Intuit is presented as a surprise pick, down 55% year-to-date, indicating market worry about growth and competition, but is viewed as a high-quality compounder.
Source Post
The AI Crash Is Here — I’m Buying These 5 Stocks
Jun 10, 2026
The creator discusses a market sell-off concentrated in AI, semiconductor, and mega-cap tech stocks, noting that while the NASDAQ is sinking, other sectors like healthcare and financials are holding up, indicating a rotation rather than a full market crash. Despite solid earnings, some AI-related stocks like Broadcom are being punished due to crowded positioning and a reduction in risk appetite.
Linked Mentions
Tickers discussed in this post
SoFi is a speculative but interesting name with significant upside potential, but its quality and risk profile prevent it from being a core buy.
MercadoLibre is recognized as a strong long-term growth company in e-commerce, fintech, and payments, but is placed at number seven due to its year-to-date pullback and valuation.
Shopify is considered a strong e-commerce business but is ranked low on the buy list due to its high valuation (60x forward earnings) despite a 31% year-to-date pullback.
SpaceX's upcoming IPO is discussed as a potential reason for the market rotation, as investors may be raising cash to buy into the offering.
Micron is highlighted as one of the six largest S&P 500 stocks down over 3%, suggesting a broader tech sell-off.
Intel is named as one of the six largest S&P 500 stocks experiencing a significant drop, indicating weakness in the tech sector.
Broadcom's solid earnings were punished, rattling confidence in the AI trade and indicating that positioning, not fundamentals, is the issue.
Meta is noted as being under pressure this month, contributing to the broader tech sell-off.
Amazon is mentioned as being under pressure this month, as part of the broader tech sell-off.