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...
Jun 8, 2026
The creator discusses three AI-related stocks (Marvell, Coherent, and Micron) that they believe are poised for growth despite a market downturn, citing commentary from Nvidia's CEO, Jensen Huang, about ongoing AI infrastructure build-out and supply chain shortages.
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Tickers discussed in this post
Micron is highlighted as a favorite stock due to the persistent memory shortage, with potential for its stock price to double if the shortage lasts through 2028.
Coherent is recommended as a buy due to its role in providing optical networking components essential for AI data centers to move data efficiently.
Marvell is identified as a key player in AI networking chips and is predicted to become the next trillion-dollar company, making it a primary buy target.