Source Post

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.

Linked Mentions

Tickers discussed in this post

NVDANeutralLow ConvictionResearch Only

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.

MUBullishHigh ConvictionSignal-backedPrimary

Micron is highlighted as a favorite stock due to the ongoing memory shortage, with potential for its stock price to double.

COHRBullishMedium ConvictionSignal-backedSecondary

Coherent is recommended as a buy due to its role in providing optical networking components essential for efficient AI data center operations.

MRVLBullishHigh ConvictionSignal-backedPrimary

Marvell is identified as a potential next trillion-dollar company and a key player in AI networking chips, making it a primary buy target.

Linked Signals

Tracked calls opened from this post

MU
buy opened Jun 8, 2026
+3.41%
MRVL
buy opened Jun 8, 2026
-3.17%