The creator discusses the current market conditions, highlighting the fear and greed index and VIX as indic...

IBMBullishMedium ConvictionSignal-backedSecondary

IBM is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

ORCLBullishMedium ConvictionSignal-backedSecondary

ORCL is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

NFLXBullishMedium ConvictionSignal-backedSecondary

NFLX is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

TSLABullishMedium ConvictionSignal-backedSecondary

TSLA is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

METABullishMedium ConvictionSignal-backedSecondary

META is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

AMZNBullishMedium ConvictionSignal-backedSecondary

AMZN is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

GOOGBullishMedium ConvictionSignal-backedSecondary

GOOG is a hyperscaler stock that will benefit if AI spending works out, despite current sell-off.

FNBullishMedium ConvictionSignal-backedSecondary

FN is a photonics stock vital for connecting GPUs and servers, suggesting a buy opportunity.

AXTIBullishMedium ConvictionSignal-backedSecondary

AXTI is a photonics stock crucial for connecting GPUs and servers, indicating a buy sentiment.

CIENBullishMedium ConvictionSignal-backedSecondary

CRDO is a photonics stock necessary for connecting GPUs and servers, suggesting a buy opportunity.