Bloom Energy (BE) has upside from Oracle commitment conversion but faces high execution risk with potential project schedule or payment deterioration, and extreme trailing multiples.
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Top 5 AI Stock Watchlist: NVDA, MU, AVGO, PLTR & BE | Sep 26, 2026
Sep 26, 2026
This podcast episode discusses five AI-related stocks: NVDA, MU, AVGO, PLTR, and BE. The creator highlights their current market activity, recent financial results, and potential future catalysts and risks, noting that they are at different valuation and execution checkpoints. The discussion touches on revenue growth, debt, and stock performance relative to highs and moving averages.
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Tickers discussed in this post
Palantir Technologies (PLTR) shows strong US commercial AI adoption as an upside driver but faces valuation risk, with extreme multiples leaving little room for disappointment.
Broadcom (AVGO) is noted for its raised AI revenue targets for fiscal years 2026-2028, but faces risks from declining gross margins due to a shift towards lower-margin AI chips.
Micron Technology (MU) is highlighted for its upcoming Q4 FY26 results, with guided revenue growth and strong HBM4 product bookings, but faces risks from memory pricing cyclicality and potential overvaluation after significant past gains.
Nvidia (NVDA) is discussed for its strong revenue growth, particularly in data centers, and upcoming Vera Rubin platform and Hugging Face acquisition, but faces risks from hyperscaler capex dependence and in-house silicon competition.
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