If SPY pulls back 10–20% this summer, that's when real opportunity could show up.
I'm watching a few names for the next leg higher:
$Lumentum(LITE)$ is the optical switching layer of AI infrastructure, still tied to the long-term data center buildout.
$Micron Technology(MU)$ offers memory cycle leverage tied directly to AI server demand.
$SanDisk Corp.(SNDK)$ provides exposure to NAND storage, with inference demand still expanding.
$T1 ENERGY INC(TE)$ plays into data center power infrastructure, related to grid and AI energy bottlenecks.
Market selloffs don't kill trends… they reset positioning. The strongest names usually come out of corrections leading the next leg higher.
Sharing my framework and levels - no paywall, just structured positioning thinking.
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