Oracle is mentioned as a major cloud driver building data centers, which is relevant to the discussion on hyperscaler capital spending and its impact on AI infrastructure stocks.
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3 Stocks I’m Buying in the Stock Market’s Fake Crash
Jul 31, 2026
The creator discusses a "fake crash" in the stock market, focusing on AI infrastructure, fintech, and cybersecurity stocks. They highlight Nvidia, AMD, Broadcom, Maravel, Arista Networks, SoFi Technologies, PayPal, Coinbase, Robin Hood, Affirm, Block, Fortinet, Cloudflare, Palo Alto Networks, CrowdStrike, Zscaler, and Okta. The main thesis is that AI will drive a sales boom for cybersecurity companies, despite concerns about AI models breaking out of sandboxes.
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Tickers discussed in this post
Microsoft is mentioned as a hyperscaler whose earnings report contributed to a rally in AI infrastructure stocks.
Amazon is mentioned as a hyperscaler whose recent earnings report may have influenced investor sentiment regarding capital spending in the AI infrastructure sector.
Meta Platforms is mentioned as a hyperscaler whose revenue and earnings growth were not meeting expectations, leading to investor concerns about its capital spending plans.
Micron, a memory chip provider for AI infrastructure, has seen significant year-to-date gains of over 200%, but its future performance is subject to hyperscaler spending decisions.
IBM's CEO warned that clients were distracted by cybersecurity concerns, impacting IBM's revenues.
Okta is a strong cybersecurity stock expected to benefit from an AI-driven sales boom, with significant recent gains.
Zscaler is the only cybersecurity stock lagging, down 48%, and is at risk of being replaced in the AI software apocalypse, though some value may remain.
Crowd Strike is a strong cybersecurity stock expected to benefit from an AI-driven sales boom.
Palo Alto Networks is a key cybersecurity stock benefiting from an AI-driven sales boom, with strong recent performance.
