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Everyone Is Chasing AI… These 7 Stocks Look Dirt Cheap

Stocks · · 3 min read · youtube.com ↗

Everyone Is Chasing AI… These 7 Stocks Look Dirt Cheap

Channel: Dividend Talks (@DividendTalks)
Date: May 14, 2026
Views: 21,748 (18h at ingestion)
Likes: 651

Thesis

The market is green again. AI stocks are running. Semiconductors are looking stretched.
But underneath the surface, some of the highest-quality companies are still down heavily.
This video walks through 7 stocks that look "dirt cheap" relative to their history, quality, or long-term earnings power — breaking down valuation, growth, balance sheet, Wall Street expectations, and fair value estimates.

Three types of picks covered:

  • High-quality compounders — left behind by the AI rotation
  • Contrarian fallen angels — the market is clearly questioning the long-term thesis
  • Final ranking — all 7 ranked from least to most attractive (quality, valuation, upside, risk, buy-interest today)

Chapters & Timestamps

| # | Title | Timestamp | |---|-------|-----------| | 1 | The software reset | 03:54 | | 2 | The most controversial bargain | 07:32 | | 3 | The world-class compounder | 11:57 | | 4 | The financial data giant | 15:02 | | 5 | The housing recovery play | 17:45 | | 6 | The defensive dividend stock | 20:36 | | 7 | The fallen angel | 22:43 | | — | Final ranking | 25:29 |

Channel Resources (From Description)

Comments Highlights — Stock Tickers Mentioned

Comments volunteered ticker tickers (not guaranteed to be in the video's 7):

| Ticker | Context from Comments | |--------|----------------------| | INTU | @fad-bkk flagged deceleration post-correction; suggests verifying earnings growth materializing after valuation compression | | CRM | Same commentator; mid-market SaaS, ROE/GPM distinguishes from INTU | | NOW | Multiple comments; @dmho888 raised stock-based comp as a concern; @nikoladd compared to INTU/CRM — NOW has "best financial outlook but worst multiples" | | SOFI | Requested by @emirlj.926; separate user bought SOFI + NU battle video | | MA / V | @avz7001 pointed to Mastercard/Visa as long-term DeFi plays | | MCO | @GotterVibez — "same situation as SPGI" | | SPGI | Context from MCO comparison | | Micron (MU) | @ronmatthews2164 — forward PE of 8 flagged as "extremely cheap still," target PE > 22 | | NVDA | @markusz4444 — asked about post-surge outlook | | $QS | @satoshi-FoR requested QS analysis | | MELI | @aranmanalang8127 requested MercadoLibre analysis (notably: "you've helped me be such a profitable trader") | | CHKP | @Betweoxwitegan — listed among "cheap buys to watch" | | ADBE, DOCS, PDD, DXCM, AMP, SPSC | Same catch-all list | | NVDA, LAM, VAN, CRUS | Strategic cyclical buys from same commenter |

Ticker extraction warning: jina.ai rendered the comment section but is likely missing some deeper comments. The 7 core tickers from the video itself weren't directly listed in the description — would need the transcript to pull exact names.

Comment Sentiment

  • Highly positive toward the "compounders left behind" angle
  • Pushback from experienced viewers — at least one user (INTU/CRM) pushing back with earnings data suggesting market may be pricing in real headwinds, not just sentiment
  • Community engagement high — 84 comments in 18 hours, strong jam on "software valuation reset" and "crypto/space rotation into real compounders"
  • Promotional comments (Trading212 referral, Patreon) standard for this channel style

Extraction Notes

Transcript: Unavailable — YouTube IP block on cloud VPS.
Description: Fully captured via jina.ai fallback — rich metadata available.
Key limitation: Exact ticker names for the 7 picks are implied by context (INTU, CRM, NOW, MA/V, etc.) but the actual definitive list is in the video audio, not the rendered page.

Originally ingested from https://www.youtube.com/watch?v=SxeijIJdn7E on 2026-05-15