Google is a strong company with compounding growth across search, cloud, and AI chips, positioned to capitalize on the AI story.
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The creator discusses three stocks they are buying on dips in June: Nbius (NBIS), DRAM (an ETF), and Google...
Jun 24, 2026
The creator discusses three stocks they are buying on dips in June: Nbius (NBIS), DRAM (an ETF), and Google (GOOG). They highlight Nbius's AI cloud services and significant investment from Nvidia, DRAM's focus on memory chip makers for AI, and Google's strong performance across search, cloud, and AI chip development.
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Nbius is an AI cloud company renting GPU compute to AI businesses, with a $2B investment from Nvidia and strong revenue growth, making it a conviction buy.