Hims & Hers is mentioned as a healthcare stock that has performed well recently.
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The creator discusses a recent downturn in semiconductor stocks, attributing it to a crowded trade, market...
Jul 17, 2026
The creator discusses a recent downturn in semiconductor stocks, attributing it to a crowded trade, market de-risking, and priced-in AI optimism. They suggest capital is rotating toward beaten-down software names like Lemonade, which they believe has significant upside potential.
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Lumentum is highlighted as a memory-related stock that has declined significantly.
SanDisk is cited as an example of a memory stock that has been 'crushed' recently.
Nvidia is mentioned as part of the crowded semiconductor trade that recently experienced a sell-off.
The creator is bullish on Lemonade, projecting a 2-3x return by 2028.
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LMNDbuy opened Jul 17, 2026
-24.52%