I am talking about real companies that are on discount , companies that have a more defensive profile and always will be there no matter the AI spending cycle.
Companies that are on a sale is for example INTU, META, ADP, ZTS, CMCSA, VICI, PFE, BMI.
And no, I’m NOT worried about the debt of some like PFE, CMCSA. Also CMCSA has a low payout ratio of below 30% and 5Y CAGR of 7% on already high dividend. PFE I see more as a bond kinda.
People are talking about buying the dip on MU NVDA SNDK and so on, but there are no dips there. Especially MU SNDK are so cyclical and depending on short term memory prices, imo the prices of the stocks should be around 60-70% lower for being worth to buy.
I personally made a small loss on MU when I sold around 100$ , but good luck to everyone in it, I see that it have shoot up like a meme-stock lmao.
(Not financial advice. I own these stocks so I may be biased but I also hold roughly 70 others + broad index funds. Do your own research.)