Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:20 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 15:05 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM 5) 16:15 Stock Review – Semiconductors: SMH (ETF), AVGO, [...]
As I mentioned in recent videos, I still think it’s worth being defensive into the quarter-end. By defensive, that means using lighter than normal positions until we get through the end of the quarter rebalancing, portfolio adjustments, etc. However, I am still noticing very strong price action in many names. Here are some notes and [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 4:45 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 11:40 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM 5) 12:10 Stock Review – Semiconductors: SMH (ETF), AVGO, [...]
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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) 12:20 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 18:45 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM, WDAY, ESTC 5) 21:25 Stock Review – Semiconductors: SMH [...]
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, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 14:40 Stock Review – Software: IGV (ETF), PANW, ZS, CDNS, SNPS, CRM, WDAY 5) 16:25 Stock Review – Semiconductors: [...]
Topics covered: 1) 0:00 Announcements 2) 1:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:15 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM 4) 16:40 Stock Review – Software: IGV (ETF), PANW, ZS, CDNS, SNPS, CRM, WDAY 5) 18:30 Stock Review – Semiconductors: SMH [...]
To access this content, you must purchase a membership.
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 3:30 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG 4) 8:30 Stock Review – Software: IGV (ETF), PANW, ZS, CDNS, SNPS, CRM, WDAY 5) 10:40 Stock Review – Semiconductors: SMH (ETF), [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:05 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG 4) 17:25 Stock Review – Software: IGV (ETF), PANW, ZS, CDNS, CRM, WDAY, GWRE 5) 19:35 Stock Review – Semiconductors: SMH (ETF), [...]