The market just handed you a gift 👁️
Names I’m watching on the dip:
🌿 $MU — HBM + memory demand still accelerating. Earnings coming up and the pullback gave a second entry.
🌿 $AAOI — AI optics & fiber. Massive run, but the AI buildout story isn’t finished.
🌿 $MRVL — Custom silicon + networking. One of AI’s highest leverage infrastructure bets. Jensens trillion dollar endorsement
🌿 $NBIS — AI cloud infrastructure king. Compute demand doesn’t look done.
🌿 $SNDK — Storage wins quietly while AI models keep getting bigger.
Let’s take advantage!
Is this market downturn due to investors dumping their shares to free up funds for SpaceX's IPO?
$PVH down -24.0%
$CIEN down -20.2%
$AVGO down -15.7%
$FIVE down -13.2%
$CLS down -11.3%
$ARM down -9.3%
$MU down -8.9%
$ANET down -8.6%
$FN down -10.8%
$COHR down -7.8%
I'm curious, would anyone actually sell their stock holdings to buy SpaceX shares?🤔