The Information Technology Sector ETF (VGT) is listed as one of the stocks the creator has been and will be buying on the dip.
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The creator discusses the current stock market downturn, focusing on AI stocks and semiconductors. They hig...
Jul 19, 2026
The creator discusses the current stock market downturn, focusing on AI stocks and semiconductors. They highlight the significant drop in the semiconductor index and mention specific companies like Micron, ASML, and TSMC, along with AI-related stocks like NVIDIA, AMD, Microsoft, and Apple. The creator believes the sell-off is temporary and driven by valuation concerns rather than fundamental issues, expecting a recovery as earnings reports approach.
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Tickers discussed in this post
Meta Platforms (META) is listed as one of the stocks the creator has been and will be buying on the dip.
Google (GOOG) is listed as one of the stocks the creator has been and will be buying on the dip.
Apple is mentioned as a company that TSMC manufactures chips for, and is part of the creator's buying list during the dip.
ASML, a key supplier of EUV machines for semiconductor manufacturing, crushed Q2 earnings and raised guidance, indicating strong demand.
Kimi, a Chinese company, released a new model (Kimi K3) that benchmarks near GPT 5.6 levels, suggesting potential in the AI space.
The iShares Semiconductor ETF (SOXX) has dropped about 20% since late June, presenting a buying opportunity.
AMD is mentioned as an AI stock experiencing a sell-off, with no specific action or valuation discussed.
TSMC is mentioned as a semiconductor stock affected by the market sell-off, with no specific investment thesis provided.
NVIDIA is listed as an AI stock experiencing a sell-off, but no specific action or valuation is discussed.
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Tracked calls opened from this post
ASMLbuy opened Jul 19, 2026
-11.27%