
Forget Nvidia. Watch These AI Stocks Instead.
Jul 13, 2026
Nvidia is still leading the AI revolution. But it may not be the best way to invest in it anymore.
Brian Sozzi speaks with Kevin Mahn about why the biggest AI opportunities may now lie beyond Nvidia. The conversation explores memory makers like Micron and SK Hynix, the companies powering AI infrastructure, and why investors should focus on the businesses benefiting from Nvidia's continued success rather than chasing the stock itself.
Timestamps
00:00 Is Nvidia still a buy?
00:22 Why Kevin isn't chasing Nvidia
00:43 The AI memory opportunity
01:06 Why Micron still stands out
01:30 SK Hynix enters the spotlight
02:17 Should investors buy the IPO?
03:55 The Mag 7 valuation debate
04:37 Follow the AI spending
05:05 The "Air 7" strategy
