The creator loves Costco as a company but finds its valuation awful.
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I'm Investing $40,000 into this ONE Stock
Sep 1, 2026
The creator plans to invest $40,000 into AMD, viewing it as a significant beneficiary of the AI boom. While bullish on AMD's long-term potential and encouraged by Nvidia's strong earnings, the creator intends to wait for a better entry price in September due to historical market weakness and recent AI stock run-ups. The creator is considering an options strategy to potentially buy AMD at $370 per share.
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The creator likes Apple as a company but finds its valuation unattractive.
Taiwan Semi is mentioned as a potential winner in the AI investment stack.
Broadcom is mentioned as a potential winner in the AI investment stack.
Nvidia reported strong earnings, reinforcing the creator's confidence in the AI infrastructure buildout, which indirectly supports the bullish thesis on AMD.
The creator is preparing to invest $40,000 into AMD, believing it will be a major beneficiary of the AI boom, and is considering buying shares at $370.
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AMDbuy opened Sep 1, 2026
+22.33%