KLA is an excellent company, but the creator wants lower prices before accepting its current growth assumptions.
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6 AI Stocks Just Sold Off — I Ranked Them Best to Worst
Aug 29, 2026
The creator discusses a recent sell-off in AI-related stocks, distinguishing it from a broad market decline. The sell-off is attributed to a selective repricing of expensive, expectation-sensitive AI infrastructure stocks due to rising interest rates, potential further Fed hikes, and crowded positioning, rather than a collapse in AI demand. The creator aims to identify which AI stocks are becoming genuinely attractive versus those that only appear cheap due to price drops.
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ASML is potentially the cheapest stock in the group, trading at a slight undervaluation with a strong competitive moat, high growth forecasts, and a forward multiple below its 5-year average.
Applied Materials declined more than four percent on Friday and, like other equipment companies, benefits from AI investment but its valuation is not as attractive.
Lamb Research fell more than 5% on Friday, and while it benefits from AI investment, its valuation is not as attractive as its peers.
Microsoft was mentioned as one of the large tech companies that remained positive during the AI stock sell-off, indicating resilience.
Amazon was mentioned as one of the large tech companies that remained positive during the AI stock sell-off, indicating resilience.
Alphabet was mentioned as one of the large tech companies that remained positive during the AI stock sell-off, indicating resilience.
Marvel experienced a significant sell-off, crashing more than 10%, indicating that some AI infrastructure stocks are now trading at a discount from their recent highs.
Nvidia reported strong profits and its stock initially rose, but it later fell almost 5% along with other AI infrastructure stocks, suggesting that even strong growth may not be enough if a stock already assumes perfection.
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Tracked calls opened from this post
ASMLbuy opened Aug 29, 2026
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