Just another correction PSA.

Original Reddit post

Author advocates DCA buying the dip in quality names MSFT, GOOGL, RKLB and PLTR, arguing capex punishment and valuation resets create a long-term buying opportunity.

MSFT — LONG The author argues the current correction, with multiple compression, valuation resets and capex punishment, is a wonderful time for long-term investors to DCA. He states his fundamental belief in MSFT remains intact and that it is still printing money. He acknowledges more downside is likely near-term but is buying the dip a little at a time.

my fundamental belief in MSFT, GOOGL, RKLB and yes even PLTR remains intact, they are still printing money

GOOGL — LONG The author argues the current correction, with multiple compression, valuation resets and capex punishment, is a wonderful time for long-term investors to DCA. He states his fundamental belief in GOOGL remains intact and that it is still printing money. He acknowledges more downside is likely near-term but is buying the dip a little at a time.

my fundamental belief in MSFT, GOOGL, RKLB and yes even PLTR remains intact, they are still printing money

PLTR — LONG The author argues the current correction is a wonderful time for long-term investors to DCA into quality companies that have been pummeled. He states his fundamental belief in PLTR remains intact and that it is still printing money. He acknowledges more downside is likely near-term but is buying the dip a little at a time.

my fundamental belief in MSFT, GOOGL, RKLB and yes even PLTR remains intact, they are still printing money