More AI Gains Ahead — Stocks To Buy After The Tech Correction
Video Overview & Insights
After last week’s tech correction, Paul Meeks says we’re “mostly out of the woods” and the AI rally isn’t done. He reveals the stocks he sees with the biggest upside — including his highest‑conviction pick for the rest of the year.
If he would buy NVDA for around $190-$195, that means he is not sure about the price will surge otherwise why would you expect the current value $206.64 would go down to $195, that is showing he is lack of confidence.
00:00:00 Introduction
00:00:17 Tech Correction Outlook
I’m so curious why he considers apple at 10% off the highs a trap. The demand is more than supply can keep up with, so that leads me to believe that it’s only going to continue to grow.
00:01:26 Top Mag 7 Picks
00:02:23 Tesla & SpaceX Bear Thesis
Another awesome discussion! Thx Caroline and Paul. Learned a lot. Bullish on META (contrarian), AMZN GOOGL MSFT. Neutral AAPL. Bearish TSLA SPCX. Buy on IREN NBIS. Strong Buy on APLD FLEX CRWV NVDA at 195. Crowded trades are Software. Semis room to rally. Tech bottom is in. FAST ACTION GO LONG WITH PLTR MU especially-CRWV NFLX FLEX
00:03:25 SpaceX Valuation Analysis
00:04:28 Apple's AI & Services Outlook
META COWV NBIS APLD MSFT NVDA if 190~195
00:06:47 Upgraded AI Infrastructure Stocks
00:09:03 AI Infrastructure Buying Opportunity
Micron going to blast upwards soon!
00:09:19 AI Infrastructure vs. Nvidia
00:10:34 Overcrowded AI & Software Risks
Caroline Woods you have a great show, always watch, great guests and great questions.
00:11:35 Microsoft Software Safe Haven
00:12:14 AI Trade Future Outlook
I think I love Paul
00:13:03 AI Thesis Warning Signals
00:13:59 Retail Portfolio Allocation
Great video Paul and Caroline ❤
00:15:09 Rapid Fire: This or That
Recorded: August 3, 2026
Thank you Paul and Caroline for a great interview! 😊
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Hard to beat Apple sir!
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Great vid Caroline. Paul’s talking MY book. Love it
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
Paul Meeks !!!!
And great game player last minutes of interviewer !!!
A great tech investor Goat & rock solid "good guy" !!!
More User Perspectives
A pretty face that conducts insightful interviews with great questions. I especially like rapid fire this or that
@guermeisterdoodlebug7980Clearly he knows nothing about what Service Now does if he thinks AI will affect them. These SaaS stocks have been my biggest winners this year. Thank goodness for these clueless non-technical analysts.
@justinross687Google & Amazon are and will be Kings
@BULL-68-JNBIS will be a MAJOR player in the AI revolution. Plain and simple
@aka_the_dudeTesla is a Cult?
@terryklender4209True, Stock market Heart Attached!! Tesla and Spacex will continuelly droped more then time for billionair go to shop.
@azenca1TSLA 🚀💪 …this guy is way off
@tslagrannyPalantir best Ai software company out there.
@DiFinniHe really needs to look at Apple from a perspective of theirs. Are the computers that are running local AI better than anybody else's. At least, in the mainstream computer field. That is going to be a huge agentic AI market, and Apple's pretty much the only game in town at that price point.
@jamestaylor9258Elon is smart, unfortunately he is catering to the destructive forces of right-wing extremism for political power and so are russian and chinese botswarms to corrupt western social media and the political discourse.
@seth_kanan$APLD got a mention 👏🏻
@UrsulaBulbringThis guy is genuine ! I don’t see him staying false narratives at all ! Like other analysts do
@punitpadaki16551st Comment 🎉
@mbass973