Broadcom is ranked first due to its significant drawdown, strong growth, and cash flow trajectory, offering a compelling opportunity despite elevated AI expectations and risks.
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7 Stocks Getting Crushed — I’m Buying the Sell-Off
Sep 22, 2026
The creator discusses market conditions, noting the S&P 500's record highs despite some companies experiencing significant pullbacks. They highlight a divergence between technology stocks, particularly chip shares, and other sectors like healthcare and energy. The creator also touches on valuation concerns amidst rising interest rates and quotes Howard Marks and Tom Lee on market sentiment and potential rallies, ultimately suggesting opportunities exist to buy quality businesses at more reasonable valuations.
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Tickers discussed in this post
Amazon is recommended for purchase due to its strong revenue growth, improving EBIT and EBITR, and its diversified business model encompassing e-commerce, advertising, and AWS, with Wall Street anticipating significant upside.
Booking Holdings is presented as a strong buy opportunity, trading near 52-week lows with a near strong buy rating from Wall Street, robust growth prospects, and a significantly undervalued valuation.
American Express, trading around $313, is considered to have potential undervaluation due to its resilient premium spending, strong brand, and a forward P/E slightly lower than its 5-year average, despite not being conventionally cheap.
AI demand remains visible despite higher rates and capital expenditure, creating opportunities in related businesses.
The creator sees opportunities in semiconductor stocks, noting that chip shares are up 50% this year while software has lagged, and that some semiconductor businesses are trading at more reasonable valuations.
The S&P 500 experienced a rapid fall due to oil, bond yields, and Fed hikes, but has since snapped back to a fresh record.
PepsiCo has lost approximately one quarter of its total market cap.
Netflix is mentioned as a company down 40% from its highs despite the NASDAQ reaching record levels.