IBM experienced a significant single-day stock drop after warning that customers are prioritizing infrastructure spending, specifically high-bandwidth memory, over software.
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3 AI Stocks Crashed but I’m Only Buying ONE
Jul 24, 2026
The creator discusses a recent sell-off in AI stocks, specifically mentioning Palantir (PLTR), Oracle (ORCL), and Micron (MU). While acknowledging the significant pullbacks, the creator expresses an intention to buy the dip in only one of these companies, suggesting a potential opportunity despite the market's recent downturn in the AI sector.
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Meta Platforms is identified as a hyperscaler whose earnings report could signal increased spending on memory chips, benefiting companies like Micron.
Amazon is listed as a hyperscaler whose spending on memory chips will be revealed in upcoming earnings, potentially driving demand for Micron.
Alphabet (Google) is mentioned as one of the hyperscalers whose upcoming earnings reports could provide a catalyst for memory stocks like Micron.
SanDisk has also seen significant declines in the last two weeks, similar to other memory stocks, suggesting a broader sector pullback.
Oracle has experienced a significant 48% decline, indicating a broader AI story impacting infrastructure names.
Palantir (PLTR) is down 58% from its peak and 27% this year, operating in the software side of AI, and the creator is considering buying the dip.
Micron, a memory stock, is down 30-35% and is a standout pullback that concerns investors, though fundamentals remain strong.
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