Campbell Soup (CAMP) is highlighted as a 'boring' but safe stock that has performed well, contrasting with the losses in AI/tech ETFs.
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BUY HEAVY! The Next 25 Days Changes Everything for Stocks
Jul 5, 2026
The creator argues that the market is overly concerned about Fed rate hikes, presenting a contrarian view that could lead to significant returns. He believes that falling oil and gas prices, coupled with weakening job market data, will give the Fed room to hold off on further rate increases, contrary to market expectations. This mispricing by the market presents an investment opportunity, particularly in tech stocks that are being unfairly punished.
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Tickers discussed in this post
Snowflake is suggested as a software and services name that could rebound, offering a potential safe haven during AI stock volatility.
Super Micro Computer (SMCI) experienced a sell-off and subsequent rebound, but the creator previously advised closing positions and views it as a good covered call position for risk-tolerant investors.
Palantir (PLTR) is a software and services stock that rallied as investors recognized AI won't immediately replace its services.
DataDog (DDOG) is a software and services stock that rallied as investors recognized AI won't immediately replace its services.
AppLovin (APP) is a software and services stock that rallied as investors recognized AI won't immediately replace its services.
Okta (OKTA) is a strong cybersecurity stock, part of a trend the creator has been calling since February, with significant gains.
CrowdStrike (CRWD) is a strong cybersecurity stock, part of a trend the creator has been calling since February, with significant gains.
Fortinet (FTNT) is a strong cybersecurity stock, part of a trend the creator has been calling since February, with significant gains.
Zscaler (ZS) is a top cybersecurity stock, part of a trend the creator has been calling since February, with significant gains.
Palo Alto Networks (PANW) is a strong cybersecurity play, rallying significantly due to AI-driven threats and a CTO warning.
Micron memory chips are a significant investment for neo cloud companies, but could become obsolete within two years, posing a long-term risk.
Oracle (ORCL) has been hit hard, but as a major cloud services provider, it could rebound, though faces long-term risks in the neo cloud space.
Iron (IREN) is a neo cloud stock that has been hit hard, with potential for rebound but high long-term risk.
Coreweave (CRWV) is a neo cloud stock that has been hit hard, with potential for rebound but high long-term risk.
Nebius (NBIS) is a neo cloud stock that has been hit hard, with potential for rebound but high long-term risk.
Meta is rapidly advancing in wearables and pushing its own glasses, with advertising as a key growth driver supported by AI tools.
Apple has recovered from a June dip and is currently up 3%, despite being part of the 'Lag Seven'.
Despite fears that AI will replace Google search revenue, Alphabet is considered a bellwether tech name to own over the next 10 years.
Nvidia is noted as one of the 'Lag Seven' stocks, down almost 14% since mid-May.
Tesla is mentioned as one of the 'Lag Seven' stocks, with shares down 10% in the last 6 weeks.
Alphabet is part of the 'Lag Seven' stocks, experiencing a 10% decline in the last 6 weeks.
Amazon is listed among the 'Lag Seven' stocks, down 10% in the last 6 weeks.
Microsoft is mentioned as one of the 'Lag Seven' stocks, down almost 4% in the last 6 weeks.
Nike's stock initially fell on earnings but then jumped 5% due to management's history of surprising on the upside, beating revenue and earnings expectations.