Micron is a buy as its high-bandwidth memory remains in high demand through 2027.
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The creator argues that the recent dip in AI stocks is a buying opportunity, as major tech companies contin...
Sep 21, 2026
The creator argues that the recent dip in AI stocks is a buying opportunity, as major tech companies continue to increase their capital expenditure on AI infrastructure, and demand remains strong.
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Tickers discussed in this post
Nvidia is a buy as it continues to guide for strong revenue growth in its AI-focused business.
Microsoft is a buy as it continues to commit to significant AI spending through 2027.
Google is a strong buy as it continues to aggressively increase its capex guidance to meet booming AI demand.