Applied Optoelectronics is a high-risk, high-reward buy with strong revenue growth (51% YoY, 154% for data center) and guidance for $1 billion in revenue this year.
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The creator identifies four stocks they are buying on every dip: AMD, Nebius, Reddit, and Applied Optoelect...
Joe InvestssJun 15, 2026
The creator identifies four stocks they are buying on every dip: AMD, Nebius, Reddit, and Applied Optoelectronics. They provide brief financial highlights and growth projections for each, emphasizing their AI and data center relevance.
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Reddit is a buy due to its strong user engagement and increasing revenue from AI companies accessing its content, showing consistent growth above 60% for seven consecutive quarters.
Nebius Group NV is highlighted for its significant revenue growth (up 684% YoY) and strong capital secured, including an investment from NVIDIA, with major deals with Meta and Microsoft.
AMD is a top pick due to its AI chip power, serving companies like OpenAI, Meta, and Microsoft, with strong revenue growth and projected 60% CAGR for its data center business.