2. Advanced Micro Devices | $AMD
The closest rival to $NVDA's GPUs. OpenAI, Meta, Microsoft, Anthropic, and Oracle are running on them.
3. Google | $GOOGL
They sell their own TPU AI chips to customers, a direct alternative to $NVDA, and are now putting those systems in data centers too.
4. Amazon | $AMZN
Its Trainium chips are another $NVDA alternative, and Anthropic has committed more than $100B to AWS over 10 years.
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Hey @grok, Which stock is a better buy at current levels?
And why?
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Nvidia was $11 in the 2022 crash. Celestica was $8. Both went up 20x.
The current market CRASH is a generational time to BUY extremely undervalued stocks at a discount.
7 stocks that can 10x + why I believe this:
1) Camtek ($CAMT)
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Camtek makes the machines that inspect AI chips, including the high-speed memory they run on.
It just posted record revenue and expects sales to grow 35% next year. The stock is down 53%. Chipmakers are spending more than ever, and that money flows to toolmakers like this.
2) Riot Platforms ($RIOT)
Most people still think of Riot as a Bitcoin miner, but its future is AI.
Last week it signed a 15-year, $28B lease handing Anthropic its entire 910MW Texas campus. That one contract is worth about 5x the whole company.
The stock sold off anyway.
3) IREN ($IREN)
IREN runs AI data centers, and it has a $9.7B deal with Microsoft. Microsoft already signed off on the first site.
The stock still fell from $70 to around $20.
Great news is getting sold in this market, and that's exactly when I want to be buying.
4) Galaxy Digital ($GLXY)
Galaxy is building a huge AI data center campus in Texas. About 800MW is leased to CoreWeave, and the first section came in on time and on budget.
Another 830MW is approved and waiting for a tenant.
Power is AI's bottleneck, and Galaxy has it.
5) Onto Innovation ($ONTO)
Onto makes equipment that inspects chips as they're packaged together, which is how the newest AI chips get built.
It reported good numbers and is still down 44% from its high.
These are the picks and shovels of the AI boom.
6) WhiteFiber ($WYFI)
The smallest name here, worth about $400M.
WhiteFiber rents out AI computing power from its own data centers. Revenue is up 52%, and its main site just hit full power.
The stock is down almost 80%. This is the high-risk pick, so keep it small.
7) Celestica ($CLS)
Celestica builds the switches and hardware that connect AI servers.
I recommended it around $40 and it went past $300. Now it's at less than half its high, at about 16x forward earnings, and still growing like a weed.
I think it runs again.
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Biggest regrets from 2021-2024:
• Not buying the $TSLA dip at $100
• Not going heavy on $NVDA before the split
• Not loading up on $SMCI while it was still under $30
• Not getting into $PLTR in the single digits
• Not adding hard to $AMD in the $60-70 range
Biggest regret people will have in 2027:
Biggest regret people will have in 2027: Not building a serious position in $NBIS + $CRDO + $ALAB in late 2026.
The AI data center and high-bandwidth interconnect boom is just starting to accelerate.
The window is still open... but it’s closing fast.
If you have any questions about stock investing, you can follow me, and I’ll provide answers.
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Each week, I share 2–3 stock ideas, my buy and sell signals, and daily pre-market analysis in my WhatsApp community.
We look at potential catalysts, key levels, and risks, with real-time phone guidance.
We welcome diverse perspectives, suggestions, and experiences. Every member is encouraged to share their own unique insights.
Looking for stocks with potential 10x upside? Come see the research behind the ideas.
If this helps you, like + follow + share.
To join our investing community, visit my profile and contact me directly through the link there. Send “X” on WhatsApp, and I'll help you get started.
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Warren Buffett: “There’s no need to panic even if a stock falls 50%.”
Investor: “If a stock drops 50%, what should I do?”
Buffett: “First, you need to understand what a stock is.”
Investor: “What do you mean?”
Buffett: “If you buy stocks, you must be prepared for the possibility that they could fall more than 50%.”
Investor: “But my wealth would be cut in half.”
Buffett: “That’s right.”
Investor: “Wouldn’t that normally scare you and make you want to sell?”
Buffett: “In fact, Berkshire shares have also fallen around 50% on three occasions in the past.”
Investor: “Even Buffett’s own company?”
Buffett: “Yes.”
Investor: “And was the company still well managed during those periods?”
Buffett: “There was nothing wrong with the business itself.”
Investor: “Then why did the stock price collapse?”
Buffett: “Because a stock’s price and the value of the business don’t always move together.”
Investor: “Still, those declines are frightening.”
Buffett: “That’s why you shouldn’t buy stocks with borrowed money.”
Investor: “Why?”
Buffett: “Because when the price falls, you won’t be able to withstand it.”
Investor: “Then when should you buy?”
Buffett: “Nobody can pinpoint the exact bottom. Nobody.”
Investor: “So buying today doesn’t guarantee it’s the right decision either?”
Buffett: “Of course.”
Investor: “And you still invest?”
Buffett: “Because I think long term, over 20 or 30 years.”
This is something every investor should consider at least once.
Of course, it doesn’t mean you should hold every stock no matter what.
If a company’s results or prospects deteriorate, you should consider selling.
However, many people sell hastily simply because the price has fallen.
The hardest part of investing isn’t buying at the bottom or selling at the top.
It’s being able to calmly evaluate the business you’ve put your trust in, even when the market is turbulent.
I believe it’s precisely during a market crash that an investor’s true mindset is put to the test.
Each week, I share 2–3 stock ideas, my buy and sell signals, and daily pre-market analysis in my WhatsApp community.
We look at potential catalysts, key levels, and risks, with real-time phone guidance.
We welcome diverse perspectives, suggestions, and experiences. Every member is encouraged to share their own unique insights.
Looking for stocks with potential 10x upside? Come see the research behind the ideas.
If this helps you, like + follow + share.
To join our investing community, visit my profile and contact me directly through the link there. Send “X” on WhatsApp, and I'll help you get started.
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For reference, here are my past calls:
$NBIS at $20 → surged +1399%
$RKLB at $16 → surged +844%
$AMD at $122 → surged +439%
$ASTS at $20 → surged +569%
$PLTR at $40 → surged +419%
Big moves start with an idea. I share the research, catalysts, and risks behind the stocks on my radar.
Follow me for more stock ideas and market insights.
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For reference, here are my past calls:
$NBIS at $20 → surged +1399%
$RKLB at $16 → surged +844%
$AMD at $122 → surged +439%
$ASTS at $20 → surged +569%
$PLTR at $40 → surged +419%
Big moves start with an idea. I share the research, catalysts, and risks behind the stocks on my radar.
Follow me for more stock ideas and market insights.
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OMG SHE JUST DID IT AGAIN
Nancy Pelosi has 85% of her portfolio in just 5 stocks.
This is how the House Democrat is invested right now:
1) $NVDA – 16.0% of portfolio
As a reference, I've called:
$NBIS at $20 -> flew +1399%
$RKLB at $16 -> flew +844%
$AMD at $100 -> flew +505%
$ASTS at $20 -> flew +569%
$PLTR at $40 -> flew +419%
I’ve consistently outperformed the markets, making generational-wealth trades you don't want to miss.
Many will regret not following me for more.
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You missed Nvidia when it fell 66% in 2022.
You missed Microsoft when it fell 64% in 2000.
Don't miss these 4!
$NFLX: -50%. The streaming giant.
Earn extra income through WhatsApp. All you need is WhatsApp.
Price 3 days ago: $2.46
Estimated price in 15 days: $18.27
With my strategy, you could earn
$1,000–$10,000.
If you're also interested in stock investing, join us!
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Send "X" to get started.
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