A Motley Fool writer recommends buying Nvidia, Broadcom and Micron before year-end, arguing the three stocks could benefit from a stronger AI buildout in 2027. The case cites expected growth in AI computing demand and a continuing shortage of memory chips.
The case includes Nvidia management's forecast of 70% revenue growth in 2027 and its estimate that five major AI hyperscalers will raise spending from nearly $800 billion in 2026 to $1.3 trillion in 2027. Broadcom's AI semiconductor revenue is projected to more than double to $115 billion next year. The article also cites possible 2026 IPOs of OpenAI and Anthropic, each potentially valued at $2 trillion, which the writer says could highlight the need for more computing power.
Micron supplies memory chips needed by Nvidia's and Broadcom's systems and is expanding production amid a shortage, but the added capacity is not expected to come online until mid-2027 and into 2028. Micron does not expect supply tightness to ease until 2028; the writer says growth could continue beyond then if hyperscalers keep spending hundreds of billions on data centers through 2030 and later. Keithen Drury disclosed positions in Broadcom and Nvidia, and The Motley Fool said it holds and recommends all three stocks.
