Dips Don't Last – 8 Stocks I’m Buying

BWB - Business With Brian•Jul 9, 2026

Summary

BWB - Business With Brian presents a comprehensive investment thesis centered on the physical and digital infrastructure required for the AI revolution. BWB - Business With Brian argues that the AI trade is not breaking but maturing, as evidenced by massive revenue growth and infrastructure demand that extends years into the future. The strategy involves a multi-layered approach, beginning with the power grid and moving into specialized hardware and software monopolies.

BWB - Business With Brian breaks down the portfolio into three categories: power infrastructure, mega-cap tech leaders, and high-risk small caps. In the power sector, BWB - Business With Brian focuses on companies that manage electrical flow and provide carbon-free energy to massive data centers. In the semiconductor space, BWB - Business With Brian emphasizes software moats and networking dominance as the key to long-term profitability. Finally, BWB - Business With Brian identifies 'picks and shovels' plays in the memory and optical networking markets that offer high upside but require careful position sizing due to volatility.

Eaton (ETN): BWB - Business With Brian highlights that Eaton captures $3.4 million for every megawatt of AI compute built, positioning it to benefit from a $46 billion annual market. BWB - Business With Brian notes that data center orders grew 240% and views pullbacks as the ideal window to build a position.

BWX Technologies (BWXT): BWB - Business With Brian recommends this as a uniquely profitable nuclear play with a record $8.6 billion backlog, serving as both a defense monopoly and an AI power supplier. BWB - Business With Brian notes the stock is near 43 times forward earnings, making price pullbacks essential for entry.

Nvidia (NVDA): BWB - Business With Brian argues that Nvidia’s CUDA software platform creates an unbreakable monopoly, with the stock currently appearing cheap for its growth at a PEG ratio of 0.5. BWB - Business With Brian identifies the 200-day moving average as a primary target for entry.

Broadcom (AVGO): BWB - Business With Brian describes Broadcom as the 'arms dealer' of custom AI chips for companies like Google and Meta, with margins bolstered by the VMware acquisition. BWB - Business With Brian suggests an entry point back down on the 200-day line.

Alphabet (GOOGL): BWB - Business With Brian views Alphabet as the cheapest mega-cap stock, trading at 24 times forward earnings while possessing high-growth engines in Google Cloud and YouTube. BWB - Business With Brian considers it the most oversold name in its peer group.

Arista Networks (ANET): BWB - Business With Brian points to Arista's dominance in open Ethernet networking as the industry shifts away from proprietary systems. BWB - Business With Brian notes the valuation is rich at 44 times earnings and prefers entry points near the 50-day moving average.

Rambus (RMBS): BWB - Business With Brian labels this a high-risk, debt-free chip company benefiting from memory demand regardless of the manufacturer. BWB - Business With Brian advises a smaller, tactical position size due to regulatory inquiries and valuation.

Fabrinet (FN): BWB - Business With Brian notes that Fabrinet’s data center interconnect business grew 90%, acting as the physical factory for major chip designers. BWB - Business With Brian points out that the company is capacity-constrained by high demand and suggests buying on pullbacks despite a PEG of 1.5.