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

Ticker Symbol: YOU•Apr 9, 2026

Summary

Alex provides a comprehensive market update, suggesting that investors should use the CNN Fear and Greed Index to identify buying opportunities during periods of 'extreme fear.' He emphasizes that while headlines focus on conflict, the underlying AI revolution is accelerating through massive infrastructure deals and technological breakthroughs. Alex specifically highlights the convergence of custom silicon, high-bandwidth memory, and cybersecurity as the primary drivers for the next market leg up.

Alex highlights the following stocks and developments:

Nebius (NBIS): This neo-cloud company recently secured a $2 billion investment from Nvidia and a massive $27 billion infrastructure deal with Meta Platforms. Alex notes that management is guiding for up to $9 billion in annual recurring revenue by 2026, which represents a 5x increase. Based on these developments, Alex mentions that discounted cash flow models estimate a fair value of over $600 per share, suggesting the stock is roughly 80% undervalued.

Microsoft (MSFT): Alex points out that Microsoft is trading at its 200-week moving average for the first time in 13 years, a technical floor that historically signals a prime buying opportunity. Unlike other laggards, Microsoft has maintained 15% growth across revenue and earnings. Alex cites a fair value estimate of $450 to $500 per share, implying a 20% to 33% upside from current levels.

Marvell Technology (MRVL): The company has entered a strategic partnership with Nvidia, receiving a $2 billion investment to integrate its custom 'XPU' chips into the Nvidia ecosystem via NVLink Fusion. Alex explains that Marvell's expertise in optical interconnects and its acquisition of Celestial AI make it a critical player in future data center architecture. He views this multi-billion dollar endorsement from Nvidia as a major catalyst for the stock.

Micron (MU): Despite concerns that new compression techniques like Google's Turbo Quant might reduce memory demand, Alex argues for 'Jevons Paradox,' where lower costs actually drive higher total demand. Micron recently reported a 196% year-over-year revenue jump and a 700% explosion in earnings. Alex believes memory is no longer a commodity but a critical AI bottleneck, making Micron a strong long-term play.

Broadcom (AVGO): Alex discusses Broadcom’s role in designing custom TPUs for Google, specifically highlighting a new deal with Anthropic for 3.5 gigawatts of capacity. This supply agreement, which runs through 2030, effectively locks in revenue for the coming years. Alex considers Broadcom a premier 'picks and shovels' play positioned between hyperscalers and AI model developers.

Mentioned Stocks

AVGO

Sentiment: BUYAction: RECOMMENDED

Reasoning: Alex views Broadcom as a top 'picks and shovels' play due to its long-term TPU supply agreement with Google and Anthropic extending through 2030.

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Sentiment: BUYAction: RECOMMENDED

Reasoning: Despite memory compression breakthroughs, Alex believes Jevons Paradox will drive higher demand. He points to record-breaking 196% YoY revenue growth and 700% earnings growth.

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ARM

Sentiment: HOLD

Reasoning: Alex advises not to rush into Arm stock yet because their new AGI CPU puts them in competition with their own biggest customers who license their architecture.

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MSFT

Sentiment: BUYAction: RECOMMENDED

Reasoning: Alex states Microsoft is at its 200-week moving average, a rare long-term buying floor. He notes continued 15% growth and a fair value estimate between $450 and $500 per share.

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NBIS

Sentiment: BUYAction: RECOMMENDED

Reasoning: Alex highlights a $2B investment from Nvidia and a $27 billion deal with Meta. He notes management guidance for massive revenue growth and mentions a fair value estimate of over $600 per share, suggesting the stock is 80% undervalued.

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CRWD

Sentiment: BUYAction: RECOMMENDED

Reasoning: As part of Project Glass Wing, CrowdStrike gets defensive access to Anthropic's powerful Claude Mythos model, giving them a head start in AI cybersecurity.

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PANW

Sentiment: BUYAction: RECOMMENDED

Reasoning: Palo Alto Networks is included in the Project Glass Wing coalition, providing them with early access to elite AI defensive tools to find exploits before attackers.

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MRVL

Sentiment: BUYAction: RECOMMENDED

Reasoning: Nvidia's $2B investment and strategic partnership to integrate Marvell's custom chips into the NVLink ecosystem are major bullish signals. Marvell is also a leader in optical interconnect technology.

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