Key insights
- The author observes similarities between the current market downturn (driven by Iran tensions, oil spikes, inflation, and Meta's legal issues) and a previous downturn triggered by tariff concerns. Learning from past mistakes, they've started scaling into desired stocks like NVDA, AMD, and XOM, viewing it as a 6-12 month play. They acknowledge potential for further downside but believe the current fear presents a decent entry point, drawing parallels to last year's market recovery.
Last year it was april 2nd, 2025. Tariffs, panic, every headline screaming crash. Today (march 26, 2026) feels weirdly similar. Almost exactly one year apart.
I’ll be honest last april I panicked a little. Watched my portfolio drop 10%+ in days and sat on my hands. Took me a while to start buying, and by the time I finally did, the snapback was already underway. Then those who bought heavily during the downturn made a fortune by summer.
Not saying it’s exactly the same. Last year the fear was tariffs and trade war. Now it’s iran + oil spike + inflation jitters + meta legal mess. Different drivers, same kind of “sell first, ask questions later” energy.
So this time I’m not waiting for a “clear bottom.” Already started scaling into stuff I wanted to own anyway: added a bit of nvda and amd on the dip semis got crushed but the ai story hasn’t changed.
Picked up some energy names (xom) basically as a hedge. If oil stays hot, they’ll print. If oil cools, I’m okay holding.
Left some cash aside in case we go lower, but I’m treating this like a 6–12 month play, not a day trade.
I’m not saying we’re going to v-shape back up tomorrow. Maybe we chop around for a bit. But based on last year’s , the window where everyone’s terrified is usually a decent entry
Curious what you guys are doing
Anyone else buying the dip, or are you waiting for more pain?
Does this actually feel like last april to you, or different this time?
And the big one are you touching meta after that jury ruling, or staying far away?
Honestly just trying to stay disciplined and not let the noise make me do something stupid. Would love to hear how others are playing it.
Not advice, just someone who learned the hard way last year and doesn’t want to make the same mistake again.