Names I am looking to dip buy if we get to 610-615 on SPY

4 of my contrarian ideas that are hopefully right.

I rarely talk about my performance because it’s easy to fake and hard to calibrate how much risk someone took to receive those returns. In one of my folio it stands at 66% YTD. The other broker doesn’t allow me to take screenshot like these.

In my last message on 16 Mar , I talked about how I am raising cash in my folio since a few weeks and that bounces were to be sold. This bounce seems no other, especially because Trump yesterday said nothing new in his speech.

Trump TACO’d 3 times and markets simply ignored until 2 trading days ago. And now this reaction is getting awashed too. Remember that bullish news + bearish action = bearish

This rally has been so good so far, but On a dead cat or oversold bounce, the QQQ is going to rebound aggressively to overbought conditions, stop there, and then crash back down to earth.

So we gotta stay vigilant and watch the reaction today and tomorrow, SPY at 610-615 is gonna be very juicy if there is a last leg downwards.


My entire strategy is to find misunderstood names that are overly negative and get a good entry point. Timing the macro markets perfectly is not where the real money is made, but rather buying when everybody is scared in strategic SPY and QQQ levels like 610-620. Thats when I get in heavy with the cash I raised.

This has allowed me to do well as well as stay calm in these moments of volatility. My opinion is that the markets don’t bottom when Oil is still making all time Highs. Lets see

That being said, here are some of my favorite names to play right now. I usually talk about small caps, however, in downturns, you wanna get into famous big names so you can hold with conviction and for the strong bounce.

RDDT

It is getting lumped into a software basket. Too much negativity for a product that has real network effects and real moats. Yes there is some scare around META’s lawsuit and being liable to creating addictive software, but it is worth to look at

It’s showing early signs of Operating leverage. Expenses are not lifting off as fast as the profits are. This is a sign of a great business. Ofcourse the margins and cash flow is seeing a lift as well

I am super pleased to see the uplift in ARPU in the US as well as the global average revenue. Seems like they have been able to grow their Daily active users as well as the revenue they generate from them

Stockdrifts is working on a feature to identify if growth is accelerating or decelerating. Market is punishing deceleration, so this feature is important. In the meantime here is a snapshot of how growth is slightly accelerating in the US and Internationaly

Buy Zone: $90-$110 is a great accumulation zone

MU

All the news about DRAM prices dropping is peak stupidity.
90% of DRAM is sold as contracts and the contract prices is what actually matters.

This is what reputable research house are talking about. 60% QoQ increase in 2026. HOLD MY BEER!!

There are plenty of X posts talking about how turboquant is a year old innovation and how it is not going to relieve the pressure on tight Memory supply

This correction is a gift. Just look at how this revenue is actually accelerating. Not growing, but accelerating.

Another reason why MU is a better bet than SK Hynix and Samsung because MU has better access to North American helium-linked supply chains

U.S. helium logistics can be more secure during the Iran and US war

Helium prices have roughly doubled since the Iran war began, according to Fitch Ratings. Severe helium disruption is actually bullish for premium memory pricing And that usually helps Micron compared to its Asian competitors

Ofcourse, MU has done 3X suddenly from the last base, so you gotta be careful about your entry points. I am eyeing the 260-290 level. Fingers crossed.

Buy Zone: $260-290

Rest articles covers 2 more names I am excited about