Aug. 10 at 2:34 PM
Earnings quality eventually cuts through short-term noise. Long-term high-conviction targets for the next pullback:
$PLTR :Buy target below
$120 | Commercial AIP acceleration
$META :Buy target below
$550 | Ad tech & AI ecosystem
$GOOG : Buy target below
$300 | Cloud & search monetization
$AMZN :Buy target below
$200 | AWS infrastructure anchor
$ORCL :Buy target below
$120 | OCI database & cloud expansion
Plan the trade and trade the plan.
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