Hey guys !
It’s been a choppy ride in the US markets lately — lots of red, lots of noise. But let’s be real: these are the moments where long-term portfolios are built.
Corrections like this tend to reveal some solid opportunities. We’re not talking about hype — we’re talking about fundamentally strong businesses trading below their fair value.
Here are a few names that caught our eye this week:
- $AMZN (+0,65 %) – Amazon: E-commerce giant with AWS as a long-term cash machine. Recently pulled back = potential entry.
- $DAL (+1,02 %) – Delta Airlines: Low valuation, reopening tailwinds still in play, and demand for travel isn’t slowing.
- $DELL (+1,52 %) – Dell Technologies: Quiet AI exposure, strong cash flow, and trading way below tech sector averages.
- $FSLR (-0,07 %) – First Solar: Clean energy isn’t a trend — it’s the future. Undervalued relative to growth potential.
- $COP (+0,37 %) – ConocoPhillips: Solid play in the energy space with decent dividend and upside ahead.
We’re not saying “back up the truck” — but these names are definitely on my radar.
Your turn — what’s on your watchlist right now?
Let’s swap notes. Any other discounted gems we should be looking at?
