With August here, we’re well over the halfway point in 2026. That may be a scary proposition, but it should also have investors hunting for bargain opportunities. I think there are several out there, and now is the perfect time to pounce on them before the market realizes how cheap some of these stocks are.
Three that I’m bullish on are Nvidia (NASDAQ: NVDA), Micron (NASDAQ: MU), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). These companies are delivering excellent results, yet the market isn’t quite on board with them as it once was. I think that trend will reverse over the last few months of 2026, making them perfect buys now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
1. Nvidia
Nvidia has been a must-own stock in the market since the AI arms race kicked off in 2023; 2026 has been a caveat to that trend. Nvidia’s stock is barely positive this year, but that has more to do with market sentiment than actual performance.
Last quarter, the company’s revenue growth rate continued to accelerate, coming in at an 85% year-over-year pace. For its second quarter, Wall Street expects that same trend to continue with revenue growth approaching 100%.
Normally, that kind of performance would fetch a hefty premium for the stock, but that’s not the case at all. Nvidia now trades at less than 30 times earnings, by far the lowest it has traded in the past few years.
With how rapidly Nvidia is growing, I think this price tag is a gift to investors, and they should scoop up shares while they have the chance, as buying opportunities this good rarely come around for Nvidia stock.
2. Micron
In the first half of 2026, Micron was the darling of the stock market, rising more than 300% from the start of the year to the end of June. However, investors began taking profits as soon as the calendar year was halfway through, and Micron now sits about 40% down from its all-time highs. I think this is a huge mistake, because the catalysts that pushed Micron’s stock higher are the same ones that will be prevalent in 2026 and 2027.
Micron makes memory chips, and these have been in short supply throughout all of 2026 due to data center demand exceeding industry supply. That has caused prices to skyrocket, boosting Micron’s revenue and profits.
While the memory chip market is historically cyclical, this cycle may last a few years due to the sheer magnitude of the demand wave. Micron’s management team has already informed investors that they expect “tightness” in the memory chip market beyond 2027, so there is plenty of time for Micron to continue rising.
