Top Stocks I'm Buying For Massive Growth In July 2026
Summary
Alex focuses on the disconnect between current market panic and the robust fundamentals of the AI sector. Alex explains that the CNN Fear and Greed Index recently plummeted from 71 to 24, driven by high interest rates and fears that massive AI investments by 'hyperscalers' like Meta and Google might not pay off. However, Alex argues that this volatility creates a chance to buy generational winners at 10% to 30% discounts. Alex highlights that major tech companies are actually deepening their commitments to AI infrastructure, often signing multi-billion dollar deals years in advance to secure supply.
Mentioned Stocks
Reasoning: Alex notes that Broadcom's stock fell 20% despite the company demonstrating incredible innovation by designing OpenAI's custom chip in only nine months. Alex explains that Broadcom designs chips for almost all major hyperscalers, including Google and Meta. Alex believes the market is ignoring the fact that demand is speeding up, not slowing down.
Reasoning: Alex argues that the 10% price drop is an irrational reaction to earnings guidance because Nvidia holds a 90% market share in data center GPUs. Alex highlights that demand remains off the charts and is only limited by supply constraints. Alex recommends buying this dip as the company remains a generational winner.
Reasoning: Alex discusses Qualcomm's new Dragonfly C1000 CPU and its multi-generation supply agreements with Meta and Microsoft. Alex states the market is pricing their data center business at zero, even though they have a revenue target of $40 billion by 2029. Alex recommends getting in early while the stock is down 15%.
Reasoning: Alex states that while Meta's new cloud service 'Meta Compute' caused a price drop, Meta is actually still a massive customer of Nebius with a multi-billion dollar commitment. Alex argues that demand for AI compute is so high that NeoClouds will run at full capacity for years. Alex explicitly mentions buying the stock as the price falls.
Reasoning: Alex notes that Nvidia recently invested $2 billion into Lumentum to secure supply for optical interconnects. Alex explains that the company is currently cheaper due to market volatility but fundamentally stronger due to its role in solving AI networking bottlenecks. Alex views the 10-20% recent drop as a buying opportunity.
Reasoning: Alex points out that Nvidia made a $2 billion equity investment in Coherent to lock in capacity for optical components. Alex states that networking lead times are stretching up to a full year, giving Coherent significant pricing power and guaranteed revenue. Alex believes the current discount in the stock price is unjustified given these fundamentals.
Reasoning: Alex highlights Corning's essential role in providing the fiber optic cables needed to solve AI networking bottlenecks. Alex mentions multi-billion dollar deals with Meta ($6B), Nvidia ($3.2B), and Amazon. Alex argues the stock is a 'no-brainer' because it has gotten cheaper without losing its strong revenue commitments.
Reasoning: Alex explains that SK Hynix is the dominant leader in high-bandwidth memory (HBM) with a 60% market share and is soon to be listed as an ADR in the US on July 10th. Alex points out that their HBM capacity is sold out until 2027 and operating margins are at an impressive 70%. Alex believes this is a primary way to profit from the memory super cycle.