Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:35 FOCUS LIST: NVDA, META, NFLX, SPOT, PLTR, GEV, RKLB, UBER 4) 16:35 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, GE, AVAV, CW, ASTS, JOBY, PL 5) 21:10 Stock Review – Software: [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:25 FOCUS LIST: NVDA, META, NFLX, PLTR, GEV, RKLB, UBER 4) 11:15 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, GE, AVAV, CW, ASTS, JOBY, BKSY, PL, ATRO, RDW 5) 14:35 Stock Review [...]
Topics covered: 1) 0:00 Announcements 2) 0:55 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 16:30 FOCUS LIST: NVDA, META, NFLX, PLTR, GEV, RKLB, UBER 4) 20:25 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, GE, AVAV, CW, ASTS, JOBY, BKSY, PL, ATRO, RDW 5) 25:15 Stock Review [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 4:55 FOCUS LIST: NVDA, META, NFLX, PLTR, GEV, RKLB, UBER 4) 6:50 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, GE, AVAV, CW, ASTS, JOBY, BKSY, PL, ATRO, RDW 5) 11:10 Stock Review [...]
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Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 19:25 FOCUS LIST: NVDA, META, NFLX, PLTR, GEV, RKLB, UBER 4) 24:25 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, AVAV, CW, ASTS, JOBY, BKSY, PL, ATRO 5) 28:30 Stock Review [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 9:40 FOCUS LIST: NVDA, META, NFLX, PLTR, GEV, RKLB, UBER 4) 13:10 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), HWM, KTOS, DRS, GE, AVAV, CW, ASTS, JOBY, ACHR, BKSY, PL, ATRO 5) 16:20 Stock [...]
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) [...]