TOP 5 AI STOCKS TO BUY AFTER THE CRASH!
In a Nutshell
After the NASDAQ crash, the focus is on buying the dip in strong AI/semiconductor stocks like Dell, SanDisk, Micron (MU), and IBM once markets stabilize, while avoiding Intel as overvalued hype. Dell, SanDisk, and Micron show real earnings growth and AI positioning but carry hype premiums, so position sizing must stay conservative with cash only—no leverage for beginners. The core message: prepare capital now, buy intentionally at lower prices, and limit exposure to 1-2 names with money you can afford to lose.
These notes were generated by AI and may contain inaccuracies.
Yesterday, Friday, the NASDAQ market had its largest point decline in history. Markets did pull back, but it doesn't mean that the market selloff is over. Although the plan is to short the market with the LPP team, shorting is not for complete beginners and comes at a greater form of risk. The video focuses on creating a list of strong performing stocks that are currently selling off and can be bought once markets find support. Markets are more bullish than bearish once they begin to recover. The goal is to know exactly what to buy, how much to buy, and the why behind each position so trades are not impulsive or based on copying others.
The Investing Pro platform will be used for deeper fundamental analysis on the companies analyzed, along with technical analysis. The first link in the description is an affiliate link that provides a 50% discount, breaking down to less than $10 a month. The focus is on top performing stocks for 2026 in the semiconductor space or AI space. The goal is to look at these companies fundamentally and see which ones are actually fair deals.
The stocks covered are:
- Intel (INTC) - personally least favorite
- Dell - one of the top performing assets for 2026
- SanDisk - semiconductor stock
- Micron Technologies (MU) - one of the top performing stocks for 2026
- IBM - personally one of the favorites
- Marvel Technology - hit highs of 339, sold off to lows of 250, currently trading at highs of 270
Rocket Lab is mentioned as a top performing stock but will not be covered because it is a space company competing with SpaceX rather than being in the semiconductor space.
Intel went from lows of around $20 per share in late 2025 to highs of 132. Intel is viewed as the most overvalued and overhyped company discussed. It has a negative P ratio and loses billions of dollars every single year. The only reason Intel is doing well is because of the Trump administration, which took a 10% equity stake and promoted the company heavily to get Intel in with top AI companies. Intel produces $53 billion in revenue but loses $3.3 billion a year. It has a negative 157x multiple. From overall highs in 2021 to now, revenue has not grown. There is a huge disconnect between fundamentals and technicals/price performance. It is viewed as all hype. While it could be early in its turnaround story, the speaker does not believe in the company fundamentally.
Dell has been promoted by Trump. The speaker dislikes when Trump promotes stocks because it has been said he has personal stake in Dell, which is viewed as a direct conflict of interest. Dell went from lows of 116 to highs of 469. It killed it on recent earnings with a 68% and 25% surprise. Dell trades at a 30.5 P ratio, which is not super high. The company produces $134 billion in revenue and $8.4 billion in net income. The past two quarters for revenue have been very impressive. Dell is actually turning things around, not just talking about it. There is hype factored in due to the Trump administration. Dell is one of the top picks being watched to invest in personally for the speaker and their family. The more it sells off, the cheaper it gets on the P ratio and the better the deal.
SanDisk went from mid to late 2025 at $40 per share to highs of 1,860. It is one of the top performing stocks for 2026 and 2025. It trades at 51.2 times its earnings after its recent retracement. SanDisk exceeded expectations on earnings per share and revenue. It is turning things around quarter after quarter. There is hype present - no stock can go from 500 to 1,800 without hype. SanDisk is positioned very well in the AI space for storage. It is the most hyped up stock discussed. During uncertain times, caution is advised because the most overvalued stocks correct the hardest. The speaker hopes it continues to crash as close to a thousand dollars as possible to get a better deal, but sees the value fundamentally and the growth potential due to AI.
Micron went from lows of $61 per share in early to mid 2025 to highs of $1,000 per share. It went from $300 per share to $1,000 in just two months, representing a 200% return. Micron picked up a lot of hype. It trades at a $4.4x premium on earnings. The company has $58 billion in revenue and $24 billion in net income. It makes money and its growth has been quite attractive. Growth from 2024 has been incredible and is only getting more in demand. Micron's position is incredible and its price performance is incredible. It is trading at a premium but does not mean it cannot continue to grow into that valuation. Unlike Intel, Micron actually makes money. It is one of the top stocks in the semiconductor space being paid close attention to. At elevated levels, it is a reminder not to be overly leveraged at overbought levels. Be invested and bullish but do not be naive with position size.
IBM was hyped up by the Trump administration. It went from lows of 200 to highs of 350 within a very short period of time, specifically from 212 to 350 representing a 64% return in about two weeks. It is now beginning to correct. IBM produces $68 billion in revenue and $10 billion in net income. It makes money but has been pretty flat on revenue lately, though recent quarters show signs of growth. The growth is not at the accelerated level of Micron or SanDisk. IBM is one of the cheapest stocks discussed fundamentally. It is being watched, but the speaker wants to see how Wall Street treats it and whether it recovers as quickly as the others once it corrects.
Marvel Technology recently gapped up because Jensen, the CEO of Nvidia, called it the next trillion dollar company. It trades at a very high P ratio. The speaker does not care enough about it to cover it in detail.
The names that Wall Street loves are Micron, SanDisk, and Intel. The stocks being watched the closest are Dell, SanDisk, Micron, and IBM. Market sentiment is very important. The part that is most important right now is how Wall Street treats these names. It is not so much about P ratios but more about the story.
There is uncertainty and fear being injected into the market causing markets to drop. One of the sharpest drops seen in quite some time occurred. It is great for those who prepared for it and set money aside to buy the dip and the opportunities that begin to present themselves. It is not about predicting the bottom but about staying prepared. Once the market begins to indicate signs of support and a potential recovery, action can begin. The three stages of a reversal, oversold reversals, and overbought reversals are discussed in the LPP lesson library.
Beginners should keep it super simple right now. Pick one or two stocks max that you actually plan to invest in with a dollar amount that you can actually tolerate. It should not be a crazy dollar amount. Even if you can only buy one share, buy that one share. Do not overcomplicate it. Please do not use leverage. As a beginner, going in aggressive and buying the dip with borrowed money risks getting margin called if the market drops another 20 to 30%. If you buy one share with money you actually have, it can drop 99% and you will never be forced to sell. Buy intentionally and buy in a calculated way. The learn plan profit homepage allows planning out actual trades from entry, stop-loss, take profits, and number of shares to understand the trade plan, risk-to-reward ratio, and potential gains and losses before taking the trade.
The goal with LPP is to inform beginners not just of all the pros but also of some of the cons and the risk when it comes down to trading and investing in this market. The second link in the description provides access to daily live sessions and the LPP lesson library with a one-time payment for lifetime access. The first link in the description is for Investing Pro, which breaks down to $9.50 a month for better fundamental analysis on companies. The speaker asks whether getting a better understanding of the companies being invested in is worth $10 a month.
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