Source Post

Stock market at all-time highs, yet I’m still buying!

The creator notes the stock market is at all-time highs driven by AI data center stocks, while other sectors like fintech, software, and consumer staples are struggling. They are considering buying beaten-down, high-quality stocks that are likely to rebound, rather than chasing AI stocks at their peak.

Linked Mentions

Tickers discussed in this post

CSCONeutralLow ConvictionResearch Only

Creator notes Cisco is performing well as an AI-related stock.

AMDNeutralLow ConvictionResearch Only

Creator notes AMD is performing well as an AI-related stock.

UAANeutralLow ConvictionResearch Only

Creator mentions Under Armour as a struggling apparel stock, not related to AI.

NKENeutralLow ConvictionResearch Only

Creator mentions Nike as a struggling apparel stock, not related to AI.

LULUNeutralLow ConvictionResearch Only

Creator mentions Lululemon as a struggling apparel stock, not related to AI.

WDCNeutralLow ConvictionResearch Only

Creator is considering buying Western Digital but is hesitant due to its all-time high valuation.

SNDKNeutralLow ConvictionResearch Only

Creator is considering buying SanDisk but is hesitant due to its all-time high valuation.

MUNeutralLow ConvictionResearch Only

Creator is considering buying Micron but is hesitant due to its all-time high valuation.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.