SK hynix is mentioned as a memory stock that could benefit from agentic AI, but the creator is torn on the investment thesis.
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Agentic AI Stocks to Buy! HOLY ROCKETSHIP
Sep 22, 2026
The creator discusses opportunities in AI-related stocks, highlighting Meta and AMD's recent performance. They believe AI chatbots present an opportunity for advertisers and that companies like Meta, Google, and potentially Netflix could benefit from this trend. Meta is specifically mentioned as a buy due to its advertising business, GPU investments, and AI productivity gains.
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Qualcomm is mentioned as partnering with ARM.
Broadcom is mentioned as partnering with ARM.
Apple is a beneficiary of the CPU movement and demand for its devices, making it a stock to consider.
ARM stock is a buy, up 17% today, as it benefits from the CPU movement and licenses its architecture for CPUs used by companies like Apple.
Intel is a buy due to its projected doubling of CPU sales, significant pricing power, and strong data center and AI revenue growth.
Robinhood (HOOD) was mentioned as testing the $127 level, but the creator considers it a miss as it wasn't a play they were actively looking at.
Nvidia is a primary GPU play that is also becoming a significant CPU competitor to AMD, with strong demand projections and recent price momentum.
AppLovin is mentioned as an advertiser that could benefit from agentic AI.
Netflix is mentioned as a potential beneficiary of AI competition and advertising opportunities.