Marvell adds bullish sentiment to the custom silicon and ASIC market where it is a major player.
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2 AI Stocks To Buy During AI Stock Sell-OFF
Jose Najarro StocksMay 19, 2026
The creator discusses a sell-off in the AI and semiconductor space, highlighting that while some tech giants like Google and Meta were not significantly down, companies like Micron and Nvidia experienced pullbacks. He identifies two stocks, IREN and CORE, that he believes are good buying opportunities during this dip due to their strong positions in AI infrastructure and recent strategic deals.
Linked Mentions
Tickers discussed in this post
Mentioned as a supplier of TPUs in Google's deal with Anthropic.
Google is launching a new AI cloud company with Blackstone, potentially signaling a focus on AI-specific cloud solutions or increased TPU sales.
Amazon was mentioned as one of the tech giants that did not experience a significant sell-off.
Meta was mentioned as one of the tech giants that did not experience a significant sell-off.
Google's new US-based AI cloud company launch raises questions about existing services and potential threats to competitors.
Micron stock took a hit during the AI sell-off but has shown strong long-term performance.
Nvidia experienced a slight pullback but remains a significant company, with its cloud deal with IREN being a key positive factor.
CORE is a buy as the market is underpricing its leading position in active GPUs and significant revenue within the AI space.
IREN is a strong buy due to its AI infrastructure potential, recent acquisitions, and a significant cloud deal with Nvidia.
Linked Signals
Tracked calls opened from this post
IREN
buy opened May 19, 2026
+31.99%