This ALWAYS happens in an Oil Crisis - Buy THIS Instead!!

Chris Sain•Mar 17, 2026

Summary

Chris's main thesis is that the energy sector has likely reached its peak, and investors who buy oil stocks now are suffering from FOMO (fear of missing out). He advises shifting capital into the technology sector, specifically semiconductors, which are currently undervalued relative to their future potential. Chris performs a technical analysis of the S&P 500 (SPY), noting that moving averages are crossing to the downside. He predicts a potential temporary decline of 20% to 30% in the market, which he describes as an "opportunity of a lifetime."

Chris emphasizes that the first quarter is a period of foundation-building and accumulation rather than immediate takeoff. He warns that the current environment is like a "falling knife," meaning stocks may continue to dip, so investors should not spend their entire cash reserve at once. Instead, he advocates for a disciplined dollar-cost averaging strategy over the next one to three months to be positioned for a recovery that he anticipates could begin around June.

AMD: Chris identifies this as a prime example of a stock to buy while tech is down and oil is high. He views it as a top-tier investment that is ready to make a significant comeback once geopolitical tensions ease. He suggests being on the "front end" of this play before the rebound occurs.

Broadcom (AVGO): Chris recommends focusing on Broadcom over the next 30 to 90 days to prepare for a price bounce. He suggests buying incrementally every Friday over the next month to build a position. He believes the stock will eventually trend upward once moving averages curl back around.

Micron Technology (MU): Chris states that Micron is another asset that will "go crazy" when the market cycle eventually turns positive. He encourages viewers to keep this stock on their radar and accumulate shares through dollar-cost averaging. It is presented as a high-conviction growth play for a recovering portfolio.

Dell (DELL): Referred to as a "sleeper" play, Chris believes Dell is positioned to continue its run once the energy sector's peak has passed. He encourages proper positioning in this ticker for upcoming market shifts. He considers it a strong individual stock choice for those seeking outsized returns.

SMH (Semiconductor ETF): Chris strongly recommends this ETF as a safer and broader way to gain exposure to the entire semiconductor and AI sector. He notes that it includes major players like Nvidia that weren't discussed individually. He suggests this is the best option for investors who want to keep their strategy simple.