Tesla is mentioned as making huge investments in AI infrastructure.
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TSM, APLD, NBIS, IREN, Jump In Revenue, Not In Price...
Jul 17, 2026
The creator notes a bullish oil market despite a broader sell-off in tech, particularly semiconductors and data centers. While many tech stocks are declining, the creator highlights strong earnings and revenue growth for companies like Taiwan Semiconductor, Nvidia, AMD, Oracle, and AVGO, suggesting that recent pullbacks in AI infrastructure plays like NBIS and APLD might present buying opportunities due to strong financials despite negative sentiment.
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Apple is mentioned as making huge investments in AI infrastructure.
AVGO is mentioned as a potential AI infrastructure play with tremendous financials and continuing growth, despite current market sell-offs.
Oracle is selling off but is mentioned as a potential AI infrastructure play with tremendous financials and continuing growth.
NBIS, a cloud computing company providing compute rental solutions, shows surging revenue and over half a billion dollars in net income last quarter, making it a potentially attractive AI infrastructure play despite current market sentiment.
AMD has been reporting tremendously great earnings and continuing revenue growth, with strong demand for AI compute, and is considered conservative in its outlook.
Nvidia has tremendous earnings and revenue growth, with strong demand for AI compute, and is considered conservative in its outlook despite market sell-offs.
Taiwan Semiconductor reported great earnings with 77% year-over-year profit growth and continuing revenue growth, despite a sell-off in the semiconductor market.
Shell is mentioned as being up in the oil market rally.
British Petroleum is mentioned as being up in the oil market rally.
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NBISbuy opened Jul 17, 2026
+5.66%