Zeta Global is a high-risk, high-opportunity stock that uses AI to solve real business problems.
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My 10 HIGHEST Conviction AI Stocks
Aug 23, 2026
The creator discusses a slow market week, with the Nasdaq, S&P 500, and Dow Jones all declining. Retail earnings from Home Depot, Lowe's, Target, and Walmart are reviewed, with mixed results and cautious forward guidance from most. The creator notes that while Target beat expectations and raised guidance, earnings are expected to decline next year. The video will proceed to cover the creator's top 10 highest conviction AI stocks.
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Tickers discussed in this post
Alphabet, the creator's largest position, is a major AI winner with billions of users and strong free cash flow, and analysts project ~25% upside.
Service Now is a key player in the enterprise AI implementation layer, with significant upside potential as it's still down over 25% year-to-date and analysts see ~11-20% upside.
Amazon is a must-own stock and the creator's second-largest position, benefiting from its AWS cloud infrastructure and AI investments, despite recent free cash flow concerns.
Credo Technology (CRDO) is a high-conviction AI stock focused on connectivity, with significant upside potential despite its volatility.
Marvell provides critical networking and optical connectivity solutions for expanding GPU clusters, positioning it advantageously in the AI infrastructure.
Broadcom is central to AI networking and custom silicon, with analysts projecting over 40% upside from current levels.
Taiwan Semiconductor (TSM) is presented as the foundational manufacturer for the entire AI ecosystem, with significant barriers to entry and analyst price targets implying over 30% upside.
Walmart, described as the behemoth of the retail group, is mentioned as a company whose financial reports will provide insight into the consumer, but no specific data or thesis is presented in this segment.
Target beat top and bottom line expectations and raised guidance for the second quarter, expecting 5% sales growth, but earnings are projected to decline next year.
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