Google is a Tier 3 selective stock, considered a good business but with less clear mispricing or more uncertainty.
Source Post
🚨 This Is Where The Real Crash Begins
Mar 29, 2026
The market is experiencing a sharp downturn, with major tech stocks like Microsoft, Google, and Nvidia seeing significant drawdowns. Geopolitical tensions are escalating, and the Nasdaq has entered correction territory. Despite the deteriorating market conditions and falling valuations, retail investors continue to pour money into ETFs, suggesting a persistent belief in buying every dip.
Linked Mentions
Tickers discussed in this post
Palo Alto Networks is a Tier 2 buy, presenting strong upside but requiring careful execution.
VICI is identified as a buy opportunity due to its current undervaluation, trading at a 52-week low with a rare triple buy signal and high historical yield.
Waste Connections is a stable and predictable company trading at a 52-week low, showing undervaluation signals and strong momentum.
Ferrari is a resilient premium brand, but its valuation appears expensive with only an 11% margin of safety according to the creator's model.
Adobe has been significantly impacted, down 33% year-to-date, caught in the AI disruption narrative while simultaneously embedding AI across its product suite.
S&P Global is positioned at the intersection of markets, data, and AI infrastructure, trading at its cheapest level in five years with a 27% margin of safety, despite a rare sell rating from Quant.
Apple is also taking a hit, contributing to the overall market downturn.
Meta is down around 20% year-to-date, indicating a significant decline among the Magnificent Seven stocks.
Tesla's stock is down in the 20s from its 52-week high, reflecting the weakness in the tech sector.
Linked Signals
Tracked calls opened from this post
VICIbuy opened Mar 29, 2026
+0.98%