Intel is expected to end up like Texas Instruments, making various low-margin chips.
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Rate Cut Talk + 9 A-Rated Stocks to Watch
Mar 15, 2026
The creator discusses cooling inflation, falling Treasury yields, and the potential for rate cuts. He highlights nine "A-rated" stocks to watch, including Barrick Gold, Kinross Gold, Seagate Technology, Micron Technology, Ciena, Elbit Systems, Bloom Energy, GE Vernova, and Quanta Services, recommending buying them on pullbacks. He also provides opinions on Palantir, SoFi, Intel, SanDisk, and Coherent Corporation.
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Tickers discussed in this post
Taiwan Semi has taken over the lucrative chip processor market for laptops from Intel.
Nvidia was previously rated a C but moved back up to a B, indicating potential for recovery and improvement.
Quanta Services looks strong and is benefiting from data center expansion, making it a great buy on pullbacks.
GE Vernova sells natural gas turbines with a large order backlog, but is more volatile, so it should only be bought on a pullback.
Bloom Energy's natural gas fuel cells are perceived as more efficient than turbines for data centers, making it a great buy on pullbacks.
Elbit Systems is the best defense stock, involved in missile shields and with big contracts with US defense firms, making it a great buy on pullbacks.
Ciena is a networking company doing incredibly well, described as a smaller cap but explosive stock that is a phenomenal buy on any pullback.
Micron Technology has explosive sales and earnings, is investing further in its memory chip business, and is a phenomenal buy on any pullback.
Seagate Technology is a favorite A-rated stock that the creator would buy on any dip, citing explosive sales and earnings.
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