# Micron, Credo, Lumentum: 3 AI strong buys

Page: https://stenobird.com/podcast/investing-experts-5798955/micron-credo-lumentum-3-ai-strong-buys
Text version: https://stenobird.com/podcast/investing-experts-5798955/micron-credo-lumentum-3-ai-strong-buys.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-04-07T22:18:36+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:micron_lumentum_credo
Audio file: https://api.spreaker.com/download/episode/71167641/steve_c_ie_4_7_4_7_26_3_05_pm.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/micron-credo-lumentum-3-ai-strong-buys
Duration seconds: 1905

## Resource

Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40) Show Notes: Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197% The Cure For FOMO With Tech Contrarians 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/micron-credo-lumentum-3-ai-strong-buys/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/investing-experts-5798955/micron-credo-lumentum-3-ai-strong-buys.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.