Should You Forget Nvidia and Buy This Millionaire-Maker Stocks Instead?

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Nvidia (NASDAQ: NVDA) has been the astir palmy tech stock, with its artificial quality (AI) chips helping it go the world's astir invaluable publically traded company. The chipmaker's marketplace headdress is supra $4 trillion, and an fantabulous fourth-quarter fiscal 2026 (that ended Jan. 25, 2026) show shows the maturation communicative is inactive intact and strengthening.

Nvidia CEO Jensen Huang said that AI request is "growing exponentially." Guidance was besides rather substantial, with the institution projecting $78 cardinal successful gross for the archetypal 4th of fiscal 2027, compared to $68.1 cardinal successful the erstwhile quarter.

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While Nvidia's net amusement AI request is inactive heating up, its $4 trillion marketplace headdress means the banal needs acold much superior to make immoderate meaningful movement. Meanwhile, Silicon Motion Technology (NASDAQ: SIMO) has a overmuch smaller marketplace headdress and is well-positioned to thrust the AI wave.

AI magnifying glass.

Image source: Getty Images.

Silicon Motion Technology's SSD controllers are representation retention solutions for AI chips. Per the company's caller fiscal results and guidance, request for these SSD controllers is heating up.

Q4 2025 gross accrued 46% twelvemonth implicit year, with SSD controllers contributing importantly to the company's growth. Silicon Motion Technology besides forecast a "stronger-than-seasonal start, with sustained and dependable maturation passim the year."

Nvidia's net results amusement that AI spot request is inactive picking up, and each that request volition construe into gross acceleration for Silicon Motion Technology.

The emerging AI subordinate is already an Nvidia partner, offering a important runway for aboriginal gains. Revenue maturation has accrued for each of the past 2 years. AI tailwinds and optimistic guidance suggest this inclination volition proceed for a 3rd consecutive year.

Key to Silicon Motion Technology's semipermanent maturation is simply a robust AI industry. The institution operates successful a cyclical industry, but a multiyear tailwind could nutrient market-beating returns.

Nvidia's caller results are conscionable 1 motion that AI is inactive heating up. Grandview Research projects the AI manufacture maintaining a 30.6% CAGR from present until 2033.

Silicon Motion Technology's sequential results besides amusement meaningful growth. The company's gross was up by 15% 4th implicit quarter. Silicon Motion Technology had higher sequential SSD income growth.

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