Ticker Symbol: YOU

That's why I'm still buying all three NeoCloud stocks, especially as their prices continue to fall.

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Qualcomm just landed two of the most important customers in AI computing and doubled their revenue target while their stock is down by around 15% over the last month. To me, that means the market is essentially pricing Qualcomm's entire data center business at zero.

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Meta Platforms doesn't have that problem. It's already an incredibly profitable trillion dollar tech giant so they can build as much as they see fit.

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I think both Nvidia and Broadcom are still great stocks to buy right now.

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So, Google is the second stock I'm buying.

— Ticker Symbol: YOU, at 11:06

That's why Broadcom stock, ticker symbol AVGO, should be on every investor's radar.

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So, if Nvidia stock gets hit hard with the forced selling thanks to three back-to-back trillion dollar IPOs, it'll be an absolute steal given its high margins and higher growth rates.

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It still trades at a forward PE ratio of just 11, making Micron the cheapest stock in this video.

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and they're the only public company to link two commercial quantum computing chips together... If I had to pick a winner based purely on

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D-Wave is for investors who like having their cake and eating it too. They already have paying customers today, and you get exposure to two different quantum architectures instead of betting on one... D-Wave is growing almost as fast as ION Q, but from a much smaller base, which

— Ticker Symbol: YOU

Crowdstrike focuses on endpoint detection and response... Being armed with Mythos means that Crowdstrike can use their Falcon platform to proactively patch vulnerabilities across their entire customer base before attackers find them... they just posted their first ever GAP profit

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PaloAlto Networks is the other pureplace cyber security company in Project Glasswing. Their strategy is convincing enterprises to consolidate their security spending onto a single platform... Cortex, their AI powered security operations platform, integrates directly with Mythos

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Broadcom is the only real competitor to Nvidia because they're going after different parts of the stack... Broadcom is more diversified and gives my portfolio exposure to a different side of AI spending altogether... if you believe we're still in the early innings of this multi-y

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I see these lawsuits as noise rather than something that changes my long-term thesis on the stock, which is still very positive given Cororeweave's massive 67 billion backlog, their full stack AI cloud platform, the huge amount of contracted power they have, and their massive

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That's a clear tailwind for companies like Micron in the US... I dollar cost average in even more aggressively into every layer of the AI stack from Nvidia and Micron to TSMC and ASML.

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equipment vendors like ASML, Applied Materials, Lamb Research, and KLA also benefit from these buildouts because every new advanced manufacturing line is filled with their tools and machines... I dollar cost average in even more aggressively into every layer of the AI stack from

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Chip manufacturers like TSMC and Intel are being subsidized to expand their US production with tariff rules that get more generous the more they invest here... I dollar cost average in even more aggressively into every layer of the AI stack from Nvidia and Micron to TSMC and ASML

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Amazon, Microsoft, and Google all win for the same reason. They're where AI agents actually run. These three companies control almost 2/3 of the world's cloud infrastructure... So every time a company replaces a SAS tool with an agent, that extra compute, storage, and networking

— Ticker Symbol: YOU

Amazon, Microsoft, and Google all win for the same reason. They're where AI agents actually run. These three companies control almost 2/3 of the world's cloud infrastructure... So every time a company replaces a SAS tool with an agent, that extra compute, storage, and networking

— Ticker Symbol: YOU

the Taiwan Semiconductor Manufacturing Company, ticker symbol TSM, is the foundry that manufactures chips for Nvidia, AMD, and Broadcom. So, it doesn't really matter which chip designer wins in the SAS apocalypse since TSMC will be the one making their chips anyway, as well as th

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AMD is the main alternative to Nvidia for GPUs. If cloud providers want pricing power and a second source for their supply chains, AMD is where they'll go.

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Nvidia is still the default choice for AI training and inference with over a 90% share of the data center GPU market. Chip architectures like Hopper, Blackwell, and Rubin, plus the networking and software stack that comes with them make it very hard for enterprises to switch away

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Broadcom, ticker symbol AVGO, focuses less on GPUs and more on everything around them. From high-speed networking chips and custom AS6 to the specialized switches that tie racks of chips together in dense AI clusters. As a workloads get more distributed and bound by network speed

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my plan is to dollar cost average even more aggressively into Palanteer stock as the price keeps coming down. This isn't about catching a falling knife. It's about consistently growing my position in what I think is one of the best stocks to get rich without getting lucky.

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Nvidia effectively erased AMD's memory advantage, seriously undercut Google's integration advantage, and even threatened Broadcom's edge in AI networking, all in one fell swoop.

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companies like Nvidia and Google, who provide the hardware, software, and foundation models that other companies build on top of, as well as Microsoft and Amazon, which provide the cloud infrastructure and tooling that many robotic startups use for training, for simulation, and t

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my money is on companies like Nvidia and Google, who provide the hardware, software, and foundation models that other companies build on top of

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my money is on companies like Nvidia and Google, who provide the hardware, software, and foundation models that other companies build on top of

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I'm also selling my shares of the NASDAQ 100 and buying VGT instead. Vanguard's information technology ETF, which I often cover on this channel. VGT consistently outperforms the triple Q's. It has lower management fees and it tracks an index that won't include SpaceX.

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Think about companies like Salesforce, Service Now, HubSpot, Monday.com, and Legal Zoom. any system with economics that depend on lots of humans clicking through lots of workflows and things can get pretty bad for these companies pretty fast.

Meta Platforms trades at a forward price to earnings ratio of about 18. That could get even lower as these three blockbuster IPOs add even more downward pressure to the stock. And if it does, I'm jumping on it.

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Adobe's creative stack, where Photoshop, Premiere, and Firefly sit at the center of how brands actually make their images, their video assets, and their marketing content, and where generative AI is being wired directly into those workflows instead of competing with them... But e