Right, so everyone’s obsessed with Nvidia. Understandably. They practically are AI at this point. But let’s be honest, chasing the already-skyrocketed stock feels…a bit desperate, doesn’t it? Like turning up to a party when they’re already handing out the ‘last slice of pizza’ award. It’s going to take something monumental for them to double from here – a market cap north of nine trillion? Honestly, the sheer scale of it gives me a headache. So, I’ve been poking around, looking for the underdogs. The ones with a bit more room to…well, not just grow, but explode. And I think I’ve found a couple. Don’t judge me if it goes south, though. I’m just a girl, standing in front of a portfolio, asking for a little bit of luck.
1. Micron
Micron. Now, they’re a bit of a rollercoaster, aren’t they? Memory chips – cyclical, unpredictable… basically the emotional equivalent of dating in your thirties. But here’s the thing: AI needs memory. Lots of it. Specifically, high-bandwidth memory – HBM – and Micron is one of the big three players. Which, let’s face it, in a world dominated by monopolies, is practically a superpower. They’ve had a rough patch, sure. But their latest quarterly numbers? A 57% revenue jump? That’s not a blip; that’s a signal. And a net income that’s more than doubled? Suddenly, that rollercoaster feels a lot more… exhilarating. The stock’s up 250% in the last year, which sounds insane, but when you consider the context…it feels almost…reasonable. Their P/E ratio is sitting at 34, barely above the S&P 500 average, which is frankly astonishing given the growth. It’s like they’re deliberately undercharging. Bless them.
2. AMD
AMD. Now they are interesting. They’re actually trying to compete with Nvidia, which is…brave. And potentially brilliant. They’re about to launch their MI450 AI accelerator, and the whispers are that it could actually outperform Nvidia’s upcoming Vera Rubin. And, crucially, it’s cheaper. Like, significantly cheaper. It’s the equivalent of finding a designer handbag for the price of a high street one. It’s almost unethical. They’re not just focusing on AI, either. They’ve got gaming, embedded systems… a diversified portfolio, which, let’s be honest, is just good sense. Their revenue grew by 36% last quarter, and their net income jumped 61%. Nvidia’s increase was 65% – so they’re breathing down their neck. If the MI450 delivers on the hype, we could see a real shift in the power dynamics. Their P/E ratio is a bit… lofty, at 115. But the forward P/E of 35 suggests they can justify it with rapid profit growth. It’s a gamble, obviously. Aren’t they all? But sometimes, you just have to take a leap of faith. Or, you know, buy a few shares and hope for the best. I’m not a financial advisor, obviously. I just have opinions. And a slightly unhealthy obsession with stock charts.
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2026-01-20 09:02