Walmart's strategic underpricing of gasoline may attract customers and help it meet revenue expectations, despite broader consumer concerns.
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If You Missed 15x on Nvidia, Buy These Stocks Now
Let's Talk Money! with Joseph Hogue, CFAMay 17, 2026
The creator discusses the AI stock boom, highlighting the Roundhill memory ETF (DRAM) which has seen a 99% return in 6 weeks. He identifies Micron (MU), Seagate Technology (STX), and Western Digital (WDC) as key US memory stocks benefiting from AI infrastructure buildout, with SanDisk (SNDK) showing the highest growth forecast. The creator also briefly mentions AMD, Broadcom (AVGO), and Nvidia as part of other AI ETFs but notes they are less focused plays compared to the memory component stocks.
Linked Mentions
Tickers discussed in this post
Home Depot's stock has pulled back to a discount, but a downgrade in outlook due to consumer spending weakness could still impact shares.
Quanta Services is the least expensive stock on an adjusted price-to-sales basis, making it a relatively good deal.
Southern Company's AI revenue is a small fraction of total sales and growth is slow.
Vertiv Holdings is a potential AI infrastructure play.
Bloom Energy is a strong AI infrastructure play with high growth potential.
Williams Companies is mentioned in an AI ETF but is in the pipeline space, not a focused AI infrastructure play.
NextEra Energy is mentioned as being in an AI infrastructure ETF but data center power is a small part of its business.
Broadcom is mentioned as part of an AI ETF but not as a primary focus for AI infrastructure spending.
Advanced Micro Devices is noted as a holding within an AI ETF but not a focused AI infrastructure play.
Nvidia is mentioned in the context of past massive returns and upcoming earnings, but not as a primary buy recommendation.
SanDisk leads US memory stocks in growth for AI infrastructure, with a high forecast for the current year.
Western Digital is a key AI infrastructure stock with impressive past gains, though growth forecasts are lower.
Seagate Technology is a strong AI infrastructure play with substantial past returns and solid growth prospects.
Micron is a top AI infrastructure play with strong growth forecasts and significant past returns.