Buy The Dip? Not So Fast.

The article says retail traders used Friday’s Nasdaq selloff to selectively buy the dip, but not across the board. The heaviest buying went into CoreWeave, Tesla, Nvidia, Meta, and Applied Optoelectronics, while the biggest tech megacaps were notably net sold. Amazon, Microsoft, Alphabet, Apple, ServiceNow, and Credo Technology saw sell-heavy activity, suggesting traders were rotating out of some large-cap software and cloud winners and into beaten-down AI/hardware names. The piece frames this as a shift in retail sentiment rather than simple panic selling, with the Magnificent Seven not acting as a uniform bargain-hunt destination during the sharp market drop.