While Tesla is involved in self-driving, the creator believes Google is a superior play due to better valuation, as much of Tesla's potential is already priced in.
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Chip Stocks Crashing & Stocks To Buy Now
Jul 15, 2026
The creator discusses the current crash in the chip market, noting that while chip stocks like MU, Nvidia, and ASML are down, companies like Google, Microsoft, and Amazon (MAG 7) are performing well. The creator highlights strong earnings from ASML and TSMC but acknowledges market jitters around valuation, capex fatigue, and memory chip volatility. The focus then shifts to hyperscalers as potential long-term beneficiaries of the AI revolution. A significant portion of the discussion revolves around the utility sector (VPU ETF) as a potential investment due to the increasing demand for power driven by AI and data center buildouts, citing commentary from the BlackRock CEO.
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Tickers discussed in this post
TSMC, the backbone of semiconductors, saw 68% revenue growth last month, but its current stock action is not explicitly discussed.
ASML was down despite strong earnings and raised guidance, highlighting a disconnect between company performance and market reaction in the chip sector.
Nvidia was down, despite posting earnings, indicating weakness in the chip sector.
Micron Technology (MU) is down almost 10%, highlighting the significant downturn in the chip market.
Take 2 Interactive is mentioned as a software play that was up as much as 3% today, indicating positive movement despite the broader chip market downturn.
Amazon is mentioned as one of the MAG 7 stocks that are performing well despite the chip market crash, suggesting a rotation into these larger tech companies.
Microsoft is mentioned as one of the MAG 7 stocks that are performing well despite the chip market crash, suggesting a rotation into these larger tech companies.
Google is mentioned as one of the MAG 7 stocks that are performing well despite the chip market crash, suggesting a rotation into these larger tech companies.
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