Real Vision

my working assumption is that the market is too pessimistic ahead of these numbers from Micron... even though it sounds awkward to say that stocks that are up I don't know how many X since a year ago, Micron, Sandisk, etc. are still worth a buy. I actually think they are given th

— Real Vision, at 12:23

Micron is one that I'm going to be looking for. It definitely is way overextended... still way above the... the mean right here um at the 20-day moving average. So do a correction, but it's going to be of course really interesting to see how their earnings call comes into play at

— Real Vision

Micron, it rolled over, but again, still only down to its 10-day moving average... This doesn't look ominous at all to me. Like unless we start breaking some of these moving averages and really, you know, start to lose these trends and set lower lows, then I'll start to get worri

— Real Vision

I think that company will do very very well... I like Google... those two are the probably still the most interesting plays uh out of the hyperscalers and uh I think they'll continue to do well if I'm honest.

— Real Vision

I think it's I to me it's one of the most promising ones out there... Google is unique in the AI space in that they have the full tech stack. They make the chips, they have the data centers, they have all the the coding, they have everything from top to bottom... I think that, yo

Apple is a very good example of this, right? I don't think that's a hidden story. Uh, they have their own secured supply chains of everything that goes into their phones. uh and therefore they'll probably be able to get through such a period with an extreme degree of pricing powe

— Real Vision

What's in the discretionary spending bucket? Well, um, a couple of the big names, at least from an equity perspective, are Tesla and Amazon. I I think both names are pretty decent here.

— Real Vision

in contrast to Amazon, Microsoft, and um Alphabet, they don't really have a backlog that supports the kind of capex that they're undertaking. They're trying to paint a picture that the average price of their ads has increased due to AI. And I guess there is, you know, some logic

— Real Vision

What's in the discretionary spending bucket? Well, um, a couple of the big names, at least from an equity perspective, are Tesla and Amazon. I I think both names are pretty decent here.

— Real Vision