59Min·

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:


1. $NOW (+0,94 %) — AI automates every enterprise workflow at scale

Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating


2. $BE (-2,7 %) — Fuel cells powering AI data centers off the grid

Buy zone: $200–$220 | $ORCL deal de-risks demand story


3. $ASTS (-1,58 %) — Satellite broadband direct to your phone, globally

Buy zone: $65–$70 | Post-earnings flush, thesis intact


4. $GOOG (-0,57 %) — Gemini + TPUs + Search = AI moat unmatched

Buy zone: $300–$320 | Key support, 52-week low area


5. $LITE (-0 %) — Optical switches are the nervous system of AI

Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY


6. $MU (-2,34 %) — HBM memory is the oxygen inside every AI server

Buy zone: $700–$750 | Key support after Broadcom-induced selloff


7. $SNDK (-2,65 %) — NAND flash storage exploding on AI inference demand

Buy zone: $1,100–$1,200 | Bull flag on the weekly chart


8. $TE (+0,29 %) — Data center power infrastructure, critical AI backbone

Buy zone: $6–$7 | Oversold, government energy tailwinds building


9. $RKLB (-1,85 %) — Launch provider + space systems for AI-connected satellites

Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact


10. $AAOI (-2,02 %) — 800G transceivers shipping to hyperscalers at scale

Buy zone: $120–$130 | Volatile beta, best entry on deep dips


11. $NVDA (-0,91 %) — Designs the GPUs that run every AI model on earth

Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact


12. $ONDS (-1,37 %) — Drones + autonomous rail powering AI-enabled defense

Buy zone: $7–$8 | Near prior base breakout level


13. $IONQ — Trapped-ion quantum computers for post-classical AI computing

Buy zone: $27–$40 | 52-week range low, government funding tailwind


14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share

Buy zone: $350–$360 | Key technical support from prior consolidation


15. $ARM — Architecture inside every AI chip ever designed

Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever


16. $ORCL — Cloud infra + AI database layer for the enterprise

Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst


Remember, when $SPY (-0,7 %) sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

attachment
2
Participez à la conversation