Stocks Ticker Symbol: YOU has covered
Ticker Symbol: YOU
@tickersymbolyou ↗
659K subscribers · 415 videos · Started 2020-10
Investing in innovation starts with understanding it. My name is Alex. Before becoming a full-time investor, I spent 8 years as a rocket scientist at MIT Lincoln Laboratory. I hold a BE in Electrical Engineering, an ME in Systems Engineering & Optimization, and an unfinished PhD in Image Processing & Computer Vision. Now, I use my engineering background to research AI, semiconductors, and other advanced technologies, invest in them, and cover it all on this channel.
Fact659K subscribers · 4 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $MU $NVDA · last checked Sep 13 13:01
$ARMBullish2026-09-121 entryARM is a bull thesis on AI infrastructure driven by royalty growth and new chip demand, offset by margin pressure from vertical integration.
$CBRSBullish2026-09-121 entryCBRS is expected to perform well long-term due to superior inference speed and massive backlog growth.
$MUBullish2026-09-121 entryMU is a strong buy; Agentic AI creates permanent memory demand while the stock remains undervalued with a forward P/E under 8.
$SKHYBullish2026-09-121 entrySKHY is a strong buy due to HBM leadership and sub-8x forward P/E, driven by the thesis that Agentic AI creates permanent memory demand.
$AVGOBullish2026-09-051 entryBroadcom's AI revenue is accelerating rapidly (221% YoY) with strong forward guidance ($115B target), though from a smaller base than Nvidia.
$CEGBullish2026-09-051 entryOwn CEG due to control of irreplaceable nuclear power amid persistent network supply constraints.
$GEVBullish2026-09-051 entryGEV is a good holding due to multi-year turbine backlog and ongoing grid supply constraints.
$GOOGLBullish2026-09-051 entryStrongly recommended investing in Google due to massive AI user base and recent strong stock performance.
$LITEBullish2026-09-052 entriesLumentum's laser sales are expected to remain strong for years due to rapid growth in AI optical ports outpacing integrated optics adoption.
$METABullish2026-09-051 entryInvest in Meta; its AI-driven ad business shows strong growth (27% YoY) on a large base.
$TSMBullish2026-09-051 entryTSM benefits regardless of which AI architecture wins as it supplies both sides; 2/3 of revenue is from AI/HPC.
$CRWVBullish2026-08-311 entryCRWV is the preferred Neocloud stock for low execution risk given its scale, cost efficiency, and Nvidia backstop.
$IRNBullish2026-08-311 entryIRN is the preferred Neocloud stock due to low valuation per megawatt and high growth potential; pivot risks are considered priced in.