Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:55 FOCUS LIST: NVDA, DELL, MSFT, WING, LLY, NVO, CRWD, ISRG, MU 4) 16:50 Stock Review – Software and Semiconductors: IGV (ETF), APP, SNPS, SMH (ETF), PI, TSM, AVGO, KLAC, ARM 5) 21:15 Stock Review [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:25 FOCUS LIST: NVDA, DELL, MSFT, WING, VRT, LLY, NVO, CRWD, ISRG, MU 4) 14:10 Stock Review – Software and Semiconductors: IGV (ETF), APP, SNPS, SMH (ETF), PI, TSM, AVGO, KLAC, ARM 5) 16:15 Stock [...]
I’ve received several emails about my comment that the second half of June tends to see weakness. Please keep in mind that I’m always taking in terms of probabilities and trying to anticipate seasonal trends. Last year, the seasonality worked almost perfectly. This year, it hasn’t been as consistent. My comments are never meant to [...]
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Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 15:45 FOCUS LIST: NVDA, DELL, MSFT, VRT, LLY, NVO, ISRG, MU 4) 20:15 Stock Review – Software and Semiconductors: IGV (ETF), APP, SNPS, NOW, CRWD, SMH (ETF), PI, TSM, AVGO, KLAC, ARM 5) 23:40 Stock [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:35 FOCUS LIST: NVDA, DELL, MSFT, WING, VRT, LLY, NVO, CRWD, ISRG, MU 4) 12:!5 Stock Review – Software and Semiconductors: IGV (ETF), APP, SNPS, NOW, SMH (ETF), TSM, AVGO, KLAC, ARM 5) 14:45 Stock [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:10 Update on trade ideas from the March 29th Weekend Video 4) 14:45 FOCUS LIST: NVDA, DELL, MSFT, WING, VRT, LLY, NVO, CRWD, ISRG, MU 5) 20:20 Stock Review – Software and Semiconductors: IGV (ETF), [...]
Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:25 FOCUS LIST: NVDA, DELL, MSFT, WING, VRT, LLY, NVO, CRWD, ISRG 4) 11:30 Stock Review – Software and Semiconductors: IGV (ETF), APP, NOW, SMH (ETF), TSM, AVGO, MU, KLAC 5) 13:15 Stock Review – [...]
In the first 16 minutes of this Weekend’s Video, I discuss the overall big picture of the current market. I summarized it in the points below: We started a new bull market powered by artificial intelligence in May of 2023. I wrote about it on my blog several times and discussed it during this TV [...]
We started a new bull market powered by artificial intelligence in May of 2023. I wrote about it on this blog several times and discussed it during this TV appearance last year. Here are my updated thoughts. 1) Some people say the bull market started around the October 2022 lows, and others say it started [...]