Alphabet is listed as part of the creator's ranking but without a strong current conviction or specific valuation commentary.
Source Post
7 Stocks Down Up to 53% — Only 2 I’d Buy
Sep 24, 2026
The creator discusses the current market sentiment, noting that while indices like the Nasdaq are hitting records, many familiar companies are trading significantly below their all-time highs. They highlight the divergence between index performance and individual stock performance, and how rising Treasury yields are impacting valuations. The creator suggests that some stock drops might present opportunities, but cautions against assuming all falling stocks are cheap, especially in the context of high-flying tech stocks and rising interest rates.
Linked Mentions
Tickers discussed in this post
Lowe's is presented as the top pick among seven stocks due to its significant drop, controllable model, and clear explanation of issues, trading at a forward P/E of 15 and a yield of 2.7%, indicating potential undervaluation.
Waste Management (WM) is presented as a potential opportunity due to its current price near 52-week lows, despite some operational headwinds, with valuation metrics suggesting undervaluation.
Applovine, despite a significant price drop and recent disappointments, is presented as a high-potential reward with a strong bullish case based on its operational growth, strong profitability, and attractive valuation multiples.
McDonald's stock has underperformed significantly, trading near 52-week lows, and while a new investment plan is in place, concerns about customer demand and long-term inflation suggest waiting for a better entry point.
Northrop Grumman is presenting a compelling valuation opportunity after a significant price drop, with analysts expecting substantial upside despite some operational concerns.
The creator notes that only about 40% of S&P 500 companies are trading above their 100-day moving average, indicating underlying weakness.