REVEALED: 10 Best Stocks to Buy Now (Stargate Data Center AI Winners)

What’s your take on DeepSeek - seems this LLM requires significantly less energy… so the question is will we really require so many datacenters / energy?
Else JBL and APH could also be interesting…

Agreed on your take on Nvidia. I think 200 is very possible.

So basically NVDA, TSM, and Broadcom!

Excellent presentation-often the simplest solution is the most elegant-thank you

Great content Eric. Much appreciated.

Great video and stock picks. You have a good understanding of technology and chip sectors.

Honestly, Moonacy Protocol lets you earn up to 400% annually with daily payouts! It’s easy money every day - highly recommend checking it out

No one thinks quantum will happen over night, but it will happen, is happening. Watch the next 5 years . I've been watching the space for more than a decade. The precision these machines provide, especially trapped ion technology, is unparalleled

will invest 500B...if it passes congress as proposed.

Where's SMCI? You've given up on them?

priced in, hype stocks. what could do awry?

Great perspective. Thanks

Quality videos and full of great content. TY. You went for the cycle today with 7 rbi, and the home run was a gram slam. What would be your AVGO, MRVL, MU buy price?

Super analysis 👍👍

I think there is something to be said about Electronic Design Automation companies getting a piece of the AI pie. All chips need it.

We hear a lot about big tech chips catching up to Nvidia GPU’s. But wouldn’t it be easier to catch up to ASICS companies with their in house chips, instead? And not need Broadcom for their ASICS

Thanks Eric, I appreciate your effort. Your video’s are amazing. Heard that you were unwell. Hope you make a full & fast recovery.

I'm with you 98% but, not psyched about AMD. Dylan Patel did a pretty devastating evaluation of AMD vs Nvidia GPUs. He was actually rooting for AMD, but they are a mess on the AI side. One example: A whole team of AMD engineers were on hand to help debug a litany of problems, noy very successfuly either. Nvidia provided one engineer that Patel said he didn't even need, because Nvidia's GPUs were bug free. Another example: AMD uses forked libraries that really aren't compatible with their software. I'm staying away from AMD until there's evidence the PC refresh cycle is a thing. They need AI software stack. I'd substitute Vertiv.

Great video you have nailed it. Wonder who is going to power these monsters and with what oil, gad,solar, nuclear or combos. And what companies

Cat and Deere actually went up . Your suggestion helped ? Maybe it's "MAGA" stock. (farmers happy ? ) ( confidence mid-west ) Maybe you influenced 😂 I wonder if PEPSI goes up at the Superbowl. Every house is buying "more Pepsico " 🥤 🏈 🍷 their list of products is extensive. great video .

Jeramy pumps AMD , he has a guilty conscience. He does a weekly AMD show. Comments are turned off? yep ? because everyone post AMD all money destroyed ....... 🌬️ 🚶🏻‍♀️‍➡️

I have had ETN for like 4 years now, and I am excited to continue to look at adding more Marvell and TSM when opportunity show up. Great video.

Great analysis, answered my questions about Nvidia.

👽🔥

HEY BRO.. 1 COMPANY U DONT HAVE ON YOUR MAP BOARD FOR AI OR CLOUD IS SNOWFLAKE.
I KNOW NVIDIA & THE CEO OF SNOWFLAKE R PRETTY TIGHT. THEY DID A VIDEO THAT TALKED ABOUT THEIR AMAZING PARTNERSHIP.
SNOWFLAKE IS THE CLOUD COMPANY THAT COULD PLAY A PART LATER.
LET ME KNOW HOW U FEEL ABOUT SNOWFLAKE.

Excellent video Sir. Thanks!

High quality and well researched video

❤❤❤❤

Eason Technology is the real play for Monday!

Thanks Eric. Great video 👍🙏

Amazing insight, Eric. Great pick and shovel plays. Always amazed by how deep your analysis is ! Also, the masterclass breakout session was great ! I hope to be there for the next one. Thanks, Eric !!
You are putting out a lot of content on Discord !!!

Excited to watch this story unfold!

Your AMD forward earnings estimates look way off. Everywhere else's AMD forward PE is in the mid-20s.

I love the value chain breakdown, and I agree that NVDA is the best data center stock to own.

Wouldn't it be better or safer to get a tech ETF like XLK so I have exposure to all the stocks you mentioned, and just pick additional shares for like NVDA, MSFT, GOOG, AVGO, AMZN?

Thanks Eric!! You rock brother 🤟🏻

Deepseek 😅

What about the effect of the deepseek on nvda?

What is the top 10?

Now at 200 day ma. maybe a scoop here.

Great perspective. Thank you.

Are you still bullish on NVTS? Haven't heard you talk about them in awhile

hold vrt , mu, mrvl, vst, tsm, pltr, amd, avgo, nvda too name a few. Thanks Eric

Great video Eric, good info!

Intel Intel Intel Intel Intel and Intel!

Pure Storage Gang!

🥳🥳✌️✌️✌️

Outstanding analysis, as usual!!