Cisco is mentioned as a potential hidden value in the AI data center build-up, but without a strong conviction.
Source Post
The AI Data Center Capex Expansion Theme Is NOT The Only Game In Town
May 14, 2026
The creator discusses the interconnectedness of the Korean market and US tech stocks, particularly semiconductors. A proposed tax on AI companies in Korea caused a sell-off in US chip stocks like Micron, Intel, and SanDisk. While a labor strike delay in Korea temporarily boosted the KOSPI, the creator warns of potential future crashes in the Korean market that could negatively impact US tech. A rotation from hardware to software is needed for a sustained market shift.
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Tickers discussed in this post
Amazon was stalling until recently and is now beginning to lose some steam, indicating a cautious outlook.
Nvidia has been flat and doing nothing for the year until recently, suggesting a neutral short-term outlook.
Meta is expected to slow down and be punished by investors due to reduced cash flows and pullback in investing.
Microsoft is expected to slow down and be punished by investors due to reduced cash flows and pullback in investing.
Google Alphabet is highlighted as the only Max 7 stock currently producing massive revenues and good cash flows, making it a strong performer.
Del Monte Foods (FDP) has pulled back recently, and more observation is needed to determine if it presents an opportunity.
Archer Daniels Midland (ADM) is a strong performer in agriculture, up 40% year-to-date with continuing hot momentum.
Marathon Petroleum (MPC) is a strong energy performer, up 54% year-to-date, and the creator recommends sticking with energy names.
Energy names like Exxon (XOM) are performing well, with XOM up 25% year-to-date, and the creator advises sticking with these names.
