$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:

1. $Micron Technology(MU)$

+1350% ($62 → $820)

BUY ZONE: $550–$600 | HBM4 memory supercycle, AI data center demand exploding

2. $SanDisk Corp.(SNDK)$

+5900% ($27 → $1600)

BUY ZONE: $700–$800 | AI optical engine contracts, $50M Lumilens order, redomicile vote June 26

3. $Alphabet(GOOG)$

+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

5. $NVIDIA(NVDA)$

+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

7. $IONQ Inc.(IONQ)$

+1400% ($6 → $84)

BUY ZONE: $20–$30 | Quantum computing first-mover, gov contracts expanding

8. $Bloom Energy Corp(BE)$

+3100% ($10 → $310)

BUY ZONE: $140–$160 | Oracle 2.8GW deal, AI data center power play, revenue +130% YoY

9. $Intel(INTC)$

+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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