 Navellier Warns: This Could Leapfrog Elon's SpaceX IPO
Elon Musk could take SpaceX public in 2026, at an estimated $1.75 trillion valuation. The IPO would include Elon's AI model, Grok. But according to Louis Navellier, a radical new AI model will launch this year… over 1,000 times more powerful than Elon's. And the company behind it could outperform SpaceX in the process. Click here for full details (including Louis' new pick — free).
Additional Reading from MarketBeat.com
These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom HigherAuthored by Bridget Bennett. Article 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: Just $5 - AI Stock Is Turning Heads (Here’s Why)
NVIDIA's (NASDAQ: NVDA) latest GTC conference reminded investors of something easy to forget: the company is still accelerating. But the bigger opportunity may lie not in NVIDIA itself but in the companies supplying the infrastructure NVIDIA's growth requires. Growth investor Louis Navellier, founder of InvestorPlace's Growth Investor newsletter, sees four names positioned to keep climbing as data center buildouts intensify. The thesis is straightforward: AI infrastructure has bottlenecks, and bottlenecks create winners.
At GTC, NVIDIA revealed more details about 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 doesn't just benefit NVIDIA; it pulls an entire ecosystem forward—memory, storage, networking, and switching companies 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 powering AI data centers. Full-year fiscal 2025 revenue was $37.4 billion, and the company is forecasting continued sequential growth. Navellier calls Micron one of the most powerful stocks in his portfolio. The reason comes down to institutional accumulation and persistent upward analyst revisions—two forces that tend to reinforce each other. Micron competes primarily with Samsung (OTCMKTS:SSNLF) in the high-speed memory space, and right now it's winning that race. The stock's 52-week range stretches from $61.54 to $471.34, reflecting just 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% jump from the prior year, and the company's 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 like a distant memory, 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 trading at modest valuations suddenly found themselves at the center of institutional buying pressure. Navellier notes that Seagate's forward P/E remains reasonable relative to its growth trajectory, which continues to attract large investors. The key question for investors is whether the momentum will last. Navellier believes 2026 looks strong based on current order backlogs but cautions that earnings deceleration could begin surfacing in 2027 as initial buildout demand levels off. That makes timing and discipline critical for those 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 say it's worth attention. The optical networking company posted fiscal Q1 2026 revenue of $1.43 billion—up 33% year over year—with adjusted earnings per share surging 111%. Management raised full-year fiscal 2026 revenue guidance to a range of $5.9 billion to $6.3 billion, representing 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 should bring steadier institutional accumulation, which often smooths out sharp moves. The growth catalyst is clear: as data centers scale to 10-gigabit speeds and beyond, optical upgrades become non-negotiable. Ciena specializes in the high-speed optical connections that make those upgrades possible, and its record $5 billion backlog entering fiscal 2026 suggests demand visibility stretches well into 2027. Ubiquiti Bridges the Gap Between Enterprise and ConsumerUbiquiti (NYSE:UI) rounds out the list with a different angle. The company sells networking switches and equipment to both data center operators and consumers upgrading their home internet setups. Its fiscal Q2 2026 results showed revenue of $814.9 million and earnings of $3.88 per share, beating estimates on both counts. The consumer story matters. As internet speeds accelerate—from one-gigabit to 2.5 and eventually 10 gigabits—existing home networking hardware becomes obsolete. That creates a replacement cycle that runs alongside institutional data center demand. The Bottleneck That Keeps on GivingThe pattern across all four names is the same: AI infrastructure demand creates bottlenecks, bottlenecks attract institutional capital, and institutional capital drives persistent buying pressure. That cycle has room to run through 2026. But Navellier's warning about potential 2027 deceleration is worth heeding—when the bottleneck clears, the urgency behind these trades fades. Investors watching this space should stay focused on earnings revisions and order backlogs. Those are the clearest signals that tell you whether the cycle is still accelerating or starting to cool.
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