How to Buy This AI Selloff Without Catching a Falling Knife

Some of these beaten-down stocks are hiding jade. Here's how to find out which ones before you pay full price.

How to Buy This AI Selloff Without Catching a Falling Knife VIEW IN BROWSER  |  FOLLOW LUKE ON 𝕏 Along the border between Myanmar and China, wealthy collectors play a game with rocks. The rocks are jadeite boulders. They are gray, dull, and roughly the size of a bowling ball. Pretty ugly things, honestly. While some contain a green jade worth millions, most contain nothing at all. But that is not the cruel part… for that, you cannot know which is worth millions and which is worthless until you pay full price and cut the stone open. Wharton professors Christian Terwiesch and Karl Ulrich tell that story in The Innovation Tournament Handbook, and they add a twist. Imagine, they say, that for a small fee you could drill a tiny test hole first and sample the stone dust before committing your fortune. You’d no longer be gambling but investing… You invest a little to learn a lot. What’s more, your odds of finding the gem increase exponentially. Think of the AI trade the same way. After the selloff we have endured through the first half of 2026, the market is a pile of gray boulders. The fundamentals tell me some of these stocks are hiding serious jade. Triple-digit revenue growth. Expanding margins. Multibillion-dollar government contracts. But the tape is broken, and buying a stock in freefall is paying full price for an uncut stone. Do not do it! Drill the test hole first. Let the technicals confirm a bounce, and then buy. On this week's episode of Being Exponential, we ran five subscriber-submitted stocks through exactly that filter. Some passed. Some did not. And one gave us the clearest picture of how to play this entire correction. Let's dig in. Recommended Link I paid $5,000 to hear Elon say this I recently paid $5,000 to be in a room with Elon Musk in Los Angeles. And what he said in that room, confirmed everything my 15+ years in the tech industry had been telling me. I believe what Elon is launching right now — a project 27 years in the making — could be his biggest move yet. If you buy just one stock in 2026, I urge you to make it the one I’m giving away for free here. The Gem With a Cracked Chart Applied Optoelectronics (AAOI) has been hit hard. Very hard. We are down roughly 47% from the highs, matching the stock's biggest pullback since this uptrend got going in the summer of 2025. We have lost the 50-day moving average. We have lost the 100-day. We broke the March high around $127 emphatically. Only the 200-day is still holding. That is a cracked chart. No sugarcoating it. But crack open the fundamentals, and the jade is glowing. We are talking about a company on track to grow revenues about 125% this year to more than $1 billion, then roughly 160% next year to nearly $2.7 billion, then more than 50% again the year after that. Gross margins march from about 30% toward 40% by 2028. EBITDA flips from a loss last year to a projected $500 million-plus by 2027. And you get all of that for about 34 times forward earnings. There is nothing not to like in that setup. Fundamentally, I mean, it is gorgeous. But I do not catch falling knives. I buy bounces. So my two cents: Wait for AAOI to prove support, and buy the bounce off that support. That is the test hole. Drill it before you pay full price. Trapped Under the 200 Palantir Technologies (PLTR) is the opposite lesson. A subscriber asked for the buy zone. Right now, there is not one. Palantir is trapped under a downward-sloping 200-day moving average. It has hit its head on that ceiling once, twice, three times. Rejected all three times. And as the old saying goes, nothing good happens below the 200-day moving average. The buy zone activates when PLTR retakes that line, currently around $158, and holds above it. Call it a commanding reclaim of the $155 to $160 zone. Until then, I am not constructive. You do not chase stocks that are crashing below the 200. Period. The King of Outer Space Solar A subscriber asked which company Elon Musk would tap as the solar infrastructure play for the SpaceX vertical: Redwire (RDW) or Ascent Solar Technologies (ASTI)? Easy. Redwire has the proof. Redwire powers the International Space Station. Redwire has the contracts, the track record, the incumbency. In an innovation tournament, the later rounds reward the candidates who survive scrutiny, and Redwire has been surviving scrutiny in orbit for years. Now, the chart demands honesty. I previously identified $15 as the buy zone, and we lost it. Not great. But the stock is holding the $10 to $11 area, where the 100-day and 200-day moving averages converge, and I believe that level holds. If you accumulated at $15, fine. If you missed it, this $10 to $11 zone is the next opportunity. And if we lose that level? Then you start questioning the bull thesis just a little bit. But I do not think we get there. Redwire over ASTI. The Dual-Optionality Nuclear Play Last week we covered BWX Technologies (BWXT), and a subscriber countered: Is Cameco (CCJ) the cheaper nuclear alternative? I recommend Cameco, and here is the numbered logic. One: Cameco is a major uranium producer, and uranium demand rises as the nuclear buildout accelerates. Two: Cameco owns a large stake in Westinghouse, which recently won a massive U.S. government contract to build a fleet of new reactors on American soil. That is dual optionality. Commodity producer on one side, government-backed reactor buildout on the other. The technicals? Challenged. We lost the 200-day, tried to regain it, lost it again. I do not love that action. But there is heavy support between $90 and $100, and I believe that floor holds and this trend reverses course. If we slice through $90 toward $80, the price action starts challenging the thesis. Until then, the fundamentals win the argument. Wait for the technicals to confirm the fundamental strength, and then act. One quick word on Datavault AI (DVLT), because a subscriber asked: I do not mess around with 40-cent stocks, and you should not have to either. There are far better AI infrastructure plays out there that do not require digging through the penny bin. Do Not Fight the Market Zoom out. The semiconductor complex roughly doubled over a stretch of months, and now we are down about 10%. Painful? Sure. But historically, 10% to 15% pullbacks in the big AI infrastructure ETFs, like the VanEck Semiconductor ETF (SMH), are the buy zone. We are in that zone right now. History says this is a buying opportunity. But history also says you wait for the drill sample. Do not buy until the tape confirms a rebound. Listen to the charts. The best way to lose money in the market is to fight the market. So don't fight it. Get ready, watch for the bounce, and when the market confirms, get in the game. Want the full breakdown, charts and all? Watch this week's episode of Being Exponential, and drop your questions in the comments for a future show, or send them here. Join Luke Lango in Vegas to Hear His Top Ideas LIVE! Registration is open for our corporate affiliate Stansberry Research's popular annual conference... Save your seat right here. The Stansberry Conference & Alliance Meeting isn't just another conference... It's where ideas move fast, conviction gets sharper, and the next big opportunities come into focus. Plus, this is your chance to meet all your favorite editors in person! You'll get live market updates and learn about top ideas and stock picks from Luke and Jonathon Rose... plus affiliate editors Marc Chaikin, Whitney Tilson, Dr. David Eifrig, Keith Kaplan, and many more. The featured speaker lineup this year also includes famed actor Henry Winkler (aka "The Fonz" from Happy Days). And attendees will hear from bestselling authors and experts in economics, technology (including AI), and more. You can expect two days packed with intriguing presentations and fun social events – all in the luxurious city of Las Vegas. It really pays to be in the room where it all happens! Reserve your discounted ticket today before they sell out! Sincerely, Luke Lango Editor, Hypergrowth Investing P.S. Questions or comments about this issue? Drop us a line at langofeedback@investorplace.com.

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Brussels Edition: Trump troubles

Transatlantic tensions resurfaced today as US President Donald Trump lashed out at allies ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up. European leaders are walking a diplomatic tightrope as the NATO summit enters its final stretch, with the resurgence of the war in Iran overshadowing the gathering in Ankara. President Donald Trump declared that the Iran ceasefire is “over” after the US targeted more than 80 Iranian sites overnight and revoked a waiver that allowed Iran to sell oil on global markets. Brent advanced 5% to around $78 a barrel, hitting the highest level in two weeks. NATO Secretary General Mark Rutte said the US strikes were “absolutely necessary” because Iran is violating the ceasefire with attacks on commercial vessels. In reality, however, NATO’s European members are wary of being dragged into the conflict in the Middle East despite Trump’s annoyance that European countries didn’t step in when the US attacked Iran. A plan by the UK and France to de-mine the Strait of Hormuz has also been dealt a setback by the escalation of hostilities. Rutte and Trump at the NATO summit in Ankara. Photographer: Krisztian Bocsi/Bloomberg The strain in the transatlantic alliance was on full display today as Trump lashed out on a series of hot-button topics. Doubling down on US claims on Greenland, an autonomous territory that is part of Denmark, he declared that “Greenland is very important to the United States, but it’s not important to Denmark.” Responding to the comments, a European Commission spokesman said that questions about the future of Greenland “are for Greenlanders and Danes to decide,” adding that the EU stands in full solidarity with Denmark and the people of Greenland. Trump also took aim at European Union member Spain, describing the country as a “terrible partner in NATO.” “They don’t participate, they don’t pay, I don’t want anything to do with Spain. Cut off all trade with Spain, including visits,” he said. Madrid hit back, pointing out in a statement that the US actually runs a trade surplus with Spain. That the broadsides were launched as Rutte looked on, underlines the extent to which Trump has been given free rein to take potshots at allies in international forums like NATO.  Little wonder then that the alliance is considering skipping next year’s annual summit, not in small part to avoid tensions with Trump. The Latest Apple lost a court fight to stop its App Store and iPhone operating system from falling under the scope of the EU’s Digital Markets Act. French far-right leader Marine Le Pen intends to make her fourth presidential run, despite an appellate panel upholding her conviction for misusing public funds. The EU wants to propose a sustainability rating system for data centers to encourage greater energy and resource efficiency as the sector’s rapid expansion strains power grids and the environment. Deutsche Bank has secured a regional headquarters license in Saudi Arabia, becoming the latest foreign firm to expand its presence in the kingdom. China laid out a path to addressing deepening frictions with Brussels by calling for boosting trade with the EU as Foreign Minister Wang Yi wrapped up his charm offensive in Nordic countries. Seen and Heard on Bloomberg Finland’s President Alexander Stubb says Europe and the US need to work on providing missiles for Ukraine, and that letting the nation make Patriots would be cost-effective. “We’re seeing over 100 civilian buildings being hit just the other night with civilians dying,” Stubb tells Bloomberg’s Annmarie Hordern at the NATO summit in Ankara. “So this is something that we, Europeans and Americans, need to work on.” Chart of the Day UniCredit Chief Executive Officer Andrea Orcel moved closer to controlling Commerzbank after investors tendered enough shares at the end of the Italian lender’s takeover offer to raise the stake it can potentially oversee to 47.6%. Shares representing 17.6% of Commerzbank’s capital were tendered by the July 3 acceptance deadline, according to a statement Wednesday, including more than 5% during the two-week reopening. UniCredit already held just under 30%, including physical shares and derivatives convertible into stock. The result leaves Orcel on course to effectively control Commerzbank, after a two-year pursuit that has ruffled feathers from Frankfurt to Berlin. Coming up Trump gives press conference at NATO summit this afternoon EU Enlargement Commissioner Marta Kos in North Macedonia later today Euro area finance ministers meet tomorrow in Brussels Final Thought With the dust settling on another World Cup squabble, one thing is already clear: FIFA boss Gianni Infantino is looking stronger than ever. Over the past few days, antipathy towards FIFA reached fever pitch after it allowed a suspended star US player to take the field following pressure from Trump. The complaints, though, will likely fade away once the tournament is over. Following a 4-1 thrashing of the US by Belgium, the intensity of the controversy over striker Folarin Balogun being allowed to play has begun to dissipate. Infantino, meanwhile, has remained resolutely focused in perhaps his most important role — generating cash. Like the Brussels Edition? Don’t keep it to yourself. Colleagues and friends can sign up here. How are we doing? We want to hear what you think about this newsletter. Let our Brussels bureau chief know. We’re improving your newsletter experience and we’d love your feedback. If something looks off, help us fine-tune your experience by reporting it here. Follow Us You received this message because you are subscribed to Bloomberg’s Brussels Edition newsletter. If a friend forwarded you this message, sign up here to get it in your inbox. Unsubscribe Bloomberg.com Contact Us Bloomberg L.P. 731 Lexington Avenue New York, NY 10022 |

7X profits on Coherent with this simple AI trick

Dear Reader, A new type of AI is opening up a way to “Boost” your profits. I’m talking potential to see 100-400% returns from a single trade. A recent study looking back on 5 trade ideas for a single month revealed something incredible. A gain of 31% on Ciena Corp could’ve been “boosted” to 186% … 24% on Lumentum Holdings could’ve “boosted” to 108% … 45% on Western Digital Corp could’ve “boosted” to 211% … 47% on Micron could’ve “boosted” to 365% … 30% on Coherent could’ve “boosted” to 210% … But these weren’t just any trades. They were high conviction trades selected by a new type of AI. This AI isn’t like Claude, Gemini, or ChatGPT. Whereas these models are trained on language… This new AI is trained entirely on numbers. Giving it a unique look into stocks and how they work. I’ve put together a demo where you can see how this AI works… the kind of results it’s been getting… how you can “boost” these trades for potential returns of 100%-400% on every trade… and even try it out for yourself. All absolutely free. You don’t need a credit card or to enter your email. In fact, you’ll be able to see the top five high conviction trades for today’s market yourself, again, absolutely free. Click here to watch this brief demo and see how you can start “boosting” your returns today. Keith Kaplan CEO, TradeSmith P.S. To take advantage of this “Boosting” method, you just need to place a single regular trade based on a high conviction AI forecast… and see the results for yourself. Click here to find out how AI is transforming investing. To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book. If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe. If you have any questions, please don't hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076. © 2026 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201 Terms of Use  |  Privacy Policy  |  Unsubscribe

Larry’s Note: Forbes is calling it an "IPO tsunami." Fortune says the floodgates are open. And the recent SpaceX IPO was only the beginning. Because more than 800 companies are lined up to go public right now. And it's about to make a lot of Wall Street insiders very, very rich. Meanwhile, everyday investors will watch from the sidelines… locked out and left in the dust again. The game was rigged long before they ever heard any of these companies’ names. That’s why I've perfected a low-stress strategy for pocketing $321, $1,605, or even $3,210 or more on IPO days. It all comes down to one simple, five-minute trade you can make from your phone the morning a company goes public. And this Wednesday, July 15, at 8 p.m. ET, I'm walking you through the entire strategy. If you’d like to join me, simply add your name to the guest list with one click right here. How to Know When to Take a Loss By Larry Benedict, editor, Trading With Larry Benedict Sometimes, the market can be challenging… Promising rallies reverse on a dime. Or just as selling reaches a fever pitch, the market snaps higher. Profitable trades turn into losers. Even if you have a clear entry and exit strategy, trading can be frustrating. You can get stopped out of a trade… only for the stock to recover back to your entry price. As annoying as that can be, you still have to stick with your stop losses. Risk management is a must if you’re going to survive as a trader over the long term. But while it’s usually simple to set a stop loss on a stock trade, it’s not always so clear how to do so with options. So today, I want to discuss how I manage cutting losses for option trades… Recommended Links Profit Floodgates Swing Open for Sharp Traders as SEC Vows to “Make IPOs Great Again” For the first time in 20 years, the SEC is moving to overhaul IPOs, vowing to “Make IPOs Great Again”... unleashing more than 800 “unicorns” in what Forbes calls “an IPO tsunami.” As always, most everyday investors will get locked out, with no way to profit. Meanwhile, “Market Wizard” Larry Benedict has a simple, five-minute strategy for pocketing $321, $1,605, or even $3,210 or more on IPO days... without touching the stock. And he’s revealing how it works during an urgent strategy session on Wednesday, July 15, at 8 p.m. ET. If you’d like to be included... [Click here to add your name to Larry’s guest list, 100% free] (When you click the link, your email address will automatically be added to Larry’s guest list.) (When you click the link, your email address will automatically be added to Larry’s guest list.) Disclosure Day Is Coming on July 28 Disclosure day is coming. On July 28, the world will find out the truth about President Trump’s “redacted” files. Jeff Brown can’t predict how Americans will react… But after pouring through all 750 files, he can tell you this much: the mainstream media has got it all wrong. Click here to see the truth they’ve been hiding from you, before it’s too late... Limited Time One of the major differences between stocks and options is that options expire. Their value erodes as you get nearer to that expiration date. Vitally, this “time decay” accelerates the closer it gets to the option’s expiration. And that has a profound effect on how you manage an option trade. Put simply, you don’t have the luxury of endless amounts of time… Each day that the anticipated move doesn’t happen, you’re giving up a growing portion of the option’s value. To help counter this effect, I typically buy an option with an expiration at least a couple of months out. It gives the trade time to play out. It also helps avoid the worst of time decay. All else being equal, an option loses roughly two-thirds of its value in the second half of its life. It’s this characteristic that we want to avoid. Ideally, we’re in and out of the trade anywhere from a day or two… up to a couple of weeks. So time is a key factor in determining when to exit a trade. However, there’s one more element to consider… Tune in to Trading With Larry Live Each week, Market Wizard Larry Benedict goes live to share his thoughts on what’s impacting the markets. Whether you’re a novice or expert trader, you won’t want to miss Larry’s insights and analysis. Even better, it’s free to watch. Simply visit us on YouTube at 8:30 a.m. ET, Monday through Thursday, to catch the latest. When to Move On You usually buy an option because you believe that a move up or down is imminent. Buying an option in the hope of a move playing out “sometime in the next few months” is often not going to cut it. So a critical part of deciding to exit an option trade is conviction in the trade – or lack thereof. For example, say I buy a call option in anticipation of a stock rallying from a key level. If that level doesn’t hold and the stock falls, I’ll often look to exit the trade. Likewise, if I buy a put option, thinking that an overbought stock will pull back, I’d look to exit if the stock keeps rallying through key levels. To be clear, I don’t necessarily bail out of a trade right away. If we buy options with a couple of months to expiry, we have some leeway. But the moment I no longer trust the original thesis behind the trade, it’s time to exit. The trade has gone stale, and it’s time to move on. So when you’re trying to decide whether to exit an option position, consider these two questions to make things far clearer: Does the rationale or thesis behind the trade still stand up? Is time decay eating too much of the option’s value? If these factors no longer work in your trade’s favor, then it’s time to exit and move on to the next trade. Happy Trading, Larry Benedict Editor, Trading With Larry Benedict Get Instant Trade Alerts on Mobile! Click the icon below from your mobile device to download The Opportunistic Trader app today for one-tap access to trade alerts, issues, and model portfolios for all of Larry’s services. Available in the app store on Android and iPhone. The Opportunistic Trader 1125 N Charles St, Baltimore, MD 21201 www.opportunistictrader.com To ensure our emails continue reaching your inbox, please add our email address to your address book. 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