Annie 所长|Oct 15, 2026 04:41
How to layout after the sharp decline of the US stock market? These stocks are actually worth keeping an eye on!
1. NVIDIA NVDA
High interest rates may suppress the valuation of technology stocks, but leading companies like Nvidia are actually more worthy of attention. Compared to chasing high-risk small bills, it may be a safer choice to observe large market value high-quality companies at low prices during market panic.
2. Google GOOGL
When the market's risk aversion sentiment heats up, funds may be more willing to choose tech giants with solid fundamentals, large business scale, and relatively stable cash flow, rather than high-risk AI concept stocks.
3. Oracle Bone Script (ORCL)
The demand for AI computing power remains a long-term investment priority, and compared to some high-risk emerging cloud computing companies, it is more suitable to consider mature enterprises such as Oracle.
4. Micron MU
We cannot attribute all the decline to problems in the storage industry. What is more important now is the overall decline caused by macro factors, not the deterioration of the company's own fundamentals.
5. Western Digital WDC
Prioritize focusing on Micron in the storage sector, rather than chasing volatile targets such as Western Digital. This is not to say that the fundamentals of Western Digital are necessarily worse, but to control risks and screen targets.
6. SanDisk SNDK
In the storage sector, there is a preference for Micron over SanDisk. Next, we need to observe whether the overall sector has stopped falling and whether individual stocks can regain the favor of funds.
7. Nebius NBIS
Emerging cloud computing companies are typically more sensitive to financing environments, capital expenditures, and market risk preferences. Nebius is a relatively leading player in Neocloud, but it is a high volatility growth stock that may experience a significant pullback.
8. CoreWeave CRWV
The follow-up focus will be on whether financing costs, capital expenditures, cash flow, and stock prices can stabilize. If the market continues to be concerned about interest rates and debt risks, such high elasticity targets may still have to fall.
9. S&P 500 SPY
The current pullback cannot be directly defined as a stock market crash, as the S&P 500 is still near its 50 day moving average and there is still some room for improvement from its 100 day moving average. Next, we need to focus on PPI data and whether the market has further fallen below the key moving average.
10. Nasdaq QQ
As the earnings season progresses, leading companies that truly possess profitability and performance support may gradually widen the gap with high-risk concept stocks. Don't rush to guess the bottom in operation, first look at the data, moving averages, and financial performance.
If you want to find opportunities, you also need to pay more attention to relatively mature leaders such as NVIDIA, Micron, Google, Oracle, etc!
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink