Ep. 48 - Earnings Surge | 5 Core AI Stocks to Buy on Super Sale

🚨 InvestingPro - 55% + AN EXTRA 15% WITH MY CODE 👉 Subscribe here: https://www.investing-referral.com/moneyflows/ ☑️ Or use my code: MoneyFlows at the checkout for the best price!Is the AI trade really over, or are these oversold stocks setting up massive upside?In this episode, Luke and Jason look at why AI stocks are getting battered despite blowout earnings across the sector. We break down the shift from AI model training to AI inference and Agentic AI, the underlying hedge fund deleveraging, and high-conviction AI infrastructure stocks that are trading at deeply discounted valuations.⏱️ CHAPTERS / TIMESTAMPS:00:52 - The Shift to Inference & Agentic AI Demand04:34 - Hedge Fund Deleveraging & Goldman Sachs Market Data06:07 - Micron Technology (MU)08:33 - Western Digital (WDC)11:14 - Lam Research (LRCX)14:39 - Corning (GLW)17:00 - Penguin Solutions (PENG)📌 STOCKS COVERED IN THIS VIDEO:Micron Technology (#MU) – High-bandwidth memory (HBM) leader with memory supply projected to remain tight through 2028. Trades at roughly 5x forward P/E after posting $44B in operating cash flow against street estimates of $33B.Western Digital (#WDC) – High-capacity hard drive supplier addressing massive AI data storage demands. Down 50% from highs to a 12x forward P/E, following a major beat with Q2 revenue guidance of $5.1B.Lam Research (#LRCX) – Critical semiconductor etching and deposition equipment provider returning 85% of free cash flow to shareholders, with revenues projected to approach $50B by 2029.Corning (#GLW) – Fiber optics and optical connectivity leader enabling light-speed data transfers across GPU clusters. Advancing its Springboard plan toward a $40B revenue run rate as valuation dropped from 70x to 30x forward earnings.Penguin Solutions (#PENG) – AI cluster architect with experience deploying over 85,000 GPUs, guiding for 40% revenue growth in FY26.👍 Subscribe for Weekly Market Insights: We bring you market breakdowns and stock analyses every Thursday at 9:00 AM Eastern! Make sure to like, subscribe, and hit the notification bell! 🔔Watch our Best 3 AI Photonics Stocks video next!https://youtu.be/xl0fS0qlJ54Disclaimer: This video is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.#StockMarket #AIStocks #Micron #WesternDigital #LamResearch #Corning #PenguinSolutions #LucasDowney #JasonBodner #MoneyFlows