Micron is a primary buy for its critical role in providing memory for AI infrastructure.
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The creator argues that the recent sell-off in AI stocks is a market misunderstanding of infrastructure bot...
Sep 14, 2026
The creator argues that the recent sell-off in AI stocks is a market misunderstanding of infrastructure bottlenecks. He identifies three specific stocks—Coherent, Bloom Energy, and Micron—as key beneficiaries of the ongoing AI build-out.
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Bloom Energy is a primary buy for its role in addressing the power demands of AI data centers.
Coherent is a top pick for its role in solving networking bottlenecks in AI infrastructure.