What BWB - Business With Brian said in this video:
- Earningspositive for stocksshort-termThe host notes that Q3 earnings will probably come in at almost 30% growth, using it as context for the coiled-spring market idea, but the view is hedged and passing.Source
- PLTRneutralPLTR was used as a historical example of a coiled spring that already sprang; the host says it is not a pick for today and offers no current directional view.Source
- AI Capexpositive for stockslong-termThe host believes AI infrastructure and cloud capacity demand is extremely strong, with not enough capacity to meet demand in 2026 and likely also in 2027; this robust AI capex demand underpins the coiled-spring thesis across multiple names.Source
- AMZNbullishlong-termAmazon's cloud business demand is strong and capacity is sold out, but heavy capex has hurt free cash flow and the stock has lagged. The host believes the spring is still compressing and will pop once data centers come online. He is already maxed out on Amazon from prior employer stock, so he is not adding.Source
- AVGObullishlong-termBroadcom's AI chip sales and backlog are strong, with cheap growth relative to earnings, but customer concentration and circular financing are risks. The host says the spring is still compressing and needs proof that customers pay; his system says buy a little, but he does not disclose a personal position.Source
- SNDKbullishlong-termSandisk (SNDK) is the long-term storage play, with data center demand driving a surge in sales and signed orders. The host thinks memory may no longer be as cyclical and that if prices hold, the spring will release; he is dollar-cost averaging into the position.Source
- APLDbullishlong-termApplied Digital (APLD) builds AI data centers with $36B of signed leases, but rent currently falls short of interest; the host expects rent to catch up by year-end and exceed interest by mid-next year. He sees the spring as nearly fully compressed, is dollar-cost averaging in, and notes the potential to double in 18 months, though he explicitly says this is not a price target.Source