Coherent is a buy due to its essential role in AI data center connectivity and its strategic partnership with NVIDIA.
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The creator identifies three stocks—Nebius Group, Micron Technology, and Coherent Corp—that are positioned...
Sep 6, 2026
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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Micron is a buy as it faces massive demand for its HBM memory chips, which are currently fully booked through 2027.
Nebius is a strong buy due to its massive revenue growth and strategic AI infrastructure partnerships with Meta and other major firms.
