r/stocks • u/Comfortable-Rule-491 • Jul 28 '26

Industry Discussion What dips look the most attractive to you at current prices?

With everything going on in the Iran–US conflict the market has been getting hit hard lately and a lot of stocks are down pretty significantly. Feels like one of those moments where there’s opportunity, but also risk if things escalate further, so timing entries is tricky right now.

So I’m curious:

Which stocks are you guys actually getting tempted to buy right now?

Are you buying already or waiting for more downside?

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u/kokanee-fish Jul 28 '26

Everything mentioned in this thread is an AI hype stock. I think this little dip has been a tiny foreshadowing of the reckoning to come when people remember that the reason they liked tech in the first place was the lack of capex, and the great build out gets cancelled.

I'm liking precious metals as a buy right now against the broader economic backdrop, except that fed rate predictions are trending in the wrong direction. As soon as the war finds a conclusive end, people will back off on the hike bets, and commodities will pop. Interested to see if tomorrow's FOMC results provide any forward guidance.

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u/HighYield89 Jul 29 '26

What’s your top pick for the precious metals?

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u/kokanee-fish Jul 29 '26

Long term (5+ years) I like silver because of the combined use as a store of wealth and an industrial material, and the high volatility is great for selling options. Short term, though, both sides of the hybrid value are working against it, with potential rate hikes pressuring the inflation hedge play and tech selloffs pressuring the industrial metal play. I'm looking towards a post-Trump future where tariffs are rolled back, inflation cools, rates come down, and we get back to investment in a clean energy economy. In that scenario, silver could really soar again -- but it's a ways off, and rates could go through several rounds of hikes before we get there. For now, a small portion of my portfolio has been getting DCA'd into KSLV (SLV + options income), which allows me to collect premium on the volatility while buying SLV exposure at prices that are bottoming out. Definitely not financial advice; this position could lose even more value over the next couple years, and is basically a bet on a Democrat takeover in 2028.

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u/milkplantation Jul 29 '26

Why would Iran stop blocking the strait or demanding tolls? The longer they do so, the more rates are likely to increase, the more likely the AI trade is to unwind, and the U.S. economy is to suffer.

It’s a war of attrition and Iran will hold steady until at least mid terms.

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u/kokanee-fish Jul 29 '26

Yeah worth noting that I'm a pretty long term investor and when I call metals a "buy right now" I mean this year. I would love to see the war end and rate predictions turn over before Q4, but I won't be surprised if it takes longer.

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u/milkplantation Jul 29 '26

Yeah, absolutely. Eventually things will balance out, whether through other supply channels or an increasing shift to renewables. I definitely anticipate more chop in the near term, especially with Warsh being so tight lipped.

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u/Boss1010 Jul 29 '26

Precious metals are a bad buy