Seagate is a buy on any dip as part of the memory stock rally driven by shortages.
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Inside Louie's Portfolio: What He's Buying Right Now
Jun 24, 2026
The creator discusses a broadening market beyond AI, highlighting strength in energy, materials, and infrastructure. Specific stock mentions include Nvidia, Super Micro (SMCI), and various data center-related companies like Comfort Systems (FIX), Quanta Services (PWR), VRT, Bloom Energy (BE), and GE Vernova (GE V). Energy sector highlights include tanker stocks (INSW, ECO, TEN) and refiners like HF Sinclair (DINO) and Phillips 66 (PSX). In materials, Carpenter Technology (CRS) and copper miner BVN are mentioned, along with aluminum stock KALU.
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Tickers discussed in this post
Arena Pharmaceuticals (AUPH) is a strong buy on dips due to expected sales and earnings growth, positive analyst revisions, and strong past performance.
SpaceX is struggling, trading below its pre-IPO price, with significant selling pressure expected from unlocking shares and investors like Cathie Wood and Ron Baron facing losses.
Micron's upcoming earnings are expected to be 'blowout,' making it a buying opportunity on any dips.
Kaiser Aluminum (KALU) is an aluminum stock that has been recommended.
BVN, a Peruvian copper miner, is very strong right now.
Carpenter Technology (CRS) is a favorite in materials, an alloy company involved in aerospace and golf clubs, acting particularly well.
Phillips 66 (PSX) is a refiner with wonderful margins due to strong demand for diesel, jet fuel, and other petroleum products.
HF Sinclair (DINO) is a refiner with wonderful margins due to strong demand for diesel, jet fuel, and other petroleum products.
TEN is a hot tanker stock exhibiting strong relative strength with high day rates expected to continue.
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