Super Micro is cited as another AI-related stock that has seen a strong resurgence, reflecting a positive view.
Source Post
I’m Still Buying These 4 Stocks — Even If the Fed Hikes Rates
Sep 13, 2026
The creator discusses the current bond market warning and potential Fed rate hikes, but remains bullish on specific energy stocks. He highlights Imperial Oil as a recent purchase due to expected demand for distillates and less ESG pressure on Canadian energy companies compared to US ones.
Linked Mentions
Tickers discussed in this post
SanDisk is mentioned as an AI-related stock that has experienced a strong recovery, indicating a positive outlook.
Nvidia is mentioned as one of the AI-related stocks that came roaring back, indicating a positive outlook.
Dorian LPG is a good shipping stock for natural gas to Europe, as natural gas prices are up and inventories are depleted, suggesting continued demand.
Euro Dry is a dry goods shipping stock that is performing well due to longer shipping routes and strong sales and earnings.
Apple is still a buy, with the new foldable iPhone expected to fuel earnings, and investors have time to buy before the fourth quarter blowout earnings announcement.
Philips 66 is a buy due to its role as a refiner, its pipeline project supplying California, and strong performance driven by high diesel prices.