The analyst lists 10 stocks at 52-week lows as their highest-conviction long buys, highlighting strong growth and value opportunities in each.
Each stock is described with bullish catalysts such as accelerating monetization, undervaluation, secular growth trends, and insider buying, supporting a long position.
47 stocks hit 52-week lows today. The market is throwing out the babies with the bathwater. Here are my 10 highest-conviction buys from that list $PLTR — my flagship position. ~550% open gain and it’s still on this list. AI platform monetization is accelerating. Government + enterprise contracts compounding. This is a gift. 2️⃣ $MSFT — Bill Ackman started accumulating in February at ~21x forward earnings. He flagged MSFT’s 27% stake in OpenAI as worth ~$200B — essentially not priced into the current share price. Bear market in one of the world’s best businesses. 3️⃣ $NFLX — Advertising tier scaling. Live sports rights expanding. Password-sharing crackdown driving sustained subscriber growth. This is a cash flow machine being sold because yields went up. Classic mistake. 4️⃣ $TTD — Programmatic advertising is a secular winner. Connected TV spending has nowhere to go but up. Rate fears punishing a business with real revenue and expanding margins. 5️⃣ $HUBS — SMB AI CRM leader. Every business needs marketing automation. AI product integration accelerating. Premium multiple compression = opportunity to enter a category king. 6️⃣ $NKE — Brand still dominant globally. New CEO turnaround underway. China recovery + direct-to-consumer mix shift = earnings inflection ahead. This isn’t a broken business — it’s a reset one. 7️⃣ $SAP — Enterprise ERP migration to cloud accelerating. RISE with SAP backlog growing. AI co-pilot integration into enterprise workflow is a massive unlock. European tech with real earnings. 8️⃣ $ICE — Rate volatility is a TAILWIND for $ICE. Higher rates = higher trading volumes on rate futures and mortgage tech. This one being at a 52-week low on a rate-hike fear selloff makes zero sense. 9️⃣ $CME — Same thesis as $ICE. CME THRIVES on volatility and rate uncertainty. Volume records get set in exactly this environment. This should be going UP, not hitting 52-week lows. Accumulate. 🔟 $MSTR — Saylor sold 32 BTC, market panicked. He then immediately bought 1,550 BTC the following week. The Bitcoin accumulation engine is intact. Discount to NAV at these levels = asymmetric entry. The best opportunities don’t announce themselves. They show up on a 52-week low list. Not financial advice.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +2.5% | +0.8% |
| 1 week | +17.4% | +14.3% |
| 1 month | +16.5% | +15.1% |
| 3 months | — | — |
| 6 months | — | — |