Bank of America just screened the AI trade for stocks that have fallen at least 20% from their highs but are still rated Buy by its analysts. The list includes names across memory, cloud, data centers, power and AI infrastructure - including MU, CRWV, ORCL, VST, META and others. What makes this interesting is that these aren’t just random beaten-down stocks. BofA is specifically looking for companies where the long-term AI thesis may still be intact despite the recent selloff. I’m not buying all 16 - but this is exactly the kind of list I want to study when the market gives us a reset. Which one would you research first? https://www.instagram.com/stockswithpawan/reel/DcHj2nqAo6h/
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1 Comments
Vishal @thegodinvestor · 3h
MU all the way
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