Source Post

The creator discusses how $1.2 trillion was wiped out of the stock market, with growth names down 40-60%. T...

Jul 30, 2026

The creator discusses how $1.2 trillion was wiped out of the stock market, with growth names down 40-60%. They identify two sectors where money rotated: Finance and Banking (XLF) and Health and Technology (XLY). The creator suggests that the current downturn in growth and technology stocks, represented by QQQ, presents a perfect buying opportunity for growth names in AI, energy, and photonics.

Linked Mentions

Tickers discussed in this post

NBISNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

NOKNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

NOWNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

OUSTNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

RDDTNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

HOODNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

SNDKNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

MUNeutralLow ConvictionResearch Only

Micron is listed on a watchlist with a -12.65% change.

TSMNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

QCOMNeutralLow ConvictionResearch Only

Mentioned as part of a growth stock watchlist without a specific thesis.

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