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The creator highlights three AI-related stocks he personally owns, focusing on companies that provide criti...

Aug 11, 2026

The creator highlights three AI-related stocks he personally owns, focusing on companies that provide critical infrastructure for AI compute and networking.

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Tickers discussed in this post

NBISBullishHigh ConvictionSignal-backedPrimary

Nebius Group is a key AI infrastructure play backed by significant investments from Nvidia and Meta.

CRDOBullishHigh ConvictionSignal-backedPrimary

Credo Technology is highlighted for its high-speed connectivity chips that optimize data movement between AI chips.

ANETBullishHigh ConvictionSignal-backedPrimary

Arista Networks is a top pick for its role in building high-speed networking switches essential for AI data centers.

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Tracked calls opened from this post

NBIS
buy opened Aug 11, 2026
+22.82%
CRDO
buy opened Aug 11, 2026
-14.82%
ANET
buy opened Aug 11, 2026
+4.40%