Index going up. Look for undervalued stocks now. Photonics, and memory is dipping. Can buy the dip. Some software like $AppLovin Corporation(APP)$   and $Oracle(ORCL)$  also have not recover. 

Lastly, $Alibaba(BABA)$  also dropped after earnings. Insiders bought. 

All these stocks can buy for September 

# Look Back, Trade Forward| review in August, planning for September

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  • PSG2010
    ·11:43
    APP and ORCL aren’t the only tells here — SNOW and CRM post-earnings action matters too. Feels more like software rerating than a clean all-clear
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  • jazzyco
    ·11:43
    BABA already looks priced back to pre-Covid levels, and the buyback plus breakup optionality gives it decent upside. APP still feels expensive to me
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