Investor’s Playbook

IP #122: 3 AI Stocks That Could Go Crazy in 2026: NVDA, ORCL, SMCI

Investor’s Playbook

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In this episode of Investor’s Playbook, we’re locking in on three AI-driven stocks that investors are watching closely heading into 2026: NVIDIA, Oracle, and Super Micro Computer.

We break down why each of these companies sits at a critical point in the AI boom, from chips and infrastructure to cloud and enterprise demand. This isn’t about hype or chasing headlines. It’s about understanding where the real money is flowing, how AI spending is showing up on balance sheets, and why these names could see explosive growth if trends continue.

If you want to understand how AI could shape portfolios in 2026 and which companies are positioned to benefit the most, this episode gives you the big picture without the tech overload.

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