The creator identifies Micron as his highest-conviction pick, citing strong memory demand for AI infrastructure.
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AI stocks got crushed today as Treasury yields surged and investors took profits after a massive run. But t...
Aug 18, 2026
The creator discusses the recent market sell-off, attributing it to rising Treasury yields and profit-taking, but maintains a bullish outlook on the AI sector. He identifies three stocks he is looking to buy on the dip, emphasizing that the fundamental demand for AI infrastructure remains strong.
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The creator is looking to buy Applied Materials for its critical role in manufacturing advanced chips.
The creator is looking to buy Coherent Corp. due to its role in providing essential optical networking hardware for AI data centers.
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MUbuy opened Aug 18, 2026
+3.67%