Earlier in my career, it used to take about 2-3 months for sentiment to change from being bullish to bearish (and vice versa). Now, it feels like it only takes about 2-3 weeks. Here are some reasons why. 1) We have so much information in real-time, especially our account balances. Years ago, people used to [...]
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:40 FOCUS LIST: NVDA, LLY, MSFT, ISRG 4) 9:40 Stock Review – Software and Semiconductors: IGV (ETF), NOW, GWRE, GDDY, SMH (ETF), AVGO, TSM 5) 11:55 Stock Review – Biotech/Medical Products: XBI (ETF), DYN, ALNY, [...]
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 13:30 FOCUS LIST: NVDA, LLY, MSFT, ISRG 4) 16:00 Stock Review – Software: IGV (ETF), NOW, PANW, CYBR, GWRE, GDDY 5) 18:00 Stock Review – Semiconductors: SMH (ETF), AVGO, TSM, CRUS, ARM 6) 20:05 Stock [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:30 FOCUS LIST: NVDA, AVGO, NTAP, LLY, MSFT, ISRG 4) 9:25 Stock Review – Software: IGV (ETF), NOW, PANW, CYBR, GWRE, CVLT, VRNS 5) 11:20 Stock Review – Semiconductors: SMH (ETF), TSM, CRUS, ARM 6) [...]
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Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 13:00 FOCUS LIST: NVDA, ARM, NTAP, LLY, MSFT, ISRG 4) 16:55 Stock Review – Software: IGV (ETF), NOW, PANW, CYBR, GWRE, APPF 5) 18:40 Stock Review – Semiconductors: SMH (ETF), TSM, AVGO, CRUS 6) 19:35 [...]
Topics covered: 1) 0:00 Announcements 2) 0:17 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:35 FOCUS LIST: NVDA, ARM, NTAP, LLY, MSFT, ISRG 4) 8:20 Stock Review – Software: IGV (ETF), PANW, CYBR, NOW, APPF, GWRE 5) 9:20 Stock Review – Semiconductors: SMH (ETF), TSM, AVGO, CRUS 6) 10:10 [...]
Topics covered: 1) 0:00 Announcements 2) 0:17 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:45 FOCUS LIST: NVDA, ARM, NTAP, LLY, MSFT, ISRG 4) 15:05 Stock Review – Software: IGV (ETF), SNPS, CDNS, CRWD, PANW, CYBR, NOW, APPF, GWRE 5) 19:45 Stock Review – Semiconductors: SMH (ETF), TSM, AVGO, [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:15 FOCUS LIST: NVDA, ARM, NTAP, LLY, MSFT, ISRG 4) 12:05 Stock Review – Software: IGV (ETF), SNPS, CDNS, NOW, APP, PANW, CYBR, APPF 5) 13:45 Stock Review – Semiconductors: SMH (ETF), TSM, AVGO, KLAC, [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:00 FOCUS LIST: NVDA, ARM, NTAP, LLY, MSFT, DELL, ISRG, MU, CRWD, NVO 4) 20:20 Stock Review – Software: IGV (ETF), SNPS, CDNS, NOW, APP, PANW, CYBR, APPF 5) 24:10 Stock Review – Semiconductors: SMH [...]