Missed Nvidia in 2009? This Rare Signal Is Flashing Again.<\/strong>\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/strong><\/a> <\/p>\n Nvidia, the world’s largest producer<\/a> of data center GPUs, still sells the best picks and shovels for training large language models (LLMs). It also locks in its customers through its proprietary Compute Unified Device Architecture (CUDA) parallel computing platform and other services. <\/p>\n Nvidia faces some competitive pressure from cheaper data center GPU makers, such as AMD<\/strong>, and custom AI accelerator makers like Broadcom. But it will remain the top producer of general-purpose data center GPUs for the foreseeable future — and its next-gen Rubin GPUs (which will be merged with its Vera CPUs) will reinforce its leading position. It will also benefit from the growth of the agentic AI market, increased government spending on AI solutions, and the increased adoption of its chips in autonomous vehicles. <\/p>\n From fiscal 2026 (which ended this January) to fiscal 2029, analysts expect Nvidia’s revenue and EPS to both grow at CAGRs of 46%. Those are stellar growth rates for a stock that trades at just 21 times this year’s earnings. That surprisingly low valuation could limit its downside even if inflation and higher rates trigger a retreat from higher-growth AI stocks. <\/p>\n CoreWeave <\/p>\n CoreWeave is a leading neocloud company that provides dedicated AI infrastructure services. Its AI-optimized servers, which run on Nvidia’s top-tier GPUs, can process certain AI tasks about 35 times faster and at 80% lower cost than larger cloud infrastructure platforms. <\/p>\n CoreWeave expanded from just three data centers at the end of 2022 to 49 centers across the U.S. and Europe today. Nvidia, which supplied more than 250,000 GPUs for those servers, is also one of its top investors. The bullish thesis for CoreWeave is simple: as the AI market expands, it will land more massive infrastructure deals and its gross margins will improve. <\/p>\n Story Continues <\/p>\n From 2025 to 2028, analysts expect CoreWeave’s revenue to grow at a 99% CAGR as it milks its massive deals with Microsoft<\/strong>, OpenAI, and other AI software giants. It’s still unprofitable, but its stock still looks like a bargain at less than 4 times this year’s sales. <\/p>\n Broadcom <\/p>\n Broadcom doesn’t produce data center GPUs like Nvidia. Instead, it produces custom, application-specific integrated circuits (ASICs), enabling hyperscalers to perform inference tasks (e.g., applications accessing LLMs) faster and more cost-effectively than stand-alone GPUs. <\/p>\n In fiscal 2025 (which ended last November), Broadcom’s AI chip sales soared 65% to $20 billion, accounting for 31% of its top line. By fiscal 2027, the company expects AI chip sales to reach at least $100 billion, or 58% of its projected revenue of $172 billion. That explosive growth will easily offset its slower sales of non-AI chips and infrastructure software. It can also lock in its customers by bundling together its AI chips, non-AI chips, and cloud-based software. <\/p>\n From fiscal 2025 to fiscal 2028, analysts expect Broadcom’s revenue and EPS to grow at CAGRs of 53% and 66%, respectively. At 41 times this year’s earnings, Broadcom might seem pricier than Nvidia, but it’s also growing faster with more exposure to the growing inference market. Therefore, investors should accumulate more shares of Broadcom if it pulls back. <\/p>\n Should you buy stock in Nvidia right now? <\/p>\n Before you buy stock in Nvidia, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/strong><\/a> for investors to buy now\u2026 and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix<\/strong> made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $400,101<\/strong>!* Or when Nvidia<\/strong> made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,212,683<\/strong>!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 911% \u2014 a market-crushing outperformance compared to 208% 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<\/strong><\/a> <\/p>\n *Stock Advisor returns as of July 2, 2026. <\/p>\n Leo Sun<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Broadcom, Microsoft, and Nvidia. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. Nvidia <\/p>\n