S&P Global is the top pick due to its clean risk-reward profile, depressed valuation near 52-week lows, strong moat in ratings and data, and reasonable DCF upside.
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I Ranked 11 Crashed Stocks — Only 3 Are Buys
Jun 27, 2026
The creator discusses the recent stock market downturn, particularly in popular tech stocks like Apple, Google, Microsoft, and Meta, which are down significantly from their highs. The core question is whether these stocks are now cheap or if their decline is justified by fundamental business issues. The creator notes a shift in market sentiment from greed to extreme fear and highlights a rotation within the AI trade, with memory and storage companies now outperforming traditional mega-cap tech.
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Tickers discussed in this post
Salesforce is ranked third due to an extreme valuation reset, trading near 52-week lows with a forward P of 11-12, offering a genuinely interesting risk-reward despite potential AI headwinds.
DoorDash is ranked fifth as a high-growth platform with strong revenue and EPS growth, but valuation is demanding and sensitive to continued growth.
Intuit is the cheapest stock based on DCF analysis, with a significant year-to-date decline and extreme historical valuation compression.
Accenture is trading at a deep discount with a low P/E and high yield, but structural concerns about AI's impact on consulting demand make it a hold.
Sirius XM Holdings is mentioned as a stock that has seen a significant selloff, contributing to the broader market downturn.
SanDisk is mentioned as one of the best performing stocks in the S&P this year, reflecting the rotation in the AI trade towards storage companies.
Super Micro Computer is implicitly referenced as a stock that has seen a selloff, contributing to the confusion in the AI trade.
Nvidia is implicitly referenced as a key AI stock that has seen a selloff, contributing to the confusion in the AI trade.
Microchip Technology is mentioned as a stock that has seen a significant selloff, but it is part of the broader AI theme rotation.
Dell is noted as one of the best performing stocks in the S&P this year, reflecting the rotation in the AI trade towards hardware and infrastructure companies.
Applied Materials is mentioned as a top performer in the S&P this year, indicating a rotation within the AI trade towards semiconductor equipment manufacturers.
Intel is listed as one of the best performing stocks in the S&P this year, suggesting a shift in the AI trade towards hardware infrastructure.
Micron is highlighted as a top performer in the S&P this year, benefiting from the rotation in the AI trade towards memory and storage.
Western Digital is mentioned as one of the best performing stocks in the S&P this year, indicating a rotation towards storage companies within the AI theme.
Meta is down more than 30% from its recent high, contributing to the broader tech sector correction and investor concerns about AI spending.
Microsoft, which the creator owns, is down over 30% from its high, raising questions about its future returns on massive AI investments.
Oracle, previously an AI winner, is now down over 50% from its highs, prompting questions about its valuation.
Netflix is mentioned as having crashed significantly, down approximately 45% from its peak.
Palantir has seen a substantial drop, trading more than 40% below its recent highs.
Broadcom has experienced a significant decline, falling over 25% from its peak.
Google is noted as being down approximately 17% from its recent highs, amidst a broader market correction.
Apple is mentioned as one of the popular stocks that has crashed, down around 10% from its highs.