The best way to summarize my current market views: Shorter-term, expecting a consolidation. Longer-term, we're still in a strong bull market powered by AI. 1) The Federal Reserve is not going to cut interest rates today and it’s going to be Groundhog Day. Six more weeks of President Trump harassing Fed Chair Powell. Trump won’t [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:15 FOCUS LIST: NVDA, META, NFLX, SPOT, PLTR, GEV, RKLB, UBER 4) 14:00 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, AVAV, CW, ASTS, JOBY, ACHR, ATRO, BKSY, PL, KRMN 5) [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:00 FOCUS LIST: NVDA, META, NFLX, SPOT, PLTR, GEV, EQT, RKLB, UBER 4) 16:25 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, ASTS, JOBY, ACHR, RDW, ATRO, BKSY, PL, KRMN 5) [...]
There are three topics I would like to discuss in this Market Note: 1) The quarterly price of the Educational Product is going up to $595 starting on September 1, 2025. One of the biggest compliments I’ve received from members is about my consistency. I’ve had a lot of things come up over the past [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 20:55 FOCUS LIST: NFLX, SPOT, PLTR, GEV, EQT, RKLB, UBER 4) 25:55 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, ASTS, JOBY, ACHR, RDW, ATRO, BKSY, PL, KRMN 5) 34:50 Stock [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 12:55 FOCUS LIST: NFLX, SPOT, PLTR, GEV, EQT, RKLB, UBER 4) 15:30 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, ASTS, JOBY, ACHR, RDW, ATRO, AIRO, BKSY, PL, KRMN 5) 19:30 [...]
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Interview with Mike Webster: https://www.youtube.com/watch?v=Zj_Aw5TnYME Compound and Friends Podcast: https://www.youtube.com/watch?v=cQeievuFPY8 Jim Cramer featuring my research on Mad Money: https://www.youtube.com/watch?v=SfR3nbnIV98 Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 12:40 FOCUS LIST: NFLX, SPOT, PLTR, GEV, EQT, RKLB, UBER 4) 16:45 Stock Review – Aerospace/Defense: [...]
Interview with Mike Webster: https://www.youtube.com/watch?v=Zj_Aw5TnYME Compound and Friends Podcast: https://www.youtube.com/watch?v=cQeievuFPY8 Jim Cramer featuring my research on Mad Money: https://www.youtube.com/watch?v=SfR3nbnIV98 Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:50 FOCUS LIST: NFLX, SPOT, PLTR, GEV, EQT, RKLB, BROS, UBER 4) 13:40 Stock Review – [...]
Interview with Mike Webster: https://www.youtube.com/watch?v=Zj_Aw5TnYME Compound and Friends Podcast: https://www.youtube.com/watch?v=cQeievuFPY8 Jim Cramer featuring my research on Mad Money: https://www.youtube.com/watch?v=SfR3nbnIV98 Topics covered: 1) 0:00 Announcements 2) 1:05 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:35 EDUCATIONAL SEGMENT ON POWER TRENDS 4) 18:15 FOCUS LIST: NFLX, SPOT, PLTR, GEV, EQT, RKLB, [...]