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Growth investor Louis Navellier sees four names positioned to keep climbing as data center buildouts intensify.
NVIDIA's Vera Rubin platform will combine six new chips, shipping in late 2026 and 2027.
KEY POINTS
- 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
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