Source Post

5 AI STOCKS RUNNING THE MARKET RIGHT NOW!

The creator discusses five AI stocks that are currently performing well and are expected to continue doing so, citing an internal OpenAI memo about the AI industry's rapid growth and potential. He highlights Credo Technologies' acquisition of Dust Photonics, Astera Labs' bullish outlook, and the continued strength of Nvidia. The creator also contrasts OpenAI and Anthropic's strategies regarding compute resources and market positioning, suggesting cloud providers like Amazon are long-term beneficiaries.

Linked Mentions

Tickers discussed in this post

DELLNeutralLow ConvictionResearch Only

Dell is mentioned as a PC maker that experienced excitement due to rumors of Nvidia potentially acquiring a PC maker, though Nvidia has since denied these reports.

HPQNeutralLow ConvictionResearch Only

HPQ is mentioned as a PC maker that experienced excitement due to rumors of Nvidia potentially acquiring a PC maker, though Nvidia has since denied these reports.

CORTNeutralLow ConvictionResearch Only

Corcept is mentioned as a company that was up 8% and was previously bought at lower price points, but the creator is not currently chasing high beta names.

METABullishMedium ConvictionSignal-backedSecondary

Meta is mentioned as a stock the creator added to on March 30th, indicating a positive sentiment and belief in its performance.

MSFTBullishMedium ConvictionSignal-backedSecondary

Microsoft is mentioned as a stock the creator added to on March 30th, which has since seen significant gains, indicating a positive sentiment towards the company.

CRWVNeutralMedium ConvictionSignal-backedSecondary

Coreweave, a company with massive contracts with OpenAI and Anthropic, has seen a 37% increase in the past 5 days, though the creator is not personally buying at current levels.

AMZNBullishMedium ConvictionSignal-backedSecondary

Amazon is identified as a long-term winner because it provides cloud services to both OpenAI and Anthropic, benefiting from the high demand for compute resources in the AI industry.

NVDANeutralMedium ConvictionSignal-backedPrimary

Nvidia is a company the creator wants to continue holding despite its large size and slower growth, as it remains a key player in the AI industry, with recent rumors of an acquisition being denied.

ALABBullishMedium ConvictionSignal-backedSecondary

Astera Labs is a company the creator has been extremely bullish on, and it has seen significant recent gains, indicating strong potential in the AI space.

CRDOBullishMedium ConvictionSignal-backedPrimary

Credo Technologies is a strong buy due to its acquisition of Dust Photonics, which expands its capabilities in silicon photonics and optical connectivity, positioning it well for the growing AI infrastructure market.

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