3 Stocks With $113 Billion Backlogs Are Down 50% #trading #howtoearnmoneyfromusstockmarket

AI-generated source summary

The analysis focuses on three AI infrastructure stocks: STRL, VRT, and SNDK. The speaker highlights that despite recent price drops of 30-50% from their all-time highs, these companies have strong fundamentals. STRL has a current price of $563.69, with a target of $700.00 and a fail bound of $500.00, and is currently in a bearish trend. VRT is trading at $253.14 with a target of $300.00 and a fail bound of $200.00, also in a bearish trend. SNDK is at $1660.46, with a target of $1900.00 and a fail bound of $1500.00, and is also experiencing a bearish trend. The speaker attributes the price dips to short-term market noise and panic selling, while emphasizing the companies' large backlogs exceeding $113 billion combined. Sterling Infrastructure (STRL) has seen significant revenue growth of 192% year-over-year in its E-Infrastructure segment and a $5.6 billion combined backlog. Vertiv Holdings (VRT) has an order backlog of $15 billion for fiscal year 2025, with net sales projected at $10.2 billion, and its stock drop is seen as an institutional entry point. SanDisk Corporation (SNDK) has a projected revenue growth of 80% and a forward P/E multiple of 5.8, with multi-year backlogs remaining strong. The analysis suggests these pullbacks represent opportunities to buy solid companies at a discount.

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