# Growth investor Louis Navellier sees four names positioned to keep climbing as data center buildouts intensify.

*semiconductor · news · 2026-04-06 · Investing.com*

## Key points

- NVIDIA's Vera Rubin platform will combine six new chips, shipping in late 2026 and 2027.
- Micron posted record Q1 2026 revenue of $13.64 billion, up 56% year over year.
- Seagate's Q2 fiscal 2026 earnings beat estimates by over 9%, with shares now above $400.
- Ciena's S&P 500 inclusion in February 2026 is expected to stabilize its historically volatile stock.
- Navellier warns that AI infrastructure demand may decelerate in 2027 as buildout demand levels off.

**Companies:** NVIDIA, Micron Technology, Seagate Technology, Ciena, Ubiquiti
**Countries:** United States

[Read the full story on Investing.com](https://www.investing.com/analysis/these-stocks-are-quietly-riding-nvidias-data-center-boom-higher-200677927)

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