I strongly believe that...

$ASML, $GOOG, $HIMS are the 3 best risk-reward opportunities in the market.

REITs like $O, $VICI are both trading at great valuations here.

Growth stocks like $MELI, $NU, $CELH are super attractive here as well and should outperform.

$MDLZ, $PEP, $HSY are three super beaten down consumer staples, great risk-reward.

$OXY is the best oil play here, also cyclical.

$AMD is another great cyclical play here.

$UNH, $ELV are too beaten down and trading for dirt cheap valuations with fast earnings growth.

$CNI, $CP, $UNP the railroads have ocean wide moats with minimal risk here.

$UBER is attractive here if you don't believe in the robotaxi thesis.

$NKE is too cheap here with a strong brand, great earnings report and guidance is likely conservative so easy to beat with new CEO.

$CROX is just stupidly cheap.

$PLTR, $TSLA are still way too extended and expensive here, wouldn't touch these!

Agree or disagree overall with my stock market takes?? 🤔