Billy Invests — sniff.trade

Billy Invests

6 episodes · 15 trades · 1 speakers

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TRACKED TRADES

@billy_invests

3d

Three of the biggest companies behind the AI chip boom have officially entered bear market territory. But with semicond

IDEAS · 4

KLAKLACLONGLong KLA Corp: The recent sell-off presents a massive buying opportunity as the company is positioned to benefit from semiconductor equipment spending doubling by 2028, driven by increasing demand for their defect inspection systems as chips become more complex.$179.68-12.15%›LRCLRCXLONGLong Lam Research: The stock is a major buying opportunity following the semiconductor pullback, as it is positioned to be one of the biggest beneficiaries of accelerating spending on memory and AI chips.$296.08+3.44%›AMAAMATLONGLong Applied Materials: The stock is a buy on the recent pullback because it offers the broadest exposure to the projected $100 billion increase in semiconductor manufacturing spending over the next few years.$500.73-4.29%›GOOGOOGLLONGLong Google: The stock is in a buy zone and presents one of the best setups in the market after dropping near $218 post-earnings.$355.11+6.65%›

@billy_invests

6d

AI stocks are getting crushed, but I don’t think the AI cycle is over. The market is reacting to stretched valuations,

IDEAS · 1

MUMULONGLong Micron (MU) on the current dip, as AI infrastructure spending flows directly into memory chips amid ongoing supply constraints and projected industry-wide shortages.$809.95-11.42%›

@billy_invests

1w

Market selloffs create some of the best opportunities, but only if you have a plan before the fear starts. I map out my

IDEAS · 2

MUMULONGLong Micron Technology: map out key support levels to systematically buy the dip during market selloffs.$809.95-16.79%›NBINBISLONGLong Nebius Group: buy in the $160-$170 support zone with a target of $200+ as rebounds happen fast when fundamentals are intact.$187.37-15.35%›

@billy_invests

3w

AI stocks are getting crushed today, but I don’t think the long term thesis has changed. This looks more like profit ta

IDEAS · 2

SOXSOXXLONGLong the iShares Semiconductor ETF (SOXX) as the recent sell-off is merely profit-taking and a valuation reset, while AI supercycle fundamentals and hyperscaler capex remain fully intact.$495.75-9.11%›AVGAVGOLONGLong Broadcom (AVGO) as it sits on key support at the 50-day moving average, with a plan to add more if it drops to the $150 trendline.$382.63+3.73%›

@billy_invests

3w

Market corrections are not the time to panic. They are the time to build your watchlist, stay patient, and buy high qua

IDEAS · 3

AVGAVGOLONGLong Broadcom (AVGO) on dips as it remains a top AI infrastructure play with long-term revenue visibility secured by a custom chip deal with Apple through 2031.$382.63+3.62%›DRADRAMLONGLong the Roundhill Memory ETF (DRAM) on dips because the memory cycle has room to run, driven by a supply crisis expected to last until 2028 and upcoming catalysts like the SK Hynix IPO.$50.25-18.51%›RKLRKLBLONGLong Rocket Lab (RKLB) on dips following its $8B acquisition of Iridium, which transforms it into a fully integrated space business with analyst price targets up to $150.00.$63.80-23.34%›

@billy_invests

4w

Nvidia’s CEO just revealed the next stage of AI. Physical AI could be the next major market theme, and these are 3 stoc

IDEAS · 3

ROKROKLONGLong Rockwell Automation as it is the largest industrial automation company and has partnered with Nvidia to integrate AI into factory robots.$472.21-3.61%›CGNCGNXLONGLong Cognex because its machine vision systems, powered by Nvidia chips, are essential for physical AI and robots to see.$65.37-4.01%›TSLTSLALONGLong Tesla because its Optimus humanoid robots could become its biggest product, making the current stock price look cheap.$309.29-25.29%›