Analyst Picks Nvidia, Amazon and Walmart for Dip Buys as Nasdaq Stays Up 13%

4 articles · Updated · The Motley Fool · May 25

Three stocks — Nvidia, Amazon and Walmart — were flagged as top buys if a market correction hits, with the call aimed at investors preparing for another sell-off after fresh record highs.
The setup is a market that has rebounded sharply since April even as inflation rises, rates stay high, the labor market weakens and valuations look stretched, conditions that can make pullbacks more likely.
Nvidia remains the clearest growth case after revenue jumped 85% to $81.6 billion and data-center sales rose 95%, while its forward P/E of 27 and PEG of 0.72 were cited as still attractive.
Amazon and Walmart were framed more as valuation-sensitive opportunities: Amazon has surged 34% since late March and trades at 31 times earnings, while Walmart trades at 43 times earnings despite its defensive appeal in downturns.
The broader message was to use any plunge to add quality names within a diversified portfolio rather than chase stocks after rallies, with the Nasdaq already up 13% this year.

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