The creator references buying Google at $150 a year ago as a successful 'buy the dip' strategy, implying a similar opportunity now.
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The creator discusses the recent downturn in AI stocks, highlighting SanDisk (SNDK), Micron (MU), Marvell (...
Jul 3, 2026
The creator discusses the recent downturn in AI stocks, highlighting SanDisk (SNDK), Micron (MU), Marvell (MRVL), and the DRAM ETF as examples. The primary reason cited for the market's negative reaction is Meta's (META) announcement to enter the cloud computing business and sell excess AI compute capacity, which the market is not receptive to. The creator expresses a bullish sentiment towards buying the dip in AI stocks, referencing past successful purchases of AMD and GOOG.
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The creator references buying AMD at $100 as a past successful 'buy the dip' strategy, implying a similar opportunity now.
The creator is looking to buy the dip in Meta, as the market is reacting negatively to its announcement to sell excess AI compute capacity, despite Meta's move into the cloud computing business.
The DRAM memory ETF is mentioned as being down 8% in one day.
Marvell Technology is mentioned as an AI stock down 10%.
Micron Technology is mentioned as an AI stock down 5.5%.
SanDisk is mentioned as an AI stock that is down 14% today.
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