Jun. 4 at 11:33 PM
Top 5 “bag holder” names I’d aggressively buy if the market ever gave these prices:
$DUOL at 10 – premium growth at deep panic valuation
$LULU at 25 – brand strength + consumer reset opportunity
$IREN at 15 – AI compute + energy leverage at discount
$ASTS at 25 – space/mobile connectivity long-duration bet
$SOFI at 8 – fintech growth story with rate sensitivity
Not predictions-just levels where risk/reward gets so asymmetric that I’d rather be early than scared.
Sometimes the best entries only show up when sentiment completely breaks.