Western Digital is a recommended stock, expected to benefit from continued memory market supply shortages through 2027.
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Get Ready for September: The Stocks I’d Buy on Any Dip
Sep 2, 2026
The creator discusses the Federal Reserve's potential rate hike decisions, focusing on upcoming economic data like the Beige Book and payroll reports. They also touch upon the labor market's complexities, the impact of baby boomers on employment, and the political and economic debate surrounding data centers, particularly in New York and Pennsylvania.
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SanDisk is a recommended stock, expected to benefit from continued memory market supply shortages through 2027.
Seagate is a recommended stock, benefiting from expected continued supply shortages in the memory market through 2027.
Marathon Petroleum (MPC) is recommended as a refinery stock, benefiting from the current market conditions for refined products.
Phillips 66 (PSX) is recommended, with its pipeline project to Phoenix potentially easing California's refined product import reliance and offering price relief.
HF Sinclair (DINO) is recommended as a refinery stock to buy, benefiting from the diesel shortage and potential price relief in California.
Costco is mentioned as a place to buy physical gold bars with a low markup, serving as an example of real metal investment.
Howmet Aerospace has fine forecast sales and earnings, and despite a recent hit, the defense sector is mentioned.
Super Micro is mentioned as a stock that is still accelerating, contrasting with others that are decelerating.
Nvidia is a buy due to its incredible underlying fundamentals, with expectations of over 100% earnings growth next year and price targets of $300 by year-end and $500 by the end of the decade.
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NVDAbuy opened Sep 2, 2026
-2.88%