The Post-Selloff Watchlist: 18 High-Conviction Tech Names
HYPERMARKET WATCHLIST FOR JUNE 9, 2026
— Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
— Custom AI silicon demand accelerating; photonics and data center interconnect exposure; Jensen pump [BUY]
— AI chip race heating up; data center upside isn't. Jensen pump [BUY]
— Small-cap speculative play; pump and dump [SELL]
5. $Roundhill Memory ETF(DRAM)$
— Memory ETF sold off hard last week alongside the broader chip sector; reversal setup forming. [BUY]
— AI cloud infrastructure buildout beneficiary; steady compounder with database moat intact. [HOLD]
7. $Applied Optoelectronics(AAOI)$
— Optical interconnect play; AI data center bandwidth demand structurally benefits this name. [BUY]
— Held support during the Broadcom-triggered selloff; AI accelerator demand remains structural. [HOLD]
— Licensing revenue scales with every AI chip designed on its architecture; dip is a gift. [BUY]
10. $Broadcom(AVGO)$
— Q3 AI forecast missed estimates triggering the 12% drop; but $100B+ full-year AI guidance still intact classic sell-the-news overreaction. [BUY]
— Trading well off its 52-week high of $84; quantum sentiment shaky but long-term thesis unchanged. [HOLD]
12. $AST SpaceMobile, Inc.(ASTS)$
— Low-earth orbit connectivity thesis intact; high beta name, wait for clean entry on strength. [BUY]
13. $Rocket Lab USA, Inc.(RKLB)$
— Space infrastructure play gaining contract momentum; pullback from highs offers better entry. [BUY]
14. $NEBIUS(NBIS)$
— BofA raised target to $280 today; $1.7B UK expansion announced and 684% revenue growth YoY. [BUY]
15. $Meta Platforms, Inc.(META)$
— Sold off ~4% recently on $80B AI capital raise news; long-term AI infrastructure commitment is actually bullish. [BUY]
— AI Copilot monetization ramping; hyperscaler capex commitment supports multi-year earnings growth. [BUY]
17. $Apple(AAPL)$
— Lagging the AI cycle narrative; holding support but no near-term catalyst, patience required. [HOLD]
18. $Intel(INTC)$
— Down significantly in the recent selloff; turnaround story is long and painful, wait for real catalyst. [BUY]
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