Jun. 24 at 9:55 PM
$PLTR at
$116
$TTD at
$18
$MSFT at
$370
$META at
$560
$TSLA at
$380
buying opportunity or not
Tech pullback is getting juicy.
$PLTR at 116 still carries a premium, but macro leaders like
$MSFT at 370 and
$META at 560 are looking highly attractive as their AI monetization remains robust. This feels more like a healthy correction than a trend reversal.
Meanwhile,
$TSLA at 380 and
$TTD at 18 are seeing heavy debate. Is the growth story breaking down, or are we staring at a generational buying opportunity?
My take: Don't just buy the dip blindly—focus on forward PEG and gross margins. If macro headwinds persist, we might see one final flush. But for long-term capital, premium businesses rarely come this cheap.
What's your move here? Which ticker are you adding to your watchlist, or are you sitting in cash? Let me know your game plan below!
