3 AI Stocks are Screaming Buys During the Crash
The AI trade is under pressure.
Many leading stocks have slipped 25%+ in a matter of days.
We see a silver lining.
3 AI stocks are screaming buys during the crash.
We’ve witnessed a breathtaking rally the past year.
Themes including memory, photonics, and advanced semiconductors have rightfully zoomed as demand from AI data centers accelerates.
It’s only natural to experience a healthy pullback from time to time.
Some are worried that the AI trade is slowing down…we don’t subscribe to that notion at all.
We believe we’re in the early innings of a multi-year buildout.
That means, short-term setbacks are opportunities for the tactical trader.
Here are 3 stocks to consider during the AI meltdown.
Each is levered to photonics…one of our favorite frontiers in the AI trade.
Opportunities present themselves when the crowd is fearful.
You just need powerful data to cut through the noise.
3 AI Stocks are Screaming Buys During the Crash
One of the hardest things about investing is separating price from opportunity.
Sometimes stocks fall because the story is getting worse.
Other times, equities collapse while the long-term story gets even stronger.
That’s because markets often become consumed by earnings, inventory levels, or the next economic headline.
In the process, they end up worrying about the next quarter while missing the next decade.
Use temporary price dislocations to your advantage.
Our first AI stock to own during the AI selloff is Corning (GLW). The $170 billion market cap fiber optics giant has been a cornerstone in the photonics theme.
The stock is up a massive 110% in 2026. This is after a swift ~30% pullback:
Why this is an opportunity is simple. The shift away from copper to glass is a multi-year story.
Recently the company announced their Springboard plan. They project a $20 billion annualized revenue run rate in FY 2026.
That annualized run rate will jump to $30 billion in FY 2028 and $40 billion in FY 2030.
Those are jumbo projections.
Now let’s carve out annual revenue estimates for their Optical Communications segment.
In FY 2028, sales have been revised higher to just over $14.5 billion, a 73% increase from 2026’s $8.36 billion estimate:
Those are beautiful numbers.
And smart investors pounce on companies with multi-year tailwinds.
That’s exactly what we see with GLW using our money flow lens.
Below on the left reveals non-stop inflows all year. On the right highlights multiple Outlier inflows, meaning this is a top-ranked stock.
Note that we tend to see big ramps, followed by a cool off period before a rally higher.
That’s how we view this current selloff:
Keep investing simple.
The top names will be under heavy accumulation from institutional investors.
Ride that wave.
Our number 2 AI stock to pick up in the carnage is Broadcom (AVGO). This networking chip giant sports a market cap of $1.85 trillion.
Incredibly, this juggernaut fell 27% from its peak with the latest price reaching $364.
Importantly, the forward P/E just fell to a rock bottom level of 21.5, right in the lower band of its historical range:
The company recently announced a $30B+ deal with Apple, which is one of many Mag 7 and hyperscaler partnerships.
Broadcom announced a collaboration with Corning last year to develop co-packaged optics (CPO) for AI data centers.
Here’s why Broadcom is a screaming buy after the pullback.
Below on the left are annual metrics from Broadcom’s Q2 company overview. Note the rising sales, margin, and Free Cash Flow trends.
Now, to the right I’ve plotted Broadcom’s annual FCF estimates by analysts through 2028.
Incredibly, AVGO’s FCF clocked in at $26.9 billion in 2025 and is set to jump more than 3-fold to $124.8 billion in FY 2028:
This equity plunge is a gift.
AVGO shares have been under massive institutional support for many years. In fact, it’s one of the most accumulated names in all our research.
Here we can see dozens and dozens of Outlier signals pushing AVGO shares up and away for years.
Every single pullback has been bought in the past.
We don’t see that trend changing.
Some of the greatest opportunities arrive when the crowd is most fearful.
Just focus on top tier companies supported strong money flows.
Our number 3 oversold AI stock to own is NVIDIA (NVDA). The $5 trillion market cap chip giant builds the AI engines that power the future.
Every new generation of AI systems contains more GPUs, more networking, and more optical connections than the generation before it.
The latest market meltdown took NVIDIA shares down nearly 20%, driving its PE to a mind-numbing 18.3.
That’s the cheapest valuation in a decade!
I wouldn’t be selling the stock down here.
Here’s why.
NVIDIA is one of the most profitable companies in history.
Before you hit the sell button, consider these breath-taking stats.
In 2026, NVIDIA had sales of $215.9 billion with net income of $117 billion.
Next year, net income is set to soar to $218.7 billion…that’s more than the top line of the year prior!
Roll out to 2029 and analysts project sales to eclipse $686 billion with net income ballooning to nearly $370 billion.
Stick this image on the fridge every time a silly selloff hits:
If this doesn’t illicit screaming buy maybe the next chart will.
Our data has profiled NVDA shares a top-rated buy signal 89 times since we’ve been in business (since 2014).
The smartest investors on the planet continue to ride the NVDA wave year after year.
What causes stocks to rally year after year? Institutional buy pressure.
That’s what are process is designed to spot.
Here’s NVDA with dozens and dozens of Outlier signals from our research:
Being on the right side of the big money is how you outperform over time.
Pros know this.
Our approach brings you tomorrow’s winning stocks, today.
… allowing you to spot the biggest trends developing in real-time… early.
If you’re a serious investor or money manager, get started NOW.
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Professional money managers and RIAs looking for additional portfolio solutions including ETF flows & ranks and your own Portfolio Tracking tools, please reach out about our Advisor Solution and Emerging Advisor Program.
AND don’t miss my deep dive conversation with Jason Bodner on this opportunity. It’s a great chat!
Enjoy!
***Lastly, join co-founder Jason Bodner LIVE, July 19-22, 2026, at the MoneyShow Masters Symposium in Las Vegas. As he presents: Must-Own Tech Themes: Flows Identify Stocks in Ai Infrastructure, Robotics, and Space.
You don’t want to miss this! Click the image below to reserve your spot.
