Micron Technology Inc. (MU) is a buy as it produces essential memory chips for AI processors, with strong revenue growth and a sold-out HBM supply, despite recent stock price drops.
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The creator discusses three stocks they are buying on the dip, citing the AI bubble's pop and a portfolio d...
Jul 8, 2026
The creator discusses three stocks they are buying on the dip, citing the AI bubble's pop and a portfolio decline. They highlight Nebius Group NV (NEBIUS) for its GPU rental services to AI companies, Forgent Power Solutions Inc. (FPS) for its electrical distribution equipment for data centers, and Micron Technology Inc. (MU) for its memory chips essential for AI processors. The creator believes the fundamentals support these investments despite recent stock volatility.
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Forgent Power Solutions Inc. (FPS) is a buy because it provides essential electrical distribution equipment for data centers and industrial facilities, with strong revenue growth and a significant backlog.
Nebius Group NV is a buy due to its GPU rental services for AI companies that cannot afford their own infrastructure, evidenced by a significant deal with Meta.