Source Post

The creator discusses several stocks they are watching and buying on the dip, including NBIS, MRVL, AAOI, C...

Jul 29, 2026

The creator discusses several stocks they are watching and buying on the dip, including NBIS, MRVL, AAOI, CRWV, MU, and RKLB. They highlight their recent portfolio performance and express excitement about buying quality stocks during market downturns, emphasizing dollar-cost averaging strategies.

Linked Mentions

Tickers discussed in this post

RKLBBullishMedium ConvictionSignal-backedPrimary

RKLB offers amazing risk-reward at current levels, with the creator dollar-cost averaging in the $62-$70 range, expecting consolidation before a potential move, making it a great risk-reward for long-term investors.

MUBullishMedium ConvictionSignal-backedSecondary

MU is a stock the creator has owned since the $420 level and is looking for a bounce out of the $700-$670 consolidation range, seeing the 200 EMA as a potential support for price to catch up.

CRWVBullishHigh ConvictionSignal-backedPrimary

CRWV is a strong buy due to continued data center demand and its market cap relative to its potential, with the creator dollar-cost averaging from $90 down to $70, seeing an amazing risk-reward at current levels.

AAOIBullishHigh ConvictionSignal-backedPrimary

AAOI is a stock the creator started buying last week around the 200-day moving average and yesterday around $90, viewing the current $80 level as a key level and a good dip buy.

MRVLNeutralMedium ConvictionSignal-backedSecondary

MRVL is being watched closely due to previous accumulation in the $160-$170 range, with the creator looking for a retest of the $154 200-day moving average as a potential entry point.

NBISBullishHigh ConvictionSignal-backedPrimary

NBIS is identified as the best data center stock to own, with the creator viewing its current price as an excellent dip buy opportunity around the $140-$162 range, near the 200-day moving average.

Linked Signals

Tracked calls opened from this post

NBIS
buy opened Jul 29, 2026
+74.88%
CRWV
buy opened Jul 29, 2026
+77.13%
AAOI
buy opened Jul 29, 2026
+80.45%