Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:50 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 11:25 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM 5) 12:10 Stock Review – Semiconductors: SMH (ETF), AVGO, [...]
Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:30 CONSTRUCTING A TRADE: UBER, META, CDNS, CYTK, DELL 4) 22:45 Other ideas around buy points to construct trades with: MEDP, MRUS, FROG, FWRG, ISRG, ACMR, SMCI, VKTX, AVGO 5) 28:00 Conclusion/Summary Market Summary: Here [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:10 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 10:55 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM, PSN, APPF, FROG 5) 12:30 Stock Review – Semiconductors: [...]
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Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:45 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 14:15 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM, PSN, APPF 5) 15:45 Stock Review – Semiconductors: SMH [...]
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:00 FOCUS LIST: NVDA, MSFT, META, NOW, UBER, LLY, NVO, WING, CRWD, ISRG, ARM, DELL 4) 13:35 Stock Review – Software: IGV (ETF), CDNS, SNPS, CRM, PSN 5) 15:05 Stock Review – Semiconductors: SMH (ETF), [...]
I’ve been aggressively invested in many leading growth stocks since the two follow-through days and the Zweig Breadth Thrust we saw in early November 2023. I discussed three of the stocks on the IBD Podcast on November 1, 2023, and they have seen very strong gains since that date: NVDA +112.1% , UBER +75.8% , [...]
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, [...]