The analyst views the recent selloff in NeoCloud and AI infrastructure stocks as attractive buying opportunities for long-term investors and lists a watchlist of stocks to consider buying.
The recent selloff has created attractive buying opportunities due to near-term uncertainty priced in by the market, implying a long-term bullish stance.
NeoCloud $NBIS $CIFR $CRWV $IREN $DGXX $KEEL $HIVE $BTDR $APLD
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -6.8% | -6.3% |
| 1 week | -10.3% | -10.1% |
| 1 month | -20.9% | -23.3% |
| 3 months | — | — |
| 6 months | — | — |