Stocks got punched in the mouth this week, and honestly, I think the reaction was overdone.
Tariffs were the headline catalyst — and yes, there’s legitimate concern about prolonged inflation, trade friction and earnings pressure. But this wasn’t some surprise move.
It was telegraphed.
Traders knew it was coming, and yet the market still acted like it got caught off guard. The Nasdaq 100 (QQQ) dropped 4% in 15 minutes. Apple (AAPL) fell nearly 10% in a single session.
That kind of move would make sense if it came out of nowhere. But when the market sells off on known news — news that’s already priced into most forecasts — it usually sets up an opportunity.
Not every stock got punished equally, and some names held up surprisingly well.
What’s happening here isn’t necessarily irrational. It’s a liquidity flush. Big funds pulling out of positions and rebalancing. That can look like panic — but when it’s this broad and this indiscriminate, it creates real pockets of value.
And that’s where I’m focused right now. Because if the worst of the news is already priced in, then what’s left?
Upside surprise!
3 Stocks Worth Buying After the Drop
I’m not calling a bottom. But I am calling opportunity — especially in names that held up well during the chaos or have specific catalysts moving in their favor. Here are three I like right now.
TJX Companies (TJX)
TJX was green while the rest of the market was getting smoked. That’s a clue. The stock hit all-time highs this week and is holding those levels. It’s technically listed under Consumer Discretionary (XLY), but it behaves more like a Consumer Staples (XLP) stock when fear ramps up. People don’t stop shopping — they just trade down. And TJ Maxx is the place they go when money’s tight. Volume is rising, price action is strong, and momentum looks like it wants to continue.
Dr Pepper (KDP)
If you’re looking for a boring stock in a scary market, this is it. Dr Pepper is a classic Consumer Staples name that does well when defensive sectors outperform — and that’s what we’re seeing right now. It’s not a glamorous name, but the stock’s been rising with increased volume, which tells me there’s real institutional interest behind the move. It also held up while the indexes were falling apart, which gives me confidence to step in here.
Republic Services (RSG)
You want recession proof? Try trash. Republic Services is in the Utilities (XLU) sector, and it looks like it’s gaining strength while the rest of the market bleeds. It doesn’t get more stable than a garbage collection business — people don’t cancel their trash service when times get tough. RSG has a strong trend, rising volume and no earnings risk this month. It’s already moving higher, and I think that continues if volatility sticks around.
Now look — none of these trades are guaranteed winners. But they’re showing strength at a time when most of the market is showing weakness. That’s a pattern I look for over and over again: relative strength, volume confirmation and alignment with what institutions are doing.
This market is messy. There’s no way around that.
But just because things are volatile doesn’t mean you have to sit on your hands. Sometimes the best trades come when everyone else is paralyzed by fear.
You don’t have to go all in — you just have to be ready with cash to deploy.
Graham Lindman
Graham Lindman Trading
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
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