Three AI-sector stocks remain strong buys despite the trend's three-and-a-half-year run, with Nvidia, Meta, and Micron positioned for continued growth.

Nvidia, the No. 1 provider of parallel processing power for data centers, is projected by Wall Street analysts to achieve 73% revenue growth this year and 33% growth next year. The company believes global annual data center capital expenditures will total $3 trillion to $4 trillion by 2030.

Meta Platforms is developing a personal superintelligence platform paired with AI-enabled smartglasses (wearable devices that would function as a digital assistant), while its current advertising business on Facebook, Instagram, WhatsApp, and Threads grew 33% year over year.

Micron and other memory chip fabricators are benefiting from a supply shortage: memory chip prices are skyrocketing due to nearly all global production capacity being consumed by AI infrastructure build-out. Wall Street analysts project Micron's revenues will rise 193% this year and 57% next year, with the memory shortage expected to persist for several years as new fabrication facilities are built.