Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 12:10 FOCUS LIST: NVDA, MSFT, NOW, UBER, LLY, NVO, VRTX, WING, PANW, CRWD 4) 18:05 Stock Review – Software: IGV (ETF), CDNS, SNPS, ADBE, CRM, DDOG, WDAY, ESTC 5) 20:50 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) 5:00 FOCUS LIST: NVDA, MSFT, NOW, UBER, LLY, NVO, VRTX, WING, PANW, CRWD 4) 10:35 Stock Review – Software: IGV (ETF), CDNS, CRM, DDOG, WDAY, ESTC 5) 12:20 Stock Review – Biotech: XBI (ETF), ACAD, [...]
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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) 9:55 FOCUS LIST: NVDA, MSFT, NOW, UBER, LLY, NVO, VRTX 4) 13:30 Stock Review – Software: IGV (ETF), DDOG, ESTC, CRM, WDAY, CDNS, PANW, CRWD, ZS, QLYS, ADBE 5) 15:40 Stock Review – Biotech: XBI [...]
Compound and Friends Podcast: https://www.youtube.com/watch?v=pu1gyVqeUws Topics covered: 1) 0:00 Announcements 2) 0:55 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:25 FOCUS LIST: NVDA, MSFT, NOW, UBER, LLY, NVO, VRTX 4) 13:45 Stock Review – Software: IGV (ETF), ADBE, CRM, WDAY, CDNS, PANW, CRWD, ZS, QLYS 5) 16:45 Stock Review [...]
Compound and Friends Podcast: https://www.youtube.com/watch?v=pu1gyVqeUws Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:15 FOCUS LIST: NVDA, MSFT, NOW, UBER, LLY, NVO, VRTX 4) 13:25 Stock Review – Software: IGV (ETF), ADBE, CDNS, SNPS, PANW, CRWD, ZS, QLYS, WDAY 5) 16:20 Stock Review [...]
To access this content, you must purchase a membership.
Topics covered: 1) 0:00 Announcements 2) 0:45 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 3:40 FOCUS LIST: NVDA, MSFT, ADBE, NOW, UBER 4) 6:05 Stock Review – Big Pharma/Biotech/Medical Products: NVO, LLY, VRTX, XBI (ETF), MDGL, ITCI, IDYA, IMVT, INBX, APLS, ABOS, IMCR, RXST 5) 9:55 Stock Review – [...]
1) I see a +10-15% gain for the S&P 500 in 2024. I am basing this on the incredible strength we saw in November and December of 2023. The reason for this strength was the Federal Reserve signaling they were done with their interest rate hiking cycle. The market is a discounting mechanism and tends [...]
Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 3:40 FOCUS LIST: NVDA, MSFT, ADBE, NOW, UBER 4) 6:00 Stock Review – Big Pharma/Biotech/Medical Products: NVO, LLY, VRTX, MDGL, ITCI, IDYA, IMVT, INBX, APLS, ABOS, RXST 5) 8:25 Stock Review – Software: IGV (ETF), [...]