Nvidia's CEO is mentioned as a source for identifying AI stock opportunities, but Nvidia itself is not presented as a direct buy or sell recommendation.
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AI stocks just got crushed, but Nvidia’s CEO says the AI buildout is just getting started. The biggest winn...
Billy InvestsJun 8, 2026
The creator discusses three AI-related stocks (Marvell, Coherent, and Micron) that they believe are strong buys despite a market downturn, citing Nvidia CEO Jensen Huang's comments on AI infrastructure and supply chain shortages.
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Tickers discussed in this post
Micron is highlighted as a favorite stock due to the ongoing memory shortage, with potential for its stock price to double.
Coherent is recommended as a buy due to its role in providing optical networking components essential for efficient AI data center operations.
Marvell is identified as a potential next trillion-dollar company and a key player in AI networking chips, making it a primary buy target.