@mikes.ai
Instagram · Talking Head Edit
@mikes.ai One of these three is my highest conviction position, and I add to it on every dip. Comment STOCK for an invite to my Discord, where we post every entry and exit. We called Vistra near the bottom last week and already took some profits on the way up. (Not financial advice, do your own research.)
Performance
Video #46890 · Talking Head Edit
[01]
The creator presents and justifies his decision to buy three specific stocks during a market dip: Vistra (an energy company benefiting from AI data center demand and government loans), Amazon (highlighting cost-saving potential through automation and AWS growth), and Lumentum (a fiber optics company with demand so high it's sold out for years). He uses news clippings, stock charts, and B-roll to support his arguments and concludes with a call-to-action to join his Discord community.
[02]
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[05]
What stops the scroll in the first 3 seconds
Title hook
3 stocks I'm buying during the dip (this October)
Verbal hook
Three stocks I'm buying on every dip this October.
Visual hook
The creator speaks to the camera with a complex, colorful stock market heatmap graphic displayed prominently below him, providing immediate visual context and interest.
[07]
The promise the opener makes, and how the video pays it back
Hook
A time-sensitive, high-value promise that offers a solution to a common problem (e.g., '3 [Items] I'm [Actioning] during the [Opportunity Window]').
Payoff
A direct call-to-action that leverages the value and credibility established throughout the video to funnel viewers into an exclusive community, promising continued access to similar high-value insights.
[08]
The structural pattern this video runs on
Framework
The Validated Opportunity
To present a curated list of actionable opportunities, where each item is justified by a major trend, validated by external proof, and framed as a timely entry point, ultimately building creator credibility to drive a community-based call to action.
The Expert Play
The first item establishes the creator's credibility by showcasing a past successful prediction or personal expertise, supported by strong external validation from authoritative sources (e.g., government, influential figures).
The Conviction Play
The second item leverages a well-known entity to make the list relatable, while the creator adds a layer of personal authority by declaring it their 'highest conviction' choice. The argument reframes a perceived negative (high spending) into a long-term positive (meeting massive demand).
The Scarcity Play
The final item introduces a sense of urgency and insider knowledge by highlighting extreme scarcity or demand that outweighs supply, making the current high valuation seem justified and creating FOMO.
One of these three is my highest conviction position, and I add to it on every dip. Comment STOCK for an invite to my Discord, where we post every entry and exit. We called Vistra near the bottom last week and already took some profits on the way up. (Not financial advice, do your own research.)
title · beginning
3 stocks I'm buying during the dip (this October)
title · beginning
1. Vistra
informational · beginning
Vistra has six reactors at four US plants that generate more than 6.5 gigawatts of electricity, enough to
informational · beginning
US power demand is growing for the first time in decades, driven by surging demand from the expansion of AI data centers
informational · beginning
The US will lend Vistra Corp (VST.N) about $4.2 billion to boost its nuclear power generation, a person familiar with the matter said on Saturday.
informational · beginning
The loan would be used to boost power output, or "uprate" at least three of Vistra's four nuclear stations, which can be done without requiring new licenses from the Nuclear Regulatory Commission.
title · middle
2. Amazon
informational · middle
Amazon's 1.5 million workers are hourly staff, particularly in warehouses known as fulfillment centers.
informational · middle
Initial estimates show the technology could recover roughly $193 million annually in labor costs and cut almost 7 million labor hours each year.
informational · middle
The Seattle-based company said Thursday that sales in its cloud computing unit called AWS rose 37% during the April-June period, faster than the 28% clip in the
informational · middle
Amazon Stock Sinks 11% as Andy Jassy Announces
informational · middle
Amazon Is Spending $220 Billion on Data Centers. Here's Why That Makes The Stock an Incredible
title · end
3. Lumentum
informational · end
The stock is up roughly 150% in 2026 and worth about $96.3 billion. That raises the real question: how much good news is
informational · end
Lumentum CEO: Opto-Parts Capacity Sold Out to 2029
call-to-action · end
comment 'STOCK'
Three stocks I'm buying on every dip this October. First is Vishra. If you've been following my recent videos, this is a company I'm heavily bullish on. They own power plants and sell electricity, and AI data centers need enormous amounts of it around the clock. And the US government just agreed to lend them up to $4,200,000,000 to upgrade three of their nuclear power plants. Both Nancy Pelosi and Donald Trump bought it earlier this year. I called it at the absolute bottom last week at $1.37 and took profits at $1.62, which you'd have seen in my stories and my discord. It's around $156 right no, and I'm still bullish because it's still 30% below its all time high. And the next thing that rank move it is a Texas deal. They own a huge nuclear plant there, and they're in talks with data better companies to sell them power. Second is Amazon, my highest conviction position. Every time it dips, I'm buying more. Amazon pays for more human work than almost any company on Earth in warehouses, delivery, and customer service. Every one of those jobs that AI or a robot takes over is a cost that disappears and turns straight into profit. Nobody has more to say. On top of that, they rent out computing power to other companies, which is their AWS business. Every AI company needs it, and it grew 37% last better, its fastest in years. So why is Amazon down 11% from its high? Because they're spending $220,000,000,000 on building more compute, and the market sees that as money gone. But Amazon's CEO says even that won't be enough to meet their demands. Third is Lumentum. Inside a data center, normal wires are too slow for AI, so so data gets sent as light instead. And Lumentum makes those parts. It's up over a 150% this year rank near all time highs, so there is no discount here. But their CEO told Bloomberg they're completely sold out until almost 2029. When a company can't make enough of something for three years, the demand is real. If you'd like to follow all our entries and our exits, come and stalk, and I'll send you an invite to my discord community. We've beaten the market every month this year, and we post all our trades.