Top Stocks I’m Buying For Massive Growth In April 2026

Table of Contents

1. Introduction to Market Stories
2. Nebius and Marvel Technologies
3. Microsoft and Arm
4. Anthropic and Google
5. Memory and Data Storage
6. SpaceX and TerraFab

While everyone's been glued to the Iran war, there's been a ton of news that investors can't afford to miss. So in this video, I'll catch you up on 8 major stories that are already moving markets, and quietly changing which stocks are about to win big. Your time is valuable, so let's get right into it. The first story is the Iran war itself and its impact on the stock market.

CNN's Fear and Greed Index has been stuck in extreme fear for the last four weeks, one the longest stretches in recent history. It's easy to understand why everyone's so scared, but it's much harder to turn it to your advantage in the stock market.

Just this week, President Trump warned that a whole civilization will die tonight if Iran didn't back down. That kind of language obviously makes normal people want to pull their money out of the market. Then, just one day later, we got a two-week ceasefire, oil prices fell by 15, and stocks ripped higher as investors breathed a collective sigh of relief.

If you want to be greedy when others are being fearful, CNN's Fear and Greed Index is a great way to do just that. This index blends seven important indicators like stock price momentum and breath, market volatility, safe haven demand for bonds, and the ratio of put to call options, and then it calculates a single score from zero to 100. 100 is delusional greed and zero is total widespread panic.

The market has been in extreme fear for the last month, and now that you know how to track that, let's talk about the biggest stories actually worth getting greedy over. While everyone was focused on Iran, Nvidia announced 2 billion dollar investments in Nebius and Marvel technologies. I'll cover Nebius first and Marvel a little later in the video.

Nebius, ticker symbol NBIS, is a Neocloud company focused on providing AI infrastructure for sovereign AI and highly regulated industries, think finance, healthcare, and defense. And they just got the ultimate stamp of approval from two of the biggest AI companies on earth, Nvidia and Meta Platforms. On March 11th, Nvidia announced that they'll invest 2 billion dollars into Nebius as part of a larger long-term partnership to deploy more than 5 gigawatts of Nvidia systems by 2030.

5 gigawatts is enough power to run almost 4 million homes as part of the agreement nebius will get early access to nvidia‘s newest Veriruban platform. A few days later, Nebius announced a five-year AI infrastructure deal with Meta platforms, worth up to $27 billion. As part of this agreement, Nebius will deploy $12 billion of compute capacity to Meta by 2027, including some of the first large-scale deployments of those Veriruban GPUs. Meta has an option to buy up to $15 billion more if Nebius doesn't sell that capacity to other customers first analysts estimate that once all this infrastructure is fully built out and online it could add anywhere from four to six billion dollars in annual recurring revenue for nebius which would be around a 300 to 400 percent increase from their current 1.25 billion dollar run rate in 2025.

separately nebius's management is guiding for seven to nine billion dollars in total arr by the end of 2026 which implies more than a 5x increase year over year as a result discounted cash flow models like simply wall streets calculate the fair value of nebius stock to be over 600 dollars per share which makes it around 80 undervalued today said another way nebius stock would have to 5x from today's price to reach its fair value after these two massive ai infrastructure deals

but nebius is still a small and volatile stock that trades at a high price to earnings ratio so it may not be for everyone but this next stock definitely is microsoft has been trading at its 200 week moving average for the first time in over 13 years that 200 week moving average is the average closing price of a stock over the last four years of trading days

this is a great metric to watch because it smooths out the short-term noise and reveals a stock's long-term trend for strong companies it often acts like the floor where big patient buyers step in so when a quality stock like microsoft falls down to that line it signals a rare long-term buying opportunity not just another random dip in fact this is exactly the kind of setup that the late great charlie munger loved

he famously said that if all you ever did was by high quality stocks at the 200 week moving average, you would beat the S 500 by a wide margin over time Microsoft stock is down by over 20 year to date making it the second worst performer of the Magnificent 7 right after Tesla The difference is of course that while Tesla revenues gross profits, and earnings per share have all been in decline, Microsoft has grown all three by about 15% in a single year, and from a much larger base

DCF models like simply Wall Street's calculate Microsoft's fair value to be around $450 per share, with some analyst price targets over $500. That means Microsoft is anywhere from 17% to 25% undervalued, giving it anywhere from 20% to 33% upside from today's prices. By the way, if you've ever wondered whether a stock is actually worth its market price, you are not alone. Finding a company's fair value is one of the hardest parts of investing, which is why I use Simply Wall Street. Their stock screener isn't just about filtering by P-E ratios or growth rates.

You can actually screen for companies that look undervalued based on different approaches, like discounted cash flow models, analyst estimates, and many other built-in checks so that I can choose the right metrics for the right companies instead of forcing everything into one model. Then I'd take those ideas and move them into watch lists. For each company, I can choose which valuation I care about most, DCF models for the hyperscalers, analyst estimates for smaller companies, and even other researchers with their own price targets, and then I can sort that whole list by most undervalued. That turns my watch list into a ranked, value-driven list that I can actually act on. I'll share my favorite stocks, greener settings, and watch list in the description below.

Simply Wall Street is jam-packed with tools that I actually use, because they save me time and they help me buy the best stocks at the best prices. And now you can get the best price on Simply Wall Street by using my link below. 40% off until April 13th, and then 30% off after. Talk about a great investment. And speaking of great investments, NVIDIA also invested $2 billion into Marvell technology, ticker symbol MRVL. On March 31st, NVIDIA announced a strategic partnership to plug Marvell directly into their ecosystem via NVLink Fusion. NVLink Fusion is a plug-and-play connection system that lets custom chips from other companies snap into server systems and talk to NVIDIA's GPUs at full speed.

That means NVIDIA can still make money on infrastructure like CPUs and networking gear, even in data centers built around another company's chips, like Intel's CPUs, Google's TPUs, or even AMD's GPUs. In this case, Marvell will build custom AI chips called XPUs and high-speed networking gear that will connect to NVIDIA's ecosystem through NVLink, while NVIDIA provides the rest of the rack.

The Vera CPUs, the Bluefield DPUs or data processing units connect x network cards spectrum x switches and so on.

Nvidia and Marvel are also teaming up on silicon photonics and optical interconnects, a topic that I recently made an entire video on.

This comes right after Marvel closed its 3.25 billion dollar acquisition of Celestial AI, which makes photonic fabric, a technology that uses light instead of copper to move data between chips and memory inside AI data centers.

So one of the leading custom chip designers with cutting edge optical technology is getting pulled into Nvidia's inner circle with a multi-billion dollar endorsement.

But there's another shift happening inside data centers that many AI investors missed because it's on the CPU side.

After over 35 years of only licensing designs to other companies, Arm recently announced their first ever self-branded chip called the AGI CPU.

This chip can pack up to 136 cores per CPU and 64 CPUs per rack and it's designed specifically for AI inference in data centers.

Meta Platforms is the first customer and Arm says that OpenAI, Cerebrus, and Cloudflare are also lined up to use it.

But I wouldn't rush to buy Arm stock just yet, in my personal opinion, Arm making their own AI chip puts them in the awkward position of competing with some of their biggest customers like Qualcomm, Amazon, Microsoft, and even Nvidia, all of which pay for a license to use Arm's architecture.

Also, chips take years to go from design to volume production, so we'll have to see how performance compares to the competition, including Arm's own customers, by the time it actually starts shipping.

The real takeaway for investors here is that Arm is directly entering the AI chip race, which could reshape the entire data center CPU market over the long term.

Alright, let's talk about something that happened right as I was writing this video. Anthropic is the company behind the Quad family of models like Quad Opus 4 Quad Cowork Quad Code and so on On April 6th Anthropic announced a new compute deal with Google and Broadcom that gives them access to roughly 3.5 gigawatts of next-generation TPU capacity starting in 2027. That's on top of the 1 gigawatt of Google's TPUs that Anthropic already has coming online this year. That combined 4.5 gigawatts is roughly enough electricity to power over 3 million homes, or roughly every household in the greater Chicago metro area.

Broadcom, ticker symbol AVGO, is the one designing the custom TPUs and the networking equipment connecting them all together, under a long-term supply agreement with Google that goes through 2030, that effectively locks in all that revenue over the next few years, and that makes them a great picks and shovels play positioned right between the hyperscalers and the biggest AI model companies on the planet. Anthropic dropped another number that's worth paying attention to. Their revenue run rate is already over $30 billion a year, up from around $9 billion at the end of 2025. So, in less than three years, Anthropic has gone from basically pre-revenue to out-earning most of the companies in the S&P 500.

One way for retail investors to get exposure to Anthropic is through the Fundrise Innovation Fund, ticker symbol VCX. VCX began trading publicly on march 19th so investors that were focused on the iran war may have missed the fund's debut but here's where things get even more interesting anthropic has a new still unreleased model called claude mythos which is said to be much more powerful than their current frontier models in fact mythos is so powerful that anthropic won't release it to the public for example it's already discovered thousands of zero-day bugs and exploits across every major operating system and web browser, including a Linux exploit that could give attackers full control over a machine.

Since Claude Mythos could be so dangerous in the wrong hands, Anthropic formed a coalition called Project Glasswing, with companies like CrowdStrike, Palo Alto Networks, Broadcom, Amazon Web Services, Cisco, Microsoft, Nvidia, and JPMorgan Chase to use Mythos defensively. The idea is to let these partners point Mythos at their own infrastructure and code bases to find and patch critical vulnerabilities before criminals or other nations could exploit them in my opinion there are two big takeaways here for investors first anthropic is no longer just another open ai competitor they're quickly becoming a core infrastructure and security partner to some of the biggest enterprises on the planet and second Cyber security companies like CrowdStrike ticker symbol CRWD and Palo Alto Networks ticker symbol PANW are getting early access to some of the most powerful tools that their competitors don't have yet giving them a huge head start against the next wave of AI powered cyber threats.

Alright, another big breakthrough happened while everyone was focused on Iran, this time in memory and data storage on March 25th Google DeepMind unveiled a new compression technique called TurboQuant which directly attacks one of the biggest bottlenecks in running large AI models.

The KV cache, which is a big part of an AI model's memory footprint, can be shrunk by TurboQuant, which can shrink the memory needed for the KV cache by around six fold with no losses in model accuracy and some benchmarks show that it speeds up key inference calculations on GPUs by up to eight times.

Within hours of the announcement, memory stocks were dropping, Samsung, SK Hynix, and Micron all fell by five to seven percent, and Sandisk plunged by double digits on the worry that AI data centers might need far fewer memory chips than previously expected.

If you've been watching this channel for a while, then you remember what happened with Deep Seek, Nvidia stock dropped because Deep Seek R1 showed that using a mixture of smaller expert models that only activate when they're needed could drastically reduce compute costs.

But when costs go down, total demand goes up by much more, since many more people can now afford it, so after Deep Seek reduced compute costs, demand for Nvidia's chips skyrocketed instead of going down, that's called Jevon's paradox, and I believe the same thing is going to happen with memory after DeepMind's TurboQuant breakthrough.

Right after that, on March 18th, Micron reported earnings for what might be their best quarter they've ever had.

Revenues jumped by around 75% quarter over quarter and 196 year over year while earnings exploded by over 700 thanks to the insane demand for high bandwidth memory And management guided for billion in revenue for next quarter which would be another 40 growth in just 90 days. Like I've been saying for years now, memory is no longer a commodity. It's a critical component for AI model performance, latency, throughput, power costs, and ultimately, how smart the model can feel, and I'm no longer the only one who thinks so. On April 2nd, Roundhill launched the first ever dedicated memory ETF, ticker symbol DRAM.

This fund is fully focused on memory names, with Samsung, SK Hynix, and Micron making up around 70% of the fund, and names like SanDisk, Seagate, and Western Digital rounding out the rest. Roundhill is explicitly pitching memory as one of the most constrained layers of the AI stack. it's the part that's hardest to scale, which makes it potentially the most profitable part as AI workloads keep growing. So check out the DRAM ETFs if you want to hold the entire memory market in a single ticker. Or if you want direct exposure to SK Hynix, they just announced plans to pursue a US listing in the second half of 2026, so make sure to keep SK Hynix stock on your radar as well. Either way, I expect memory demand to explode after TurboQuant, not go down.

especially as AI models get bigger, context windows expand, and more applications move into production. So whether you're invested in Micron, DRAM, or EWY, which is iShares South Korea ETF, that's also heavily invested in Samsung and SK Hynix, I think you'll be pretty happy with your investments over the long term. But we can't talk about direct listings without talking about SpaceX, which filed for what could become the biggest IPO in market history. history. SpaceX is expected to go public this summer at a rumored $1.5 to $2 trillion valuation, making it worth significantly more than companies like TSMC, Broadcom, and Meta Platforms. Now, Elon Musk himself went on X and called it number BS, so take that range with a grain of salt.

But either way, this is about much more than reusable rockets. Earlier this year, SpaceX completed the largest private merger in history when it absorbed XAI, the company behind the Grok chatbot and family of models, in an all-stock deal that valued the combined company at $1.25 trillion. And in case you didn't know, XAI formally acquired X this time last year. So the actual entity going public includes reusable rockets, Starlink satellite internet, the Grok AI models, and a social media platform, all under one ticker. Personally, I hope this goes public with the ticker symbol SXXX. That would be pretty on brand.

But either way, the big long-term goal here is orbital data centers, which bypass energy and real estate constraints here on Earth by launching compute into space, powering it with solar panels, and then beaming the results back to Earth via Starlink. That's not science fiction, that's the actual strategic roadmap that SpaceX filed with the FCC. And to make it all happen, Musk announced TerraFab on March 21st, a $20-25 billion AI chip manufacturing complex in Austin, Texas, that's designed to produce custom silicon for Tesla's autonomous vehicles and humanoid robots, SpaceX's satellite systems, and those future orbital data centers I just mentioned. The goal here is to produce up to 1 terawatt of compute capacity per year.

And to make that happen, Intel formally signed on as TerraFab's manufacturing partner. Intel will be contributing the chip design, the fabrication, and the packaging capabilities. Just to be clear, a terawatt is a thousand gigawatts, which is about 50 times more than the 20 gigawatts of chips that the entire AI supply chain on Earth produces today. One funny way that Elon and Intel could hit that goal is by making really, really inefficient, power-hungry chips. Wait, so maybe Intel is the perfect partner after all? All jokes aside, hopefully this video helped you catch up on some of the major market stories stories that got buried by headlines of the Iran War.

And if you feel I've earned it, consider hitting the like button, subscribing to the channel, and even sharing this video with someone who might find it valuable. That really helps me out and it lets me know to make more market recaps like this. And tell me in the comments if you enjoy this style of rapid fire news and how I can make it even more valuable for you. Either way, thanks for watching and until next time, this is ticker symbol U. My name is Alex, reminding you that the best investment you can make is in you.

Key Takeaways:

The key takeaways from this video are:

• Nebius and Marvel technologies are making significant strides in AI infrastructure and custom chip design.
• Microsoft is trading at its 200-week moving average, signaling a potential long-term buying opportunity.
• Anthropic is becoming a core infrastructure and security partner to major enterprises, and its new model, Claude Mythos, has significant potential for cybersecurity applications.
• Google DeepMind's TurboQuant breakthrough may lead to increased demand for memory, despite initial concerns about reduced memory needs.
• SpaceX's planned IPO and TerraFab manufacturing complex are significant developments in the orbital data center and AI chip manufacturing spaces.