Lumentum is a buy for its optical lasers and components that facilitate high-speed data movement between AI chips and data centers.
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The creator discusses the rise of AGI and identifies five stocks he is buying to capitalize on the increase...
Sep 9, 2026
The creator discusses the rise of AGI and identifies five stocks he is buying to capitalize on the increased demand for compute, memory, and infrastructure.
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Tickers discussed in this post
Vertiv is a buy for its critical power and cooling systems that maintain the reliability of AI data centers.
AMD is a buy as a provider of powerful GPUs and CPUs required to train and run AGI and AI agents.
Nebius is a buy for its role in providing massive computing infrastructure and GPU rentals for AGI development.
Micron is a buy because its high-speed memory is essential for AGI data processing.