Sterling Infrastructure is a buy on the dip after a 45% pullback, as its role in building physical data center infrastructure is crucial for AI growth, with strong revenue, EPS, and backlog growth supporting the investment.
Source Post
I'm BUYING the DIP in these 2 AI Stocks | Investor's Weekly Playbook
Aug 9, 2026
The creator discusses recent market performance, with major indices showing gains and technology leading sector performance. He highlights individual stock movers like Palantir, Shopify, and ARM Holdings. The video also delves into economic data, including the ISM manufacturing PMI and the Jolts report, and previews two AI stocks the creator plans to buy on a dip.
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Tickers discussed in this post
Credo Technology (CRDO) is a buy due to its strong revenue growth, improving profitability, and healthy balance sheet, despite a recent ~20% pullback from June highs.
ServiceNow shares are up 40% in the past 3 months, and the creator hopes viewers have jumped in on shares with him.
ARM Holdings had a big week, climbing 18% just in the week alone.
Shopify shares were up nicely, up 30% on the week.
Palantir shares climbed roughly 40% after reporting stronger than expected results, and the creator had a big win in his options community on Palantir earnings.
Alphabet is mentioned as the creator's largest portfolio position.