Seasonality chart from Ryan Detrick: https://twitter.com/RyanDetrick/status/1635826449427963904 Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:50 Stock Review – Semiconductors: SMH (ETF), NVDA, AMD, ACLS, ALGM, PI, CRUS, LSCC, GFS, AEHR, MBLY, SMCI 4) 15:30 Stock Review – Software: FTNT, CDNS, ALTR, ANSS 5) [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:30 Stock Review – Semiconductors: SMH (ETF), NVDA, AMD, ACLS, ALGM, LSCC, CRUS, PI, MBLY, AEHR, GFS, SMCI 4) 14:10 Stock Review – Software: PANW, FTNT, TENB, AI, AYX, CDNS, ALTR, ANSS 5) 19:30 Stock [...]
Topics covered: 1) 0:00 Announcements 2) 0:55 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:30 Stock Review – Semiconductors: SMH (ETF), NVDA, AMD, ACLS, ALGM, LSCC, CRUS, PI, MBLY, AEHR, ON 4) 10:50 Stock Review – Software: PANW, AI, AYX, TENB, CDNS, ALTR 5) 13:15 Stock Review – Biotech: [...]
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CNBC appearance from Friday, March 17th: https://www.youtube.com/watch?v=QAmxVgWud5I Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:30 Stock Review – Semiconductors: SMH (ETF), NVDA, AMD, ACLS, ALGM, LSCC, CRUS, PI, MBLY, AEHR, ON 4) 12:50 Stock Review – Software: PANW, AI, AYX, TENB, CDNS, [...]
Compound and Friends Podcast: https://www.youtube.com/watch?v=DbVPNpzgplM Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:10 Stock Review – Biotech: XBI (ETF), RVNC, SRPT, SGEN 4) 11:20 Stock Review – Semiconductors: SMH (ETF), NVDA, AMD, ACLS, ALGM, LSCC, PI, AEHR, CRUS 5) 15:15 Stock Review [...]
Compound and Friends Podcast: https://www.youtube.com/watch?v=DbVPNpzgplM Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:30 BONUS EDUCATIONAL CONTENT – Lesson on being flexible 4) 11:45 Stock Review – Biotech: XBI (ETF), RVNC, VTYX, AMLX, AXSM 5) 14:50 Stock Review – Semiconductors: SMH (ETF), NVDA, [...]
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I mentioned in the MidWeek Video (3/8/23) that I would be open-minded with my recent market call. What would lead me to change my mind and get more defensive was if the technicals started to breakdown and the market saw follow through selling after last Tuesday. Unfortunately for the bulls, the market saw further weakness [...]
Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:10 Stock Review – Biotech: XBI (ETF), RVNC, VTYX, AMLX, VRNA, RAPT 4) 7:40 Stock Review – Semiconductors: SMH (ETF), NVDA, PI, ACLS, ALGM, CRUS, LSCC, AEHR, MBLY 5) 10:20 Stock Review – Software: AYX, [...]