AAOI is seeing extremely ramped production of 800G and 1.6T optical transceivers, critical hardware for AI data centers, and is trading at a discount.
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The creator argues against blindly buying the dip, stating that the best investors buy when fear is highest...
Jul 17, 2026
The creator argues against blindly buying the dip, stating that the best investors buy when fear is highest. They highlight several growth stocks in the AI hardware and memory industries that are trading at attractive valuations despite strong earnings potential, including MU, SNDK, NBIS, and AAOI.
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Tickers discussed in this post
Iris Energy (SIREN) has $10 billion in contracted AI revenue backlogs, driven by strategic partnerships with NVIDIA and a strong data center pipeline, and is trading at a discount.
Nebbius Group (NBIS) is experiencing multi-hundred percent year-over-year revenue growth driven by AI demand, and is trading at a massive discount.
SanDisk (SNDK) is trading at a 7x forward P/E, a significant discount given its expected record profits through 2028, positioning it as a buy.
Micron (MU) is trading at a 5x forward P/E, which is considered a massive discount despite expecting record profits through 2028, making it a buy.