CoreWeave is still down about 7% despite the recent market rally, suggesting it hasn't fully recovered recent losses.
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AI RALLY SAVED MY STOCK MARKET PORTFOLIO!!
Jul 31, 2026
The creator discusses a strong day for semiconductor and AI stock investors, highlighting significant gains in several companies. They emphasize sticking to a bullish thesis rather than timing the market. The creator also touches on a famous AI investor who reportedly bought puts on the AI semiconductor market and subsequently had their portfolio bought out at a cheap price. Recent earnings from Amazon, Microsoft, and Meta are presented as bullish indicators for the semiconductor industry and the AI trend. The creator mentions buying positions in Core and iRent, which are described as low beta semiconductor ETFs.
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Intel is mentioned as a semiconductor company that has reported similar sentiments regarding the ongoing AI compute shortage.
TSMC is cited as a semiconductor company that has reported similar sentiments regarding the ongoing AI compute shortage.
Google is mentioned as having its own custom AI chips and contributing to the narrative of a widespread AI compute shortage.
The creator bought a significant position in iRent, identified as a low beta semiconductor ETF, signaling a strong bullish outlook.
Micron Technology experienced a significant rise of over 18% on the day, further demonstrating the strength in the AI and semiconductor stock market.
AMD's stock price increased by over 13% on the day, contributing to the overall positive performance of AI and semiconductor stocks.
Marvell Technology saw a gain of over 12% on the day, aligning with the broader positive trend in semiconductor and AI stocks.
Qualcomm experienced a notable gain of over 21% on the day, reflecting the strong performance within the AI and semiconductor stock market.
NetApp saw a significant increase of over 27% on the day, contributing to the positive sentiment for AI and semiconductor investors.
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