Meta has massive AI investments, but investors are waiting to see the payoff.
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Which Stocks are you buying ?
Jun 7, 2026
The creator discusses several AI-related stocks to consider buying on dips, highlighting their potential to benefit from the growing AI market. The reel covers companies involved in AI chip manufacturing, data centers, cloud infrastructure, and AI software.
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Tickers discussed in this post
BE has strong AI power thesis, but profitability remains a question.
AXTI is an important AI chip material supplier, but shares have already run significantly.
ASML is essential for advanced chip manufacturing, but expectations are already high.
ARM has strong AI CPU exposure, but its valuation already reflects a lot of optimism.
Rocket Lab's space infrastructure and launch services are gaining momentum.
Reddit is a buy because AI needs data, and it owns one of the largest datasets online.
NVIDIA remains the backbone of the entire AI ecosystem.
ServiceNow is becoming increasingly important in the AI era for enterprise software.
Microsoft's Azure AI growth is a strong story in tech, and it's considered a top AI cloud company.
