Monday Webinar 10/27/25
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Weekend Video 10/25/25
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 11:40 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 16:30 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY, KRMN 5) [...]
MidWeek Video 10/22/25
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 8:45 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 12:15 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY, KRMN 5) [...]
Weekend Video 10/18/25
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 10:50 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 14:40 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY, KRMN 5) [...]
MidWeek Video 10/15/25
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 14:35 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM 4) 16:50 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, ONDS, GE, PL, HWM, CW, FTAI, ASTS, BKSY, KRMN 5) 19:20 [...]
Market Note to Members (10/12/25)
In last weekend’s video (10/4/25), I reviewed my bigger picture macro themes. I summarized them publicly on my blog at the following link: https://joefahmy.com/2025/10/12/staying-focused-through-volatility-the-long-term-case-for-this-bull-market To access this content, you must purchase a membership.
Staying Focused Through Volatility: The Long-Term Case for this Bull Market
A. The three main points I would like to emphasize: 1) The stock market still has significant upside. After nearly 30 years on Wall Street, one thing I’ve learned is that moves in the market last much longer than people expect. Just when investors think something can’t go higher, its usually does, and the same [...]
Weekend Video 10/11/25
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 9:25 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM 4) 14:20 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY 5) 18:00 Stock Review [...]
MidWeek Video 10/8/25
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:05 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM 4) 8:35 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY 5) 10:50 Stock Review [...]
Weekend Video 10/4/25
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 15:15 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM 4) 21:20 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY 5) 24:00 Stock Review [...]