3 No-Brainer Stocks to Buy on the Latest Sell-Off

Corrections present opportunities for investors with extra cash on the sidelines, especially in high-potential industries like technology. These three growth stocks below have all been beaten up in recent weeks but are due for a rebound. Let's dive in and see why.

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Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

1. Meta Platforms

Meta Platforms (NASDAQ: META) is down by more than 10% from its all-time highs and continues to lag the S&P 500 year to date. It's shocking to see Facebook's parent company underperforming the famed index, but that should change soon.

Fundamentals remain solid, as the company delivered 33% year-over-year revenue growth in Q1, along with a 30% year-over-year boost in net operating income. Meta Platforms has reliably delivered profitable, high growth rates from online advertising, which makes its current 22 P/E ratio look like a steal.

Furthermore, Meta Platforms is diversifying beyond ad revenue, which could boost the stock's valuation. Mark Zuckerberg announced the company is working on an AI cloud business to sell additional compute to AI enterprises and start-ups.

Neocloud providers have demonstrated that the industry can be lucrative, and it would give Meta Platforms an additional income source. It may take multiple years for this part of the business to generate meaningful revenue, since Meta Platforms is currently constrained by compute capacity.

Recent big deals with neocloud provider Nebius and the fact that Alphabet has limited Meta Platforms' use of its Gemini AI models show short-term limitations. However, Meta Platforms is rapidly building AI data centers that could unlock a new revenue stream within a few years. That, and the company's push into AI glasses, can introduce new, vibrant revenue streams that lead to a rerating.

2. Nvidia

Nvidia (NASDAQ: NVDA) has been at the center of the AI boom as its GPU chips continue to fly off the shelves. Revenue surged 85% year over year in the company's fiscal 2027 first quarter, and its recently announced $80 billion stock buyback program gave investors another reason to be excited.

CEO Jensen Huang even said that the AI build-out "is accelerating at extraordinary speed," suggesting that Nvidia can continue to deliver outsize revenue growth in future quarters. Q2 FY27 guidance projects $91 billion in revenue at the midpoint, which represents 11.5% sequential growth.

Still, the stock is down by almost 20% from its 2026 highs. A 30 P/E ratio makes the stock look quite attractive, and a new announcement sweetened the proposition. Nvidia recently introduced a revenue-sharing model in which AI start-ups can receive free compute in exchange for giving Nvidia exposure to a percentage of their total revenue.

This type of dealmaking has worked well for Nvidia. It has profitable stakes in many AI stocks, including Intel and Nebius. It can also introduce additional high-growth opportunities for Nvidia, translating into accelerated revenue and net income growth rates.

This opportunity may not be fully reflected in today's stock price, but Nvidia still looked compelling before it announced this new revenue stream.

3. Iren

The best investors zig when everyone else zags. Iren (NASDAQ: IREN) bulls have had to navigate a myriad of short-term obstacles on the way to high annual recurring revenue in the long run.

The optics don't look good in the short run. Iren is flat year to date after shedding more than 30% of its value in a single month. Meanwhile, rival Nebius has more than doubled year to date.

Dilution fears remain, and Iren's co-CEOs recently received $687 million in stock grants. It's good that they can't sell their shares for multiple years, as it gives the CEOs more incentive to grow the company. However, the stock awards divided investors since it comes at a time when dilution and borrowing remain high.

Nebius has also been quicker to announce big deals, including its five-year, $27 billion agreement with Meta Platforms. Iren has been a bit slower on that front, only announcing a five-year, $3.4 billion deal with Nvidia for 60 megawatts of capacity.

A Nebius-sized deal would quickly change public perception of Iren, and such a deal can be announced out of the blue in a single press release. Iren has enough compute to support that type of deal. It has doubled its gigawatt pipeline year to date and is approaching 6 gigawatts. Expansion into Europe and Australia creates compelling opportunities to quickly scale AI infrastructure.

The moment Iren can convert its gigawatt pipeline into annual recurring revenue, the opportunity will become unmistakable. The company recently raised its annualized revenue run rate from $3.7 billion to $4.4 billion, indicating that growth is underway.

The long-term picture looks extremely promising, but it has a bunch of loud short-term bumps along the way. That setup can be promising for investors who can buy and hold the tech stock for multiple years.

Marc Guberti has positions in Iren. The Motley Fool has positions in and recommends Alphabet, Intel, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.