Micron is being watched by the creator to see if its memory leadership holds in the current market.
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The creator discusses the impact of AI on various tech companies, categorizing them into those that benefit...
Sep 9, 2026
The creator discusses the impact of AI on various tech companies, categorizing them into those that benefit from AI-driven demand and those at risk of being replaced by AI. He emphasizes evaluating stocks based on whether AI enhances their product or renders it obsolete, while also noting macro headwinds like rising oil prices.
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Nvidia is mentioned as a beneficiary of the massive spending on AI infrastructure.
Amazon is identified as a major investor in AI infrastructure, spending heavily to build out its capabilities.
Qualcomm is highlighted for its strategic deal with Amazon, positioning it as a key player in AI infrastructure.
ServiceNow is noted as an AI-related stock that saw a 5% decline.
Intuit is highlighted as an AI-related stock that experienced a 4% price drop.
Salesforce is mentioned as an AI-related stock that recently dropped 4% in value.
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