Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:20 FOCUS LIST: NVDA, ARM, NTAP, LLY, MSFT, DELL, ISRG, MU, CRWD, NVO 4) 13:35 Stock Review – Software: IGV (ETF), SNPS, CDNS, NOW, APP, PANW, CYBR, APPF 5) 14:55 Stock Review – Semiconductors: SMH [...]
HERE IS THE MARKET NOTE I SENT TO EDUCATIONAL MEMBERS TONIGHT. I tweeted that I reduced my equity exposure today and I received many emails asking me questions. The first main question is “why?” No one ever needs to justify locking in some profits. The simple answer is I’m up nicely to start the quarter [...]
I tweeted that I reduced my equity exposure today and I received many emails asking me questions. The first main question is “why?” No one ever needs to justify locking in some profits. The simple answer is I’m up nicely to start the quarter and I just wanted to lock in some gains while things [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:05 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU, ARM 4) 14:35 Stock Review – Software: IGV (ETF), SNPS, CDNS, APP, PANW, NOW, CYBR, DDOG, APPF 5) 18:05 Stock Review – Semiconductors: [...]
Link to July seasonality statistic: https://x.com/zerohedge/status/1806656651379757551 Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 4:00 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU, ARM 4) 7:45 Stock Review – Software: IGV (ETF), SNPS, CDNS, APP, PANW, NOW 5) 10:00 Stock [...]
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Link to July seasonality statistic: https://x.com/zerohedge/status/1806656651379757551 Topics covered: 1) 0:00 Announcements 2) 0:50 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:05 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU, ARM 4) 11:55 Stock Review – Software: IGV (ETF), SNPS, CDNS, APP, PANW, NOW, ORCL, ADBE, CYBR, [...]
Link to IBD Podcast: https://www.youtube.com/watch?v=3OB7zC9GXW0 Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 3:55 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU, ARM 4) 10:50 Stock Review – Software and Semiconductors: IGV (ETF), SNPS, CDNS, APP, NOW, SMH (ETF), TSM, [...]
Link to IBD Podcast: https://www.youtube.com/watch?v=3OB7zC9GXW0 Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:45 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU, ARM 4) 15:45 Stock Review – Software and Semiconductors: IGV (ETF), SNPS, CDNS, APP, PANW, SMH (ETF), TSM, [...]
Link to the statistics on June 19 through July 23: https://twitter.com/WayneWhaley1136/status/1802052830192107904 Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 4:20 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU, ARM 4) 8:40 Stock Review – Software and Semiconductors: IGV (ETF), SNPS, [...]