# If You're Only Buying ONE AI Stock, This Should Be It

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Text version: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/if-you-re-only-buying-one-ai-stock-this-should-be-it.md
Podcast: [MarketBeat | Stock Market News & Analysis](https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436)
Published: 2026-08-16T22:40:16+00:00
Episode link: https://2bae4538-0225-4a5e-855d-e74388245c45.libsyn.com/if-you-re-only-buying-one-ai-stock-this-should-be-it
Audio file: https://traffic.libsyn.com/secure/2bae4538-0225-4a5e-855d-e74388245c45/350517212_If_You_re_Only_Buying_ONE_AI_Stock_This_Should_Be_It_MarketBeat_Bridget_Bennett_Investing-6505.mp3?dest-id=4872075
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Duration seconds: 1088

## Resource

Get the FREE Report on 7 stocks that could be bigger than Tesla, Nvidia, and Google at https://www.marketbeat.com/y/yt963/ If you could only buy one AI stock right now, could this be it? MarketBeat Analyst Thomas Hughes joins the show for a deep dive on a company that IPO'd earlier this year and just posted a rough earnings report... but Thomas explains why the sell-off is completely missing the bigger story. Thomas breaks down why this company plays a critical role in AI inference (the next major phase of the AI boom), how its chip technology sidesteps the memory bottlenecks plaguing the rest of the industry, and why its multi-billion dollar backlog suggests the growth story is just getting started. He also covers the risks, including the staggered lockup period and what it means for near-term volatility. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Intro - A New Contender in the AI Hardware Race 0:57 Earnings Misses and Market Volatility 1:54 Navigating Staggered Lockup Periods 4:28 The Role of Inference in AI 13:05 Evaluating Valuation and Future Growth DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of futu…

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