Tesla (TSLA) is mentioned as a real-world example in the creator's options course, not as a current investment recommendation.
Source Post
BUY These 5 AI Stocks Before the Election
Aug 16, 2026
The creator discusses a group of AI-related power stocks that experienced significant gains last year but have recently declined due to election-year political concerns. He argues that the underlying demand for power from AI data centers remains strong and that the recent selloff presents a buying opportunity, with potential for triple-digit returns in the coming months.
Linked Mentions
Tickers discussed in this post
Amazon (AMZN) shares are considered a steal at 3.6 times sales, despite not being a pure-play Neocloud provider, due to its strong AWS growth.
Oracle (ORCL) is mentioned as a Neocloud provider trading at 6.6 times sales, serving as a valuation comparison for other companies.
Coreweave (CRWV) was a big winner last week, up 28%, but the creator avoids this group due to potential cash flow problems for smaller companies.
Alibaba (BABA) is a potential big news stock reporting earnings, with forecasts for low bars on sales and EPS, and the creator believes revenue surprises will drive the stock higher, citing its AI model and analyst price targets.
Coherent (COR) is mentioned as an AI-focused power stock with strong revenue growth, but the creator suggests waiting for a potential pullback before making large purchases.
Verdive Holdings (VRT) is an AI-focused power stock with strong revenue growth, trading at 0.58 times PEG, but the creator suggests waiting for a potential pullback before making large purchases.
Bloom Energy (BE) is a favorite stock with strong growth, expected to triple earnings this year and sales up 66%, making it the least expensive among AI power stocks on an adjusted PE basis.
Constellation Energy (CEG) is a strong buy candidate, poised to benefit from AI-driven electricity demand, and is expected to recover from its recent political-driven dip.
NRG Energy (NRG) is recommended as a buy, as it is well-positioned to benefit from the increasing demand for electricity from AI data centers, with a projected rebound after political concerns fade.
