Affirm (AFRM) is highlighted as a high-growth consumer fintech stock that is benefiting from a rotation out of overextended AI hardware, with cooling inflation and increased consumer spending lowering funding costs and boosting discretionary spending.
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The Man Who Called The AI Boom Is Buying These 2 “Hidden” Stocks
Jul 14, 2026
The creator discusses the AI boom and highlights two "hidden" stocks, Nebius and Luentum (LIIT), that are crucial to AI infrastructure. The focus is on supply chain bottlenecks for AI compute, particularly GPU cloud space and optical interconnects. The video also touches on major players like TSMC and SK Hynix, and briefly mentions IBM's recent stock performance. The creator emphasizes that smart money is looking beyond Nvidia to these less obvious plays.
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Tickers discussed in this post
Superhuman is evolving its AI integration with new features for platforms like Spotify, showing AI's deep integration into daily routines.
Meta is significantly expanding its Hyperion data center project to support AI infrastructure.
Amazon has cut jobs to reallocate capital towards AI, indicating a significant investment in the AI space.
IBM was mentioned as having been 'slaughtered' in the market, suggesting a negative performance or outlook, possibly related to AI investment optimization.
Nvidia is mentioned as a company that the smart money is looking beyond, despite being a focus of public narrative in the AI boom.
Taiwan Semiconductor (TSM) is poised for significant earnings growth, driven by expanding advanced chip packaging capacity to meet high AI chip demand.
United Micro Electronics Corporation (UMC) is mentioned as mass producing silicon photonics wafers, indicating its role in the growing optical interconnects market for AI.
Luentum (LIIT) is positioned to benefit from the shift to optical interconnects and silicon photonics as AI clusters grow, and is projected to be supply constrained for years.
Nebius is a powerhouse in the GPU cloud space, securing a $1 billion compute deal and landing infrastructure partnerships with Meta and Microsoft, indicating strong demand and supply constraints.