A Once-in-a-Lifetime Investment Opportunity: The 3 Best Stocks to Take Advantage of the AI Build-Out

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Alphabet

< p>When the AI arms race began, Alphabet trailed its peers. That momentum has completely flipped, transforming the company into a clear leader across the stack.

While early successes came from embedding AI into existing platforms like Search and YouTube, today’s primary profit driver is cloud computation. The firm plans approximately $200 billion in capital spending this year, almost entirely directed toward data‑center construction to accelerate its cloud unit. Google Cloud posted an 82% year‑over‑year revenue jump in Q2, confirming unprecedented demand for AI‑first infrastructure. Sustaining such growth should translate into substantial sector‑wide expansion and cements Alphabet as a defining long‑term stock of this era.

Nvidia

< p>With the largest market capitalisation of any publicly listed AI participant, Nvidia rose primarily because it supplies the overwhelming majority of compute hardware underpinning the entire AI war. Despite occasional cautious forecasts, the company exceeded expectations, projecting roughly 70% revenue growth next calendar year—an extraordinary multiple given its scale.

That growth potential has not yet been fully priced into shares; Nvidia trades near a 24× forward‑earnings multiple that historically undervalues its fundamentals.

< p class="caption">Forward Price‑to‑Earnings (NP) Data – YCharts

If Nvidia closes the year at market‑average levels, a continuation of that trajectory provides a realistic path for 70%+ annual compund returns. Capturing such upside makes it a standout AI acquisition today.

Micron Technology

< p>Micron enjoyed explosive gains as hyperscale operators consumed virtually all available memory‑chip capacity, sending component prices to record highs. As a critical supplier with stable input costs, the company’s revenue and earnings surged sharply over the past twelve months.
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< p class="caption">Q1 2025 Revenue (YoY) – YCharts

Supply bottlenecks are expected to linger well into the late 2020s, potentially reshaping the memory sector for years to come. Analysts anticipate Mira‑mu’s top‑line accelerating at 85% CAGR in fiscal 2027 versus ending‑August‑2028, while trading at a modest 6× forward‑earnings rating. This combination of structural scarcity and favorable valuation renders Micron an exceptionally sound long‑term play.

Should you acquire Alphabet now?

Before proceeding, consider how Motley Fool’s analyst panel evaluated shortlisting criteria last month. Their “Top 10 Stocks” advisory excluded Alphabet – the very vehicle I have outlined below. Historically, the index’s champions produce extraordinary outcomes: a $1,000 bet in December 2004 could yield roughly $436 k today; a similar stake in Nvidia from April 2005 would have generated about $1.33 M. The Advisory track record shows average annual returns exceeding 96%, far outpacing the S&P 500’s 211% benchmark.

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Analyst view as of September 3 2026. Motley Fool maintains a transparent conflict‑of‑interest policy for its editorial staff.

Note: Certain editorial reference blocks, disclosure statements, and footer links have been omitted to focus on the core investment analysis presented above.

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