Darren Bacon on Investing

Market analyst | Focused on equities. Sharing insights on strategy, trends & risk.

[Darren Bacon on Investing @Zacharyorange]

Best stocks to own in entire market right now.

Space
1. $RKLB

2. $SPCX

Photonics
1. $AXTI
2. $CRDO
3. $COHR

Drones/Robotics
1. $ONDS
2. $OUST

Software/Fintech/Gaming
1. $HOOD
2. $PLTR
3. $APP
4. $U

AI Infrastructure
1. $NBIS
2. $IREN
3. $CRWV

Semiconductor
1. $AEHR
2. $PENG
3. $INTC
4. $AVGO

Nuclear
1. $VST

Dip buyers will be highly rewarded.

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[Darren Bacon on Investing @Zacharyorange]

Here’s where I’m focusing my capital in November:

Avoid / Hold off for now (4 stocks):
1. $META — Sentiment and valuation look stretched
2. $NFLX — Growth slowing, multiple too rich
3. $CRWD — Cyber security already priced for perfection
4. $SHOP — Consumer spending uncertainty, wait for better levels

Buy / Start accumulating (4 stocks):
1. $AAPL — $325–$340 range, services + AI momentum
2. $MSFT — $510–$525, cloud + AI still the safest compounder
3. $TSM — $385–$395, the purest AI chip foundry play
4. $LLY — $1280–$1432, obesity and pipeline remain strong

Buy the dips / Wait for better timing (5 stocks):
1. $ORCL — Add on any meaningful pullback
2. $QCOM — Accumulate near support, AI edge devices story intact
3. $SMCI — Wait for volatility to settle, then scale in
4. $RKLB — Buy weakness, space launch demand is structural
5. $COST — Dip-buying opportunity, defensive growth at a fair price

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