AAOI is a buy because every data center needs faster optical transceivers to move data between GPUs, and the stock is trading over 50% off its highs.
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The creator identifies five stocks to buy during a market downturn, emphasizing that fear presents an oppor...
Jul 26, 2026
The creator identifies five stocks to buy during a market downturn, emphasizing that fear presents an opportunity. The stocks mentioned are CRWV, ONDS, ASTS, ORCL, and AAOI, with specific buy zones and rationales provided for each.
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Tickers discussed in this post
Oracle is a buy as its cloud infrastructure business is growing incredibly fast, with demand exceeding capacity and analysts believing it's an amazing opportunity.
AST SpaceMobile is a buy as they aim to eliminate dead zones by connecting normal smartphones to satellites, with major carriers already partnered and revenue expected to catch up to the story.
Ondas is a buy as a small-cap opportunity in autonomous drone systems for defense, public safety, and critical infrastructure, offering asymmetric risk/reward at current levels.
CRWV is a buy due to its over $50 billion in contracted revenue, strong partnerships with AI leaders, and a long-term AI infrastructure story that remains intact despite recent price drops.