Source Post

5 Stocks to Beat the Stock Market Crash

The creator discusses the current selloff in AI and tech stocks, attributing it to high capital expenditures that are negatively impacting free cash flow, despite reported earnings growth. Several major tech companies are highlighted for their increasing spending and declining cash flow, with a focus on Alphabet and Oracle.

Linked Mentions

Tickers discussed in this post

EQTBullishMedium ConvictionSignal-backedSecondary

EQT Corporation (EQT) is a natural gas play with significant value potential due to its strong expected revenue growth, despite recent underperformance.

FANGBullishHigh ConvictionSignal-backedPrimary

Diamondback Energy is highlighted as a favorite oil stock with strong levered free cash flow, indicating it's a buy.

EOGBullishHigh ConvictionSignal-backedPrimary

EOG Resources is identified as a favored US energy company whose stock has pulled back from war-driven highs, suggesting a potential entry point.

DVNBullishHigh ConvictionSignal-backedPrimary

Devon Energy is listed as a favored US energy stock that has corrected from its highs, presenting a potential investment opportunity.

COPBullishHigh ConvictionSignal-backedPrimary

Kico Phillips is presented as a favorable energy stock with improved cash flow outlook and potential gains from rising oil prices.

CVXBullishHigh ConvictionSignal-backedPrimary

Chevron is highlighted as a strong energy investment with upgraded free cash flow projections and potential upside from oil prices.

XOMBullishHigh ConvictionSignal-backedPrimary

Exxon Mobil is a top energy pick with significantly increased free cash flow forecasts due to geopolitical events impacting oil prices.

ORCLNeutralHigh ConvictionSignal-backedPrimary

Oracle Corporation is presented as a poster child for the issue of declining free cash flow despite reported earnings, due to high capital expenditures.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft is among the hyperscalers increasing capital expenditures, which is impacting its free cash flow.

METANeutralMedium ConvictionSignal-backedSecondary

Meta is identified as a hyperscaler with substantial capital expenditure increases, leading to concerns about its free cash flow.

Linked Signals

Tracked calls opened from this post

XOM
buy opened Jun 23, 2026
+5.46%
FANG
buy opened Jun 23, 2026
+4.06%
EOG
buy opened Jun 23, 2026
+3.70%
DVN
buy opened Jun 23, 2026
+1.01%
CVX
buy opened Jun 23, 2026
+6.48%
COP
buy opened Jun 23, 2026
+4.31%