Apple has been on a strong run, but the creator is not as big a believer, citing its conservatism and slow movement on AI, making Qualcomm a preferred choice.
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AI Bottleneck Stock Draft: My Favorite Pick From Every Bottleneck
Jul 28, 2026
This video is the third part of a miniseries on AI bottlenecks, where the creator shares their favorite stock picks for each bottleneck layer. The creator emphasizes the importance of considering upcoming earnings reports and the volatility they can introduce, advising viewers to research stocks before buying and to be mindful of potential market reactions, even to positive earnings.
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Tickers discussed in this post
Qualcomm is mentioned as the creator's pick at the device level for AI, though the discussion is cut short.
Service Now is the creator's favorite pick in the AI software apps layer, seen as an opportunity due to its 33% year-to-date drop, with AI expected to accelerate its business.
Comfort Systems is an indirect AI beneficiary critical for data center construction, though currently trading at a high price and considered expensive.
AMD has performed well year-to-date but its valuation is becoming stretched, making it less attractive than Nvidia.
Nvidia's margins were recently beaten by Micron, and it is securing long-term memory deals, indicating a need to lock in supply.
Micron has potential to gain share but faces an uphill battle against SK Hynix, and its recent earnings showed margins beating Nvidia due to peaking demand.
Broadcom is chosen as the pick for the networking and data throughput layer, playing across multiple AI infrastructure layers.
Vertiv is the creator's favorite pick for the cooling bottleneck in AI infrastructure, despite a high valuation, due to its leadership position and expected continued growth.
Eaton is a premium-priced but integral company for AI buildouts, with strong future demand baked into its valuation.
