Jun. 11 at 3:20 PM
SUMMER AI PULLBACK OPPORTUNITY
When SPY crashes 10–20%, focus ONLY on bottleneck AI names. No bottlenecks = no AI.
$ASML - ASML Holding
$1735 → Buy Zone:
$1300–
$1400
EUV monopoly moat, prior ceiling now support
$AMAT - Applied Materials
$489 → Buy Zone:
$390–
$400
Chipmaking leader, prior resistance = demand zone
$TSM - TSMC
$407 → Buy Zone:
$350–
$360
Foundry monopoly, 30% YoY rev surge, strong institutional base
$ANET - Arista Networks
$149 → Buy Zone:
$125–
$135
AI networking dominance, consolidation support
$CIEN - Ciena Corp
$429 → Buy Zone:
$300–
$320
Optical supply crunch through 2029, post-earnings gap support
RESHARE & comment - I’ll DM my top 3 to grab next week while the selloff continues.