After several days of pullbacks, quite a few stocks have moved beyond what fundamentals would justify, and some quality names are starting to look undervalued. At the same time, sentiment still feels a bit irrational, which is often where opportunities begin to show up.
Names like Microsoft, Tesla, Amazon, Intel, and Oracle are gradually moving into levels worth watching.
My sense is that today could bring more selective opportunities rather than a broad move.
This week might end up being more interesting than we expect