Western Digital is a buy as they dominate the enterprise hard drive space, which is essential for building the data centers needed for AI.
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These are 3 practically irreplaceable stocks I’m watching on every red day this May. 1️⃣ AMD: Big Tech is t...
investwithgigiMay 7, 2026
The creator identifies three stocks they are watching on market dips in May: AMD, Micron (MU), and Western Digital (WDC). They highlight these companies as critical players in the AI revolution, controlling essential components like chip manufacturing and data storage.
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Micron is a buy due to its unique position as the sole US-based high-bandwidth memory manufacturer with both technological and geopolitical moats.
AMD is a buy as Big Tech is forced to fund them due to their position as the only viable alternative to Nvidia's monopoly.