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The creator discusses two AI-related stocks that he believes are essential for the AI supply chain and will...

The creator discusses two AI-related stocks that he believes are essential for the AI supply chain and will perform well over the next five years.

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Tickers discussed in this post

METANeutralLow ConvictionResearch Only

Meta is mentioned as a major tech company that relies on custom AI accelerators rather than off-the-shelf GPUs.

AVGOBullishHigh ConvictionSignal-backedPrimary

Broadcom is a key player in the AI supply chain, providing essential networking technology for data centers.

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Tracked calls opened from this post

AVGO
buy opened Sep 22, 2026
-5.54%