The creator notes Axon's significant price appreciation (50%) since they first bought it at $400, using it as an example of how quickly stocks can move.
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The Most Obvious Buy in the Market Right Now
Jul 2, 2026
The creator discusses Meta's potential move into selling AI computing power and models, noting the stock's recent surge and its undervalued status. They also touch upon Neocloud players like Corewave and Nebu, highlighting their volatility and recent pullbacks.
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The creator previously considered Google a 'no-brainer' investment, implying a positive but less current stance compared to Meta.
Nvidia is transitioning to an infrastructure facilitator role, supporting AI compute buildout and sharing in downstream compute revenue for independent clouds like CoreWeave and Nubei.
Meta is considered an extremely undervalued, no-brainer buy due to its potential new AI computing power business and current valuation.
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METAbuy opened Jul 2, 2026
+1.88%