Top Stocks I'm Buying For Huge Growth In July 2026

Key Concepts

• AI Infrastructure: The physical and digital foundation required for AI, including GPUs, custom chips, power, and cooling.
• Full-Stack Strategy: A business model where a company controls the entire ecosystem (chips, data centers, cloud, and software).
• High Bandwidth Memory (HBM): Specialized memory essential for AI processing, currently a major supply bottleneck.
• 800V DC Power Architecture: A new standard for data centers to handle the massive power density (1MW+ racks) required by modern AI.
• Compound Annual Growth Rate (CAGR): The mean annual growth rate of an investment over a specified period of time.
• Capex (Capital Expenditure): Funds used by a company to acquire, upgrade, and maintain physical assets.

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1. Portfolio Foundation: Vanguard Information Technology ETF (VGT)

Alex advocates for using VGT as the core of a portfolio rather than the S&P 500 or NASDAQ 100.

• Rationale: VGT tracks the MSCI US IMI Information Technology Index, focusing strictly on hardware, semiconductors, and software.
• Diversification: It holds over 300 companies, avoiding non-tech stocks found in the NASDAQ 100 (e.g., Walmart, Costco).
• Efficiency: It excludes speculative, unprofitable trillion-dollar IPOs and maintains lower fees than SPY or QQQ.

2. The AI Hardware & Semiconductor Ecosystem

Alex emphasizes a "pick and shovel" strategy, investing in the companies that power the AI revolution regardless of which specific AI model wins.

• Nvidia (NVDA): The central player in AI training. Alex notes that despite its growth, its P/E ratio of 31 is the lowest it has been in seven years, suggesting it remains undervalued relative to its historical position in the AI cycle.
• Taiwan Semiconductor (TSM): The "foundry" for the industry. TSMC manufactures over 90% of advanced chips globally. Because they serve all competitors (Nvidia, AMD, Apple, Google), they possess immense pricing power.
• Broadcom (AVGO): Focuses on custom AI chips for hyperscalers (Google, Meta, OpenAI). AI chip revenue grew 143% year-over-year, with a target of $100B+ by 2027.
• Micron (MU): The only U.S.-based manufacturer of High Bandwidth Memory (HBM). With demand outstripping supply through 2027, Micron has transitioned from a cyclical commodity player to a company with significant pricing power.

3. Data Center Infrastructure: Power and Cooling

As AI racks move from 120kW to 200kW+ (and eventually 1MW), traditional infrastructure is failing.

• Vertiv (VRT): Provides an end-to-end architecture for power and liquid cooling. Their backlog grew 250% year-over-year, driven by the shift to 800V DC power standards.
• Iris Energy (IREN): A power infrastructure play with 4.5 gigawatts of secured power. They have major contracts with Nvidia and Microsoft. Alex notes the stock is volatile due to the high capital requirements for building data centers, but highlights the 40% upside potential based on Nvidia’s warrant strike price of $70.

4. AI Software & Security

• Google (GOOGL): Highlighted for its "full-stack" advantage. By owning the TPU (Tensor Processing Unit), data centers, and cloud services, Google can even sell chips to competitors (like Anthropic) while still profiting from the underlying infrastructure.
• Meta Platforms (META): Despite massive Capex spending ($125B–$145B), Meta is seeing strong returns: ad impressions are up 19% and revenue is up 33%. Alex views the current stock price as an opportunity to dollar-cost average.
• Palantir (PLTR): A pure-play AI software company. With 85% year-over-year revenue growth and a focus on US commercial expansion, it is positioned to capture the projected 32% CAGR of the AI software market.
• CrowdStrike (CRWD): Essential for security in an AI-driven world. Their "Falcon" platform uses a proprietary threat graph and lightweight agents to secure enterprise networks, a necessity as AI infrastructure expands the attack surface.

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Methodology & Accountability

• The "No-Change" Rule: Alex commits to holding the selected stocks for the entire year without adding or removing positions, preventing "survivorship bias" or retroactive editing of performance.
• Circle of Competence: Investments are limited to areas where Alex’s background in electrical engineering and AI research provides a technical edge over general financial analysis.
• Long-Term Horizon: The strategy is built on a 3-to-5-year holding period, focusing on structural industry shifts rather than short-term market volatility.

Synthesis

The core thesis is that the AI revolution is not a short-term trend but a fundamental shift in global infrastructure. By investing in the "full stack"—from the power grid (IREN) and cooling (VRT) to the silicon (TSM, Micron, Nvidia, Broadcom) and the software/platforms (Google, Meta, Palantir, CrowdStrike)—investors can capture value across the entire supply chain. Alex argues that the most effective way to "get rich without getting lucky" is to own the essential components that every AI company must use to function.