These 3 AI Stocks Could DOUBLE After the Biggest Sell-Off in Years

LG Doucet and portfolio manager Melvin unpack the sharp retreat in technology and semiconductor stocks, arguing that hedge fund deleveraging and crowded short positions amplified the decline. They assess whether much of the forced selling has run its course while AI demand and infrastructure spending remain resilient.

The discussion connects Anthropic’s improving compute economics with rising demand for data centers, networking, and memory. Melvin highlights tight memory supply and explains why Samsung’s foundry potential, Nebius’s relative financing position, and Credo’s lead in active electrical cables make the three stocks his preferred opportunities during the sell-off.