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Fact345K subscribers · 274 US-stock videos in the last 90 days
RosterIn the roster since Aug 30 for $GOOGL $NVDA · last checked Sep 26 13:02
$AMDBullish2026-09-258 entriesAMD is a strong buy ('absolutely love') as a 'baby Nvidia'; bullish on 650 calls for next week contingent on pullback or holding near 630.
$METABullish2026-09-2518 entriesBullish on META; expects breakout if levels clear due to Muse AI driving adoption among older users.
$USDEBullish2026-09-251 entryUSDE is a strong short-term momentum trade benefiting from Bitcoin's rise, currently testing key resistance levels with high relative strength.
$AMZNBullish2026-09-254 entriesAMZN trades at a good valuation and ranks as the largest or second largest constituent of the Russell 1000 value index, though capital spending concerns remain.
$AKAMBullish2026-09-251 entryAKAM's $11.6B Anthropic deal is a pivotal turning point supporting long-term upside and revenue re-acceleration; immediate market response was weaker than pre-market.
$NKEBearish2026-09-251 entryBofA downgrades NKE to underperform ($30 PT) citing negative sales through FY2027 and no recovery until FY2028; speaker sees eventual transformation but patience is running out.
$INFQBullish2026-09-251 entryINFQ underperformed due to market misunderstanding of quantum computing; its specific technical approach is considered more valuable than competitors.
$URIBullish2026-09-251 entryURI is a solid investment because it offers indirect exposure to AI via data center construction demand and has a proven model of growth through acquisitions.
$QCOMBullish2026-09-244 entriesQualcomm's diversification into data centers and automotive offsets Apple revenue decline; non-phone revenue exceeds 50% in FY2027.
$ORCLBullish2026-09-2412 entriesOracle's force majeure invocation is a strategic advantage that delays capital expenditure and proves contract strength.
$SIMOBullish2026-09-241 entrySIMO is a preferred AI memory play with a good dividend yield and a 19.3x forward P/E.
$SNDKBullish2026-09-241 entrySanDisk is an attractive investment in the memory sector due to its low valuation (6.9x forward P/E), growing earnings forecasts, and long-term order visibility through 2030.
$APOBearish2026-09-241 entryApollo faces downside risk toward $110 due to difficult exit environment for asset managers; bearish stance.
$UUPBullish2026-09-241 entryUUP has potential for further upside; strategy is to buy calls for leveraged exposure with defined risk.
$MCDBearish2026-09-242 entriesMCD faces technical and fundamental weakness from slowing sales and low-income consumer pullback; speaker holds a bearish view on the stock.
$SPYBullish2026-09-243 entriesS&P 500 exhibits bullish technical structure (flag breakout, VWAP support) indicating potential upside.
$DRINo side taken2026-09-241 entryDarden reported an earnings miss driven by weak Olive Garden sales, but remains a top pick in the sector.
$CBearish2026-09-242 entriesLowered Citigroup recommendation from neutral to sell due to recent performance.
$GTLBBullish2026-09-242 entriesGTLB is a safe buy now; low valuation vs. ~20% revenue growth and strong fundamentals outweigh short-term risks.
$MATCHBullish2026-09-241 entryMATCH is undervalued with ~9% upside potential; supported by strong relative performance post-rate-hike, subscription cash flow, and low leverage.
$SNPSBullish2026-09-241 entrySNPS is a good value; low debt profile with ~$3.5B paid off in H1 supports the thesis.
$CSCOBullish2026-09-231 entryCisco maintains leadership in networking/data centers; recommended for patient investors to watch.
$NVDABullish2026-09-2312 entriesNVDA is admired as a great choice; chip prices remain high due to insufficient production capacity meeting AI needs.
$MSFTBullish2026-09-236 entriesMicrosoft's strong management and balance sheet support a bull thesis as AI-driven revenue growth resumes and margin concerns fade.
$FDXBearish2026-09-231 entryFDX is bearish; joining the downward trend due to disastrous technical indicators and double top formation.
$HDBullish2026-09-231 entryHD expected to hold $300 support and bounce to $315-$320; short-term trade thesis.
$CBRLBullish2026-09-231 entryCracker Barrel is recovering; positive investor reaction driven by new CEO leadership and projected 3-5% comp sales growth.
$ONBullish2026-09-231 entryOnSemi shows technical improvement with a potential bullish RSI crossover, despite underperforming the SMH ETF.
$DELLBullish2026-09-228 entriesDell's strong performance and growing order book support a bull thesis; the stock can reach 595 if data center demand continues.
$UBERBearish2026-09-222 entriesUBER's passenger transport business is vulnerable to self-driving taxis, causing a likely sharp decline in its stock price.
$CBRSBullish2026-09-221 entryCBRS technicals show stabilization and potential breakout; 205 is the key resistance level to watch.
$TSLABullish2026-09-228 entriesTesla is poised for a breakout with expected upside to 395 or 420, but requires caution due to speculative nature.
$VLOBullish2026-09-223 entriesValero's recent drop presents a short-term buying opportunity for a bounce due to its strong prior trend and technical support levels.
$PARANo side taken2026-09-222 entriesPARA stock is expected to trade sideways with no significant long-term growth after finding support near $10; strategy involves selling covered options to capture premium income.
$GOOGLBullish2026-09-225 entriesGOOGL leads telecom sector; technicals show strong continuation; analyst upgrades support bullish view.
$LMTBullish2026-09-221 entryLMT is a major beneficiary of increased global defense spending through 2035 due to reasonable valuation.
$KBHBearish2026-09-221 entryKB Home faces a bearish outlook due to high interest rates and a downward technical trend leading into earnings.
$GLDBullish2026-09-211 entryGold is a net winner over the next 12-36 months due to declining demand for sovereign debt; keep physical metals for defense.
$XLEBearish2026-09-211 entryRefining stocks are unattractive because margins are at record highs with risks of normalization.
$AAPLBullish2026-09-2121 entriesiPhone 18 Pro demand appears strong due to lengthening wait times; product looks promising for Apple.
$INTCBullish2026-09-212 entriesIntel's unique status as the sole US-based chip foundry creates a structural advantage, supporting its recent breakout and leadership among semiconductor peers.
$HPQBearish2026-09-211 entryHPQ stock faces pressure; withholding FY2027 guidance signals weakness in the computer hardware sector.
$BEBullish2026-09-213 entriesBE exhibits strong technical trends and outstanding performance; despite recent moderation, it remains a standout in alternative energy infrastructure with key support levels intact ahead of index inclusion.
$NVOBearish2026-09-212 entriesNVO shares are under pressure as the market finds its strategic plan insufficiently bold or fast, though technical support exists at $40.
$BRK.BBullish2026-09-191 entryBerkshire Hathaway is a strong long-term hold offering safety and downside protection.
$CNQBullish2026-09-191 entryCNQ is a strong holding for portfolio protection and commodity participation, supported by solid fundamentals and a long dividend track record.
$ASMLBullish2026-09-182 entriesASML is a preferred investment because it benefits from the continuation of Moore's Law.
$CRWDBullish2026-09-185 entriesCRWD has a bullish technical setup (upward channel) driven by the fundamental theme of companies owning their own AI and requiring security for that IP.
$HIMSBullish2026-09-181 entryHIMS is undervalued and poised for upside; its platform model captures value from any winning GLP-1 drug, and short-selling pressure will diminish as market cap grows.
$LLYNo side taken2026-09-182 entriesLLY is an industry leader with strong fundamentals; despite significant earnings growth compressing its P/E ratio, the stock remains historically expensive.
$ABNBBullish2026-09-181 entryABNB receives a positive assessment from Citizens due to strategic expansions in hotel inventory, payment options, and fee transparency, leading to a price target increase.
$ETSYNo side taken2026-09-182 entriesETSY technicals are weak (downtrend, falling MAs, RSI 37), but short-term upside is expected due to holiday seasonality and positive analyst sentiment.
$AXTIBullish2026-09-171 entryAXTI could break $74 and reach $95-$100 quickly if AI sector momentum returns.
$HUTBullish2026-09-171 entryHUT is a preferred name with breakout potential, conditional on growth in near-cloud companies.
$IRENBullish2026-09-172 entriesIREN has superior fundamentals to peers and is positioned for a technical breakout above $50 towards $60-$65 and potentially $76.
$MUBullish2026-09-174 entriesMU is a standout investment; having reclaimed the 50-day MA and broken above $975, it targets $1040 and could reach $1156 if it clears key resistance.
$PANWBearish2026-09-178 entriesPANW is a high-quality company but currently overvalued as the price reflects growth through 2027.
$PLTRBullish2026-09-173 entriesPLTR benefits from the shift toward sovereign AI as companies prefer controlling their own data; strong client adoption and rising spending support a positive outlook.
$SHOPBullish2026-09-171 entrySHOP is a short-term AI beneficiary due to agent-ready infrastructure and growth, but faces risk from high oil prices impacting consumer spending.
$VBullish2026-09-171 entryVisa has solid technical momentum and benefits from tokenized payment trends as a tech play.
$JBHTBearish2026-09-172 entriesHigh diesel costs are an industry-wide headwind causing poor guidance and a bearish outlook for JBHT.
$NSEPBullish2026-09-161 entryNSEP is a strong investment choice providing 18% upside and 15% downside protection for QQQ exposure.
$IBITBearish2026-09-161 entryIBIT is bearish; disillusioned crypto investors are not returning, leading to a post-rally fade.
$BABABullish2026-09-151 entryBABA is a clear buy opportunity; backed by Morgan Stanley's top-pick rating for AI/LLM strengths.
$BKBullish2026-09-151 entryBK has unpriced earnings momentum from tokenization custody opportunities, conditional on the Clarity Act passing.
$CRCLBullish2026-09-151 entryCRCL bull thesis relies on Clarity Act passage driving stablecoin adoption; higher yields also support revenue from interest on bills.
$PLAYBearish2026-09-151 entryPLAY reported a miss on both top and bottom lines (adjusted loss of $0.27/share, revenue -2.4%) due to structural weakness in its core arcade segment, which has seen declining entertainment sales for 8 straight quarters.
$SMHNo side taken2026-09-151 entrySMH is in a bull flag pullback; breaking below ~492 to the 50-week MA signals significant weakness.
$EOGBullish2026-09-142 entriesEOG Resources has a strong buy/five-star rating as a select upstream name.
$CTASBullish2026-09-141 entryCTAS is an attractive holding due to market share gains and the expected accretive Universe acquisition.
$AFRMBullish2026-09-141 entryBullish stance on AFRM for the next couple of months; expects continued upside supported by analyst activity and technicals.
$HPEBullish2026-09-143 entriesHPE is a good investment for AI infrastructure growth as it benefits from overall deployment rather than specific model winners.
$TDGBullish2026-09-121 entryTDG is a compelling buy; underperformance despite strong fundamentals (double-digit organic growth, rising margins) creates an attractive valuation, supported by recent share buybacks.
$ADBEBearish2026-09-113 entriesAdobe has near-term fundamental concerns from light Q4 guidance and competitive pressure, despite a strong Q3 beat and a relatively muted stock reaction.
$DVNNo side taken2026-09-101 entrySell premium on DVN using a put credit spread due to high implied volatility in oil.
$CFBullish2026-09-101 entryCF has bullish technicals but faces resistance at ~140; breaking above could trigger further upside.
$LULUBearish2026-09-102 entriesLULU faces weak demand and poor financials; stock expected to remain flat or decline.
$UPSBearish2026-09-101 entryUPS lacks upside catalysts due to losing Amazon as a major client, rising fuel costs, and technical breakdown; no new business story identified.
$DHINo side taken2026-09-101 entryDHI presents an interesting technical setup at its 200-week MA, with potential tailwinds from lower input costs offsetting bearish housing data and high rates.
$AEOBearish2026-09-101 entryAEO stock is weak due to declining core brand comps and margin compression outweighing positive Airy brand results and EPS beats.
$COOBearish2026-09-101 entryCOO stock is underperforming due to failed surgical division spin-off, revenue miss, and weak margin guidance.
$MNo side taken2026-09-101 entryMacy's shares are down ~5% on earnings; while EPS and guidance were raised, gross margin compression drove the negative price action.
$NFLXNo side taken2026-09-092 entriesNFLX valuation is lower and potentially oversold; live events and theatrical releases are levers that could improve growth.
$MRKBearish2026-09-091 entryMerck's current strength is viewed as a liability; the speaker anticipates a downside move and has positioned for it via a put spread expiring in ~100 days.
$ROSTBearish2026-09-091 entryROST is a bearish trade due to ongoing sell-side activity and relative weakness compared to peers like TJX.
$SIGBullish2026-09-091 entrySIG earnings outperformed consensus by 26% and guidance was raised, resulting in a strong positive market reaction.
$GMENo side taken2026-09-081 entryGME is an interesting watch due to Ryan Cohen's shift toward profitability and collectibles, creating a hybrid retail/investment model that defies traditional analysis.
$KLACBullish2026-09-081 entryKLA is an undervalued, obscure stock with bullish technicals and analyst support; it is worth watching for a breakout.
$PLBullish2026-09-051 entryPlanet Lab is a strong satellite company and a good investment opportunity.
$RKLBBullish2026-09-051 entryRKLB is a preferred choice among space stocks, viewed as a good company for long-term investment.
$CVXBullish2026-09-041 entryCVX is a top pick in oil/gas if Venezuela expansion succeeds; current price action suggests early stage of uptrend.
$ZSBearish2026-09-044 entriesZS FY2027 guidance (~17%) is much lower than current growth (25%), leading to negative market reaction and underperformance vs peers.
$MSTRNo side taken2026-09-031 entryMarket reaction to MSTR's recent capital allocation actions was positive (stock +2%), despite a significant long-term decline (-60%).
$NEMBullish2026-09-031 entryNEM has a favorable technical setup; breaking above the Jan/Feb double top opens upside potential.
$VZBullish2026-09-031 entryVZ poised to break resistance; close above 50.75 targets 51.68; room for further gains.
$TJXBullish2026-09-031 entryTJX's 16% drop is an overreaction; current price offers a buying opportunity ahead of expected strong Q4 earnings.
$FIVEBullish2026-09-031 entryFIVE outperforms retail peers driven by trend-spotting capabilities and strong product demand; stock shows significant annual gains.
$NTAPBearish2026-09-033 entriesNTAP faces selling pressure due to a 35% drop in free cash flow and high pre-earnings expectations, with analysts viewing the current valuation as fully priced despite better-than-expected results.
$MPCBullish2026-09-021 entrySpeaker prefers MPC due to widened margins and strong FCF returns, despite recent strong performance.
$SNOWBullish2026-09-021 entrySNOW's earnings beat, raised guidance, and margin strength drove a significant positive market reaction and increased investor confidence regarding its AI positioning.
$GMBearish2026-09-021 entryGM faces macro headwinds and technical reversal; expect price decline from 91 toward 70.
$JPMBearish2026-09-021 entryJPM has high uncertainty; speaker takes a sell position despite record highs.
$TLTBullish2026-09-021 entryTLT is a buy due to price weakness and expected Treasury support for long-end yields.
$CRDOBearish2026-09-021 entryCRDO stock is falling due to margin compression and high valuation despite revenue growth.
$MDBBearish2026-09-021 entryMDB sell-off driven by Atlas growth (29%) missing high expectations (>30%), despite total revenue/EPS beats.
$PFEBullish2026-09-021 entryPFE is a buy; downside protected by 6% yield and priced-in bad news, upside from oncology and GLP-1 pipeline.
$XRAYBullish2026-09-021 entryXRAY is undervalued at 7x forward earnings; new CEO's distribution restoration and cost cuts will cause stock to double/triple in coming years.
$BLKNo side taken2026-09-011 entryBLK fundamentals are strong (valuation, FCF, EPS) but technicals show a pullback; $1100 is key near-term support.
$GEVBullish2026-09-011 entryGEV has strong fundamentals (AI tailwind, healthy balance sheet) and is technically in a healthy pullback to support (~$880), presenting a low-risk long opportunity.
$WDCNo side taken2026-09-011 entryWDC fundamentals are attractive due to rising EPS estimates and AI demand, but technicals show an unclear downtrend with key support at 425.
$BANo side taken2026-09-011 entryBA is liked as a non-cyclical stock, but further buying is contingent on the outcome of the current union negotiation.
$ANETBullish2026-08-311 entryANET is a preferred holding due to its role in AI networking infrastructure and strong recent financial growth (Q2 revenue +37.7%).
$VEEVBullish2026-08-311 entryVEEV is a strong buy as a stealth tech company in healthcare with phenomenal sales and earnings growth.
$NETBullish2026-08-311 entrySpeaker favors Cloudflare as a top sector name driven by AI; seeks long entry above 310.60 with target at 340.