Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:10 Stock Review – Semiconductors: SMH (ETF), AMAT, LRCX, ASML, ICHR, UCTT, CAMT, BRKS, NVDA 4) 14:00 Stock Review – Medical Products: ALGN, NVCR, SWAV, STAA, INMD, PGNY, VCEL, CUTR 5) 18:00 Stock Review – [...]
Topics covered: 1) 0:00 Announcements 2) 0:40 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:10 Historical Precedents 4) 11:10 Stock Review – Semiconductors: SMH (ETF), AMAT, ASML, LRCX, CAMT, UCTT, ICHR, NVDA 5) 16:05 Stock Review – Medical Products: SWAV, ALGN, STAA, INMD, VCEL, PGNY 6) 18:15 Stock Review [...]
1) 0:00 – Market Review 2) 11:40 – Stock Review: SMH (ETF), AMAT, LRCX, ASML, CAMT, UCTT, SWAV, ALGN, NVCR, STAA, INMD, PGNY, VCEL, SPNE, CELH, EPIX, RUBY, HYRE, VRTV, HAYW, UPST, CVLT, FDX, UPS, XPO 3) 27:30 – Historical Precedents 4) 34:15 – Q&A To access this content, you must purchase a membership.
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:35 Stock Review – Mega Caps: FB, GOOGL, AMZN, AAPL, MSFT, TSLA, NFLX, PYPL 4) 10:15 Stock Review – Medical Products: SWAV, NVCR, ALGN, SPNE, STAA, INMD, PGNY, VCEL 5) 15:55 Stock Review – Semiconductors: [...]
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 7:55 Commentary on Breakout Failures 4) 11:10 Stock Review – Medical Products: SWAV, INMD, VCEL, ALGN, PGNY 5) 13:15 Stock Review – Watch List/General Ideas/Commentary: SMH (ETF), NVDA, HYRE, UPST, NVS, VOR, MGNX, RBLX, FDX, [...]
Stanley Druckenmiller interview from last week: https://www.youtube.com/watch?v=ScAeHsXIUqI To access this content, you must purchase a membership.
Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary (Many ETFs and stocks are discussed in this segment) 3) 11:20 Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 4) 19:20 Stock Review – Mega Caps: FB, AMZN, GOOGL, MSFT, TSLA, NFLX, AAPL, PYPL 5) 22:50 Stock Review – Watch List/General Ideas/Commentary: ASML, NVDA, SWAV, [...]
At the beginning of May, I was expecting a pullback in the market over the next two months and outlined the reasons in my Weekend Video to Educational Members. Here is a clip from that video. Please keep in mind that I will not regularly update this blog with my current market thoughts. I am [...]
Topics covered: 1) 0:00 Announcements 2) 0:55 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 14:50 Stock Review – Watch List/General Ideas/Commentary: APEN, CELC, VRTV, FANG 4) 18:05 Conclusion/Summary Market Summary: Over the past two weeks, I’ve been talking about being defensive in the market. In the May 1st Weekend [...]
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