Google was mentioned as being down in June, indicating broader market damage.
Source Post
8 AI Stocks Are Crashing — I’m Buying These First
Jun 23, 2026
The creator discusses a significant sell-off in the AI and semiconductor stocks, noting that while some sectors like healthcare and consumer staples are holding up, the Nasdaq is experiencing heavy losses. This is framed as a repricing of the AI trade, with specific companies like Nvidia, Broadcom, AMD, and Micron being heavily impacted. The creator questions whether this is a buying opportunity or the start of a larger reset.
Linked Mentions
Tickers discussed in this post
Lilly is noted as another trillion-dollar stock making new highs, receiving little attention.
Meta is highlighted as a major AI spender with strong cash flows, currently trading at attractive valuations near 52-week lows.
Netflix is an interesting beaten-down quality stock with a significantly discounted valuation and healthy business, offering a large margin of safety.
Palantir is highlighted as a potential buying opportunity due to its recent sell-off, but the creator cautions that a falling stock price does not automatically equate to being cheap, emphasizing valuation concerns.
Apple is mentioned as a benchmark for valuation comparison against Google.
Oracle is noted for raising debt and is expected to see negative free cash flow this year.
Alphabet, parent company of Google, is mentioned for its significant debt financing round amidst AI build-out concerns.
Mastercard is mentioned as holding up positively amidst the market sell-off.
Visa is mentioned as holding up positively amidst the market sell-off.
Linked Signals
Tracked calls opened from this post
METAbuy opened Jun 23, 2026
+14.91%