Moderna's significant price reversal is attributed to a short squeeze, indicating forced buying.
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Nvidia Is Just the Beginning: The AI Stocks to Buy Now
Aug 30, 2026
The AI boom is creating a significant memory shortage that could last for years, presenting investment opportunities. The discussion touches on the risks of leverage in the market, particularly in relation to the near collapse of Situational Awareness and its impact on stocks like Bloom Energy, Micron, and SanDisk. The conversation also highlights how leveraged ETFs and memory stock dynamics can amplify market moves, with Nvidia's pricing and sales guidance being affected by these memory costs. The memory shortage is expected to persist, with Micron's CEO suggesting it could last beyond 2027.
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Tickers discussed in this post
Amgen has been attracting significant money flows recently.
Lilly is receiving significant money flows within the healthcare sector.
Lumentum is a key company in the photonics space, with guidance indicating that its earnings are set to explode in the coming years.
Coherent is an all-star name within the photonics basket, with strong future earnings potential.
Ciena is considered an all-star name in the photonics space, with expectations of exploding earnings in the coming years.
Corning, a company involved in the photonic space for data centers, experienced a significant pullback and now presents a great opportunity.
KLA Corp is a crucial company in the wafer fab equipment sector, essential for advancing AI chip technology.
Lam Research is a key player in wafer fab equipment, important for AI, and has recently raised its dividend significantly.
Seagate shows strong institutional buying pressure with consistent inflows over the past year and a high score of 77.6, indicating strong fundamentals and flows.
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Tracked calls opened from this post
SEbuy opened Aug 30, 2026
-37.39%