Axon is identified as a major AI beneficiary, but the creator notes significant volatility and a strong down channel, indicating the market is not yet aligned with this view.
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The AI Cataclysm JUST Started | AI Stock Analysis.
Aug 10, 2026
The creator discusses the bifurcation of artificial intelligence and its impact on portfolios, highlighting Meta's decision to release its Muse Glimmer model as open weight and contrasting it with frontier compute spending. The video touches on the high costs associated with AI hardware like Nvidia's GB300 clusters and the financial strategies of companies like Microsoft and Google in managing these expenses.
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The creator is bullish on Palantir, believing it's a major beneficiary of AI and has a good valuation around $130, though they would prefer to buy at $89; they increased exposure before $106 based on technicals and fundamentals.
Micron is mentioned as a high-margin hardware beneficiary of the AI boom, but the creator implies this cycle is nearing its end.
LSCC is expected to do well over the next six months as a beneficiary of the second wave of AI hardware investment.
Corsair is a name to pay attention to as it bounces off a bottom, with strong gross profit growth, but its financials show a 2% sales decline and an 8% net margin, trading at a 15.2 PE ratio with 7-10% growth.
Marvell is mentioned as a producer of CPO technology, which could be used to make Vera Rubin AI clusters more cost-effective.
Broadcom is mentioned as a producer of CPO technology, which could be used to make Vera Rubin AI clusters more cost-effective.
Microsoft changed its depreciation schedule for data centers from 15 to 25 years to reclassify leases as operating expenses, potentially avoiding stock punishment for high capex related to Nvidia chips.
Nvidia's high-margin GB300 clusters are central to frontier compute, with potential for cost reductions through new memory variations and CPO technology.
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PLTRbuy opened Aug 10, 2026
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