Applied Optoelectronics is a high-growth play in AI infrastructure, benefiting from massive new orders for their high-speed fiber optic transceivers.
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The creator highlights three stocks he is watching for potential investment in July, focusing on companies...
Jul 2, 2026
The creator highlights three stocks he is watching for potential investment in July, focusing on companies with high growth potential in the software and AI infrastructure sectors.
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Tickers discussed in this post
Microsoft is presented as a strong buy due to its rapidly growing AI business and cloud revenue, despite recent market punishment for high CAPEX spending.
ServiceNow is highlighted as a high-upside opportunity, currently trading at its cheapest valuation in company history despite strong 22% annual growth.