in AI data centers. For fiscal 2025, Micron reported $37.4 billion in revenue and is forecasting continued sequential growth. Navellier calls Micron one of the most powerful positions in his portfolio, driven by institutional accumulation and persistent upward analyst revisions — two forces that often reinforce each other. Micron's main competitor in high-speed memory is Samsung (OTCMKTS: SSNLF), and for now Micron appears to be winning that race. The stock's 52-week range — $61.54 to $471.34 — illustrates how dramatically sentiment has shifted. Seagate Is the Storage Bottleneck PlaySeagate Technology (NASDAQ: STX) offers a parallel story on the storage side. Fiscal 2025 revenue reached $9.1 billion, a nearly 39% increase year over year, and Q2 fiscal 2026 earnings of $3.11 per share beat estimates by over 9%. A 52-week low of $63.19 is now a distant memory, with shares trading above $400. What changed? Data center storage emerged as a bottleneck. As facilities scaled to meet AI demand, memory and disk-drive suppliers that had traded at modest valuations found themselves the focus of institutional buying. Navellier points out that Seagate's forward P/E remains reasonable given its growth trajectory, which continues to attract large investors. He believes 2026 looks strong based on current order backlogs but cautions that earnings deceleration could surface in 2027 as initial buildout demand levels off — making timing and discipline important for investors 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 posted 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 temper the stock's historically jumpy moves. As Navellier notes, the name tends to "sit, then hop" — and S&P 500 inclusion should foster steadier institutional accumulation. The growth catalyst is clear: as networks scale to 10-gigabit speeds and beyond, optical upgrades become essential. Ciena specializes in the high-speed optical connections that enable those upgrades, and a record $5 billion backlog entering fiscal 2026 suggests demand visibility into 2027. Ubiquiti Bridges the Gap Between Enterprise and ConsumerUbiquiti (NYSE: UI) brings a different angle. The company sells networking switches and equipment to data center operators and consumers upgrading home internet setups. Its fiscal Q2 2026 results showed revenue of $814.9 million and EPS of $3.88, beating estimates on both counts. The consumer side matters: as internet speeds move from 1 Gbps to 2.5 Gbps and toward 10 Gbps, existing home networking hardware becomes obsolete, creating a replacement cycle that runs alongside institutional demand. The Bottleneck That Keeps on GivingThe pattern across these four names is consistent: AI infrastructure demand creates bottlenecks, bottlenecks attract institutional capital, and that capital drives persistent buying pressure. The cycle likely has room to run through 2026, but Navellier's warning about potential 2027 deceleration is important — when the bottleneck clears, the urgency behind these trades can fade quickly. Investors should keep a close eye on earnings revisions and order backlogs — those signals indicate whether the cycle is still accelerating or beginning to cool. |
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