If SPY Drops 10%-20%, These Are the First Stocks I'm Buying
Biggest generational buying opportunity for $SPDR S&P 500 ETF Trust(SPY)$ is in June.
When SPY crashes 10%-20% buy these:
~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
~$204 | Buy zone: $180–$190
Jensen just publicly endorsed QCOM. ByteDance ASIC deal massively underappreciated catalyst.
~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.
~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
~$360 | Buy zone: $300–$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.
~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10. $Meta Platforms, Inc.(META)$
~$586 | Buy zone: $520–$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.
11. $Applied Optoelectronics(AAOI)$
~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12. $Lumentum(LITE)$
~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13. $Palantir Technologies Inc.(PLTR)$
~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.
14. $Marvell Technology(MRVL)$
~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15. $Advanced Micro Devices(AMD)$
~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16. $IREN Ltd(IREN)$
~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17. $NEBIUS(NBIS)$
~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.
🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
Hot Merch Returns · Up to 43% Off
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
