Google is mentioned as being down nearly 6.7% near $118 after earnings, with the creator noting it's one of the better setups on the market right now, despite the stock falling due to concerns about spending.
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The creator discusses the current downturn in AI chip stocks, framing it as a potential buying opportunity....
Jul 28, 2026
The creator discusses the current downturn in AI chip stocks, framing it as a potential buying opportunity. They highlight the growth in semiconductor manufacturing equipment spending and identify three companies poised to benefit: KLA Corp, Lam Research, and Applied Materials.
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Applied Materials provides equipment across almost every stage of chip production, offering broad exposure to the semiconductor industry.
Lam Research is well-positioned to benefit from the growth in memory and AI chip manufacturing.
KLA is a key player in semiconductor inspection systems, positioned to benefit from the increasing complexity of chip production.
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