The U.S. is truly a special, entrepreneurial oasis where anyone can succeed. The fact that one American stock, Nvidia (NVDA), is worth more than the French, GermanThe U.S. is truly a special, entrepreneurial oasis where anyone can succeed. The fact that one American stock, Nvidia (NVDA), is worth more than the French, German

Louis Navellier flags three top tech stocks for market growth

2026/07/10 07:06
3 min di lettura
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The U.S. is truly a special, entrepreneurial oasis where anyone can succeed.

The fact that one American stock, Nvidia (NVDA), is worth more than the French, German, and Italian stock markets combined says it all. I should add that Nvidia is also worth more than the entire British stock market. 

Nvidia isn't alone in demonstrating the substantial growth associated with AI, or investors' opportunity, though. Here are three buy-the-dip stocks I'm still targeting.

Micron Technology (MU) experiences profit boom

Micron is profiting from higher memory prices. In its third quarter 2026 earnings report in June, Micron Technology’s revenues surged 346% to $41.46 billion vs. $9.3 billion in the same quarter a year ago.

During the same period, the company’s earnings soared 1,368.5% to $28.24 billion or $24.67 per share, compared to $1.89 billion or $1.68 per share.

Micron also raised its quarterly revenue guidance to around $50 billion, well above the consensus estimate of $43.2 billion, so the tech boom is for real.

Related: Veteran manager sends blunt take on buying the June swoon in July

Nvidia (NVDA) gets cheap as earnings surge

The stock is trading below 15.4 times forecasted 2027 earnings. Any dip in Nvidia is a screaming buy.

Looking closely at the fundamentals, in its first-quarter earnings report, Nvidia announced its revenue surged 85% to $81.6 billion, compared to $44.1 billion in the same quarter a year ago.

During the same period, the company’s operating earnings surged 139.7% to $45.5 billion, or $1.87 per share, compared to $19.1 billion or 78 cents per share. The analyst community was anticipating revenue of $78.9 billion and operating earnings of $1.75 per share, so Nvidia posted a 3.4% revenue surprise and a 6.9% earnings surprise.

More importantly, the company raised its second-quarter revenue guidance to $91 billion, above the analysts’ consensus estimate of $87.3 billion. I expect Nvidia to be $300 per share by the end of the year and $500 per share by the end of the decade.

Palantir (PLTR) takes a breather, but AI upside remains

Palantir Technologies is probably implementing AI better than most companies as it strives to revamp the U.S. Defense Department, the CIA, NSA and other federal agencies.

In its first quarter 2026 earnings report, its revenue continued to accelerate, running at an 84.7% annual pace, to $1.6 billion from $883 million in the same quarter a year ago. Their operating earnings are up 153.8%. They posted a 6% revenue surprise and a 13.8% earnings surprise and raised their guidance above estimates.

Every dip is a buying opportunity

I hope you share my enthusiasm for America. Between the onshoring, increasing energy exports, strong retail sales growth, and AI productivity gains, America cannot lose, so I expect 5% GDP growth to finally arrive. I also expect earnings growth to continue to accelerate. As a result, I have extremely high expectations for our fundamentally superior stocks and expect continued appreciation in the upcoming months.

The current economic and market environment is the best since 1999, and it would be a shame if investors listened to naysayers like Jeremy Grantham and missed the best stock market environment in almost three decades. 

We cannot stop the current technology train, so you must get on the train, invest with the billionaires, or get left behind. The naysayers cannot see the forest through the trees, so please ignore them. 

Every dip in fundamentally superior stocks remains a buying opportunity for me. I'm not worried about daily gyrations, since these stocks typically bounce right back.

Related: Veteran analyst drops massive Micron valuation prediction

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