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The creator identifies three stocks—Nebius Group, Micron Technology, and Coherent Corp—that are positioned...

The creator identifies three stocks—Nebius Group, Micron Technology, and Coherent Corp—that are positioned to benefit from NVIDIA's recent record-breaking earnings and ongoing AI infrastructure demand.

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Tickers discussed in this post

COHRBullishHigh ConvictionSignal-backedPrimary

Coherent is a buy due to its essential role in AI data center connectivity and its strategic partnership with NVIDIA.

MUBullishHigh ConvictionSignal-backedPrimary

Micron is a buy as it faces massive demand for its HBM memory chips, which are currently fully booked through 2027.

NBISBullishHigh ConvictionSignal-backedPrimary

Nebius is a strong buy due to its massive revenue growth and strategic AI infrastructure partnerships with Meta and other major firms.

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Tracked calls opened from this post

NBIS
buy opened Sep 6, 2026
+4.83%
MU
buy opened Sep 6, 2026
+6.46%
COHR
buy opened Sep 6, 2026
+4.96%