The creator is buying Micron Technology, viewing the recent price drop as a 'buy the rumor, sell the news' profit-taking event rather than a fundamental issue.
Source Post
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.
Linked Mentions
Tickers discussed in this post
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.
The creator is buying Nebius Group on the dip, arguing that their GPU rental business remains in high demand despite competition from Meta.