4 AI Stocks Near a Potential Reversal: $ARM, $MRVL, $ORCL & $NOW π
10 days ago, I called out $Tesla Motors(TSLA)$ bottom for 2000% play.
Here's 4 super AI stocks about to reverse too:
The 1st is $ARM Holdings(ARM)$
Its down 46% from its all time highs $452. Without $ARM CPUs, $NVIDIA(NVDA)$ AI system can't even function. It's CPU architecture behind every AI data center's host processors and power efficiency.
Look at this chart. I'd buy LEAPS for sure Jan 2028 $500 for $40.
If this is too expensive try this one here:
For $ARM, you can get Mar 2027 $400 calls for a swing.
There 3 other super stocks super cheap are: $Marvell Technology(MRVL)$ -28% from ATH ($330 β $237)
Custom AI silicon and optical interconnects stitching hyperscaler data centers together. $NVIDIA(NVDA)$ CEO said this is a trillion dollar company too.
$Oracle(ORCL)$ -58% from ATH ($346 β $146)
OCI rents the GPU compute frontier labs need to train. This one is competing against $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $TeraWulf Inc.(WULF)$
$ServiceNow(NOW)$ -46% from ATH ($240 β $128)
Enterprise workflow layer where agentic AI actually gets deployed at scale
This one you can get under $10 for a swing play:
$NOW Jan 2028 $252 for $11.50, but if you wait a few weeks you'll get this cheap under $10 for sure. You just buy and wait:
1. AI is real revenue now. AI ACV crossed $1B in Q2, net new AI ACV +40% sequentially, agentic deployments up 9x in nine months. The $1.5B FY target is credible, not aspirational.
2. Growth re-accelerated. Subscription revenue re-stepped to 23% cc from 19%. cRPO $13.2B (+21%), RPO $29B. Guidance raised twice this year to $15.76β15.78B.
3. It was a multiple derate, not a broken business. Down 37% YTD while margins held 31.5% op margin, 35% FCF margin, Rule of 56 heading to 60. No new news required to rerate.
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