Micron is a 'right now' buy due to its low forward PE and the ongoing memory shortage.
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The creator categorizes several AI-related stocks into 'too late', 'too early', and 'right now' based on th...
Sep 18, 2026
The creator categorizes several AI-related stocks into 'too late', 'too early', and 'right now' based on their current valuation and market position.
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Tickers discussed in this post
IonQ is 'too early' as quantum computing is barely commercialized, despite heavy government investment.
CrowdStrike is 'too late' to buy because its growth is priced in and the forward PE is too high.
Vertiv is a 'right now' buy because AI data centers require their power and cooling systems.
NVIDIA is considered 'too late' for new entries due to its massive market cap and high expectations.