Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff

The article argues that the recent AI infrastructure selloff is driven by sentiment rather than weakening fundamentals. It cites Samsung’s preliminary operating profit jumping 19x year over year to nearly $60 billion on AI memory demand, while IBM’s revenue miss and 20%+ stock drop highlighted how enterprise budgets are being redirected toward scarce AI hardware. The piece frames five names—SPCX, WULF, AMZN, PLTR, and MU—as still attractive despite double-digit pullbacks, emphasizing strong revenue growth, margin expansion, and in some cases supportive deals or infrastructure spending. It highlights that upcoming hyperscaler earnings in about three weeks could be decisive: if capex guidance is reaffirmed or raised, the current dip may be a buying opportunity rather than a top.