r/valueinvesting
Stocks on discount.
Author views recent market dips as a buying opportunity, citing strong AI demand and controlled macro indicators.
- Geopolitical issues will likely be resolved, and macro indicators like VIX and bond yields remain under control.
- Underlying demand for AI and semiconductor build-out is still intact.
- Valuations for SaaS, semiconductors, and energy stocks are currently at a discount, offering good DCA opportunities.
It is unfortunate about the bombing in lebanon which causes the ripple effect for our stocks to go down.
I dont fancy trump but i do believe he and his team will find a way fix the issues between israel and iran by any means necessary.
Knowing trump personality, he is the kind of guy would get the job done whether its the honest or crooked way.
Either way, i do believe most stocks are on discount now especially the semicon, infras, energy and etc. Just remember, the demand is still there for ai and semicons build up. Maybe buy a bit of SaaS stocks if you want, it may still go down further but most of the values are there. Stocks like Servicenow and Salesforce are okay.
Sweep up more of those stocks that has dip in your portfolio. DCA it.
I know many believe the stock is gonna burst any day now but looking at the Vix, oil price, Move, skew, 10y, 2y and etc. All is still under controlled. I strongly believe we still have a few good months before anything happen especially when the election is around the corner.
So dont fret. Just stay cool. Relax for the day or the week. Market should bounce back stronger than ever in days to come.