Source Post

I'm Buying the Dip on a Stock Everyone Else Is Selling Today

Jul 31, 2026

The creator discusses recent earnings reports from major tech companies like Amazon, Reddit, Apple, Google, Microsoft, and Meta. While most companies showed strong performance, Apple's stock pulled back due to its high valuation. The creator also touches on market rebounds, the impact of the Kospi index, and the situation with a hedge fund manager who experienced significant losses. Upcoming earnings from AMD, Oracle, Nvidia, and Micron are also mentioned.

Linked Mentions

Tickers discussed in this post

SOFIBullishMedium ConvictionSignal-backedSecondary

SoFi is a potential buy under $17 for long-term investors, with the current period possibly being the last chance to acquire it at this price.

MUNeutralLow ConvictionResearch Only

Micron is mentioned as a company with upcoming earnings, though it's still a ways off.

NVDANeutralLow ConvictionResearch Only

Nvidia is among the companies with upcoming earnings reports.

AAPLNeutralMedium ConvictionSignal-backedSecondary

Apple's stock is down over 8% after reporting earnings, as the creator believes a forward PE of 36 times is too high for a company not growing 20% plus, despite its profitability.

RDDTNeutralMedium ConvictionSignal-backedSecondary

Reddit reported a good quarter, but the stock is down 15-17%, and the creator is considering adding shares while remaining defensive due to Wall Street's reaction to earnings call comments.

AMZNNeutralMedium ConvictionSignal-backedSecondary

Amazon reported a great quarter, and the creator is considering adding more shares despite some concerns from Wall Street, noting that valuation-wise it's still quite okay.

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