ARM is considered a key player in AI semiconductors but its valuation is not justified by growth rates.
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The Stocks Everyone Was Panicking About Just Bounced. Here's What's Next
Couch InvestorMay 7, 2026
The creator discusses the current state of the AI semiconductor memory market, noting a recent pullback after significant gains. They highlight the strong performance of names like SanDisk and Western Digital, and express a bullish outlook on the sector, owning Micron, AMD, and Core Reef. The cyclical nature of the memory business is acknowledged, but the creator believes current demand and the impact of HBM technology make this cycle different.
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Tickers discussed in this post
Shift 4 is on a hold rating due to valuation concerns despite a strong earnings report.
Palantir is down year-to-date and not part of the current market narrative.
Sofi is down year-to-date and not part of the current market narrative.
Microsoft is currently out of favor with the market narrative but is still considered a good business.
Meta is currently out of favor with the market narrative but is still considered a good business.
Qualcomm is mentioned as being up today, but no specific investment thesis is provided.
Nvidia is mentioned as pulling back slightly after significant gains, but no strong directional call is made.
SanDisk has seen extraordinary gains, and the creator includes it in the discussion of strong memory players.
Western Digital has seen massive gains, and while cyclical, the creator sees potential due to current demand dynamics.
Creator is bullish on AMD and owns the stock, seeing it as part of the strong AI semiconductor market.
Bullish on Micron due to insane demand, insufficient supply, and the game-changing impact of HBM technology.
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MU
buy opened May 7, 2026
+64.56%