Really strong names

Really strong names in the tech sector that have been a part of that volatility story. They were on a big pullback. Some of them are bouncing back. So let's get into that first company that you have for us. And for those who watch Thomas' monthly stock buys every month. This one is going to be a familiar name. AMD. Advanced Micro Devices. Yeah, and this is Advanced Micro Devices has been on the list for quite some time. It pulled back from over about 560 to about 420. Just recently. It hit that near-term bottom and is rebounding ahead of the earnings release. Because we are expecting to hear some very good news in this release. AMD's story is really only about to unfold. They're going to make some announcements about the MI-450 line, the Helios rack system line, which is being backed up by a very robust news stream, which includes deals and demand for these very products. I expect to see their GPU market, GPU sales, really double immediately upon the release and continue growing at a triple digit rate for the next few quarters after that. Some great advice for your first buy list in August. Again, this is one of those names that pulled back. Let's get to stock number 2. That's Micron. Micron is critical to AI for HBM memory, the demand outlook. They're saying that the HBM demand imbalance isn't going to be fixed until 2028. 2 more years of extreme pricing power. So I think that this stock could easily hit new highs and then continue on for another 100 to 200% possibly more, over time. Let's get on to that third stock that you were looking at. CRDO. Credo Technology Group. So Credo Technology is another niche technology player, but one that is now AI critical. It's active electric cables provide cost efficient data transfer at high speeds, suitable for AI, and it's in high demand. We're looking at accelerating growth and profitability. But more importantly, like in Nvidia, it's investing in the future. It's also critical to optics and photonics, which is all part of the connectivity, the scale out and scale up solutions to making them big enough, powerful enough and connected enough to actually do what it is we think that they can do. What is that fourth company at in August? NET. Cloudflare. And Cloudflare is really kind of a hardware and software story. They provide internet security, but they do via their own distributed network of data centers around the world. It is a meter on internet traffic. Cloudflare is able to tag and track agentic bots and then make them pay for the information that they're scrubbing. It's the way that content providers are going to be monetizing the internet into the future. It's absolutely fundamental to the future of AI. And for that reason, it's definitely a buy. Thomas, let's get to the fifth stock on the list. And this one I'm excited about. It's the small cap name on the list. This story is a multifaceted one. It involves AI, but also water creation. A water from air device that is good for dissipating excess heat, but also for creating usable water. AIRJ. AirJoule Technologies.