Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 12:00 Stock Review – Software: BILL, CRWD, ZS, NET 4) 14:00 Stock Review – Semiconductors: SMH (ETF), NVDA CAMT 5) 15:20 Stock Review – Medical Products: ALGN, INMD, CUTR 6) 18:35 Stock Review – Watch [...]
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Topics covered: 1) 0:00 Announcements 2) 0:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:00 Stock Review – Mega Caps: AAPL, MSFT, ADBE, AMZN, NFLX, QQQ (ETF) 4) 11:05 Stock Review – Software: CRWD, ZS, NOW, TEAM, ZI, BILL 5) 14:20 Stock Review – Semiconductors: SMH (ETF), NVDA, AMAT, [...]
Topics covered: 1) 0:00 Announcements 2) 0:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 10:25 Stock Review – Software: CRWD, ZS, DOCU, DOMO, DT, TEAM, ASAN, BILL, NET 4) 15:30 Stock Review – Mega Caps: AMZN, AAPL, GOOGL, FB, MSFT, ADBE, NFLX, PYPL, SQ, SHOP, TSLA, QQQ (ETF) 5) [...]
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 Stock Review – Software: CRWD, ZS, BILL, DDOG, DOMO, TEAM, DOCU, NET 4) 12:45 Stock Review – Semiconductors: SMH (ETF), NVDA, MRVL, MPWR 5) 14:00 Stock Review – Medical Products: ALGN, INMD, DXCM, ILMN [...]
I haven’t updated my blog in a while, so here are some random market thoughts (in no particular order): 1) It’s amazing how negative so many people are with many of the major averages at all-time highs. I’m not saying to be complacent, and I always encourage people to manage risk, but from a contrarian [...]
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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) 14:50 Comments on this week’s Fed meeting 4) 16:55 Stock Review – Software: CRWD, ZS, OKTA, DDOG, DOCU, DOMO, DT, TEAM, ESTC, NET, NOW, TWLO, CVLT, ASAN, BILL 5) 23:00 Stock Review – Mega Caps: [...]
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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) 13:40 Stock Review – Software: IGV (ETF), BILL, DDOG, ZS, NET, DOCU, DOMO, DT, CVLT, VEEV 4) 18:00 Stock Review – Mega Caps: AMZN, AAPL, GOOGL, FB, MSFT, ADBE, NFLX, PYPL, SQ, SHOP, TSLA, QQQ [...]