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The Unstoppable AI Stock You Must Own Before August 27 – Don’t Miss the Rally

The Unstoppable AI Stock You Must Own Before August 27 – Don’t Miss the Rally

Author:
foolstock
Published:
2025-08-16 21:00:00
14
3

AI is eating the world—and this stock is serving the buffet. Forget 'quiet accumulation.' This is a buy-now-or-cry-later moment.

Why August 27? Because Wall Street's algo-triggered buying spree starts then—and you want in before the machines jack the price.


The AI Powerhouse Hiding in Plain Sight

No vaporware here. Real revenue, real adoption, real patents. Competitors? Still debugging their PowerPoints.


Numbers That Don’t Lie (Unlike Some Earnings Calls)

Triple-digit growth. Gross margins that’d make a SaaS CEO blush. And enough R&D firepower to out-innovate the 'metaverse' crowd for a decade.


The Cynic’s Corner

Yes, analysts just upgraded it. No, that doesn’t mean they understand it. They still think 'blockchain' is a type of bike lock.

Bottom line: This isn’t betting on AI—it’s owning the shovel salesmen in the gold rush. Clock’s ticking.

Person celebrating while looking at data.

Image source: Getty Images.

Nvidia's domestic demand is growing

Nvidia makes graphics processing units (GPUs), which are the most popular computing units for performing difficult tasks, such as engineering simulations, mining cryptocurrency, and training AI models. Nvidia's dominance in the data center market share is incredible, with many estimates setting its market share at 90% or greater.

The data center market has been booming thanks to rising demand from AI hyperscalers, like(NASDAQ: META) and(NASDAQ: GOOG) (NASDAQ: GOOGL). During each company's Q2 earnings call, each told investors to expect capital expenditure growth for 2026, mainly focused on data center buildout. These data centers are being filled with high-powered computing units, with many of them coming from Nvidia.

With this outlook rising, it bodes well for Nvidia's stock in the NEAR and short-term, encouraging investors that domestic GPU demand is still strong.

But it's also looking strong overseas.

A unique deal to gain access to China could mean huge growth for Nvidia

In April, the TRUMP administration revoked Nvidia's export license for H20 chips, which were specifically designed to meet export restrictions to China. That caused Nvidia to miss out on $2.5 billion in revenue for Q1, but also required Nvidia to pull revenue guidance from H20 chips for Q2. Still, management projected 50% revenue growth to $45 billion for Q2, but that figure would have been 77% to $53 billion if projected H20 sales were included.

However, it seems like China's market is back in play with Nvidia's export license set to be approved, and the company likely needs to pay a 15% export tax on the GPUs it sells. This WOULD eat into the margins Nvidia has on these chips, but some sales are better than no sales. Nvidia is well positioned to profit from the increased business in China, which will provide a boost for Nvidia.

We'll have to see what CEO Jensen Huang says regarding the progress of these deals and how they affect the company moving forward. Nvidia's Q3 has already started, so it won't be able to enjoy a full quarter of H20 sales, but it could still be a positive benefit to the company in the back half of the quarter.

Nvidia has two positive growth catalysts going for it right now, and none working against it. This could cause management to guide for revenue reacceleration, which would likely send shares soaring. Additionally, Nvidia's stock may not be cheap, but it's still valued at a lower level than it was at this point last year.

NVDA PE Ratio (Forward) Chart

NVDA PE Ratio (Forward) data by YCharts

This could open up the door to the stock popping following its earnings announcement, and buying shares today ensures that you get in on that action. However, I still think there's an excellent long-term investing opportunity here, and even if you wait until after the earnings announcement, Nvidia will likely maintain its status as one of the top stocks to buy.

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