CrowdStrike was a past "load the truck" moment at $70s/$80s, now suggesting dollar-cost averaging.
Source Post
AI Stock Crash: Why You Shouldn't Panic About NVIDIA and AMD
Jose Najarro StocksApr 28, 2026
The creator discusses the recent downturn in AI stocks like NVIDIA and AMD, triggered by negative news about OpenAI's performance. Despite the dip, the creator believes the long-term outlook for the semiconductor industry remains bullish due to compute constraints. They suggest holding NVIDIA, Oracle, and Coreweave, and are open to dollar-cost averaging into Coreweave.
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Amazon is mentioned as a partner of OpenAI that is slightly down, but no specific investment advice is given.
Broadcom is mentioned as being down due to OpenAI news, but no specific action is advised.
Oracle is a hold, considered attractive due to its partnership with OpenAI and less significant run-up.
AMD is a hold, with the creator advising against buying it right now due to recent run-ups.
NVIDIA is a hold despite the current AI stock downturn, as compute constraints suggest long-term bullishness.
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