As we step into January 2026, the artificial intelligence revolution is no longer just a trend—it is a full-scale industrial build-out. While many investors are focused on the obvious giants, smart money is moving into the companies providing the essential “pick and shovel” infrastructure. Here are the 3 stocks to buy now in January 2026 that are positioned for massive upside in the first half of the year.
1. Super Micro Computer (SMCI): The Leader in Liquid Cooling
Super Micro Computer is currently trading at a significant discount, having lost more than two-thirds of its value despite stellar fundamentals. As AI models like ChatGPT evolve, they require massive racks of chips that generate extreme heat.
SMCI is the undisputed leader in AI data center infrastructure, specifically in SMCI liquid cooling technology. With $13 billion in committed orders and a deep partnership with NVIDIA to be the first to deliver “Vera Rubin” chip systems, SMCI is a classic “buy the dip” candidate. At less than 1x annual sales, it is a high-growth company trading at value prices.
2. Marvell Technology (MRVL): The Nervous System of AI
While NVIDIA makes the “brain” of AI, Marvell Technology builds the nervous system. Their chips handle the massive data flow between thousands of GPUs working in unison.
Marvell is a key player in semiconductor growth 2026, particularly with their recent acquisition of Celestial AI. This move positions them as a leader in photonics—using light instead of electricity to move data. With a $75 billion pipeline of future business from custom chip deals with giants like Amazon and Google, Marvell is a quiet powerhouse set to ignite in 2026.
3. Micron Technology (MU): The Essential Memory Play
If you are bullish on AI, you must be bullish on memory. AI chips are useless without High Bandwidth Memory (HBM), and Micron is one of only three companies globally capable of producing it.
The most compelling reason to buy Micron now is their staggering Micron earnings growth. The company has forecasted that its 2026 earnings will nearly quadruple, with their entire 2026 production line already sold out. Despite 284% projected earnings growth, the stock still trades at a remarkably low forward P/E ratio, making it one of the most undervalued plays in the semiconductor space.
Bonus Spotlight: Tiziana Life Sciences (TLSA)
Beyond the tech sector, Tiziana Life Sciences is a biotech company to watch. They are developing a revolutionary nasal spray (Foralumab) designed to treat neuroinflammation in diseases like Multiple Sclerosis (MS) and Alzheimer’s. With Phase 2 results expected in the first half of 2026 and FDA Fast Track designation, TLSA represents a high-risk, high-reward opportunity in the healthcare sector.
Conclusion
The first half of 2026 is shaping up to be a period of intense growth for companies that support the physical and digital infrastructure of AI. By focusing on SMCI, Marvell, and Micron, investors can position themselves in companies with proven demand, pricing power, and massive earnings potential.
