The market is handing investors a gift with the latest sell-off, presenting a golden buying opportunity for top names in the artificial intelligence (AI) investment space. Nvidia, Sandisk, and Meta Platforms are highlighted as the best stocks to buy now, with potential for significant future growth, making the current sell-off an opportune moment to invest before these deals disappear.
1. Nvidia
Nvidia has long been a market leader, especially since 2023, as its GPUs became essential for data center build-outs powering AI. Despite a disappointing performance in early 2026, the company is expected to see a strong second half of the year, a historical trend driven by new data center project announcements. Nvidia anticipates AI hyperscalers' spending on data centers to increase from around $650 billion in 2026 to over $1 trillion in 2027. This projected growth is not yet reflected in Nvidia's current stock price, suggesting a significant rally could be imminent.
2. Sandisk
Sandisk, despite being the S&P 500's best performer this year with a 660% rise, recently experienced a 20% sell-off from its peak, likely due to short-term profit-taking. The company's impressive growth is attributed to its critical role in the memory chip market, where demand from data centers far outstrips supply, leading to soaring chip prices. This situation has significantly boosted Sandisk's per-product revenue. With Wall Street estimating a 143% revenue growth for fiscal year 2027 (ending June 2027), and its stock trading at only 9 times forward earnings, Sandisk appears undervalued with potential for further substantial gains.
3. Meta Platforms
Meta Platforms has seen a notable shift in investor sentiment recently. Although it has invested heavily in data centers for AI, it hasn't delivered on its ambitious promise of a personal superintelligence model. This has caused concern among investors, especially since other AI hyperscalers generate revenue from cloud computing with similar data center investments. However, there's speculation that Meta is planning to launch its own cloud computing division, which would allow it to sell excess computing power. This new revenue stream could make Meta an attractive investment, particularly as its stock is currently viewed with some bearishness. Trading at 19.6 times forward earnings, Meta is cheaper than the S&P 500 at 21.7 times forward earnings, despite achieving a strong 33% growth last quarter, indicating potential for a rally once its Q2 results and cloud computing plans are further clarified.
Should you buy stock in Nvidia right now?
Before making an investment in Nvidia, investors are encouraged to consider the insights from The Motley Fool's Stock Advisor team. This team has identified 10 other stocks, excluding Nvidia, that they believe are set for long-term growth and could generate substantial returns. Historically, their recommendations have shown impressive performance, such as a $1,000 investment in Netflix in 2004 growing to $395,679, and a similar investment in Nvidia in 2005 yielding $1,294,805. With a track record of beating the S&P 500 by 4x, Stock Advisor offers a compelling advantage for investors looking for top stock picks and a supportive investing community.
