This sell off started exactly on June 15th and if $SPDR S&P 500 ETF Trust(SPY)$ sells off 10%-20%
Be patient and add these 8 super stocks:
1. $Micron Technology(MU)$ β Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercycle through 2027+. PT: $1,800-$2,200 (avg analyst ~$1,339, Street high $2,000)
2. $Western Digital(WDC)$ β AI data center HDD demand sold out, pricing power tight into 2027-28. PT: $1000-1200 (avg ~$560, high $685)
3. $Advanced Micro Devices(AMD)$ β MI350/MI400 ramping, OpenAI + hyperscaler deals, CPU share gains. PT: $650-700 (avg ~$500, high $670)
4. $Broadcom(AVGO)$ β Custom AI ASICs (JalapeΓ±o w/ OpenAI), networking + software moat. PT: $500-600 (avg ~$524, high $650)
5. $NEBIUS(NBIS)$ β Pure-play neocloud, just joined Nasdaq-100, Eigen AI acquisition closed. PT: $300-340 (avg ~$235-244, high $380)
6. $NVIDIA(NVDA)$ β Still the AI compute backbone, Vera Rubin ramp, Strong Buy across 38+ analysts. PT: $300-300 (avg ~$300-310, high $500)
7. $Alphabet(GOOG)$ β Gemini momentum, Cloud backlog $460B, joining the Dow Jones June 29. PT: $500-550 (avg ~$427-433, high $515)
8. $Roundhill Memory ETF(DRAM)$ β Pure memory ETF (SK Hynix, Samsung, SanDisk, Micron), up 3x off 52-wk low on AI memory supercycle.
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