Bullish on the long-term AI thesis and looking to buy the dip at key support levels.
Source Post
The creator discusses the current stock market downturn, particularly in AI stocks like Micron and Marvell,...
Jul 7, 2026
The creator discusses the current stock market downturn, particularly in AI stocks like Micron and Marvell, attributing it to factors like Samsung's earnings miss and geopolitical tensions. Despite the sell-off, the creator remains bullish on AI long-term, viewing the current pullback as a buying opportunity at key support levels.
Linked Mentions
Tickers discussed in this post
The creator is very bullish on the semiconductor sector long-term, viewing the current pullback in the SOXX ETF as a gift and a buying opportunity due to stretched valuations resetting.
Bullish on the long-term AI thesis and looking to buy the dip at key support levels.
Bullish on the long-term AI thesis and looking to buy the dip at key support levels.