Marvell Technology (MRVL) is mentioned as an honorable mention for investors to look into.
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The creator discusses three stocks they are buying in July: Applied Optoelectronics (AAOI) for its role in...
Jul 22, 2026
The creator discusses three stocks they are buying in July: Applied Optoelectronics (AAOI) for its role in AI data centers, the Roundhill Memory ETF (DRAM) for its exposure to major memory providers, and AST SpaceMobile (ASTS) for its long-term potential in satellite communication. The creator highlights the growth drivers and valuation aspects for each pick.
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Tickers discussed in this post
Bloom Energy (BE) is mentioned as an honorable mention for investors to look into.
The creator is buying AST SpaceMobile (ASTS) as a high-risk, high-reward long-term investment, despite its currently expensive valuation, due to its massive potential in satellite communication.
The creator believes Micron Technology (MU) will perform well due to strong demand for memory in AI infrastructure and its current attractive valuation, with contracts securing its future.
The creator is buying the Roundhill Memory ETF (DRAM) because it holds the three largest memory providers globally, benefiting from the AI boom's demand for memory.
The creator is buying Applied Optoelectronics (AAOI) due to its critical role in providing fiber optic cables for AI data centers, which require high-speed data transfer.