Ticker Symbol: YOU: Stock Picks & Accuracy

The YouTuber strongly recommends buying SKH Highix after its NASDAQ ADR listing on July 10th. The company is the dominant supplier of High Bandwidth Memory (HBM), which is critical for AI chips and is experiencing a super cycle with demand outstripping supply well into 2027. SKH Highix is tripling revenues year-over-year with high operating margins, making it a leader in a high-growth, supply-constrained market.

“US investors are about to have a direct way to own the leader of the memory super cycle for the very first time.” — ▶ 17:40

The YouTuber believes Nvidia is a great stock to buy despite its recent 10% drop. This is because Nvidia holds over 90% of the data center GPU market, and demand for AI chips is accelerating, not slowing down, as evidenced by earnings calls and the fact that companies like OpenAI are still buying Nvidia GPUs.

“So, I think both Nvidia and Broadcom are still great stocks to buy right now.” — ▶ 9:40

The YouTuber believes Nvidia is central to the AI revolution, making essential chips and having an entrenched software ecosystem (CUDA). He notes its current P/E ratio of 31 is historically low, making it 'cheaper' than at any point in the AI revolution, despite accelerating revenue growth. He dismisses disruption from other GPU makers due to ecosystem lock-in.

“Surprising no one, the top stock on my list is Nvidia since they're at the very center of the entire AI revolution. They make the chips that every AI model trains on and have the CUDA software ecosystem that no competitor can crack.” — ▶ 5:20

The YouTuber recommends buying Nvidia when forced sales hit due to new IPOs entering the NASDAQ 100. He argues that despite being the largest position in the NASDAQ 100, Nvidia's strong fundamentals, including 90%+ data center GPU market share, record revenues, high gross margins, and rapid EPS growth, make its current forward P/E ratio of 20 an 'absolute steal' if its price drops.

“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.” — ▶ 10:40

The YouTuber believes Broadcom is a great stock to buy despite its recent 20% drop. This is because Broadcom designs custom chips for major AI companies like Google, Meta, and OpenAI, and demand for AI chips is accelerating, not slowing down, as evidenced by earnings calls.

“So, I think both Nvidia and Broadcom are still great stocks to buy right now.” — ▶ 9:40

The YouTuber sees Broadcom as a key player in custom AI chip development for major tech companies like Google, Meta, and OpenAI, making them a direct competitor to Nvidia. Their AI chip revenue growth is substantial, and they are guiding for significant future revenue, indicating strong positioning in the shift towards specialized AI chips.

“Broadcom's AI chip revenue hit 10.8 billion last quarter, which is up 143% year-over-year. And now they're guiding for over a hundred billion in AI chip revenue by the end of 2027.” — ▶ 9:20

The YouTuber suggests Broadcom should be on every investor's radar due to its strong position in custom AI silicon. He highlights Broadcom's unique business model of co-designing application-specific integrated circuits (ASICs) for major tech companies, leading to massive year-over-year growth in AI chip revenue and a projected $100 billion run rate next year. The acquisition of VMware also provides high-margin software revenue to fund its AI expansion.

“That's why Broadcom stock, ticker symbol AVGO, should be on every investor's radar.” — ▶ 18:50

The YouTuber suggests buying Qualcomm because it recently secured multi-generation supply agreements with Meta Platforms and Microsoft Azure for its new Dragonfly C1000 CPU, targeting the AI data center market. Despite nearly doubling its revenue target outside of smartphones, the stock is down 15%, implying the market is undervaluing its data center business.

“To me, that means the market is essentially pricing Qualcomm's entire data center business at zero, which actually does make some sense.” — ▶ 15:00

The YouTuber recommends buying Corning, highlighting its multi-billion dollar supply agreements with Meta Platforms, Nvidia, and Amazon for fiber optic cables. Despite these significant commitments and cash backing, the stock is down, making it cheaper without fundamental weakness.

“Basically, all these optical networking companies just got cheaper without getting any weaker.” — ▶ 13:40

The YouTuber recommends buying Coherent, noting that Nvidia invested $2 billion in the company to secure capacity and accelerate R&D for optical interconnects. Despite this strong backing and multi-year revenue commitments, the stock is down, making it cheaper without fundamental weakness.

“Basically, all these optical networking companies just got cheaper without getting any weaker.” — ▶ 13:40

The YouTuber recommends buying Lumenum, noting that Nvidia invested $2 billion in the company to secure capacity and accelerate R&D for optical interconnects. Despite this strong backing and multi-year revenue commitments, the stock is down, making it cheaper without fundamental weakness.

“Basically, all these optical networking companies just got cheaper without getting any weaker.” — ▶ 13:40

The YouTuber is buying Coreweave because despite Meta Platforms' announcement of its own cloud business, Meta currently lacks excess capacity and has significant commitments to Coreweave. Demand for AI compute is expected to remain high, ensuring Coreweave continues to operate at full capacity, making its recent price drop an attractive buying opportunity.

“That's why I'm still buying all three NeoCloud stocks, especially as their prices continue to fall.” — ▶ 6:00

The YouTuber is dollar-cost averaging into Micron, citing its recent record-breaking quarter with 346% year-over-year revenue growth and 85% gross margins. They argue that Micron's new strategic 'take or pay' contracts, totaling $100 billion in guaranteed revenue with $18 billion upfront, fundamentally change its business model from cyclical commodity to stable, high-margin growth. The stock is undervalued, trading at a forward P/E of 5.5, while being a critical supplier of High Bandwidth Memory (HBM) for the rapidly expanding AI market, with HBM capacity sold out through 2027.

“That's why I'm still dollar cost averaging into the stock before Wall Street finally catches on.” — ▶ 20:00

The YouTuber highlights Micron's position as one of only three companies producing high-bandwidth memory, a critical bottleneck for AI. With memory pre-sold through 2027 and a worsening shortage, AI companies are prepaying for chips, giving Micron significant pricing power. Memory is no longer a cyclical commodity but an essential component for AI growth.

“Micron has a lot of pricing power for memory chips and AI companies can either pay up or fall behind.” — ▶ 11:20

The YouTuber identifies Micron as the fastest-growing and cheapest stock on his list, recommending it for purchase when selling pressure from new IPOs hits. He emphasizes Micron's critical role in high-bandwidth memory for AI accelerators, citing phenomenal recent earnings with nearly 200% revenue growth, high gross margins comparable to Nvidia, and a low forward P/E ratio of 11, making it highly attractive despite its recent stock performance.

“And every dollar of selling pressure will make Micron stock even more attractive.” — ▶ 21:50

The YouTuber emphasizes TSMC's critical role as the manufacturer of over 90% of advanced chips globally, serving all major players in the 'chip war.' Their technological lead means they can set prices, as customers have no alternative for advanced chip production, making them a consistent winner regardless of specific chip design trends.

“TSMC is so far ahead of every other foundry that they can simply set the price and customers have to pay because there's nowhere else for them to even go.” — ▶ 10:20

The YouTuber highlights Google's full-stack AI strategy, owning chips (TPU), data centers, cloud, and models. Google Cloud's significant revenue and backlog, combined with their strategy of selling TPUs to external customers like Anthropic, demonstrate their advanced position and ability to profit even from competitors.

“Google is so far ahead thanks to their full stack strategy that they can arm their own rivals with their best chips and still win big.” — ▶ 8:40

The YouTuber suggests buying Alphabet (Google) when it experiences forced sales from new IPOs entering the NASDAQ 100. He highlights Google's significant AI processing growth, widespread user adoption of AI services, and its proprietary TPU chips, which are even sold to competitors like Anthropic. Strong revenue and operating income growth in Google Cloud further support the investment thesis, especially given its supply-constrained demand.

“So, when $4 trillion worth of new IPOs hit the NASDAQ 100, Google is the second stock I'm buying.” — ▶ 13:50

The YouTuber invests in Crowdstrike because cybersecurity is a critical cost of doing business for AI infrastructure. He highlights their Falcon platform, which integrates cloud-based modules, a proprietary threat graph, and a Falcon agent for comprehensive enterprise network security. He expects the cloud security market to grow significantly, especially with AI-enabled threats, positioning Crowdstrike well.

“The global cloud security market is expected to more than triple in size over the next 6 years, and that's before accounting for AI enabled cyber threats. So, I expect the cyber security industry to grow even faster than that with CrowdStrike in a great position to capture a lot of that growth.” — ▶ 19:00

The YouTuber is dollar-cost averaging into Meta due to its low P/E ratio compared to other Magnificent 7 stocks, despite high capex spending. He justifies the spending by Meta's need to serve AI to its 3.5 billion daily active users. Strong ad impression growth, increased ad prices, and revenue growth demonstrate the effectiveness of their aggressive investment.

“So, as the stock keeps dropping, I'll keep dollar cost averaging in to this global growth machine.” — ▶ 16:30

The YouTuber indicates he would buy Meta Platforms if its forward P/E ratio drops further due to the influx of new IPOs. He points to Meta's strong revenue growth, high operating margins, and massive daily active user base across its apps. While acknowledging high capex for Reality Labs, he views this as essential investment in AI infrastructure, including custom chips, which the market currently undervalues.

“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.” — ▶ 16:50

The YouTuber argues that Verdive is essential for AI data centers due to increasing power and cooling demands. They co-developed the 800V DC power standard with Nvidia and offer a unique end-to-end power and cooling architecture, including direct-to-chip liquid cooling. Their backlog is growing rapidly, indicating strong demand for their integrated solutions.

“Every gigawatt scale AI factory being built right now needs what Vertive is selling and their backlog shows it. With orders growing by 250% year-over-year, which is the fastest growth in Vertive's history.” — ▶ 13:20

The YouTuber is moving money into VGT because it offers diversification between the NASDAQ 100 and S&P 500, focuses on information technology (hardware, semiconductors, software) while avoiding non-AI related companies and unprofitable IPOs, and has lower fees than SPY and QQQ. It allows him to invest in the AI theme effectively.

“That's why I've been moving my money into a fund that lets me have my cake and eat it, too. Vanguard's information technology ETF, ticker symbol VGT.” — ▶ 4:00

The YouTuber recommends buying Vanguard's Information Technology ETF (VGT) as an alternative to the NASDAQ 100. He states that VGT consistently outperforms the QQQ, has lower management fees, and tracks an index that will not include SpaceX, thus avoiding the risks associated with SpaceX's IPO.

“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.” — ▶ 17:02

The YouTuber has held Palantir for three years, citing its strong revenue growth (85% YOY) and raised full-year guidance, implying continued high growth. He positions it as a profitable pure-play AI software company poised to capture a significant share of the rapidly expanding global AI software market.

“So, this is a profitable pure play AI software company that's almost doubling in size every single year. And I expect that growth to continue because the global market for AI and software is expected to almost 7x in size over the next 7 years.” — ▶ 17:20

The YouTuber advises avoiding SpaceX's IPO due to its inflated valuation (94x revenue, higher than Palantir and Nvidia), the questionable acquisition of XAI which represents 93% of its market but has significant issues, and governance concerns including Elon Musk's control and the ability of insiders to sell shares immediately. He also highlights NASDAQ's rule changes that could force index funds to buy the overpriced stock.

“So that's why I'm not buying SpaceX stock.” — ▶ 17:00

The YouTuber is selling his NASDAQ 100 shares because recent rule changes by NASDAQ (fast entry and elimination of 10% free float requirement) will force index funds to buy SpaceX stock at an inflated valuation, thereby exposing investors to its risks. He believes this makes the index less attractive.

“I'm also selling my shares of the NASDAQ 100 and buying VGT instead.” — ▶ 17:02