Broadcom is an honorable mention and a 'steal deal' to buy around $355, driven by its custom chips for hyperscalers and a 143% year-over-year AI revenue growth.
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The creator identifies three AI-related stocks to buy in July: Bloom Energy (BE), Applied Optoelectronics (...
Mo InvestsJun 28, 2026
The creator identifies three AI-related stocks to buy in July: Bloom Energy (BE), Applied Optoelectronics (AAOI), and Qualcomm (QCOM). They also mention Broadcom (AVGO) as an honorable mention. The creator highlights their potential in AI data centers, AI robotics, and custom chip development, providing specific buy levels and supporting financial data.
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Qualcomm is a buy around $171, as it's undervalued by the market as just a phone chip company, with significant opportunities in data centers, AI robotics, and other AI themes.
Applied Optoelectronics is a buy around $110 or $99, as it provides essential high-speed communication for thousands of GPUs in data centers, a critical component for AI.
Bloom Energy is a buy due to its role in solving AI data center energy constraints and its ability to bring power online quickly, with a target buy range of $234-$176 near the 200-day moving average.
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