Jul. 22 at 8:39 PM
The next correction could create better entry opportunities.
Strong companies do not always need to be bought at any price. Patience and price discipline matter.
$ADI —
$382.81 | Target:
$473
Analog semiconductor demand remains a long-term opportunity.
$QRVO —
$88.93 | Target:
$127
Connectivity and semiconductor exposure create upside potential.
$HPE —
$46.72 | Target:
$69
AI servers and enterprise infrastructure are key areas to watch.
$CSCO —
$112.18 | Target:
$139
Networking demand could benefit from AI infrastructure growth.
A bullish thesis does not mean chasing every rally. The best opportunities often come when quality companies meet attractive valuations.
