The creator notes MP Materials is needed for robotics but the technology is too early.
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The creator discusses nine stocks across three themes: AI, software, and human-robotics, providing specific...
Sep 12, 2026
The creator discusses nine stocks across three themes: AI, software, and human-robotics, providing specific actionable stances for each.
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Tickers discussed in this post
The creator suggests buying Tesla on pullbacks, noting it is currently expensive.
The creator suggests buying ServiceNow, citing strong earnings and AI demand.
The creator is bullish on MongoDB, noting its recent profitability.
The creator advises avoiding Palantir due to its significant run-up.
The creator suggests buying NVIDIA as it is a key player in the AI infrastructure space.