AMD is mentioned as a company making great chips, but the creator questions if they will lose market share.
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3 Stocks To Buy (& 3 Stocks To Sell) Before June 2026 Ends
May 27, 2026
This video discusses three stocks Morningstar recommends selling and three they suggest buying, emphasizing the importance of price and fundamentals over hype. Stocks recommended for selling include Ciena (CIEN), SanDisk, and Iron, due to high valuations and potential market normalization. Stocks recommended for buying include Alphabet (GOOGL), which is benefiting from AI integration in search and YouTube, and two other unmentioned companies.
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Tickers discussed in this post
Micron is mentioned as a company making great chips, but the creator questions if they will lose market share.
Nvidia is mentioned as a company making great chips, but the creator questions if they will lose market share.
SanDisk is discussed with concerns about its recent surge in free cash flow and high valuation multiples, questioning if the increase is temporary.
Lockheed Martin is a buy opportunity due to a stock pullback, supported by increasing global defense budgets and a strong long-term story despite soft Q1 results.
Dow is a buy due to its position as a US chemical company that can capitalize on disruptions in Asian chemical production caused by the Iran war, leading to increased volume and prices.
Morningstar recommends buying Alphabet (GOOGL), also known as Google, as AI is improving its search results and driving more engagement and advertising revenue, while YouTube is also performing well.
Morningstar recommends selling Ciena (CIEN) due to its extremely high valuation (173x 2026 earnings) and the risk of a significant fall if AI spending or data center buildout slows.