Marvell Technology is mentioned as one of the AI stocks crashing, down 10.60%.
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The creator discusses the current downturn in AI and semiconductor stocks, highlighting significant drops i...
Jul 2, 2026
The creator discusses the current downturn in AI and semiconductor stocks, highlighting significant drops in companies like SNDK, IREN, AAOI, and NBIS. Despite the market correction, the creator views this as a positive opportunity to buy stocks at a discount, mentioning plans to average down on positions in AAOI and DRAM. The creator also shares personal success stories with AMD and NBIS, bought at lower prices.
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Tower Semiconductor is mentioned as one of the AI stocks crashing, with a 13.42% drop shown on screen.
The creator wants to see DRAM go even lower before buying more, viewing the current downturn as a discount opportunity.
AAOI is down 18%, but the creator plans to average down on this position as part of their strategy to buy stocks on discount.
IREN is mentioned as one of the AI stocks crashing, down 12%.
The creator bought Nebius in the 70s and sees current market drops as a discount opportunity to buy more.
Sandisk is mentioned as one of the AI stocks crashing, down 13%.
The creator bought AMD at $120 and sees current market drops as a discount opportunity to buy more.