The creator mentions Super Micro as a benchmark for a company that could be in the same realm as the stock they are discussing if its AI capacity rental business proves successful.
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Is It Too Late to Buy AI Stocks?
Aug 30, 2026
The creator discusses the future of AI stocks, emphasizing that AI must deliver more than just basic utility to justify current hyperscaler spending. They note that while companies like Nvidia have benefited from AI demand, lower-quality companies like Intel are also seeing share price increases despite not having competitive products, suggesting a market driven by scarcity and demand rather than fundamental value in some cases.
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Apple is mentioned in the context of Warren Buffett's investment and concentration risk.
The creator has Generac, a generator manufacturer, in their portfolio, noting it has received a boost from AI due to its focus on power on site.
The creator mentions Array Technologies, which provides trackers for solar projects, but notes it has been fairly unsuccessful so far.
The creator is buying First Solar, a company providing photovoltaic solutions, as an AI-adjacent investment in the energy space.
The creator sold their Sanmina position, an AI hardware stock, after significant gains, indicating a belief that its valuation had become too high.
The creator sold their SanDisk position, an AI hardware stock, after substantial gains, suggesting it reached an unattractive valuation.
Intel is highlighted as a company that, by its own admission, lacks competitive products and is miles behind competitors, yet its stock is still being bought, indicating a market disconnect.
Nvidia is mentioned as a high-quality company that benefited early from AI demand and specialized product manufacturing.