Webull hit an all-time low today, but the creator is not worried.
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sh*t... Stocks just Tanked
The creator discusses a significant market downturn, with their portfolios down nearly 5% on the day. Despite the losses, they believe the bottom is near due to attractive valuations on several stocks. They highlight Meta, Microsoft, Amazon, Google, and Nvidia as particularly compelling buys, citing strong fundamentals and forward PEs. The creator also mentions potential selling of Disney to reinvest in other opportunities and expresses interest in buying more of Amphenol and Moog on dips.
Linked Mentions
Tickers discussed in this post
Cormedix was down significantly in the Roth IRA portfolio.
The creator is considering selling Disney shares, which have stagnated since 2014, to reinvest in stocks with better total return potential.
Robinhood was mentioned as part of the creator's portfolio holdings.
SoFi was mentioned as part of the creator's portfolio holdings.
Reddit was down 8.6% on the day.
Futu was down 3% on the day.
AppLovin fell 10% without specific news, but the creator likes the software advertising play and recently purchased shares.
Amphenol is a steal of a deal at a 27 forward PE, with data center tailwinds, and the creator is looking to dollar-cost average more shares.
Coca-Cola Consolidated was also down significantly.