After last week’s tech correction, Paul Meeks says we’re “mostly out of the woods” and the AI rally isn’t done. He reveals the stocks he sees with the biggest upside — including his highest‑conviction pick for the rest of the year.
00:00:00 Introduction
00:00:17 Tech Correction Outlook
00:01:26 Top Mag 7 Picks
00:02:23 Tesla & SpaceX Bear Thesis
00:03:25 SpaceX Valuation Analysis
00:04:28 Apple’s AI & Services Outlook
00:06:47 Upgraded AI Infrastructure Stocks
00:09:03 AI Infrastructure Buying Opportunity
00:09:19 AI Infrastructure vs. Nvidia
00:10:34 Overcrowded AI & Software Risks
00:11:35 Microsoft Software Safe Haven
00:12:14 AI Trade Future Outlook
00:13:03 AI Thesis Warning Signals
00:13:59 Retail Portfolio Allocation
00:15:09 Rapid Fire: This or That
Recorded: August 3, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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