The author argues that Nvidia, Micron and Broadcom are all central to the AI build-out and highlights their growth outlooks. Nvidia reported 106% growth last quarter and expects revenue growth of about 70% in 2027. Broadcom expects AI semiconductor revenue of about $58 billion in 2026, rising to $115 billion in 2027 and $230 billion in 2028. Micron trades at 5.5 times forward earnings, and if it reaches 15 times trailing earnings, the author estimates the stock could roughly triple. Nvidia and Broadcom trade at 13.5 and 18 times next year's earnings, which the author says leaves much of 2027's growth unpriced and could support a year-end rally, making November an attractive month for these three stocks.
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