Topics covered: 1) 0:00 Announcements 2) 0:45 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:30 Stock Review – Semiconductors: NVDA, AMD, PI, ACLS, ON, ONTO, AMBA, MRAM, SMH (ETF) 4) 15:00 Stock Review – Homebuilders: TOL, LEN, DHI, ITB (ETF), XHB (ETF) 5) 16:00 Stock Review – Mega Caps: [...]
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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) 16:40 Stock Review – Watch List/General Ideas/Commentary: DHI, LEN, TMHC, TOL, HD, LOW, ITB (ETF), XHB (ETF), SMH (ETF), LRCX, ON , ONTO, NVDA 4) 21:30 Conclusion/Summary Market Summary: As I mentioned in recent videos, [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 13:20 Conclusion/Summary Market Summary: The best way to summarize my market stance right now is to stay defensive! In recent videos and memos, I talked about leaning defensive, but unfortunately the warning signs are increasing [...]
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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) 10:20 Stock Review – Focus List: TSLA, U, RBLX, NVDA, QQQ (ETF) 5) 14:30 Stock Review – Software: NET, DDOG, PANW 6) 16:20 Stock Review – Semiconductors: AMD, ONTO, ACLS, PI, SMH (ETF) 7) 17:55 [...]
Topics covered: 1) 0:00 Announcements 2) 0:25 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:40 Stock Review – Mega Caps: TSLA, MSFT, AAPL, AMZN 4) 11:45 Stock Review – Software: BILL, U, RBLX, DOCN 5) 14:00 Stock Review – Semiconductors: NVDA, AMD, ON, ACLS, PI, UCTT 6) 15:20 Stock [...]
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Topics covered: 1) 0:00 Announcements 2) 1:00 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:10 Discussion on cutting losses 4) 9:30 Stock Review – Mega Caps: TSLA, MSFT, NFLX, CRM, AAPL, GOOGL, FB, ADBE, SHOP, AMZN, QQQ (ETF) 5) 15:20 Stock Review – Software: BILL, DDOG, NET, MDB, CRWD, [...]
Topics covered: 1) 0:00 Announcements 2) 1:10 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 5:25 Stock Review – Watch List/General Ideas/Commentary: TSLA, MSFT, AAPL, GOOGL, AFRM, DXCM, INMD, BILL, DDOG, NOW, U, SNOW, SOFI, CCXI, ONON, RKLB, NVDA, AMD, ALB, LAC, LTHM, ENVX, GLBE 4) 21:30 Conclusion/Summary Market Summary: [...]