The QQQ ETF is suggested as a good addition to a portfolio for broader market exposure, alongside other recommended assets.
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The creator advises against chasing oil stocks due to their peak, instead recommending investment in beaten-down tech stocks like AMD, Broadcom (AVGO), Micron (MU), and Dell (DELL) for a potential rebound. For a simpler approach, the creator suggests investing in the SMH ETF for semiconductor exposure and QQQ for broader tech exposure, emphasizing dollar-cost averaging over the next 30-90 days as a strategy for accumulation in a potentially falling market.
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The SMH ETF is recommended as a simple and safer way to gain broad exposure to semiconductors and AI, covering many individual stocks.
Dell (DELL) is identified as a sleeper stock positioned to run once oil prices stabilize, and it is recommended for proper positioning.
Micron Technology (MU) is highlighted as another stock expected to perform well when the time is right, with accumulation recommended over the next 30-90 days.
Broadcom (AVGO) is recommended for attention and preparation for a bounce back, with accumulation advised over the next 30-90 days.
AMD is presented as a prime example of a stock to invest in on the front end, as it is currently beaten down but poised for a comeback.
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SMH
buy opened Apr 15, 2026
+39.87%