Expert Insights: Best Stocks to Buy in June 2026 for Long-Term Growth

Nvidia just reported their biggest earnings ever, but below all the headlines, they're quietly fighting a war on two fronts, data centers and edge computing. Both markets just got much more competitive, and they're filled with great investments, if you know where to look. My name is Alex, and I spent eight years as an electrical engineer and AI researcher at MIT, which helped me find stocks like Nvidia, Micron, Poet, and iREN way before the rest of the market. And in this video, I'll catch you up on 5 major stories that are already moving markets and changing which stocks are about to win big. So let me show you what just happened and how I'm investing in it. Your time is valuable, so let's get right into it.

Nvidia reported earnings a little over a week ago and it was their best quarter ever by far. $81.6 billion in revenue, which is up 85% year over year. But while everyone is focused on the headline numbers, NVIDIA made a small change that could have big consequences. For the first time in their 33-year history, NVIDIA will no longer report gaming GPU sales as a separate segment. Instead, the graphics cards that built the NVIDIA empire will now be lumped in with PCs and workstations, game consoles, robotics, and automotive under a single edge computing segment that represents less than 8% of their total revenues. By itself, this doesn't seem like a big issue.

It's just a change in how NVIDIA reports their numbers to reflect the two big AI markets that they currently operate in, data centers and edge computing. But the problem is that edge computing is a massive and highly competitive landscape filled with companies excited to compete with NVIDIA on their home turf, whether that means phones, PCs, cars, or robots. Companies like Qualcomm, Apple, ARM, AMD, and even Intel have been dominating different corners of the edge computing market for decades, and NVIDIA's reporting change just gave them all permission to compare their strongest business units to NVIDIA's weakest, claim a direct market share advantage over them, and inflate their stock prices as a result.

Table of Contents

1. Nvidia Earnings
2. Qualcomm Deal
3. Micron Memory
4. Space Stocks
5. Key Takeaways

NVIDIA's data center business is also facing increased competition on multiple fronts. On the CPU side, their CFO, Coet Cress, said that the latest Vera CPUs are expected to bring in around billion in revenue over the next year. However, ARM and Qualcomm have also shipped their first data center CPUs. Additionally, when it comes to inference, custom AI chips designed by companies like Google, Amazon, and Cerebris are much cheaper and more efficient for specific workloads. To clarify, my point is not that NVIDIA will outright lose any of these markets.

My point is that their competition can now directly compare themselves to nvidia in nvidia's weaker markets whenever it suits them and since the mainstream media focuses on headlines and doesn't really look below the surface a lot of stock prices are about to change changes that we can take advantage of as investors that's the focus for the rest of this video let's start with qualcomm ticker symbol qcom which is up by around 70 since the last time i covered them just a few days ago qualcomm struck a deal to supply data center chips to byte dance the company behind tick tock by dance designed their own custom ai chips and qualcomm is making those designs production ready and coordinating with the taiwan semiconductor manufacturing company to build millions of them through 2026 and 2027.

Qualcomm Deal

here's why investors should care about this deal by dance is a chinese company and nvidia isn't allowed to sell their data center chips to china but qualcomm's deal works because the chips are custom asics application-specific integrated circuits built for one specific job so they're not on the restricted export controls list so qualcomm just found a way into the largest ai market on earth a market that nvidia is locked out of and this isn't a one-off order qualcomm will be embedded in byte dance's chip design and production process making them much harder to replace over time and over a standard supply contract. Qualcomm's data center plan has two more parts beyond ByteDance.

First, their Orion CPU directly competes with Nvidia VeriChip And second their AI200 and AI250 inference accelerators enter the market this year and next year respectively That why Qualcomm stock doubled over the last two months Look the stock market is always changing and it can feel impossible to sift through all the noise and find the best stocks. That's why most investors only find them after they make big moves. But I've been using Genspark, the all-in-one AI workspace, sponsoring this video, to have an AI assistant watch my stocks for me. I like Genspark because it's powerful and easy to use.

I just opened a new project and told the super agent to build a simple workflow, pull my watchlist every day after the close, scan for any unusual price or volume moves, and write a short summary of what changed and why. Then I used AI sheets to define the rules, things like flag anything that moves more than 5% or trades double the normal volume. Finally, I made it an automated workflow. At market close, the system runs the checks and sends me a message with the tickers to pay attention to.

Nvidia Earnings

And right now they're offering unlimited use of AI chat and AI image for all paid users in 2026, unlimited subject to abuse guardrails. You can try it with free credits using my link and set up this same workflow for the stocks you care about. I'll leave my prompts in the description below. Alright, so the thesis on Qualcomm stock just changed. For years, they were priced as a smartphone chip company, with revenues that rise and fall based on how many smartphones people buy each year. But now, they're fighting on the two biggest fronts of the AI chip war, data centers and edge computing.

Qualcomm's automotive segment brought in $1.3 billion dollars in revenues last quarter and grew 38 year over year.

Nvidia‘s automotive business grew just six percent year over year and had less than half the revenue hopefully you're starting to see what I mean about those headline comparisons.

Investors shouldn't sleep on edge computing the global edge ai market is expected to almost 6x in size over the next eight years which would be a compound annual growth rate of 24 through 2034.

That's close to twice as fast as the growth of the s p 500 but while edge ai is becoming a bigger battleground the data center market still represents about two-thirds of all ai accelerator revenues and it's growing even faster at 28 per year.

That means it's expected to more than 7x in size by 2034 so every company competing in it should see serious growth, even if their market share stays the same.

Companies like ARM and Cerebris. For the last 35 years, ARM let everyone else fight the chip war while they sat back and collected royalties from all sides, Nvidia and AMD, Apple and Qualcomm. Then, at the end of last quarter, they announced the AGI CPU, the first production chip ARM has ever designed, manufactured, and branded for themselves. This chip is not a warning shot, it's a tactical nuke. In a recent video, I compared ARM's AGI CPU to Nvidia's Vera CPU, and long story short, ARM's new CPU is more powerful, to the point where data centers need around 40% less of them to support the same amount of GPUs. And that's just versus Nvidia. It has around double the performance per watt compared to Intel and AMD's chips.

Micron Memory

ARM expects to sell over a billion dollars worth of AGI CPUs in the first year alone, and hit $15 billion in annual trip revenue within five years. The whole company makes less than $5 billion a year today, so this chip would effectively quadruple their total revenues by 2031. And one of the first companies pairing this chip with their own AI hardware is Cerebris, ticker symbol CBRS, which just went public with the largest US semiconductor IPO ever. Every chip on Earth gets stamped out in a large silicon disk called a wafer, and that wafer gets cut into hundreds of individual chips.

Cerebris skips that step entirely and turns the whole wafer into one massive chip called the Wafer Scale Engine or WSE Their current generation is the WSE3 and in my most recent video i compared it to nvidia blackwell chips since commercial shipments of vera rubin don start until quarter three in a nutshell cerebris's chips are 62 times bigger they have 19 times more transistors 44 times more ai cores and a quarter of the memory but 2600 times the memory bandwidth As a result, this wafer-scale engine can run MEDA's Llama 4 Maverick model roughly 2.4 times faster than the B200. That's because Nvidia has to move data between multiple separate chips, across cables, and through network switches, all of which adds time to every transfer, while Cerebris just moves data across one giant chip.

I'll leave a link to my videos covering ARM's AGI CPU and Cerebris' wafer-scale engine below, but at a high level, their exact speed advantages depend on the actual workload. And there are plenty of cases where Nvidia still wins by large margins. Not to mention that Nvidia's CUDA platform has two decades of software, developer tools and infrastructure that every AI team already relies on. But the common thread here is clear. Qualcomm, ARM and Cerebris are now directly competing in Nvidia's market, which wasn't true just one year ago. And while every company I've covered so far uses completely different architectures, they all have one thing in common, and that's memory. Just a few days ago, the only US company making it, crossed a trillion dollars in value.

Here's a few interesting facts about Micron, ticker symbol MU. I cover this stock very often, so I'll keep it short and sweet. Micron is the only US company that makes high bandwidth memory for AI data centers. Its biggest competitors are SK Hynix and Samsung, both of which are great companies but they're based in south korea that means they're more affected by things like tariffs trade wars and conflicts like the iran war which closed critical supply lines between the middle east and asia but because microns in the us they're not affected the same way microns high bandwidth memory can be found in nvidia's hopper blackwell and ruben chips in amd's instinct mi 300 and 400 series accelerators, and even in Google's TPUs, although SK Hynix has the larger share of Nvidia's Blackwell memory.

Either way, Micron was already sold out of high bandwidth memory for all of 2026, as of their earnings call a few months ago. It's kind of hard to overstate how fast Micron is actually growing. They reported record revenues of almost $24 billion last quarter, which was already up nearly 200% year over year. Their gross margins came in at 75%, which is better than most software companies. Their net income grew by almost 20x, and their earnings per share grew by almost 30x. But what's even crazier is their guidance for next quarter. 40% revenue growth, another 6% increase in gross margins, and 57% earnings growth. Not year over year, but quarter over quarter. Said another way, Micron will make more money next quarter than they made in any full year in the company's history before 2025.

Like I've been saying for years now, memory is no longer a commodity. It's a core component of the AI revolution. Micron just became my third biggest winner of all time, only behind Nvidia and Poet technologies and just above Palantir. This stock skyrocketed by more than 10x over the last year and tripled in price over the last 5 months. And believe it or not, Micron is still cheap. It trades at a forward price-to-earnings ratio of just 12, while other chip companies trade anywhere from a 20 to 80 forward PE, even though Micron's earnings are growing faster. Maybe the next time I call a company the next Nvidia, someone will finally believe me. Speaking of skyrockets, the space market is about to have its own chat GPT moment, when SpaceX IPOs.

Space Stocks

And if you feel I've earned it, consider hitting the like button and subscribing to the channel. It really helps and it lets me know to make more market recaps like this. Thanks, now let's talk about space stocks. SpaceX is widely expected to IPO on June 12th, with the ticker symbol SPCX It expected to be valued at close to trillion making it the largest IPO in stock market history by a huge margin And I expect every single space stock from Rocket Lab to ASTS to move up and down with it, just like AI stocks move with Nvidia. That's why I want to talk about Rocket Lab right now, ticker symbol RKLB. Until SpaceX IPOs, Rocket Lab is the only vertically integrated, end-to-end space company that's publicly traded. And the question I get very often is if this is a stock worth buying.

While most space companies either build satellites or launch vehicles and run the missions, Rocket Lab does all three. Rocket Lab's Electron Rocket is the most frequently launched small rocket in the world, carrying small payloads like satellites and research equipment into low earth orbit. It's a dedicated launch vehicle, which means customers reserve the whole rocket instead of sharing a ride on a bigger one one big thing that investors might find interesting about the electron rocket is its rutherford engine which is the first rocket engine to have its main components 3d printed the combustion chamber the injectors the pumps and the propellant valves are all 3d printed via a process called electron beam melting or ebm which uses a high-powered electron beam to fuse metal powder layer by layer.

This cuts manufacturing time from months to days, and it dramatically reduces the cost per engine. It also uses an electric pump to push propellant into the main combustion chamber instead of a separate gas generator, which is a fundamentally simpler and lighter design. Earlier this month, Rocket Lab reported their best quarter ever, $200 million in revenue, which is up over 60% year over year, and their backlog just hit 2.2%. $2 billion, up more than 20% quarter over quarter and 100% year over year. Their backlog has three major buckets. First is small satellite launches on their electron rocket and medium lift launches using their neutron rocket. Second, defense contracts for hypersonic test flights and suborbital missions using modified electron rockets.

And third, contracts for manufacturing satellites and spacecraft. About two-thirds of their revenue actually comes from these space Systems manufacturing contracts, versus the one-third that comes from launch services. But space is by far the toughest market to operate in. Just a few days ago, Blue Origin's New Glenn rocket exploded during a ground test here in Florida, badly damaging the launch pad. No one was hurt, and no satellites were lost. But their next launch was scrubbed. Competition lives and dies by these launches, and the entire space sector sold off the next day. So can Rocket Lab actually compete with SpaceX in such a tough market. Here's a table I made to help us compare them side by side.

SpaceX is roughly 30 times bigger than Rocket Lab by revenue and launches 8 times more rockets per year. The two companies aren't competing for the same customers right now. SpaceX launches big payloads on a $74 million rocket. Rocket Lab launches small satellites on an $8 million rocket with a 3D printed engine. Different markets, different price points. But here's where things get interesting. SpaceX is going public at roughly 60 times forward revenue, while Rocket Lab trades at 20 times. So if you believe SpaceX's valuation is justified, then Rocket Lab looks cheap by comparison, even at an $84 billion market cap. And here's one cool detail to bring everything full circle. SpaceX is one of the first customers for NVIDIA's new Vera CPU.

So the same chip war that we started with, NVIDIA fighting on two fronts, Qualcomm selling to ByteDance when NVIDIA can't, ARM and Cerebris, all extends into space. AI infrastructure here on Earth will play an important role in the space race. These are not separate stories. The AI revolution extends into orbit, and to me, that's a future worth investing in. Right now, my plan is to wait for SpaceX's IPO, and compare all the space stocks side by side. Let me know in the comments if you want me to cover more space stocks in general, or do a deep dive on SpaceX or Rocket Lab specifically. 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. Thank you.

Conclusion and Key Takeaways

Nvidia's recent earnings report showed a significant increase in revenue, but the company is facing increased competition in the data center and edge computing markets. Qualcomm has made a significant deal with ByteDance to supply data center chips, and Micron is experiencing rapid growth in the memory market. The space market is also expected to see significant growth, with SpaceX's upcoming IPO and Rocket Lab's recent success. As an investor, it's essential to stay informed about these developments and consider how they may impact your investment strategy.