ASML is presented as a monopolistic supplier of extreme ultraviolet machines essential for chip fabs to print the smallest, most advanced chips, making it critical for data centers and AI.
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The creator identifies three stocks to buy on dips in June: DRAM ETF (which holds Micron, SK Hynix, and Sam...
Jun 18, 2026
The creator identifies three stocks to buy on dips in June: DRAM ETF (which holds Micron, SK Hynix, and Samsung), Applied Optoelectronics (AAOI), and ASML. The reel highlights the importance of memory chips for AI and data centers, and ASML's monopoly in producing advanced chip manufacturing machines.
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SK Hynix is mentioned as a major holding in the DRAM ETF and a producer of memory chips crucial for AI and data centers.
Micron is identified as a top holding in the DRAM ETF and a key producer of RAM and HBM memory chips, benefiting from the demand driven by AI and data centers.
Nvidia is mentioned as a key player in AI, with its new Vera Rubin NVL144 server racks requiring massive amounts of HBM and DRAM, benefiting companies in the memory sector.
Applied Optoelectronics (AAOI) is highlighted for making laser components for data center networking equipment that converts electrical signals to light, positioning it as a beneficiary of AI data center build-outs.
The creator recommends buying the DRAM ETF on dips in June, noting it holds key companies in the memory chip sector essential for AI and data centers.