Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:20 FOCUS LIST: NVDA, LLY, MSFT, ISRG, META 4) 16:00 Stock Review – Software: IGV (ETF), NOW, PANW, CYBR, CHKP, GDDY, CVLT, VRNS, SMAR, APP 5) 13:00 Stock Review – Semiconductors: SMH (ETF), AVGO, TSM, [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:45 FOCUS LIST: NVDA, LLY, MSFT, ISRG, META 4) 10:15 Stock Review – Software: IGV (ETF), NOW, PANW, CYBR, CHKP, GDDY, CVLT, VRNS, SMAR, APP 5) 13:00 Stock Review – Semiconductors: SMH (ETF), AVGO, TSM, [...]
Compound and Friends Podcast link: https://www.youtube.com/watch?v=VQrR4SVCbGA CNBC Interview link: https://www.youtube.com/watch?v=1DVTvoFwa1U Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 15:50 FOCUS LIST: NVDA, LLY, MSFT, ISRG, META 4) 18:55 Stock Review – Software: IGV (ETF), NOW, PANW, CYBR, CHKP, GDDY, CVLT, VRNS, SMAR, APP [...]
Compound and Friends Podcast link: https://www.youtube.com/watch?v=VQrR4SVCbGA CNBC Interview link: https://www.youtube.com/watch?v=1DVTvoFwa1U Topics covered: 1) 0:00 Announcements 2) 0:25 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:00 FOCUS LIST: NVDA, LLY, MSFT, ISRG, META 4) 8:35 Stock Review – Software and Semiconductors: IGV (ETF), NOW, PANW, CYBR, GDDY, CVLT, SMH (ETF), [...]
On Tuesday, August 13th, we had a Day 6 follow through day (FTD) for Nasdaq Composite and S&P 500. It doesn’t mean that we are out of the woods, but it’s definitely a step in the right direction. From here, we don’t want to see any heavy distribution and we would like to see more [...]
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Compound and Friends Podcast link: https://www.youtube.com/watch?v=VQrR4SVCbGA CNBC Interview link: https://www.youtube.com/watch?v=1DVTvoFwa1U Topics covered: 1) 0:00 Announcements 2) 0:50 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:35 FOCUS LIST: NVDA, LLY, MSFT, ISRG, META 4) 12:35 Stock Review – Software and Semiconductors: IGV (ETF), NOW, GWRE, GDDY, CVLT, SMH (ETF), AVGO, [...]
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 [...]