Interview with Ryan Detrick on 10/31/25: https://www.youtube.com/watch?v=0alr4-vDLK8 Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 7:45 FOCUS LIST: NVDA, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 13:40 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, [...]
Interview with Ryan Detrick on 10/31/25: https://www.youtube.com/watch?v=0alr4-vDLK8 Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 12:20 FOCUS LIST: NVDA, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 19:20 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, [...]
Topics covered: 1) 0:00 Announcements 2) 0:15 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000 3) 8:15 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 13:50 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, KRMN 5) 16:20 [...]
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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) 11:40 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 16:30 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY, 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) 8:45 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 12:15 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY, 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) 10:50 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM, HOOD, VRT 4) 14:40 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, GE, PL, HWM, CW, FTAI, ASTS, BKSY, 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) 14:35 FOCUS LIST: NVDA, META, PLTR, GEV, RKLB, UBER, NBIS, KTOS, AVGO, TSM 4) 16:50 Stock Review – Aerospace/Defense: SHLD (ETF), XAR (ETF), AVAV, ONDS, GE, PL, HWM, CW, FTAI, ASTS, BKSY, KRMN 5) 19:20 [...]
In last weekend’s video (10/4/25), I reviewed my bigger picture macro themes. I summarized them publicly on my blog at the following link: https://joefahmy.com/2025/10/12/staying-focused-through-volatility-the-long-term-case-for-this-bull-market To access this content, you must purchase a membership.
A. The three main points I would like to emphasize: 1) The stock market still has significant upside. After nearly 30 years on Wall Street, one thing I’ve learned is that moves in the market last much longer than people expect. Just when investors think something can’t go higher, its usually does, and the same [...]