By Keithen Drury
Publication Date: 2026-05-19 11:45:00
Although there has been an incredible rally in the AI sector since April, there are several stocks that it’s not too late to buy. The overall upside of these stocks is far higher than today’s prices, so the past month and a half’s rally doesn’t mean much.
Three stocks that I think are still strong buys despite the rally are Nvidia (NVDA 1.78%), Broadcom (AVGO 0.81%), and Micron (MU +3.90%). All three of these are set to cash in on the enormous data center spending spree, and that’s not expected to end anytime soon.
Image source: Getty Images.
Nvidia
Nvidia may be the world’s largest company by market cap, but that doesn’t mean it can’t get bigger. It has risen to the top thanks to insatiable AI demand and its leading AI computing equipment. Nvidia’s GPUs (graphics processing units) have become the industry standard in AI computing, and it’s the benchmark every competitor compares itself to. Demand for Nvidia’s products continues to rise, leading to impressive revenue growth…
