Buying the Dip: Five Names the Momentum Unwind Mispriced ($QCOM · $ON · $WOLF · $MDB · $GTLB)

Internal — Market Intel · Published: 2026-07-20 · Tickers: $QCOM, $ON, $WOLF, $MDB, $GTLB ## The Setup The AI complex just took a leverage-fueled momentum unwind — the kind where the most crowded expressions bleed hardest and the unwind mirrors the vigor of the ascent. As Citrini argued in All Along the AI Watchtower, the selloff is a positioning flush, not a fundamentals break. That's the setup for buying quality on sale. This is a shortlist, not a basket —...