Netflix is cheap, especially after the Warner Brothers deal, making it a buy.
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This Changes EVERYTHING for Stocks.
Meet KevinApr 15, 2026
The creator discusses several stocks, highlighting Microsoft and Blue Owl Capital as recent successful "buy the dip" opportunities. The video also touches on SpaceX and Intel, suggesting a potential link between SpaceX's roadshow and Intel's 18A fab, which could impact the broader chip industry and memory markets.
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Tickers discussed in this post
Meta is considered ridiculously cheap and a potential buy.
AMD is mentioned as a potential beneficiary of the AI hardware spending boom.
Creator is tempted to buy ARM due to its potential growth in inference workloads and its role in AI hardware spending.
Coreweave presents short-term buying opportunities as hardware prices are expected to rise.
Intel's partnership with SpaceX derisks Tesla's chip development, learning from past Dojo chip failures.
Microsoft's gross margins are noted as being similar to Nvidia's.
Intel's 18A fab is potentially tied to SpaceX's roadshow, with implications for the chip industry.
Blue Owl Capital was called a bottom, experiencing an 8% movement shortly after.
Microsoft was called a buy the dip opportunity, seeing a significant price increase after the call.