The AI Sell Off is HERE: 3 Stocks I'm BUYING This Dip

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Chip stocks just had their longest losing streak in 16 years — eight consecutive down sessions, the semiconductor ETF down 14% from its October high — and I bought three positions into it, not because I think AI revenue hits its targets next quarter, but because the market treated a timing concern and a thesis change as the same thing. This video breaks down exactly what I bought and why: SOXX for broad semiconductor exposure across all 30 names without picking a winner, Arista Networks for the networking fabric every AI data center runs on regardless of which company builds the model, and Palo Alto Networks for the security layer that scales with infrastructure whether AI applications deliver or not. The $800 billion in big tech capex spending didn’t change — one revenue number came in $20 billion light, and the picks and shovels got cheaper.