After Hours w/ Mark Roussin: Stocks FALL Creates BIG Opportunities

SoFi is a high-upside watch list stock, trading at a 50% discount from its highs, with potential to return to $30 in 12 months.

Apple has shown a nice resurgence and was the best performing Mag 7 stock.

Microsoft is historically cheap but faces AI-related threats, making it a hold.

Nike was mentioned as an example of a company with earnings, but no specific investment thesis was provided.

Costco is not intriguing due to its high valuation relative to its earnings growth.

Google is a high-quality asset with potential for free cash flow growth despite current spending.

Amazon is mentioned as having one of the lowest EBITDA multiples seen, suggesting a potential buying opportunity.

Meta is attractive due to its low forward multiple and potential for free cash flow growth.

AMD is mentioned as a company not affected by geopolitical issues.

Broadcom is noted as a company unaffected by current geopolitical tensions.

Nvidia is mentioned as a company not impacted by geopolitical events, suggesting it's a relatively stable investment.