Meta, Amazon, IREN, AppLovin, Oracle, Alphabet and Broadcom are stocks to be greedy on now that the Fear & Greed Index has hit fear, following Buffett's advice to be greedy when others are fearful. x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Ten quality stocks are worth being greedy on while the market sells the fear, given their drawdowns from all-time highs: Microsoft 28%, ServiceNow 47%, Netflix 45%, Uber 25%, Oracle 54%, Meta 13%, Spotify 37%, Salesforce 54%, Shopify 30% and SoFi 39%. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Micron and SanDisk are headed for an epic selloff eventually, driven by market FOMO rather than the companies' fundamentals. Investors are piling in, and once a few sell, many will follow, much like Strategy in 2024 or AppLovin last year. It could come in three months or tomorrow, and the stocks may recover afterward, but stocks don't go straight up. x.com  x.com  x.com 

Nebius, AST SpaceMobile, Ondas and Rocket Lab are worth buying now that the Fear & Greed Index has hit Extreme Fear again, as panic is when smart money accumulates. Over the past year, buying at Extreme Fear worked: April 2025 returned 13.6% in a month and 25.7% in three, and October 2025 returned 1.3% and 4.6%. x.com 

These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com  x.com  … Show more

SanDisk has likely topped for this cycle, and memory stocks such as Micron are rolling over even though fundamentals still look incredible. In cycles, price weakens first, estimates and targets fall later, and the narrative flips only after the damage is done, with vicious failed rallies along the way. SanDisk already guided lower, its gross margin has plateaued and price action has been terrible, so it likely goes lower. Sell on technicals rather than waiting for fundamentals to erode. x.com  … Show more

Hedge funds went too lopsided short before Amazon, Microsoft and Alphabet's earnings, setting up an aggressive short-covering rally if they deliver this week, as expected. SPCX crushed and ANT's S-1 was quite good, leaving a potential two-week rally on a razor's edge. x.com 

AI, retail, healthcare and crypto exposure could make these 12 monster buys now. IREN builds AI cloud; Walmart grows ads and e-commerce; Netflix adds streaming ads; IonQ builds quantum computers and buys networking firms; Hims & Hers sells care direct; Coinbase earns from custody and stablecoins; Nvidia's CUDA locks in developers; Oscar targets self-insured customers; CoreWeave rents GPUs; Lumentum supplies AI optics; Block spans payments; Strategy holds bitcoin. x.com  x.com  x.com  x.com  x.com  … Show more

Nebius looks too extended to buy after a 200%-plus run this year, even though its execution has made it the standard-bearer of neoclouds and the price isn't expensive long term. In a market this volatile, entry price matters a lot: a 50% drop from a chased price needs a 100% gain to recover. Holders can hold, but new buyers should wait for FUD and a better entry, since weakness will come eventually. @daniel_koss expects Nebius to guide to $20-30B of 2027 ARR and deliver $35-40B. x.com  x.com  … Show more

Deep drawdowns and extreme pessimism are making the long-term risk/reward more attractive for AI-infrastructure names such as Cipher Mining, CoreWeave, Eos Energy, Galaxy Digital, IREN Limited and T1 Energy. After 50-90% drawdowns, many trade at bear-market discounts and near major support, making downside easier to define. This depends on believing their long-term fundamentals and growth; not every name will be a winner. x.com  x.com