Oaklo is mentioned as a speculative, high-growth play in SMRs within the creator's nuclear portfolio.
Source Post
Cathie Wood is Buying The Dip on These AI Stocks!
Aug 2, 2026
The creator discusses three stocks Cathie Wood has recently bought the dip on, totaling over $20 million. The first stock, Taiwan Semiconductor (TSM), is highlighted as an AI giant where Wood invested over $15 million. The creator approves of this purchase, citing TSM's quality, market position, and growth prospects, especially in AI infrastructure.
Linked Mentions
Tickers discussed in this post
Duke is mentioned as a larger, safer nuclear bet in the creator's portfolio.
Next Era is mentioned as a larger, safer nuclear bet in the creator's portfolio.
Pony.ai (PONY) is a speculative stock that has fallen significantly since its IPO, but its robo taxi and robo truck segments are showing strong triple-digit growth.
The creator approves of Cathie Wood's purchase of Taiwan Semiconductor (TSM), viewing it as a rare opportunity to buy a high-quality AI giant at a discount after a recent dip.
Linked Signals
Tracked calls opened from this post
TSMbuy opened Aug 2, 2026
+8.07%