16 AI Bottleneck Stocks to Buy If the Market Crashes This Summer
When $SPDR S&P 500 ETF Trust(SPY)$ crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
Current: ~$879 | Buy Zone: $680–$700
HBM demand floor, prior ATH breakout retest, massive volume base
Current: ~$200 | Buy Zone: $165–$180
200-day MA confluence, prior multi-month consolidation base reclaim
Current: ~$372 | Buy Zone: $320–$330
Custom ASIC demand floor, prior breakout level acting as support
Current: ~$245 | Buy Zone: $180–$200
S&P 500 inclusion tailwind, optical interconnect breakout retrace zone
Current: ~$1735 | Buy Zone: $1300–$1400
EUV monopoly moat, prior breakout ceiling flipped to support
Current: ~$489 | Buy Zone: $390–$400
Chipmaking equipment leader, prior resistance turned demand zone
$Taiwan Semiconductor Manufacturing(TSM)$
Current: ~$407 | Buy Zone: $350–$360
Foundry monopoly, 30% YoY revenue surge, institutional demand base
Current: ~$149 | Buy Zone: $125–$135
AI networking leadership, demand cluster at prior consolidation zone
Current: ~$429 | Buy Zone: $300–$320
Optical supply crunch through 2029, post-earnings gap fill support zone
Current: ~$835 | Buy Zone: $600–$700
800G/1.6T backlog exploding, $1,000 psychological level holds as base
Current: ~$402 | Buy Zone: $340–$360
NVDA $2B investment partner, indium phosphide ramp ahead of schedule
$Applied Optoelectronics(AAOI)$
Current: ~$174 | Buy Zone: $100–$120
800G hyperscale shipments just began, prior breakout base — high beta
Current: ~$280 | Buy Zone: $230–$240
Liquid cooling backbone, ATH pullback to Q4 2025 breakout base level
Current: ~$218 | Buy Zone: $160–$170
$46B Microsoft + Meta contracts, 684% revenue growth, EMA200 support
Current: ~$95 | Buy Zone: $70–$80
$99.4B revenue backlog, near 52-week lows, high beta AI cloud floor
Current: ~$55 | Buy Zone: $30–$35
5GW NVDA partnership, $3.65B financing closed, renewable GPU compute
😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.
🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
Hot Merch Returns · Up to 43% Off
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
