MichaelPerez
06-29

Continuing the watchlist on the same theme, but from a different angle: the contrast between “fear pricing and long-term dominance.”

I'm closely watching 6–10 potential setups:

$Alphabet(GOOGL)$  - under $400

$Robinhood(HOOD)$  - under $85

$Broadcom(AVGO)$  - under $400

$SanDisk Corp.(SNDK)$  - under $3,200

$Roundhill Memory ETF(DRAM)$  - under $100

The market often misprices quality during volatility spikes, particularly in AI, semiconductors, and fintech.

These price levels are where conviction is built, not after breakout headlines. If the macro tailwind holds, these are the types of names that could lead the next leg higher.

Stay patient and let the price come to you.

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