"A soft landing is the most likely economic scenario which makes the current environment most comparable to the mid-1990s," BMO's Brian Belski said.

And this stock is Super Micro Computer ( SMCI 0.07%), a company that saw its stock price soar 188% in the first half, surpassing Nvidia's 149% increase. Though individual forecasts vary, the average Wall Street estimate calls for the stock to climb 90% from today's level.