Oscar Health is mentioned as an example of a company in a different sector that has seen market belief in its guidance and growth.
Source Post
These Are the Stocks I'd Buy If They Drop Further
May 12, 2026
The creator discusses a market downturn, particularly in AI and semiconductor stocks, noting that despite some significant drops, it's not necessarily a "buy the dip" situation due to recent massive gains. They mention taking profits in several stocks including Google, Rocket Lab, Micron, and AMD, and discuss their strategy with Nebus via covered calls. The creator also touches on other sectors like financials and fintech, highlighting specific companies like SoFi, Robin Hood, and MercadoLibre, and expresses a potential interest in Shopify if it drops further.
Linked Mentions
Tickers discussed in this post
AMZN is a buy as the market is finally starting to recognize its value after a long period of stagnation.
Sea Limited is a buy after a good earnings report, showing strong growth and recovery despite a significant drawdown.
May add more Netflix if there's a dip.
May add more DLO (Dollar Tree) if there's a dip.
May add more Meta if there's a dip.
Sold shares for profit but would accumulate more if it drops to $350 or under.
Added Axon to the watchlist as prices are becoming interesting.
Added Lemonade to the watchlist as prices are becoming interesting.
Broadcom was down, mentioned as part of the semiconductor sector pullback.
Linked Signals
Tracked calls opened from this post
SEbuy opened May 12, 2026
+8.72%