AI Selloff = Opportunity? My 2-To The Moon - Tiger Brokers Online Investing Community - To The Moon

AI Selloff = Opportunity? My 2-Week Watchlist

After going through the weekend news, recent AI selloff, upcoming Big Tech earnings and the next two weeks of catalysts, I’m not rushing to buy everything that dropped.

My thesis: the AI trade is expanding beyond GPUs into the entire infrastructure stack:

Compute → Memory → Networking → Optics → Data Centres → Power → Physical AI

Here’s my current watchlist:

SHORT PUT / happy to own if assigned:

QQQ • GOOGL • ETN • MU • CEG

I’m looking mainly at conservative OTM strikes rather than chasing high premiums. The goal is to collect premium OR acquire companies I want at a lower effective price.

Short-term rebound watch:

MU • COHR • CRDO • RKLB

These have seen meaningful corrections, but I don’t currently see the underlying AI-infrastructure thesis as broken.

3–5 year BUY-THE-DIP list:

GOOGL • MU • AVGO • ETN • CEG • CRDO • COHR • RKLB • MP

Higher-risk asymmetric bets:

OUST • AEHR • IONQ

Small positions only. These can easily move 15–30%+ in either direction.

For now I’m avoiding short puts on:

NBIS • AEHR • OUST • IONQ • APLD

Great stories don’t automatically make great CSP candidates. I only want to sell puts where I’m genuinely comfortable being assigned 100 shares.

What I’m watching over the next 2 weeks

Big Tech earnings + Fed + AI CAPEX guidance are the big ones.

Then:

AMD — Aug 4

IONQ — Aug 5

MP — Aug 6

RKLB — Aug 10

The most important signal for me will be what the hyperscalers say about AI infrastructure spending.

If AI CAPEX keeps accelerating while names like MU, CRDO and COHR remain under pressure, I think that could create a very interesting entry window.

My current highest-conviction themes:

AI Memory: MU

AI Networking: AVGO / CRDO / MRVL

AI Optics: COHR

AI Power: ETN / CEG

Space: RKLB

Physical AI: OUST

Quantum optionality: IONQ

I’m keeping cash available rather than trying to call the exact bottom.

Curious what everyone else is buying on this correction — MU, CRDO, COHR, RKLB, or something completely different?

Personal watchlist/research, not financial advice.

#AI #Stocks #Investing #NVIDIA #Micron #GOOGL #RKLB #Semiconductors #Options #QQQ #ArtificialIntelligence #BuyTheDip

💰Stocks to watch today?(31 July）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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My 2-Week Watchlist<br></p>\n<p>After going through the weekend news, recent AI selloff, upcoming Big Tech earnings and the next two weeks of catalysts, I’m not rushing to buy everything that dropped.</p>\n<p>My thesis: the AI trade is expanding beyond GPUs into the entire infrastructure stack:</p>\n<p>Compute → Memory → Networking → Optics → Data Centres → Power → Physical AI</p>\n<p>Here’s my current watchlist:</p>\n<p>SHORT PUT / happy to own if assigned:</p>\n<p>QQQ • GOOGL • ETN • MU • CEG</p>\n<p>I’m looking mainly at conservative OTM strikes rather than chasing high premiums. The goal is to collect premium OR acquire companies I want at a lower effective price.</p>\n<p>Short-term rebound watch:</p>\n<p>MU • COHR • CRDO • RKLB</p>\n<p>These have seen meaningful corrections, but I don’t currently see the underlying AI-infrastructure thesis as broken.</p>\n<p>3–5 year BUY-THE-DIP list:</p>\n<p>GOOGL • MU • AVGO • ETN • CEG • CRDO • COHR • RKLB • MP</p>\n<p>Higher-risk asymmetric bets:</p>\n<p>OUST • AEHR • IONQ</p>\n<p>Small positions only. These can easily move 15–30%+ in either direction.</p>\n<p>For now I’m avoiding short puts on:</p>\n<p>NBIS • AEHR • OUST • IONQ • APLD</p>\n<p>Great stories don’t automatically make great CSP candidates. I only want to sell puts where I’m genuinely comfortable being assigned 100 shares.</p>\n<p>What I’m watching over the next 2 weeks</p>\n<p>Big Tech earnings + Fed + AI CAPEX guidance are the big ones.</p>\n<p>Then:</p>\n<p>AMD — Aug 4</p>\n<p>IONQ — Aug 5</p>\n<p>MP — Aug 6</p>\n<p>RKLB — Aug 10</p>\n<p>The most important signal for me will be what the hyperscalers say about AI infrastructure spending.</p>\n<p>If AI CAPEX keeps accelerating while names like MU, CRDO and COHR remain under pressure, I think that could create a very interesting entry window.</p>\n<p>My current highest-conviction themes:</p>\n<p>AI Memory: MU</p>\n<p>AI Networking: AVGO / CRDO / MRVL</p>\n<p>AI Optics: COHR</p>\n<p>AI Power: ETN / CEG</p>\n<p>Space: RKLB</p>\n<p>Physical AI: OUST</p>\n<p>Quantum optionality: IONQ</p>\n<p>I’m keeping cash available rather than trying to call the exact bottom.</p>\n<p>Curious what everyone else is buying on this correction — MU, CRDO, COHR, RKLB, or something completely different?</p>\n<p>Personal watchlist/research, not financial advice.</p>\n<p>#AI #Stocks #Investing #NVIDIA #Micron #GOOGL #RKLB #Semiconductors #Options #QQQ #ArtificialIntelligence #BuyTheDip</p></body></html>","text":"AI Selloff = Opportunity? My 2-Week Watchlist After going through the weekend news, recent AI selloff, upcoming Big Tech earnings and the next two weeks of catalysts, I’m not rushing to buy everything that dropped. My thesis: the AI trade is expanding beyond GPUs into the entire infrastructure stack: Compute → Memory → Networking → Optics → Data Centres → Power → Physical AI Here’s my current watchlist: SHORT PUT / happy to own if assigned: QQQ • GOOGL • ETN • MU • CEG I’m looking mainly at conservative OTM strikes rather than chasing high premiums. The goal is to collect premium OR acquire companies I want at a lower effective price. Short-term rebound watch: MU • COHR • CRDO • RKLB These have seen meaningful corrections, but I don’t currently see the underlying AI-infrastructure thesis as broken. 3–5 year BUY-THE-DIP list: GOOGL • MU • AVGO • ETN • CEG • CRDO • COHR • RKLB • MP Higher-risk asymmetric bets: OUST • AEHR • IONQ Small positions only. These can easily move 15–30%+ in either direction. For now I’m avoiding short puts on: NBIS • AEHR • OUST • IONQ • APLD Great stories don’t automatically make great CSP candidates. I only want to sell puts where I’m genuinely comfortable being assigned 100 shares. What I’m watching over the next 2 weeks Big Tech earnings + Fed + AI CAPEX guidance are the big ones. Then: AMD — Aug 4 IONQ — Aug 5 MP — Aug 6 RKLB — Aug 10 The most important signal for me will be what the hyperscalers say about AI infrastructure spending. If AI CAPEX keeps accelerating while names like MU, CRDO and COHR remain under pressure, I think that could create a very interesting entry window. My current highest-conviction themes: AI Memory: MU AI Networking: AVGO / CRDO / MRVL AI Optics: COHR AI Power: ETN / CEG Space: RKLB Physical AI: OUST Quantum optionality: IONQ I’m keeping cash available rather than trying to call the exact bottom. Curious what everyone else is buying on this correction — MU, CRDO, COHR, RKLB, or something completely different? Personal watchlist/research, not financial advice. #AI #Stocks #Investing #NVIDIA #Micron #GOOGL #RKLB #Semiconductors #Options #QQQ #ArtificialIntelligence #BuyTheDip","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/590488621777808","repostId":0,"isVote":1,"tweetType":1,"viewCount":227,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1795,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/590488621777808"}