QualityDipThe weekly note · issue 1 · Sun Nov 1, 2026
This week’s quality dips: Nov 1, 2026
84 quality companies are in a deep dip after the Nasdaq 100 fell 3.5% on Friday. APP sits 24% under its Market Value; TWLO is 0.9% from a reversal signal trigger.
The week
The S&P 500 (SPY) finished the week −0.6% and the Nasdaq 100 (QQQ) −2.0%, with Friday alone at SPY −1.8%, QQQ −3.5%. Of the 331 quality companies we track (US-listed, $20B and up, real cash flow, good returns on capital, growing, modest debt), 84 are in a deep dip and 46 more are on dip watch. Prices below are Oct 30 closes.
Furthest under Market Value
Market Value is the average price the market has paid since the company last filed thesis-changing news with the SEC (usually earnings). These are the quality names trading furthest below it, counting only those with at least five trading days of Market Value.
| APPAppLovin | $228.50 | −24.3% | −69% | −10.4% |
| DELLDell Technologies | $424.30 | −19.1% | −29% | −10.8% |
| ALABAstera Labs | $258.70 | −16.9% | −48% | −10.9% |
| CRDOCredo Technology Group | $150.99 | −16.0% | −51% | −8.7% |
| CRCLCircle Internet Group | $72.54 | −15.9% | −48% | −9.3% |
| BKNGBooking | $148.13 | −15.4% | −33% | −1.5% |
| AMATApplied Materials | $390.09 | −14.9% | −47% | −7.5% |
Close to a trigger
Each of these had a capitulation day (panic volume into a low). Rule R1 fires if price clears the trigger; the stop sits under the capitulation low. We text the alert intraday the moment it trips.
| TWLOTwilio | $205.03 | $206.90 (+0.9%) | $180.00 |
| WPMWheaton Precious Metals | $116.58 | $118.26 (+1.4%) | $113.81 |
| ARMArm Holdings | $205.97 | $209.00 (+1.5%) | $198.77 |
| UMCUnited Microelectronics | $16.68 | $17.06 (+2.3%) | $16.27 |
| AEMAgnico Eagle Mines | $165.38 | $169.29 (+2.4%) | $161.54 |
| CATCaterpillar | $622.75 | $637.70 (+2.4%) | $616.66 |
What investors said
Public comments on names in our lists. Their view, not ours.
- Chris Camillo on AMZN (Oct 30, bullish): “Added aggressively to $AMZN last night while deleveraging everywhere else.” X (@ChrisCamillo)
- Jim Cramer on AVGO (Oct 28, neutral): “Broadcom has been one of the greatest performers of all time, but so is Coca-Cola. I wouldn't shoot Broadcom, and I would buy Coca-Cola.” CNBC Mad Money (lightning round)
- Jim Cramer on SE (Oct 28, bearish): “That's a Singapore company I've been very negative on.” CNBC Mad Money (lightning round)
- Bill Ackman on NFLX (Oct 22, bullish): Viewed the quarter favorably and called content-library worries overblown; at 18x earnings it trades at "one of the lowest valuations in history." CNBC Squawk on the Street
The Ledger
Every alert under our published rules is logged before the outcome is known, in a hash-chained public record, and measured against SPY. The full Ledger.
| QD-0001 · AVGOlogged 2026-11-01 at the 2026-10-30 close, $326.08, 7.0% under Market Value | first mark after the next close |
| QD-0002 · ANETlogged 2026-11-01 at the 2026-10-30 close, $168.86, 13.3% under Market Value | first mark after the next close |
Information only, not investment advice. Market Value, trigger and stop levels are model outputs built from public data and can be wrong. QualityDip’s founder holds BE, which isn’t featured in this issue. How every number is computed.