Long-Term Investment Picks During November 2025 Market Pullback: Reddit Insights vs. Fundamental Analysis

According to Reddit users [0], top long-term picks during the pullback include large tech stocks (GOOGL, META, NVDA) tied to AI growth, ETFs like QQQ, SOXX, SMH for diversification, and dividend-focused SCHD. Contrarian views include waiting 1-2 weeks before buying [0], shorting TSLA as a long-term opportunity [0], and concerns about tech overexposure resembling Y2K [0].

The Nov 21,2025 pullback saw major indices down ~2% (S&P500),1.9% (Dow),2.7% (Nasdaq) [1][2][3], with Russell2000 falling 4 weeks straight [2]. Valuations remain elevated: S&P500 P/E=28.48x vs5-year avg=22.40x [4]. Top picks via fundamental analysis: BRK.B (P/E=16.87x, FCF up383% YoY [6]), UNH (P/E=17.78x,10.47% revenue growth [7]), GOOGL (debt-to-equity=0.06,32.19% operating margin [8]), META (EV/EBITDA=17.94x, ROA=20.89% [9]). NVDA (P/E=54.60x [12]) and TSLA (historically high P/E [14]) are overvalued; MSFT (36.09x [10]) and AMZN (31.5x [11]) trade at premiums but have solid fundamentals; WMT (38.52x [15]) is expensive relative to growth.

Reddit’s preference for GOOGL and META aligns with research’s strong fundamentals/reasonable valuations. However, Reddit’s enthusiasm for NVDA contrasts with research’s overvaluation concern (54.60x P/E). BRK.B and UNH—less mentioned on Reddit—are top value picks per research, offering risk-adjusted returns. ETFs like QQQ (Reddit-favored) provide diversification but may include overvalued tech stocks.

Risks: Tech bubble concerns (Reddit [0]) and Fed policy uncertainty [1]. Opportunities: Undervalued value stocks (BRK.B, UNH) and select tech (GOOGL, META) during the pullback. Waiting for further stabilization (Reddit [0]) mitigates falling knife risks.