Most attractive opportunity in the market right now?

NOW is at a 52 week low despite having strong earnings the past two or three quarters. I’m hoping it starts an upward trend soon.

I asked AI for the "pick and shovels" of the current phase during the AI boom. below are the companies it told me and my current returns as a reference. These were purchased beginning of December:

ASML: 26%
TSM: 24%
AVGO: -15% (i scratch my head at this one being down like it is compared to the rest)
AMAT: 22%
ETN: 15%
PWR: 12%
ANET: 5%
MU: 78% (of course this was one of my lighter entries and im upset by that )
KLAC: 20%
VRT: 32%

Surprised in the return overall tbh. I was skeptical trusting the AI, but I wanted to see what suggestions it made compared to my own due diligence in the space. The gains are making sense to me while watching the rotation out of software companies that are getting "crushed". These listed companies are the suppliers of the continued CAPEX spending by the hyperscalers and software companies.

I've also utilized the XLP consumer defense ETF recently to help offset the tech sell off. That's been a nice place to rotate some profits.

ETA: if ETF's are something you consider, look at the SMH semi-conductor ETF. it holds the majority of the single companies i listed above and some other similar ones. last i saw i think it was up over 11% YTD already after being up 60%+ over last 12 months.

As a former Sofi customer I wouldn’t touch them. A lot of their clients have left due to policy changes they’ve made as they’ve grown

I bought Lemonade today so that’s my pick. Amazon and robinhood will be fine but HOOD might be scary with their crypto exposure. My own personal additions to the list would probably be Reddit, take-two software, Netflix, affirm and nebius as great opportunities

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robinhood will be fine but HOOD might be scary

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Isn't that the same thing??

MSFT is good buy right now.

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HOOD ALAB PGY SOFI PLTR LEU LMND GILT AMZN ???

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Pretty bold approach trying to hit a second home run with stocks that flamed out early not a slump after circling the bases last year.

Hell, there’s a bunch of cornerstone stocks with 5-8% dividends that are also running 15+% gains right now. Worst case you sit on it for a couple months and absorbe the dividend.

ENB
MO
T
VZ
VALE
TGT
UPS
O
CVS

I think I’ll run with my old Divie ladies a
Bit longer.

If you want to transfer to something sexier with limited risk thats also a little more grounded, just Seek an obscure ETF with a mind of its own.

VPU +15%
VGPMX +133%.
USAGX+ 154%

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If AI were smarter it would have told you about AMKR at the time. But well done!

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It’s on a hell of a discount right now. zero dilution on the secondary offering to make kim family no longer majority shareholder. Huge Arizona facility expansion, this stock is extremely undervalued.

The best time to invest in the stock market was 30 years ago.

The second best time is now.
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Thought that was when to plant a tree.