Marvel has strong demand visibility due to Google's investment, but dilution from warrants requires very high growth to reach fair value.
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5 AI Stocks Just Crashed — I’d Buy Only 1
Aug 25, 2026
The creator analyzes five AI-related stocks (Western Digital, SanDisk, Marvel, Micron, Broadcom) that have recently seen significant pullbacks. While acknowledging the broader AI infrastructure buildout and growth expectations, the creator emphasizes that much of this is already priced in. After valuing each company, only one stock passes the creator's test for a buy recommendation, with the others failing at current prices.
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Broadcom, described as the highest quality business among the group, is trading nearly 27% below its high.
SanDisk has fallen by approximately one-third despite a substantial year-to-date gain, indicating a recent pullback.
Western Digital is presented as a potential bargain after a significant drawdown, with strong expected earnings growth that drastically reduces its forward P/E ratio.
Nvidia is facing pressure ahead of its earnings report, with expectations already baked into its stock price, and has fallen for seven consecutive sessions.
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WDCbuy opened Aug 25, 2026
-0.04%