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.
Source Post
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.