InvestmentGuru

10 NAMES ON MY RADAR RIGHT NOW

$CRDO — down post-earnings despite a clean beat. $479M revenue, $1.20 EPS, with margin/cost concerns driving the selloff. Optical revenue tracking toward $600M+ in FY27.

$MRVL — Q2 revenue $2.74B that is +37% YoY , FY28 guide raised 10% to $18B. Stock dropped on Google partnership-delay fears. Custom AI silicon thesis remains intact. Buy-the-panic setup if execution holds.

$AAOI — Revenue +86% YoY with FY26 guidance reaffirmed at $1.1B. 800G/1.6T demand is outpacing capacity. The $600M dilutive raise crushed shares , but AI optics demand remains strong.

$AXTI — Record Q2 revenue of $47.6M, driven by InP substrate demand. A small-cap AI materials/picks-and-shovels play. Extremely volatile — size accordingly.

$AVGO — Custom AI silicon + networking remains a powerful combination. Yet the stock has lagged peers, up only 6% YTD. Potentially one of the more attractive mega-cap AI compounders if growth continues.

$APP — down despite Q2 revenue +53% YoY to $1.92B and E

AI’S NEXT BOTTLENECK MAY NOT BE CHIPS.

IT MAY BE POWER.

Think about what is happening:

• Bigger AI models
• More inference
• More data centers
• More GPUs
• More networking
• More cooling
• More electricity

The AI race is rapidly turning into an energy + infrastructure race.

$NVDA can build the world’s fastest GPUs.

But those GPUs still need:

• Electricity
• Data centers
• Cooling
• Grid capacity
• Fiber + optical networking

That’s why I’m watching the entire AI infrastructure stack — not just the obvious AI names.

Semis → Memory → Photonics → NeoCloud → Power → Nuclear → Grid

AI doesn’t stop at the server rack.

It reaches all the way to the substation.

That’s the opportunity most investors are still underestimating.

DYOR.

Big Tech & Enterprise Earnings After the Close .

Tonight’s reports from $TSLA, $GOOG, $NOW, and $IBM could set the tone for the rest of earnings season. Implied volatility is elevated, so expect sharp moves in both directions.

$TSLA
Key focus: Auto margins, delivery outlook, FSD/Robotaxi progress, Optimus updates, energy storage growth, and any surprise strategic announcements. Expectations are relatively low after a weak year, making guidance more important than the headline numbers.

$GOOG
Watch Cloud growth, AI monetization through Gemini and Search AI, advertising resilience, and capital expenditure guidance. Alphabet’s commentary could influence sentiment across AI infrastructure, semiconductors, and NeoCloud names.

$NOW
The market will be watching subscription revenue, RPO/CRPO growth, and forward guidance. With the stock under pressure this year, even a small guidance miss could trigger a sizable move.

$IBM
Focus on hybrid cloud performance and enterprise AI adoption, particularly wats