Top Stocks I'm Buying For Huge Growth In June 2026

Ticker Symbol: YOU•May 31, 2026

Summary

Alex provides a comprehensive analysis of the shifting AI landscape, noting that Nvidia's recent reporting change—grouping gaming with edge computing—is a strategic move that masks its weakest business segments. This shift allows competitors like Qualcomm and Apple to claim market share advantages in the edge computing space. Alex emphasizes that while Nvidia remains a leader, its dominance in data centers is being challenged by custom ASICs from big tech and highly efficient new CPUs from Arm.

In the semiconductor space, Alex highlights several key opportunities:

Qualcomm (QCOM): Alex points out that Qualcomm's deal with ByteDance allows it to enter the Chinese AI market where Nvidia is banned by using custom ASICs. The company's automotive revenue is also growing at 38%, significantly outpacing Nvidia's 6% growth in the same sector. Alex views Qualcomm as a major beneficiary of the expansion into Edge AI, which is expected to grow 24% annually through 2034.

Arm (ARM) and Cerebras (CBRS): Arm's new AGI CPU is described as significantly more powerful than Nvidia's offerings, potentially quadrupling Arm's revenue by 2031. Cerebras, following its massive IPO, offers a 'wafer-scale engine' that is 62 times larger than standard chips and can run specific models 2.4 times faster than Nvidia's B200 due to superior memory bandwidth.

Micron (MU): Alex identifies Micron as the only US manufacturer of high-bandwidth memory (HBM) for AI, making it less vulnerable to international trade conflicts than its Korean competitors. Despite tripling in price recently, Alex notes it remains cheap with a forward price-to-earnings (PE) ratio of just 12. The company is already sold out of HBM for all of 2026.

Space Sector: Alex anticipates the SpaceX (SPCX) IPO on June 12th will be a major catalyst for the industry, potentially reaching a $2 trillion valuation. He highlights Rocket Lab (RKLB) as a vertically integrated competitor that currently trades at 20 times revenue, which is significantly lower than SpaceX's projected 60 times revenue valuation.

Mentioned Stocks

RKLB

Sentiment: BUYAction: RECOMMENDED

Reasoning: Rocket Lab is vertically integrated and possesses a $2.2 billion backlog. Alex argues the stock looks cheap at 20 times revenue compared to SpaceX's projected 60 times revenue valuation for its upcoming IPO.

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Sentiment: BUYAction: RECOMMENDED

Reasoning: Micron is the only US company making high-bandwidth memory for AI, providing a geopolitical advantage. Despite massive growth, it trades at a forward PE of only 12. Alex notes it is already sold out of HBM for 2026.

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NVDA

Sentiment: HOLD

Reasoning: Alex notes that while Nvidia reported record earnings, it is facing a 'war on two fronts' in data centers and edge computing. He warns that competitors can now directly compare their strongest units against Nvidia's weakest segments due to reporting changes.

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QCOM

Sentiment: BUYAction: RECOMMENDED

Reasoning: Qualcomm secured a deal with ByteDance to supply custom AI chips, allowing entry into the Chinese market that Nvidia is excluded from. Their automotive segment is growing significantly faster than Nvidia's, and they are launching new data center CPUs and accelerators. Alex notes the stock is up 70% since he last covered it.

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CBRS

Sentiment: BUYAction: RECOMMENDED

Reasoning: Cerebras offers a 'wafer scale engine' (WSE 3) that is 62 times bigger than standard chips. It performs roughly 2.4 times faster than Nvidia's B200 on Meta's Llama 4 model due to massive memory bandwidth advantages.

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ARM

Sentiment: BUYAction: RECOMMENDED

Reasoning: Arm's new AGI CPU is more powerful than Nvidia's Vera, requiring 40% fewer units for the same workload. Alex expects this single product to quadruple Arm's total revenue by 2031, reaching $15 billion in annual chip revenue.

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SPCX

Sentiment: BUYAction: RECOMMENDED

Reasoning: SpaceX is expected to IPO on June 12th with a $2 trillion valuation. Alex expects this to be a 'ChatGPT moment' for the space market, lifting the entire sector.

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