![\"Two](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/06\/342ec78984ee40d103930291f355b7d9.jpeg\")
Image source: Getty Images. Micron Technology <\/p>\n
Micron has been a popular AI investment over the past year, with the stock rising a jaw-dropping 815%. One investor who has captured a lot of that rise is billionaire David Tepper, who runs Appaloosa Management. Micron is the fund’s second-largest holding, and it even added some more shares during the first quarter because it was so bullish on the stock.<\/p>\n
This makes a ton of sense, as Micron is thriving from the memory chip shortage. It makes both types of memory, NAND and DRAM, each of which is used in its own way in data centers. Both are in short supply, driving prices higher and leading to huge revenue and earnings growth for Micron.<\/p>\n
This shortage isn’t expected to abate anytime soon, so Wall Street has turned extremely bullish on the stock. Yet its valuation remains relatively low.<\/p>\n
At less than 19 times forward earnings, it trades at a discount to the broad market, as measured by the S&P 500, which trades for 22 times forward earnings. If Micron can stretch this growth into next year, then it will continue to rise. Luckily, Wall Street analysts believe the memory chip market won’t see a drawdown in 2027, and predict Micron’s revenue will rise 66% next year. That’s a huge growth rate\u00a0and will make\u00a0Micron a smart stock to buy and hold<\/a> over the next few years as data center demand continues to put pressure on memory chip supply.<\/p>\n Nebius Group <\/p>\n Nebius is one of\u00a0the companies contributing to the memory chip shortage,\u00a0as it’s a neocloud company<\/a> rapidly expanding its data center footprint. One company that knows a lot about this space is Nvidia, which is also a Nebius investor. Nvidia only owns seven stocks as a company, so when you see it take a position, you had better pay attention. Nvidia has agreed to give Nebius early access to new technology, making it an obvious partner for those looking for an AI-focused cloud computing platform.<\/p>\n Nebius has grown rapidly thanks to strong AI demand, with revenue rising a stunning 684% in Q1. But it’s not done. Wall Street analysts estimate Nebius’ revenue growth will be 550% this year and 225% next year. By the end of 2027, they expect about $11.2 billion in revenue, well over 10 times higher than today’s $878 million trailing-12-month total.<\/p>\n With rapid expansion like that, it’s no surprise Nvidia is a major investor in Nebius. There’s plenty of upside ahead for Nebius if it can live up to these expectations, and if stock price appreciation follows the growth trajectory, then Nebius will be a no-brainer stock to buy and hold over the next few years. Nebius could emerge as one of the top AI-focused cloud companies, which is an excellent place to be. I think Nebius is a great investment to make now, and if you’re looking for ultimate upside, I know of few better stocks.<\/p>\n Should you buy stock in Nebius Group right now? <\/p>\n Before you buy stock in Nebius Group, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Nebius Group wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $417,305!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,293,148!*<\/p>\n Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 936% \u2014 a market-crushing outperformance compared to 209% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 23, 2026. <\/p>\n Keithen Drury<\/a> has positions in Nebius Group and Nvidia. The Motley Fool has positions in and recommends Micron Technology and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n<\/a> MU PE Ratio (Forward)<\/a> data by YCharts<\/a> <\/p>\n