The D RAM ETF is a buy, offering exposure to the entire memory supply chain fueling AI models, despite a recent 15% single-day drop.
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The creator discusses the recent market downturn, with the Nasdaq dropping over 4% and the S&P 500 falling...
The creator discusses the recent market downturn, with the Nasdaq dropping over 4% and the S&P 500 falling 2.6%, attributing it to a strong jobs report that increases the likelihood of a rate hike. Despite the market dip, the creator identifies five stocks they are buying: ASTS, IREN, CRDO, OKLO, and the D RAM ETF.
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Oklo is a buy as a nuclear micro-reactor startup partnering with Nvidia to build power plants for AI data centers, despite being down 70% from its high.
CRDO is a buy due to its revenue tripling and its role in making high-speed chips that connect GPUs in AI data centers.
IREN is a buy due to its AI data centers and computing infrastructure, backed by a Microsoft deal and significant financing, with analysts setting a $99 price target.
ASTS is mentioned as a stock to buy, bringing satellite internet directly to phones without needing extra hardware, with a mid-June satellite launch planned.