Microsoft is mentioned as one of the four major hyperscalers increasing their AI compute power CapEx, contributing to the overall AI spending trend.
Source Post
BUY HEAVY! The AI Bubble Just Popped
Apr 15, 2026
The creator argues that the AI bubble has already popped, presenting a buying opportunity for undervalued stocks. He highlights Nvidia, AppLovin, Zscaler, Oracle, Broadcom, CrowdStrike, Micron Technology, and Super Micro Computer as examples, detailing their current valuations, growth prospects, and historical averages. The creator also discusses the impact of macroeconomic factors like interest rates and inflation on the stock market, suggesting a continued bull market despite short-term volatility.
Linked Mentions
Tickers discussed in this post
Meta is mentioned as one of the four major hyperscalers increasing their AI compute power CapEx, contributing to the overall AI spending trend.
Amazon is mentioned as an AI darling that is only down 12-20% from its peak, with earnings expected to run higher, suggesting its valuation has come down.
Alphabet's research on AI model memory reduction is mentioned as a factor affecting Micron, but the creator advises putting it in perspective as research that will take time to implement.
Okta is mentioned as a cybersecurity stock that is a buy opportunity, with the creator actively buying more of these types of stocks.
Fortinet is mentioned as a cybersecurity stock that is a buy opportunity, with the creator actively buying more of these types of stocks.
Palo Alto Networks is mentioned as a cybersecurity stock that is a buy opportunity, with the creator actively buying more of these types of stocks.
CrowdStrike Holdings is a buy, as the market is realizing AI is a massive opportunity for cybersecurity companies, not a risk, and the stock is among those the creator is actively buying more of.
Broadcom, an AI stock, is a buy opportunity with shares down 24% from its peak, strong continued growth, and a fair value estimate suggesting significant upside.
Oracle is a buy opportunity, down 58% from its peak, as fears about its cloud build-out and AI revenue are overblown, with strong earnings potential and a fair value significantly higher.
