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5 Stocks Positioned to Win the AI Data Center BuildoutReported by Bridget Bennett. First Published: 4/20/2026. 
Key Points
- nVent Electric, Bloom Energy, Comfort Systems, Seagate Technology, and Super Micro Computer are among the direct beneficiaries of the multi-year data center construction cycle driving AI infrastructure spending.
- Analyst earnings revisions across AI-linked stocks have hit their strongest pace in five years, with companies like Taiwan Semiconductor posting 41% sales growth and 58% earnings growth.
- Super Micro Computer remains a controversial but fundamentally compelling hold.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The AI rally that stalled earlier this year returned with force, with some tech stocks gaining nearly 50% in a single week. For investors trying to make sense of the whipsaw, Louis Navellier of InvestorPlace offers a straightforward explanation: the fundamentals never broke — the earnings revisions did. And now those revisions are moving again at the fastest pace in five years. Taiwan Semiconductor Manufacturing (NYSE: TSM)'s latest results—41% sales growth and 58% earnings growth—helped spark a sectorwide reaction. Order backlogs across AI-linked companies remain enormous, and Navellier points out that about half of all construction spending in the United States is now going toward data centers. That's not speculative — it's showing up in corporate balance sheets. The Infrastructure Buildout Has a Long Runway
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Most companies tied to the data center expansion are sitting on roughly three-year order backlogs. The upgrade cycle adds another layer: NVIDIA (NASDAQ: NVDA) has guided for 100% sales growth by 2027, driven in part by the transition from Blackwell chips to the next-generation Vera Rubin architecture. Practically, that means demand for the physical infrastructure supporting AI—power, cooling, storage, and server systems—is not a short-lived story. nVent Electric: The Quiet Buildout PlayNavellier's first pick is nVent Electric (NYSE: NVT), a British-headquartered manufacturer of electrical components and liquid-cooling systems used inside data centers. The stock competes in the same space as Vertiv (NYSE: VRT), a name that has become well-known among AI infrastructure investors over the past year. nVent is newer to the conversation and, Navellier argues, still has room to run as the global buildout expands. Bloom Energy: Fuel Cells Over the GridThe second name on his list is Bloom Energy (NYSE: BE), which generates electricity through natural gas fuel cells rather than spinning turbines. Data center operators—especially hyperscalers like Oracle (NYSE: ORCL) and large asset managers such as Brookfield—are increasingly bypassing an overtaxed electric grid by deploying on-site power generation. Bloom's technology is viewed as more efficient than many traditional setups, and Oracle recently expanded its contract with the company, sending shares up more than 30% in a week. The caveat is valuation. Bloom has surged well past most analyst price targets. For investors considering a new position, Navellier acknowledges the stock is extended—but points to the sizable backlog as the reason he's holding. The energy challenge for AI isn't going away. Comfort Systems: HVAC as an AI TradeThe third pick is Comfort Systems USA (NYSE: FIX), a commercial HVAC contractor whose business has quietly become more than 60% tied to data center construction. Data centers generate enormous heat, and projects in dry, low-humidity regions depend on contractors like Comfort Systems to keep equipment running. It's not a chip play; it's a construction play—and the order backlog is just as tangible. Seagate: Storage in a Memory-Constrained WorldAs AI models grow in complexity, so does demand for storage. Seagate Technology (NASDAQ: STX) is Navellier's preferred name in the space over competitors like Western Digital (NASDAQ: WDC)—which was one of the market's best-performing stocks last year—because it scores higher on his eight-factor fundamental model. That model weights earnings momentum, cash flow, return on equity, and analyst revision trends. Analysts, he notes, are historically slow to upgrade their estimates. His edge is stepping in early when revisions begin to move and then riding the wave. Super Micro: The Controversial Conviction HoldThe most debated name on the list is Super Micro Computer (NASDAQ: SMCI). The company makes water-cooled rack systems used heavily in AI data centers—and by Navellier's account, makes some of the best. He's held the stock since early in the cycle and remains up roughly 500%, which colors his view: he has no interest in realizing that large capital gain. The stock has had a rough stretch. A peak above $100 in early 2024 gave way to trading near $25 after short sellers challenged the company's accounting practices, Ernst & Young resigned as auditor, and a co-founder was indicted in connection with alleged export violations involving rack systems to China. That co-founder has since resigned. The company brought on a new auditor, and Navellier says his own review of the accounting turned up nothing materially wrong. Formally, his system rates SMCI a Hold. But he's not discouraging new buyers who believe in the fundamentals. Next-quarter sales are projected to grow 171%, and the company accounts for roughly 9% of NVIDIA's total revenue exposure. Navellier says that had analysts cut estimates he would have exited—so far, they haven't. The risks are real—volatility, potential litigation, and a trust deficit among retail investors who bought near the highs. For investors who missed the original move, the question is whether the projected sales growth justifies re-entry at current levels. Navellier thinks it does, with the caveat that this one will likely move harder in both directions than the rest of the list. Watch the Analyst RevisionsAcross all five names, Navellier's through-line is consistent: he follows where analysts begin to upgrade, steps in early, and holds through the revision cycle. With multi-year backlogs across the data center space and NVIDIA's upgrade cycle still ahead, he's not in a hurry to rotate out. The construction phase of the AI story is still running—and it will continue to need electricity, cooling, storage, and servers to keep going. |
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