3 Stocks That Crushed Nvidia With 300% or More Gains Over the Past Year

1 month ago 31

Geoffrey Seiler, The Motley Fool

Sat, July 11, 2026 astatine 9:05 AM CDT 5 min read

While Nvidia (NASDAQ: NVDA) has been 1 of the biggest drivers of the marketplace during the past 5 years, its show has slowed recently, with the banal up conscionable astir 26% implicit the past year. Part of the crushed is the company's sheer size, which has climbed to astir $5 trillion successful marketplace cap. Still, arsenic the institution transforms from a graphics processing portion (GPU) shaper into a implicit AI infrastructure company, its aboriginal remains bright. The banal is besides cheap, trading astatine a forward P/E of 16 times expert estimates for fiscal 2028 (ending January 2028), adjacent aft it reported 85% gross maturation past quarter.

That said, let's look astatine 3 AI stocks that person crushed Nvidia's banal show implicit the past year. (Note each returns are arsenic of this writing, and adjacent seemingly tiny moves tin person large impacts connected one-year returns.)

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

Sandisk: No flash successful the cookware

Up implicit 3,990% successful the past year, Sandisk (NASDAQ: SNDK) has been the hottest banal successful the market, adjacent aft a caller 19% pullback. The representation shaper has benefited from a shortage of NAND (flash) memory, arsenic request for immense SSDs (solid-state drives) that usage flash representation to store AI information has surged. This has driven up NAND prices, which successful crook has boosted Sandisk's income and gross margin. Last quarter, its gross surged 251%, portion its gross borderline climbed from 22.5% to 78.4%.

Flash prices proceed to climb, and Wedbush precocious raised its fiscal Q4 outlook for the company, saying Sandisk apt materially underestimated the interaction of higher manufacture terms gains successful its archetypal forecast. The banal lone trades astatine a guardant P/E of little than 7.5 times adjacent year's fiscal estimates, but its aggregate remains debased owed to the NAND market's historically cyclical nature. However, it has started to fastener successful immoderate longer-term deals with $42 cardinal successful minimum worth to effort to trim immoderate of its cyclicality, which could inactive marque the banal a bargain if the NAND rhythm continues.

Micron Technology: Riding the DRAM supercycle

Memory shaper Micron Technology (NASDAQ: MU) has besides been crushing it the past year, with its banal up astir 721%. Micron derives astir 75% of its gross from DRAM (dynamic random entree memory) and 25% from NAND. Like Sandisk, the institution is seeing large boosts from rising representation prices, which successful crook is driving gross maturation and expanding its gross margin.

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