AMD designs CPUs and GPUs for data centers, PCs, and gaming consoles, with their server CPUs being used by NVIDIA in their server rack, and the creator plans to buy more around $400 and $267.
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The creator discusses three stocks to buy heavily during a market crash: Micron Technology (MU), Snowflake...
BdinvestinggJun 8, 2026
The creator discusses three stocks to buy heavily during a market crash: Micron Technology (MU), Snowflake (SNOW), and Credo Technology (CRDO). They highlight past successful trades in MU and SNOW, and provide a detailed analysis of CRDO's business, acquisition of DustPhotonics, and revenue growth projections, along with a buy zone. The reel also touches on Nebius (NBUS) as a cloud AI infrastructure company and AMD as a competitor to NVIDIA in the CPU and GPU market, noting NVIDIA's investment in Nebius and AMD's use of NVIDIA's server CPUs.
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NVIDIA is mentioned as a competitor to AMD in the GPU market, and it has invested $2 billion in Nebius for an 8% stake, deepening a full-stack AI cloud partnership.
Nebius is a cloud AI infrastructure company renting out GPU computing power to hyperscalers, building one of Europe's largest AI projects with a GPU cluster in Paris, and has received a $2 billion investment from NVIDIA for an 8% stake, leading to a full-stack AI cloud partnership.
Credo Technology is recommended for heavy buying during market crashes due to its role in connecting servers in data centers, powering GPUs faster with less power, and its acquisition of DustPhotonics, with a buy zone identified between $206 and $180.
The creator previously bought Snowflake during a market crash and saw over 100% gains, suggesting it's a stock to consider buying heavily during downturns.
The creator previously bought Micron Technology during a market crash and saw over 100% gains, indicating a positive past performance and potential for future buys.