3 Saham Investor Seharusnya Beli dengan Tenaga Penuh

<p>Even as the stock market seesaws with uncertainty, there are a handful of screaming values that I think investors should consider scooping up today. I've got three of them that are trading at deep discounts to where they should be, and it seems that it's only a matter of time before the rest of the market catches on and sends these three higher.</p>
<p>At the top of my investment list are Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), and The Trade Desk (NASDAQ: TTD). All three of these stocks are well off their all-time highs, but if investors trusted the direction they are heading, they would be much higher.</p>
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<h2>Microsoft</h2>
<p>Microsoft is thriving in the AI build-out. It has become a facilitator, and instead of spending billions of dollars training a generative AI model, it's using that capital to build out computing infrastructure that it can rent out to AI developers who are. This is the primary reason to invest in Microsoft, and its cloud computing business unit, Azure, which powers these workloads, is doing great.</p>
<p>During the second quarter of fiscal year 2026 (ended Dec. 31), Azure's revenue rose by 39% year over year. For all of the money that Microsoft is <a href="https://www.fool.com/research/ai-companies-spending-on-data-centers/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=eceff69e-5925-413b-b59a-9bee5c7b841b">spending on AI computing hardware,</a> that represents a great return on investment, but it's not done yet. Microsoft has a $625 billion backlog that it's still churning through, so there is a massive amount of contracted business already on the books waiting to be used up.</p>
<p>Despite this, Microsoft's stock trades at a historically low valuation. I'm using the operating price-to-earnings ratio because it ignores the effects of investment gains (like Microsoft's OpenAI investment), and it gives investors a bit more clarity into the historical valuation picture without the effects of one-time events.</p>
<p>Microsoft's valuation today is near the low end of where it has traded over the past decade, making today's price tag a screaming deal.</p>
<h2>Nvidia</h2>
<p>If you thought Microsoft's stock was cheap, wait until you see Nvidia's. Nvidia makes graphics processing units (GPUs), which have been heavily utilized in the AI build-out. This has caused Nvidia to soar to become the world's largest company, but it's far from being done.</p>
<p>During Q4, its revenue rose 73%, and management gave guidance for 77% growth in Q1. Nvidia believes that global data center capital expenditures will rise to $3 trillion to $4 trillion by 2030, which is a huge uptick from today's already large levels.</p>