Source Post

The Stocks I'm Ready to Buy on the Next Dip (a new one)

Aug 3, 2026

The creator discusses potential stock purchases on future dips, highlighting Palantir and Snowflake. They bought more Palantir shares before earnings due to a small existing position, despite the gamble of earnings reactions. Snowflake is mentioned as a quality company that, even at current prices, is not the most expensive when considering future revenue growth, with the creator believing analyst estimates are too low.

Linked Mentions

Tickers discussed in this post

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD is reporting earnings after hours tomorrow, which the creator will cover live.

WDCBullishLow ConvictionSignal-backedSecondary

The creator mentions Western Digital as a potential addition on a dip, alongside SanDisk, with earnings on Wednesday.

SNDKBullishLow ConvictionSignal-backedSecondary

The creator mentions SanDisk as a potential addition on a dip, alongside Western Digital.

UBERNeutralMedium ConvictionSignal-backedSecondary

Uber is reporting earnings later this week, and the creator will observe the outcome.

AXONBullishMedium ConvictionSignal-backedSecondary

The creator recently opened a position in Axon, which is performing well.

RDDTBullishMedium ConvictionSignal-backedSecondary

The creator has recently added to their Reddit position, indicating a positive outlook.

SOFIBullishMedium ConvictionSignal-backedSecondary

The creator has recently added to their SoFi position, indicating a positive outlook.

IBMNeutralLow ConvictionResearch Only

IBM is mentioned as a large tech company with quantum computing exposure, suitable for investors seeking that market.

GOOGLNeutralMedium ConvictionSignal-backedPrimary

Google's cloud segment shows strong growth and margin expansion, diversifying revenue from search, but the creator wants to add shares at a cheaper valuation.

GOOGNeutralMedium ConvictionSignal-backedSecondary

Google (Alphabet) is a highly profitable company with a strong market cap, though its forward P/E is 27.8 times, and the creator notes its consistent strong performance.

Linked Signals

Tracked calls opened from this post

META
buy opened Aug 3, 2026
+5.07%