Jul. 2 at 8:35 PM
WE ARE IN AN AI TRADE BEAR MARKET 🐻
(% from ATH) 🔴🔴🔴
$CLS $322 (-30%)
$GLW $199 (-26%)
$ARM $318 (-26%)
$MRVL $245 (-25%)
WHAT ARE YOU BUYING??
CLS, GLW, ARM, and MRVL each play a key role in the AI ecosystem—from electronics manufacturing and optical materials to chip IP and high-speed networking. While short-term sentiment can pressure prices, the long-term drivers—AI compute expansion and data center investment—remain firmly in place.
I'm focused on earnings growth, technology leadership, and market share over the next several years, not just today's price action. The best opportunities often appear when market sentiment is at its weakest.
If you could buy only one on this pullback, would you choose CLS, GLW, ARM, or MRVL? Share your thoughts in the comments!
