Tesla is mentioned as a real-world example used in an options course to demonstrate option strategies.
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Did You Hear That? IBM Just Revealed My Next 7 Stock Picks
Jul 19, 2026
IBM's recent revenue warning, which caused a significant stock drop, is interpreted by the creator not as a sign of slowing AI spending, but as a shift in customer priorities towards AI infrastructure. This presents both near-term opportunities in AI hardware stocks and a longer-term shift in software spending.
Linked Mentions
Tickers discussed in this post
Cloud services like Oracle (OCL) are down 34% in the past month.
Nvidia (NVDA) has managed to hold on amidst broader AI and tech ETF declines.
Alphabet's upcoming earnings report is a significant catalyst for AI stocks, with investors watching for continued AI spending increases.
Campbell's is recommended as a safety stock for investors to consider during market corrections, offering protection against AI stock volatility.
Palantir benefits from agent observability and orchestration for AI, but the creator wishes for a more reasonable valuation before considering a stronger buy.
Data Dog's observability platform is valuable for AI cost management and comparison, making it a strong contender despite its current valuation.
Service Now is highlighted as a favorite undiscovered opportunity, solving the AI spending problem by orchestrating agents and measuring cost savings.
Cloudflare is well-positioned to benefit from companies looking to spend smarter on AI, with its gateway solution helping to route AI requests effectively and cheaply.
Microsoft is noted as one of the major AI spenders, underscoring the ongoing demand for AI infrastructure.
Linked Signals
Tracked calls opened from this post
NOWbuy opened Jul 19, 2026
+43.35%