Jun. 27 at 9:00 PM
My July Advice:
Stay aggressive on quality names during dips. The best opportunities come when fear shows up and conviction is tested.
$NVDA - Strong Buy (AI compute leader + demand expansion cycle)
$GOOGL - Strong Buy (AI + search + cloud monetization re-rating)
$ORCL - Buy (enterprise cloud + database + AI infrastructure layer)
$HOOD - Buy (retail trading + fintech cycle sensitivity)
$RKLB - Buy (space infrastructure + launch cadence scaling story)
This is a cross-sector basket tied to AI, cloud, fintech, and space infrastructure.
Ieadership in this market is increasingly narrative-driven, but execution still decides who compounds long-term.