The creator is looking to buy Micron on the dip, noting he has already started a position and will add more if it drops further.
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The creator discusses the current stock market downturn, attributing it to geopolitical tensions and a unwi...
Jul 16, 2026
The creator discusses the current stock market downturn, attributing it to geopolitical tensions and a unwinding AI momentum trade. They highlight strong earnings from TSMC and ASML as positive signs for AI chip demand, suggesting a fear-driven reset rather than a fundamental breakdown. The creator plans to buy the dip in their favorite AI stocks: Micron (MU), Marvell (MRVL), Corning (GLW), and Nebias (NBIS).
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Tickers discussed in this post
Nebius is listed as one of the four AI stocks the creator is looking to buy during the current market sell-off.
Corning is listed as one of the four AI stocks the creator is looking to buy during the current market sell-off.
Marvel is listed as one of the four AI stocks the creator is looking to buy during the current market sell-off.
ASML is a favorite AI stock to buy on the dip due to its record earnings, raised outlook, and expanding production capacity to meet strong chip demand.
TSMC is a favorite AI stock to buy on the dip due to its strong earnings growth and increased spending on AI chip demand.
The iShares Semiconductor ETF (SOXX) is mentioned as the AI momentum trade is unwinding, with valuations becoming stretched.