This is one of the few companies generating the chips that are needed, expert reveals

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 MU NASDAQ BUY +23.90%
   Entry $829.50 03 Aug 2026

   Current $1,027.77 09 Sep 2026

   Result +$198.27

   vs. index +23.3% SPY +0.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …D SHORTAGE. THIS IS CYCLICAL, IT HAPPENS ALL THE TIME. IS THIS TIME DIFFERENT. >> THIS TIME IS, I THINK, DIFFERENT IN THAT YOU HAVE A BILL PULLBACK OF -- BIG PULLBACK OF THE STOCK, OF COURSE, BUT YOU HAVE THIS MASSIVE MOVEMENT IN EARNINGS. I LIKE IT WHEN E GROWS FASTER THAN P, AND AND THE EARNS ARE GROWING -- EARNINGS ARE GROWING A LOT FASTER THAN THE PRICE. TAYLOR: YEAH. AND THIS WAS A $1200 STOCK. EVERY ANALYST SAID IT'S GOING TO 1500 2000 2500. WHERE DO YOU SEE THIS STOCK GOING? >> I THINK -- IT'S VERY HARD TO PUT A PRICE ON THAT BECAUSE THE UNDERLYING QUESTION IS, IS HOW MUCH A.I. ADOPTION…

   I LIKE IT WHEN E GROWS FASTER THAN P, AND AND THE EARNS ARE GROWING -- EARNINGS ARE GROWING A LOT FASTER THAN THE PRICE.

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   AI-extracted context "WHY SHOULD I NOT BE WORRIED ABOUT MICRON. >> BECAUSE..." and later "I LIKE IT WHEN E GROWS FASTER THAN P, AND AND THE EARNS ARE GROWING -- EARNINGS ARE GROWING A LOT FASTER THAN THE PRICE."

2. 02 NVDA NASDAQ BUY +8.24%
   Entry $206.64 03 Aug 2026

   Current $223.67 09 Sep 2026

   Result +$17.03

   vs. index +7.6% SPY +0.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …TRY THINKS NVIDIA. BUT THE STOCK HAS BEEN, LIKE, A BLAH RELATIVE TO, LIKE, THE CHIPMAKERS, THE SOCKS INDEX THAT'S UP 70, 80% EVEN WITH A MASSIVE PULLBACK. HOW DO YOU GET EXCITED ABOUT NVIDIA? >> AGAIN, WE LOOK FOR COMPANIES AT CHOKEPOINTS. WHEN YOU TAKE A LOOK AT NVIDIA RIGHT NOW, IT'S AT, LIKE, A 21 PE, BUT ITS EARNINGS ARE GROWING AT 46%. WHEN YOU TAKE A LOOK AT EARNINGS GROWING THAT PAST OVER THE NEXT TWO YEARS AND GOING FORWARD, I THINK YOU'RE JUST GOING TO SEE THIS TREMENDOUS AMOUNT OF MONEY. THE HYPERSCALERS ARE SPENDING IT, AND PEOPLE LIKE NVIDIA ARE GETTING IT. TAKE A LOOK AT THE FREE CASH FLOW. IT'S TREMENDOUS. SO WE THINK OF THESE THINGS GOING FORWARD -- TAYLOR: WHAT ABOUT CIRCULAR FINANCING? NVIDIA'S INVESTED IN THIS DATA…

   WHEN YOU TAKE A LOOK AT NVIDIA RIGHT NOW, IT'S AT, LIKE, A 21 PE, BUT ITS EARNINGS ARE GROWING AT 46%. WHEN YOU TAKE A LOOK AT EARNINGS GROWING THAT PAST OVER THE NEXT TWO YEARS AND GOING FORWARD, I THINK YOU'RE JUST GOING TO SEE THIS TREMENDOUS AMOUNT OF MONEY.

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   AI-extracted context "WHEN YOU TAKE A LOOK AT NVIDIA RIGHT NOW..."

3. 03 MSFT NASDAQ BUY +0.82%
   Entry $487.65 03 Aug 2026

   Current $491.65 09 Sep 2026

   Result +$4.00

   vs. index +0.2% SPY +0.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …LK ABOUT MICROSOFT. THEY WERE LEFT FOR DEAD. IT WAS THE BIG UNDERPERFORMER OF THE YEAR. NO ONE LIKED THE MAG 7 ANYMORE, EVERYONE HATED MICROSOFT. MASSIVE RALLY LAST WEEK. IT'S BACK, IT'S IN IT TO WIN IT. WHAT DO YOU U MAKE OF MICROSOFT? >> WE LIKE MICROSOFT. I MEAN, IT IS SO EMBEDDED IN THE BUSINESS OF AMERICA. AND WE'RE IN THE BUSINESS OF BUYING PROFITS X. THIS COMPANY IS HIGHLY PROFITABLE. AND YOU'RE BEGINNING TO SEE ALL OF THIS INVESTMENT TURN INTO GREATER PROFIT MARGINS AS THEY GO FORWARD, AND WE WANT TO CAPTURE THOSE. AGAIN, YOU SEE MICROSOFT GROWING AT A 20% EARNINGS? WE KIND OF LIKE IT. TAYLOR: FIREWORKS FOR YOU. EVEN WITH THE RED EYE, YOU LOOK GREAT. THANK YOU SO MUCH FOR BEING HERE. AND WE ARE CUEING THE FIREWORKS. THE DOW, AS YOU CAN SEE, HITITTG A RECORD FOR THE YEAR. THE S&P 500 NEEDED MORE THAN 120 POINTS TO HIT THA…

   WE LIKE MICROSOFT. I MEAN, IT IS SO EMBEDDED IN THE BUSINESS OF AMERICA. AND WE'RE IN THE BUSINESS OF BUYING PROFITS X. THIS COMPANY IS HIGHLY PROFITABLE. AND YOU'RE BEGINNING TO SEE ALL OF THIS INVESTMENT TURN INTO GREATER PROFIT MARGINS AS THEY GO FORWARD, AND WE WANT TO CAPTURE THOSE. AGAIN, YOU SEE MICROSOFT GROWING AT A 20% EARNINGS? WE KIND OF LIKE IT.

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   AI-extracted context "30 SECONDS, WE HAVE TO TALK ABOUT MICROSOFT... WHAT DO YOU U MAKE OF MICROSOFT?"