2 ‘Strong Buy’ Stocks to Snap Up If You Want to Invest in Elon Musk’s DOGE

There’s a seismic shift happening in Washington, and it’s being led by none other than Elon Musk—now the head of the Department of Government Efficiency (DOGE). His radical moves to cut federal spending by anywhere from $1 trillion to $2 trillion by 2026 are shaking up bureaucracy and sending powerful ripples through financial markets. If you’re an astute trader, now’s the time to pivot and grab some stocks that are primed for explosive growth, leveraging Musk’s influence. Let’s dive into two standout “Strong Buy” stocks that are ready to rocket: Nvidia (NVDA) and Modine Manufacturing (MOD).

Stock #1: Nvidia (NVDA)

Since launching in 1993, Nvidia has evolved from a GPU innovator to an absolute powerhouse in the AI landscape with a market cap soaring to $2.9 trillion. Its chips are undeniably essential for Tesla’s self-driving capability and are the beating heart of xAI’s ambitious Colossus supercomputer—getting ready to double up to 200,000 Hopper GPUs. Musk and Nvidia are not just partners; they are rewriting the playbook on artificial intelligence and autonomous vehicles.

Despite some turbulence—like the steep 17% drop on January 27 due to fears around China’s DeepSeek—the stock is resilient. Over the past year, Nvidia has still soared 61%. Yes, at a hefty 32.95 times forward adjusted earnings, it may seem pricey, but for the unrivaled leader in AI, it’s a premium worth paying.

In its most recent Q4 earnings report released on February 26, Nvidia knocked expectations out of the park with a staggering $39.3 billion in revenue, a remarkable 78% increase year-over-year. What really shone was the data center segment, which surged 93% annually to $35.6 billion. And with a non-GAAP EPS soaring by 71% to $0.89, Nvidia continues to flaunt its technological supremacy.

Looking down the pipeline, Nvidia anticipates a revenue of $43 billion for Q1 fiscal 2026, while maintaining robust gross margins of around 71%. Analysts project the company’s profits to escalate to $3.98 per share in fiscal 2026—up 35.8% year-over-year. Currently, Nvidia holds a solid “Strong Buy” consensus rating with 37 out of 43 analysts pushing for a buy. The average price target of $177.43 suggests Nvidia could rally as much as 35%, with the potential Street-high target sitting at $220, indicating a jaw-dropping upside of 67.6%.

Stock #2: Modine Manufacturing (MOD)

Let’s pivot to Modine Manufacturing—another player that’s turning the heat up in the cooling tech sector. Based in Racine, Wisconsin, Modine has been a steady force since its inception over a century ago, specializing in thermal management solutions for everything from electric vehicles to data centers. With operations spanning across the U.S., Europe, and Asia, they are experts in crafting innovative cooling and climate control technologies.

Your ears should perk up at Modine’s long-standing relationship with Tesla that kicked off in 2012, as they’ve provided battery chillers for the Tesla Model S. With Tesla ramping up its EV production, Modine stands to benefit tremendously from this synergy. The market cap rests at $4.2 billion, but shares have dipped by 27% this year—don’t let that fool you. With a staggering 1,240% growth in five years, Modine is merely catching its breath, and appealing for patient investors willing to buy on dips.

After releasing its Q3 fiscal 2025 earnings on February 4—where they reported $616.8 million in revenue (a 10% year-over-year increase)—the stock climbed approximately 7% the following day. The success in data center cooling and HVAC & refrigeration sales is buoying Modine’s future prospects.

Analysts project a bullish outlook for Modine, expecting adjusted EPS of $3.88, marking a 19.4% uptick year-over-year, and a further 21.4% leap to $4.71 in fiscal 2026. The average analyst price target for MOD suggests a whopping upside of 75.3%, with the Street-high target pointing to a potential 78.1% increase. Currently, Modine flaunts a “Strong Buy” consensus rating with four out of five analysts pushing for buyers.

Final Takeaway

As Elon Musk wields his influence to reshape federal spending and broaden economic opportunities, savvy investors are looking to harness this momentum. Nvidia and Modine are at the forefront of this revolutionary shift, representing some of the most promising investment opportunities of our time. If you want to ride the waves of AI and infrastructure’s future, these two stocks are where you want to lay your bets. Whether you’re a seasoned trader or just starting, it’s time to position your portfolio for success!

Keep those charts updated, and happy trading!