Alphabet is mentioned as a potential company that could cut AI capex, which would be a significant risk to the creator's thesis.
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AI Stocks are CRASHING: Here's What I'm Buying
Sep 15, 2026
The creator discusses the recent sell-off in AI stocks, attributing it to concerns about the pace of AI model development rather than a slowdown in infrastructure spending. He believes this distinction presents an investment opportunity, particularly in the memory sector, which he sees as a bottleneck. The creator plans to share his specific investment and option trade ideas.
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Microsoft is mentioned as one of the hyperscalers whose AI capex plans are crucial to monitor, with no current indication of cuts.
Amazon is mentioned as one of the hyperscalers whose AI capex plans are crucial to monitor, with no current indication of cuts.
Alphabet is mentioned as one of the hyperscalers whose AI capex plans are crucial to monitor, with no current indication of cuts.
Broadcom is mentioned as a stock the creator is not buying yet, despite the AI stock sell-off.
Nvidia is mentioned as one of the AI stocks that fell significantly, but the creator is not buying it outright.
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