Nvidia is a primary beneficiary of the AI revolution, providing the essential computing infrastructure.
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Why I'm Buying These 3 Stocks While Others Panic
Jul 31, 2026
The creator highlights Nebius (NBIS) as a top stock pick, emphasizing its role in providing AI-native cloud infrastructure. The company's rapid revenue growth, significant capital expenditures for expansion, and strong cash position are noted as key strengths. The creator believes Nebius is strategically investing for long-term value creation, similar to early cloud computing companies, despite inherent industry risks.
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Taiwan Semiconductor Manufacturing (TSM) is a favorite stock due to its critical role in AI, its decades of manufacturing expertise creating a strong moat, and its consistent execution in producing advanced chips.
Micron Technology (MU) is the creator's second favorite stock, essential for AI as a leading producer of DRAM and NAND memory, which are critical bottlenecks for AI performance.
Nebius (NBIS) is a primary buy due to its critical role in AI cloud infrastructure, demonstrated by 684% revenue growth and substantial investment in GPUs, positioning it for long-term value creation.