The market is experiencing a strong performance driven by AI hype, but investors should look for undervalued stocks with solid fundamentals. Stocks that have recently dipped significantly due to negative catalysts, such as CROX with its 'Hey Dude' acquisition issues, JD.com with its China-related risks, and Oracle with its AI focus, may present opportunities. The analysis shows that CROX has declining revenue and profit margins, but positive ROI and free cash flow. JD.com has shown strong revenue growth and decent cash flow but faces risks related to China's economy and regulations. Oracle, while a leader in enterprise software and AI infrastructure, has seen a recent dip in stock price despite strong revenue and earnings growth, with analysts expecting continued positive performance.