Micron is the primary focus, with the creator highlighting its tenfold earnings growth and emphasizing the importance of its upcoming guidance.
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The creator discusses the divergence in AI-related stocks, highlighting winners like Meta and losers like O...
Sep 25, 2026
The creator discusses the divergence in AI-related stocks, highlighting winners like Meta and losers like Oracle, Expedia, and Airbnb, while focusing on Micron as a key stock to watch for upcoming earnings.
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Airbnb is noted as an AI loser, falling about 6% due to market concerns about AI agents.
Expedia is noted as an AI loser, falling over 7% due to market concerns about AI agents.
Oracle is identified as an AI loser, down 3.5% recently and over 30% year-to-date due to project delays.
Meta is highlighted as an AI winner, having recently gained 11% on Monday.
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