Vertiv Holdings (VRT) is a buy despite a 40% drop, as its power and cooling systems are essential for AI data centers that consume massive electricity and generate intense heat, driving AI infrastructure growth.
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The creator identifies three stocks they are buying during a market crash: Marvell Technology (MRVL), KLA C...
Aug 3, 2026
The creator identifies three stocks they are buying during a market crash: Marvell Technology (MRVL), KLA Corp (KLAC), and Vertiv Holdings (VRT). They highlight the recent price drops and the underlying business fundamentals driving their investment thesis for each company, particularly in the context of AI infrastructure growth.
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KLA Corp (KLAC) is a buy after a 40% dip, as it makes essential machines for inspecting and measuring computer chips, holding a dominant 58% market share in process control equipment.
Marvell Technology (MRVL) is a buy due to its 50% dip and its role in designing chips for AI data centers, with Jensen Huang predicting it to be the next trillion-dollar company.