Dray
Finance Student, Stock Investor, Technology & Business
Growing businesses amid steep share declines make eight stocks generational buying opportunities. Nvidia guides toward over 70% growth in 2027 at 17.8x forward earnings, its cheapest valuation in a decade. Broadcom's AI chip revenue rose 221%; Amazon's backlog rose 154.4%; Oracle has $664B of backlog, half expected to convert within three years. Uber trips rose 18.3%, IREN AI cloud revenue rose 109.6%, Nokia AI and cloud sales rose 105%, and AppLovin exceeds 1B daily active users. x.com
Oracle, Nokia, Vistra, Uber and Broadcom fell in Q3 while their businesses kept improving. Oracle (-7%) grew revenue 29.6% and operating cash flow 183.8%, with a $664B backlog at 16x forward P/E. Nokia (-22%) grew AI and cloud sales 105%, with €2.8B of orders. Vistra (-15%) trades at 15x forward P/E while power is the AI bottleneck. Uber (-7%) grew revenue 12.2% at 14x P/FCF. Broadcom (-5%) grew revenue 85.5% and guides Q4 to $34.8B (+93%) at 20x forward P/E. x.com x.com x.com x.com x.com
Broadcom's stronger AI business looks cheap for its growth, making it one of the best buys in the market right now. AI chip revenue rose 221% to $16.7B last quarter, yet the stock trades at 19x forward earnings and a 0.35 PEG. Management sees AI revenue near $115B in fiscal 2027 and would raise that outlook if customers secure more land and power. Anthropic is on track to be its largest custom chip customer next year. Wall Street's $529 average target implies about 60% upside. x.com
AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com x.com
Nvidia's AI profits are real, but its compute demand depends heavily on fragile venture funding. Per Chamath, 1% of firms account for 90% of AI spending, and 72 cents of each dollar comes from unprofitable VC-backed firms. Venture money passes through startups to Nvidia and cloud suppliers; if the next raises fail, concentrated orders could contract together. x.com x.com x.com
Low PEG ratios and continuing AI demand make leading AI stocks attractive after rolling corrections. Nvidia is at 0.39x PEG, Amazon 0.64x, Broadcom 0.66x, Micron 0.73x, Oracle 0.59x and TSMC 0.41x. This usually signals at least a local bottom, possibly a major one; midterm-year seasonality helps into year-end. Nvidia, Broadcom and Amazon remain favorites; Micron and TSMC look buyable on dips. Low PEG can mislead if growth slows or estimates are wrong. x.com
Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com … Show more
Low Anthropic spending relative to customer expenses points to an enterprise AI adoption gap that leaves Nvidia reliant on intermediaries able to build their own chips. Anthropic's S-1 says over half the Fortune 500 were $100k+ annual customers as of September, yet spending among its publicly traded customers averaged under 0.1% of expenses in Q3 2026. That measures one provider and cannot show whether AI deployments succeed; Nvidia needs more enterprises buying its compute directly. x.com
AI skepticism leaves Nvidia, Broadcom and Micron looking cheap on forward earnings. Their forward P/E ratios are 14, 18 and 5, respectively; the market may eventually stop doubting AI. x.com
Nebius' software efficiency and a possible end to heavy AI financing support a re-rating. Per @DrTomsLens, its engineers got about 43% more video output from the same GPUs, cutting compute cost per second by 30%; newer hardware alone is not enough without capable software teams. Oracle expects to fund growth from free cash flow in FY2029, suggesting capital-heavy AI providers may eventually outgrow debt and dilution. Google Cloud reported 103% revenue growth amid strong AI infrastructure demand. … Show more
Financing risk makes AI-linked growth stocks unattractive to add here. Much of the money reaching suppliers such as Nvidia and Micron is financed, so harder funding would limit spending on chips, compute and memory. The buildout is not over, but stock prices could remain suppressed until it slows. A significant drawdown would make adding appealing; for many high-beta names with weak fundamentals and balance sheets, the highs look to be in. x.com
Contracts and growth make nine innovation stocks worth buying on the dip for investors aged 18-40. IREN has Microsoft and Nvidia deals; The Information reports an Anthropic deal that may identify its unnamed AI customer. Cipher and Nebius have AI contracts; Applied Optoelectronics' 800G shipments more than doubled; Hims' subscribers grew; Vistra eyes AI power demand; T1 is building US solar capacity; Micron faces growing HBM demand; AST SpaceMobile has contracted backlog. x.com x.com x.com x.com … Show more
