$NVDA, $AMD, $MU and More, My High-Conviction Dip-Buy List
Tom Lee says $SPDR S&P 500 ETF Trust(SPY)$ will crash 15%-20% this summer.
Then SPY rallies for 2 years straight back to $1000+
Here's my favorite 12 stocks to buy on this dip:
+1350% ($62 → $820)
BUY ZONE: $550–$600 | HBM4 memory supercycle, AI data center demand exploding
+5900% ($27 → $1600)
BUY ZONE: $700–$800 | AI optical engine contracts, $50M Lumilens order, redomicile vote June 26
+300% ($142 → $400)
BUY ZONE: $280–$300 | Google Cloud AI revenue accelerating, Gemini monetization kicking in
4. $Advanced Micro Devices(AMD)$
+610% ($77 → $470)
BUY ZONE: $260–$270 | MI450 GPU cycle incoming, hyperscaler commitments locked
+1800% ($13 → $236)
BUY ZONE: $165–$180 | Blackwell demand unrelenting, every dip gets bought
6. $AST SpaceMobile, Inc.(ASTS)$
+6400% ($2 → $129)
BUY ZONE: $55–$75 | Space-based cellular buildout, telecom JV catalyst brewing
+1400% ($6 → $84)
BUY ZONE: $20–$30 | Quantum computing first-mover, gov contracts expanding
+3100% ($10 → $310)
BUY ZONE: $140–$160 | Oracle 2.8GW deal, AI data center power play, revenue +130% YoY
+800% ($17 → $132)
BUY ZONE: $70–$80 | Foundry turnaround underway, AI product ramp catalyst
10. $Qualcomm(QCOM)$
+210% ($120 → $248)
BUY ZONE: $150–$170 | Data center chip launch, AI edge computing dominance
11. $Enlight Renewable Energy Ltd.(ENLT)$
+700% ($14 → $96)
BUY ZONE: $28–$40 | Renewable power for AI data centers, 20GW project pipeline
12. $Lumentum(LITE)$
— +3100% ($35 → $1,085)
BUY ZONE: $650–$700 | AI optical networking beast, photonics infrastructure supercycle
These are the strongest stocks to buy and hold until 2030. I'm adding shares and for SPY January 2028 $800 calls.
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