What stock am I adding to my "buy the dip" list right now?

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EPISODE SUMMARY

• 🧨 Short Report Shock: What Citrini’s “2028 Global Intelligence Crisis” note and a top Substack short report actually change for AI, hyperscalers, and the broader market—versus where I think the reaction is pure fear.

• 🎙️ Investing Experts Recap: Highlights from my Investing Experts appearance—how I’m pairing Seeking Alpha with TrendSpider Sidekick, why I still like large‑cap tech and energy, and the $MSFT vs. $XOM valuation comparison everyone should see.

• 📊 Alpha Picks in Action: Managing a high six‑figure Alpha Picks portfolio with only one position down more than $200, why $STRL and gold miners like $SSRM have been quiet monsters, and how I’m using Sidekick + Quant rules to size winners and weeds.

• 💾 Memory vs. the Shorts: Breaking down Citron’s $SNDK short, Burry‑style timing risks, competing takes from Uttam on surging NAND prices, and how I’m thinking about when the memory trade might finally cool.

• 💸 Deal Rumors & Setups: What a potential Stripe bid means for $PYPL, how I’m using tools and AI to weigh upside vs. risk, and the names on my radar into the next earnings wave—$PYPL, $RIVN, $NFLX, $BE, $HOOD, $CRCL, $NVDA, $CRM, $SNOW, $ZM.

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