ilmscore | 5 Stocks I’m Buying in the AI Stock Market Crash

5 Stocks I’m Buying in the AI Stock Market Crash

Published: 2025-09-26
Status: Analyzed

Predictions from this Video

Total: 10
Correct: 0
Incorrect: 0
Pending: 10
Prediction
Topic
Status
Nvidia's (NVDA) management is expected to update its 2026 sales growth forecast to be higher than the currently projected 32%.
"Those [multi-billion dollar deals] could have it updating his forecast to even higher sales growth to come, even higher than the 32% expected next year."
NVDA
Pending
Broadcom's (AVGO) 2026 revenue growth forecast of 32% will be confirmed or potentially upgraded to a higher rate, supporting its stock price.
"I think again with all of these deals with all these AI data center deals coming out I think it it at least confirms that or even updates that speed that that growth of 32% even higher which is going to support the shares here"
AVGO
Pending
Arista Networks (ANET) is almost certain to upgrade its 2026 revenue growth estimates beyond the current 20% forecast.
"I think AET is almost certainly to going to upgrade these estimates upgrade next year's growth beyond this 20%."
ANET
Pending
Super Micro Computer (SMCI) is expected to report significantly higher sales growth for its current fiscal second quarter (Q2 2025) than the 9% currently anticipated, with results expected in a couple of weeks (early October 2025).
"I think that's what we're going to see again when when SMCI reports its current quarter uh numbers here in a couple of weeks. [referring to reporting much higher sales growth than the 9% expected for Q2]"
SMCI
Pending
Super Micro Computer's (SMCI) sales for 2026 are predicted to exceed the current expectation of $40 billion.
"But with this AI data center spend out spendout, I think that even beats that $40 billion expectations for next year."
SMCI
Pending
Super Micro Computer (SMCI) stock price will reach at least $86 per share over the next year (by late 2026).
"$45 current price. That would be an $86 share price for SMCI. I think it goes at least to that point over this next year."
SMCI
Pending
Astera Labs' (ALAB) sales for 2026 are predicted to exceed $1 billion.
"I think we see a lot more than a billion dollars in sales over the next year for this company."
ALAB
Pending
Advanced Micro Devices (AMD) is expected to significantly increase its sales growth estimates for full year 2025 and 2026 when it updates its guidance.
"I think you see a surprise to how much these companies are increasing their sales growth estimates just on those new just on those new projects being announced by Oracle, by OpenAI, by Nvidia really supporting the spending growth in this theme."
AMD
Pending
A slowdown in AI data center spending and related revenue growth for companies like Nvidia is not expected in 2025 or 2026.
"data center spending slowing which which is going to mean lower revenue growth for Nvidia and pretty much everyone else but it is not going to happen this year or next."
AI Data Center Spending
Pending
AI stocks will experience short-term weakness in late September/early October 2025, followed by a significant rebound when various companies' second-quarter earnings are released in October 2025, driven by updated full-year and next-year revenue growth outlooks.
"What I think happens is we could continue to see some weakness those short-term investors getting scared and selling out over the next couple of weeks. But then when those second quarter earnings start coming out in October, so just a couple of weeks here and more importantly, the management updating their outlook for the full year and then next year revenue growth, it's going to bring investors right back on a big bounce."
AI Stocks / Market Performance
Pending