Top Stocks I'm Buying For Massive Growth In July 2026

One month ago, the market was rallying ahead of the SpaceX IPO. But just last week, it was verging on extreme fear. And now, some of the best AI stocks are still down by 10, 20, even 30% over the last month, giving us a huge opportunity to buy great stocks at even greater discounts. My name is Alex, and that's exactly how I made so much money on generational winners like Nvidia, Micron, and TSMC every time the rest of the market panicked. And in this video, I'll show you how to do exactly that by covering the major stories quietly changing which stocks will win big next so we can keep getting rich without getting lucky. Your time is valuable, so let's get right into it. This past quarter was a crazy one. CNN's fear and greed index flipped from greed to extreme fear in one of the sharpest swings in recent history. And it's easy to understand why investors are so scared. But it's not that easy to use that to our advantage in the stock market. Companies like Microsoft, Amazon, Google, and Meta Platforms are committing to record levels of spending on AI infrastructure. And investors are already questioning whether they'll ever see returns on those investments. So when Broadcom, which is the company that designs custom chips for all of these hyperscalers, announced earnings and their AI chip guidance came in below expectations, the market dropped in dramatic fashion with both Nvidia and Broadcom falling by 10%. And Neocloud companies like Iron, Cororeweave, and Nebius falling by much more than that. There's way more to this story, and I'll get back to it in just a bit. But on top of all the AI spending, inflation stayed above 3%. So, the Federal Reserve didn't lower interest rates. When interest rates stay high, the cost of borrowing money stays high, which is exactly what growth stocks need to do to keep growing until they can become profitable themselves. And when they spend more money to grow, it takes them longer to see returns on those investments, which lowers their value today. If you want to be greedy when others are being fearful, the CNN Fear and Greed Index is a great tool to bookmark. This index tracks seven useful market indicators like stock price momentum and breath, market volatility, demand for safe assets like bonds versus stocks, and the ratio of put to call options. All to calculate a single score from 0 to 100. 100 is absolute greed and zero is total widespread panic. And sentiment recently got cut in half. Nosiving from a score of 71 at the start of May to 24 just last week. That's useful information for anyone who wants to be greedy when others are being fearful. And now that you know how to track that, let's talk about the biggest stories actually worth getting greedy over. Just last week, Bloomberg reported that Meta Platforms is developing their own cloud business, currently called Meta Compute. Their plan is to sell their excess AI processing power to outside customers. The announcement sent Meta's stock up 9% in a single day and it knocked down Neocloud stocks like Cororeweave, Nebius, and Iron by 10 to 15% each. Neoclouds rent compute capacity out to other companies that want AI but don't want to spend billions building and maintaining their own physical infrastructure. That means Neoclouds have to secure grid connected power, build their own data centers, and fill them with Nvidia GPUs. All of which costs a lot of money. If the company is still small and still unprofitable, they need to borrow that money, which means raising capital by either diluting shareholders or taking out loans at the higher interest rates I just talked about. Either way, these businesses have higher upfront costs right now, which means they'll take longer to pay investors back. But 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. Use all of the compute they want and then rent out the rest without worrying about raising capital or borrowing money on bad terms. Now, here's where things get really interesting, especially for investors. Meta won't be able to resell any of the capacity that they lease from Coree or Nebus, and they can only rent out any excess capacity that they actually own. Mark Zuckerberg himself said that they haven't done this yet because they don't have any excess capacity in the first place. Not only do they use every single GPU they own for their own workloads, but they actually have $35 billion committed to Coreeave and up to $27 billion committed to Nebus as a customer. The Nebus deal is structured so that Meta can only get $15 billion worth of that optional capacity if Nebius can't fill those racks with other customers first. which means that Nebius took this contract assuming demand stays high. So MetaMP compute is a real plan and a great way to hedge against overspending on data centers, but it's not happening anytime soon. And demand for AI is only going up, which means companies like Coreweave, Nebius, and Iron will still be running and renting GPUs at full capacity, even if Meta Platforms does eventually step into this market. That's why I'm still buying all three NeoCloud stocks, especially as their prices continue to fall. By the way, if you've ever wondered if a stock is actually worth its price, you are not alone. Finding a company's fair value is one of the hardest parts of investing. That's why I use Propics by investing.com, the sponsor of this video. Each month, their TechTitan strategy narrows the entire US tech sector of the market down to just 15 highquality stocks. The algorithm finds companies with the best mix of fundamentals, momentum, and guidance. When the data changes, the strategy updates, staying in only the highest conviction stocks. It also gives you the reasons behind every move. Not just what changed, but why. You can click into any stock and see a full breakdown of the data to kickstart your own research. But the proof is in the pudding. Since going live, Tech Titans has nearly tripled the S&P 500, returning almost 200% in just over 2 and 1/2 years. Today, it's holding great stocks like AMD, Qualcomm, Marll, and ARM. All of which I cover on this channel. And right now, investing.com is running a summer sale, which is their best price all year. And you can use my link below to get another 15%. Talk about a total no-brainer. All right. While Neoclouds provide the infrastructure, this next story is all about the chips that power them. Just over a week ago, OpenAI and Broadcom revealed their first custom AI chip called Jalapeno. Like all application specific integrated circuits or AS6, this chip is built to do one job extremely well. Low latency token generation for large language models at extremely high volumes. So basically running chat GPT billions of times per day to answer every user's prompts. Broadcom designed this chip in about nine months and handed a working prototype to OpenAI the same day they announced it. To put that in perspective, custom chip design typically takes 2 to 3 years. So, Jalapeno going from concept to working prototype in 3 quarters shows you just how much urgency there is for AI hardware that can keep up with all of this demand. Both Nvidia with their Gro 3 language processing units and now Broadcom with their custom chips for OpenAI are speeding up AI chip design so much that it's hard to imagine another competitor ever catching them. But Broadcom stock is still down by over 20% from their latest earnings call and Nvidia is down by over 10% from theirs. But here's the thing. Nvidia holds over a 90% share of the data center GPU market and Broadcom designs all the custom chips for Google, Meta, Anthropic, OpenAI and at least two other major AI companies. So Nvidia and Broadcom both being down implies that the market believes that overall demand for chips is slowing down too. But as we've seen in literally every earnings call, demand is only speeding up. Companies like Nvidia, Broadcom, Google, Micron, and even SKH Highix are all saying the same thing. Demand is off the charts. And all of these companies are limited by supply. The same reason the Neoclouds are still renting out every GPU they can bring online. Even companies like OpenAI and Anthropic, who are building those custom chips with Broadcom, are still buying access to every Nvidia GPU they can. So, I think both Nvidia and Broadcom are still great stocks to buy right now. But chips are only as fast as the connections between them, and networking is already a major bottleneck for AI performance. In a modern data center, thousands of chips have to pass massive amounts of data back and forth so fast that they can't use copper anymore. They have to use light. These are called optical interconnects, fiber-based links that move data as pulses of light between chips, between servers, and between racks. And just like every other part of the value chain for AI infrastructure, the companies making optical interconnects and networking equipment are already running out of capacity and lead times are stretching from months to a full year. That's why Nvidia, Meta, and Amazon wrote big checks directly to these suppliers. Lumenum makes the lasers and optical transceivers that convert electric signals from chips into the light that goes through fiber optic cables and then back again. Coherent makes a broader range of optical components like transceivers, lasers, and amplifiers for data center interconnects, but also for longhaul telecommunications networks. Earlier this year, Nvidia put $2 billion into Lumum, ticker symbol LI, and another2 billion in Coherent, ticker symbol CR. Both of these were equity investments to lock in capacity and accelerate their own networking research and development. Corning makes glass and fiber optic cables. They're another major supplier of optical fiber for telecom infrastructure and connectivity products for AI data center networks. Corning's ticker symbol is GLW. And they lined up a separate deal with Meta Platforms worth up to $6 billion, a deal with Nvidia worth up to 3.2 billion, and a third multi-billion dollar supply agreement with Amazon. So, these massive AI companies aren't just placing orders, they're putting cash and commitments directly into the companies building the pipes and locking in supply years in advance. But like the Neocloud stocks I just talked about, these optical networking stocks are still down by 10, 15, even 20% over the last few weeks, even though all these companies have cash backing and multiple years of revenue locked in from companies like Nvidia, Meta Platforms, and Amazon. Basically, all these optical networking companies just got cheaper without getting any weaker. Meta and Microsoft also just signed supply agreements with Qualcomm. Qualcomm makes the Snapdragon chips most commonly found in flagship Android phones. But at their investor day just over a week ago, Qualcomm nearly doubled the revenue target outside of smartphones to $40 billion by fiscal year 2029. 15 billion of that is specifically aimed at AI data centers thanks to their new Dragonfly C1000 CPU, a processor with over 250 cores built specifically for large-scale AI workloads. Meta Platforms announced a multi-generation supply agreement for Qualcomm C1000 and Microsoft Azure will deploy them too. So 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, which actually does make some sense. The Dragonfly C1000 doesn't go into mass production for another 2 years. So, this is the definition of getting in early, but without many of the associated risks since Qualcomm is already a massive tech company with chips in many of the devices we already use today. But what makes Qualcomm different from the rest of the stocks in this video is that they're not trying to compete with Nvidia's GPUs or Broadcom's custom accelerators. And they're not renting out compute capacity or networking it together. They're going after the CPU at the center of every rack, which means they're competing with AMD's epic line of CPUs and Intel's Xeon chips. Qualcomm has been competing with companies like AMD and Intel for years in other markets, so I'm sure they're equipped to handle this competition, too. All right, so far we've talked about companies that build AI processors and the networks connecting them together. But this next story is even bigger, and it's just days away from happening. And if you feel I've earned it, consider hitting the like button and subscribing to the channel. That really helps and it lets me know to make more content like this. Thanks. Now, let's talk about one of the biggest market events of the year. Every chip in this video, Nvidia's GPUs, Broadcom's custom AS6, and Qualcomm C1000s needs memory to run, and the memory they all depend on has one dominant supplier. SKH Highix is expected to start trading on the NASDAQ with the ticker symbol SKHY on July 10th. This isn't a traditional IPO and it's not a direct listing. It's an ADR. Skhinx is raising capital by issuing new shares as American depository receipts for US investors just like TSMC and ASML stocks. So, US investors are about to have a direct way to own the leader of the memory super cycle for the very first time. And the money being raised is going directly to new fabs, new chip packaging capacity, and to new EUV machines. There are a few things about high bandwidth memory that investors need to understand. HBM is the specialized stacked memory that sits next to every AI chip and feeds it data fast enough so that it doesn't need to sit idle. Each chip is a tower of 12 to 16 layers of DRAM that's connected by thousands of microscopic vertical wires. It takes about three times more factory space to produce it compared to normal memory. The yields are lower and it takes four to 5 years to build the specialized fabs to make this kind of memory in the first place. SKHX is the leader when it comes to high bandwidth memory. With a dominant 60% share of the HBM market, Nvidia now uses all three major memory makers for their next generation GPUs with SKH Highix taking the largest share of Nvidia's HBM allocation. In fact, the entire HBM market is sold out well into 2027. And SKHEX's chairman warned that the memory shortage could extend to 2030. That scarcity is exactly why SKH Highix is tripling their revenues year-over-year at over 70% operating margins. Those are the kinds of numbers you usually see in a Silicon Valley software startup, not a 43-year-old hardware company. Talk about a great way to get rich without getting lucky. I plan on doing a deep dive on SKH Highix next. So stay tuned for that if you want to learn all about the science behind this stock. Either way, I hope this video helped you catch up on some of the biggest market stories over the last month. Let me know in the comments if you enjoy this style of rapid fire news or how I can make it even more valuable for you. And if you want to see more stocks to get rich without getting lucky, check out this video next. Either way, thanks for watching and until next time, this is Tickerol U. My name is Alex, reminding you that the best investment you can make is in you.