Qualcomm is trading at a low valuation and is down 3.1% in the past 5 days, but is not the current focus for adding new positions.
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I AM BUYING THIS DIP AGAIN !! WISH ME LUCK!!
Jul 7, 2026
The creator discusses the current market dip, particularly in semiconductor and AI stocks, viewing it as an opportunity to buy high-beta names. While acknowledging past opportunities in 'boring' companies like Nvidia and Microsoft, the focus has shifted to adding positions in companies experiencing significant pullbacks, such as AMD, Intel, and Coherent, due to attractive valuations and potential in the Neocloud market.
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Intel is a high-beta name that has experienced a significant pullback, presenting an opportunity to buy the dip.
AMD is a high-beta name that has taken a hit, making it an attractive opportunity to buy into the dip.
Broadcom was seen as a company with great valuation, but its recent performance is flat, making it not the current focus for adding new positions.
Meta was previously considered a strong investment due to its valuation, but is not the current focus for adding new positions.
Microsoft was previously identified as a good investment opportunity due to its valuation, but is not the current focus for adding new positions.
Nvidia is seen as a past opportunity for 'boring' company investment, but its recent performance is flat, indicating it's not the current focus for adding new positions.
Micron is mentioned as one of the companies experiencing a significant dip, down 17% in the past 5 days.