The creator owns a lot of Micron Technology (MU) and has no problem with others buying it, though he already has many members invested.
Source Post
The Stock Market Is About to Surprise Everyone
Aug 5, 2026
The creator discusses strong economic indicators like GDP growth and manufacturing readings, contrasting them with investor concerns about a slowdown. The focus shifts to earnings reports, highlighting Palantir's impressive performance driven by US commercial sales and AI monetization, while noting Intest's results and the broader AI trade benefiting semiconductor-related companies like AEIS and even Caterpillar due to data center construction. The creator expresses strong long-term conviction in Palantir, suggesting it's a buy on pullbacks, and notes the surprisingly robust S&P 500 earnings growth forecasts.
Linked Mentions
Tickers discussed in this post
Western Digital (WDC) was the best performing stock last year but is slightly more volatile than Seagate (STX), and its stock acted oddly due to hedge fund unwinding.
Seagate (STX) is preferred over Western Digital (WDC) due to better tracking on quant research alpha over standard deviation, despite WDC being the best performing stock last year.
PSN, a defense contractor, had a good second quarter surprise, but lackluster forecasted sales and earnings prevent a strong recommendation.
Nebius (NBIS) is a Dutch company building stack systems for AI infrastructure with phenomenal sales growth forecasts, making it a popular stock in the AI crowd.
Comfort Systems (FIX) is still in the portfolio, and the creator still holds all data center related stocks.
Eli Lilly is a leader in GLP-1 drugs and is expected to continue leading with better distribution.
Caterpillar is now crediting AI for its earnings surge because it helps build data centers, highlighting the broad impact of AI infrastructure.
AEIS, in the wafer business, beat expectations and popped, fitting into the AI-related trade for companies that manufacture and test semiconductors.
Intest beat revenue guidance but cut gross margins, though Wall Street liked their guidance, indicating an expansion of the AI trade.
