4 Stocks I Just Bought in This 10% Nasdaq Selloff (Google & Meta)
1 extracted signal · 0 resolved · 1 still active
Tony ChungIndependent analyst profile- Source published
- 04 Nov 2026, 00:36 UTC
- Recorded by Tahlil Plus
- 04 Nov 2026, 04:16 UTC
AI-generated source summary
The Nasdaq 100 has entered a correction, falling over 10% from its peak, with high volatility indicated by the VIX index up over 30%. Major tech stocks like GOOGL and META have seen significant drops of over 13% and 16% respectively in the past week/month due to earnings reports. Other AI-related names like ORCL and CRWV are also selling off sharply. The speaker is bullish on GOOGL, buying shares between $270-$280, targeting $270 with a stop above $290, citing strong underlying performance in cloud services despite broader market sentiment. They are also interested in NVDA, buying near $200-205 with a target of $200 and stop above $211, seeing it as a potential long-term growth stock despite recent drops. The overarching thesis is that while the market is volatile, companies with strong fundamentals and AI/cloud exposure are presenting buying opportunities at discounted prices. The speaker believes these companies will continue to grow despite market fears.
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Tony Chung
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