SMCI is a buy for its massive revenue growth despite high price volatility.
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BUY HEAVY! The US Iran Conflict is Testing Investors
Mar 4, 2026
Joseph Hogue advises investors to avoid chasing overextended oil stocks due to a massive global supply glut and instead pivot to defense contractors like Lockheed Martin.
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Tickers discussed in this post
Hold and avoid chasing after the stock tripled, as the memory trade currently looks overheated.
Buy for the strong value in CPU and GPU chips despite recent market volatility.
Buy Marvell as a key component supplier in the rapidly expanding AI supply chain.
Buy the dip in Alphabet as it accounts for a massive portion of global compute capacity.
Buy the 20% dip in Microsoft as it remains a dominant force in the AI hyperscaler space.
Buy this AI accelerator as it benefits from the $2.5 trillion data center spending boom.
Buy the dip in big tech as AI infrastructure remains the best source of returns this year.
Buy the dip for high-value GPUs as AI data center capacity is set to double by 2027.
Buy the dip in this hyperscaler as it continues massive capital spending on AI infrastructure.
