The creator is looking forward to Amazon's earnings report, expecting it to provide further bullish data points that support the ongoing AI cycle narrative and their buying strategy.
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Chip and AI Stocks Are Crashing. Here's What I'm Doing RIGHT NOW!
Jul 28, 2026
The creator discusses the current downturn in AI and semiconductor stocks, viewing it as a "stupid" sell-off. Despite the market's bearish sentiment, they are actively buying, shifting from lower-beta names and ETFs to higher-beta stocks in the AI and semiconductor space. They highlight Coreweave as a continued buy and mention purchasing Airtest Systems and other optic plays.
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Tickers discussed in this post
The creator is excited to see Microsoft's backlog, CapEx, and cloud growth, expecting them to confirm that the AI cycle is still in its early stages, supporting a buy thesis.
The creator expects Meta to report strong CapEx numbers, improvements in advertising, and user revenue, contributing positively to the bullish AI narrative and indicating a buy opportunity.
Bloom Energy is seeing strong validation for its power solutions in AI factories from major US hyperscalers and data center operators, positioning it as a standard for on-site AI power.
Seagate's performance is driven by robust cloud data center demand, and the creator believes the AI story will extend beyond 2027, implying continued positive momentum for the company.
The creator is buying IREN due to the current drawdown, viewing it as an opportunity.
Alphabet's cloud revenue growth and significant increase in backlog and capex indicate strong demand for their enterprise AI software offerings, signaling a bullish outlook.
The creator bought Airtest Systems today as part of their strategy to buy into the current market opportunity.
Intel's earnings report indicated that the AI cycle continues.
AMD's event and earnings report indicated that the AI cycle continues.
