Topics covered: 1) 0:00 Announcements 2) 0:40 Comments on portfolio construction 3) 4:50 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 4) 10:00 Stock Review – Mega Caps: AMZN, AAPL, GOOGL, FB, MSFT, ADBE, NFLX, PYPL, SQ, SHOP, TSLA, QQQ (ETF) 5) 14:30 Stock Review – Semiconductors: SMH (ETF), NVDA, AMAT, [...]
Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 6:40 Comments on VCEL and taking losses 4) 12:15 Stock Review – Semiconductors: SMH (ETF), NVDA, AMAT, ASML, HIMX 5) 14:45 Stock Review – Medical Products: ALGN, STAA, INMD, SWAV, PGNY, CUTR, NTLA 6) 16:25 [...]
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Topics covered: 1) 0:00 Announcements 2) 1:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:00 Comments on being tactical 4) 10:50 Stock Review – Mega Caps: AMZN, AAPL, GOOGL, FB, MSFT, ADBE, NFLX, PYPL, SQ, SHOP, TSLA, QQQ (ETF) 5) 18:00 Stock Review – Semiconductors: SMH (ETF), NVDA, AMAT, [...]
Topics covered: 1) 0:00 Announcements 2) 0:40 Comments on timeframe 3) 2:45 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 4) 7:10 Stock Review – Mega Caps: AMZN, AAPL, MSFT, ADBE, CRM, PYPL, SQ, GOOGL, FB, NFLX, SHOP, TSLA, QQQ (ETF) 5) 11:35 Stock Review – Semiconductors: SMH (ETF), NVDA, AMAT, [...]
Some bases on my watch list: ALGN, SNAP, ZBRA, RADA, COWN To access this content, you must purchase a membership.
Topics covered: 1) 0:00 Announcements 2) 0:35 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:15 Stock Review – Semiconductors: SMH (ETF), NVDA, AMAT, LRCX, ASML, BRKS, UCTT, ICHR, CAMT 4) 16:55 Stock Review – Medical Products: ALGN, SWAV, STAA, VCEL, INMD, CUTR, PGNY 5) 18:50 Stock Review – Mega [...]
Recent Yahoo Finance article: https://finance.yahoo.com/news/3-historic-precedents-show-tech-stocks-will-go-higher-133034044.html Topics covered: 1) 0:00 Announcements 2) 0:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:05 Stock Review – Medical Products: SWAV, NVCR, STAA, ALGN, INMD, VCEL, CUTR, NTLA 4) 14:25 Stock Review – Semiconductors: SMH (ETF), NVDA, CAMT, UCTT, AMAT, LRCX, ASML 5) 16:00 [...]
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