Evidence

Really impressed with the close here... I could certainly see it as a weekly higher low attempt inside this range. I still don't think that we're out of the woods. We lost the 50. That's not a good look.

— Trade Brigade

Roblox daily hammer here. Higher low 54. I like the look. Uh, if this could take out a prior day high, great... it's had some relative strength to the market. I mean just notably it's got a higher high here versus the NASDAQ.

— Trade Brigade

I would say that that's a very optimistic take for the market and I'm not convinced that it's going to be smooth sailing. I would keep a very open mind to the idea of okay, we fail back down into the range, we just kind of chop around in here and everybody goes home for the

— Trade Brigade

There's nothing to do on Tesla. I hate this chart... We are completely back in the range. The price action extremely wide and loose. There's no structure in this balance range. So, I'm not interested.

— Trade Brigade

I've preferred to take a simple approach on the small caps and just sort of say in this box we're neutral to bullish. If we break out, great, we're bullish. And if we pull back in here, you get one final chance at the daily 50 estimate to keep the trend up.

— Trade Brigade

Apple loves the month of July. I'll talk about seasonality a little bit later, but Apple one of its best months, actually I think its best month is July and it got off to a really good start for the month of July.

— EarningsBeats

I continue to believe that Amazon is looking like a very attractive stock in the market today. It's also why I have continued to add to my position as consistently as I possibly can. Full disclosure, Amazon is now the second largest position in my portfolio at around 10% of my

— Daniel Pronk

I also discussed this in my last video where I did a full deep dive on Amazon and why I think that it is looking like one of the best buys in the market right now... Amazon has become the second largest position in my portfolio at around 10% now.

— Daniel Pronk

I'm just going to say historically I don't believe investors are typically rewarded when they buy a stock that's 200% above its 200 day moving average.

— The Compound

SpaceX is the embodiment of ARK's research on technology convergence. Artificial intelligence, robotics, and distributed energy. All together chasing a 28.5 trillion-dollar total addressable market. This is just a start, and we're excited to follow SpaceX in the public markets.

— ARK Invest

fairly priced for 9% return... Not bad. Perhaps not stellar but not great.

— Value Investing with Sven Carlin, Ph.D.

Mercado Libre just ticking up a little bit. It will depend on the growth going forward as we discussed in the analysis for now. Looks good bottoming out. So another interesting situation to follow.

— Value Investing with Sven Carlin, Ph.D.

I have put the S&P 500 at likely 1% zero or real negative return over the next 10 years.

— Value Investing with Sven Carlin, Ph.D.

We discussed Microsoft recently and they're also much better pricing compared to many others for Microsoft. But keep in mind it is on exuberant growth rates going forward. If I lower the growth rate for margin of safety, lower the PE, the downside is still 60 70%.

— Value Investing with Sven Carlin, Ph.D.

I have it at five six% long-term return. The P ratio is not 27 as we discussed, it's 40... I am pushing it from here to more risky, more in the AI bubble because the price simply went up.

— Value Investing with Sven Carlin, Ph.D.

I think both Nvidia and Broadcom are still great stocks to buy right now.

— Ticker Symbol: YOU

Meta Platforms doesn't have that problem. It's already an incredibly profitable trillion dollar tech giant so they can build as much as they see fit.

— Ticker Symbol: YOU

Qualcomm just landed two of the most important customers in AI computing and doubled their revenue target while their stock is down by around 15% over the last month. To me, that means the market is essentially pricing Qualcomm's entire data center business at zero.

— Ticker Symbol: YOU

That's why I'm still buying all three NeoCloud stocks, especially as their prices continue to fall.

— Ticker Symbol: YOU

I would rather see it come down, undercut this low, suck in the short sellers, and then squeeze them hard... Right now, on the shorter term time frame, the buyers are starting to gain control.

— Brian Shannon - Alpha Trends

The Russell 2000 also had a failed breakdown in here this week... This market, I I just have zero interest in trading it. It's it's a low volatility and choppy market. So it's overall healthy. You just for me I'm looking at it as we've got a rising 20 50 and 200 day moving

— Brian Shannon - Alpha Trends

the patterns are they're they're interesting like cups and handles, heads and shoulders and all that sort of thing, but you have to look at it uh from a structural standpoint... the buyers are in control. Next week, if we pull back, I'd say put an anchor off of this low here and

— Brian Shannon - Alpha Trends

As AMD broke below VWAP and then failed to reclaim it, that became my trigger. The sector weakness had already been confirmed... As the day continued, AMD kept moving lower with the sector.

— SMB Capital

for us, this is a point where we would pass on a company like Marvell and look for some other more compelling values within the semiconductor universe

— Chip Stock Investor

they've been missing out. IBM has actually done a really terrible job of getting in on this early. And so now they have to play a little bit of catch up... they've stabilized the business, and now they, because they're still profitable, have the ability to go out, invest in this

— Chip Stock Investor

I would probably be okay selling bullish delta or selling a put or selling put spread or being assigned here based on volatility... You want to sell puts mostly just because of this fact right here.

— SpotGamma

Micron MU also down a little bit quarter percent. Uh we've got a failure of the trend line there.

— tastylive

so far, so good with that one.

— Learn to Invest

One that we've been talking about for the last two years that is likely to continue benefiting from this trend is GE Vernova.

— Chip Stock Investor

I'm out from Alibaba from my model portfolio because it turned from a fundamental perspective dividend buybacks cash flows from e-commerce to an AI bet... earnings per share are down cash flows are down the balance sheet is still extremely strong still everything looks good the

— Value Investing with Sven Carlin, Ph.D.

the moat is yellow. Now, the reason I think it's a narrow moat is that once large legacy organizations start using UiPath, it is painful to rip out. But you have to wonder how much motivation is there for newer and newer customers to use UiPath as opposed to say Anthropic.

— Brian Stoffel

this is a very wellestablished company, but it functions in a largely commoditized industry. Like Super Micro, its moat isn't really there. The reason that it's doing well is has more to do with the fact that it is offering what I call water in a desert.

— Brian Stoffel

the moat here is real but narrow in that they have the manufacturing capacity to be able to once supply and demand do even out offer these things at a a lower internal cost than some of the rivals... I would say that the valuation today is fair.

— Brian Stoffel

I think that this company is really set up for long-term success and I actually think that the shares are actually quite attractive right now as I look at them... revenue growth is has reacelerated and I think that we're underestimating the growth in gross merchandise volume

— Brian Stoffel

Citigroup is interesting, I like it, it's done fairly well. But, you know, they they've got some growth issues that they're trying to sort out. I own a small piece of that. We'll see where it goes over the long run. I think it's a solid company, just needs a bit more growth.

— Learn to Invest

This one has landed in my long-term buy and hold portfolio. It is here just in case it pulls back down, I want to be I want to pay attention to it.

— Learn to Invest

Disney I've owned for a while and the stock's actually been far it's been far more underwhelming than I would have expected. They appear to have lost a bit of their let's say their reputation. And because of that, it's made the stock a bit riskier. I am still watching and I'm

— Learn to Invest

That one I do own and it's at a decent level now, but I'm not sure I need to add more to my position at this point. I understand there's a bit more geopolitical risk with that type of company, but it is one that I want to watch and maybe if the opportunity shows presents itself

— Learn to Invest

Another stock I like right here is SoFi Technologies... I do like this position though to have a position with positive theta and with a longer duration for the trade to work out.

— ProjectOption

I see these lawsuits as noise rather than something that changes my long-term thesis on the stock, which is still very positive given Cororeweave's massive 67 billion backlog, their full stack AI cloud platform, the huge amount of contracted power they have, and their massive

— Ticker Symbol: YOU

KLA being the biggest of the metrology companies, that's still interest us the most of all the different subsegments within this.

— Chip Stock Investor

Rivian uh which as I mentioned also this morning I was like around 14 like we that looks good. I didn't do anything about it because I don't think I'm capable of buying anything and it blasted about 30% higher the next few days. Um it's burned off a lot of today's gains already.

— tastylive

after all that spent on buying companies, robots, and exotic vision technologies, GM's ROI was a decline in domestic market share from 48% in 1978 to 37% in 1986 plus a bunch of very expensive new plants that were hardly more efficient than the old stuff.

— Asianometry

my faith in their ability to do that pivot and still have it be around and be meaningful by 2036 is very low and I think that the valuation is quite expensive.

— Brian Stoffel

I think those drive-thrus matter, but they're also much easier to replicate. I also am not sure how much optionality is left for this company. There's a lot of saturation, a lot of growth is dependent upon China, where there's a lot of homegrown competition that they have to go

— Brian Stoffel

the company has had problems lately. They've got really strong IP, but is it fading? Is it generating outsized returns? We haven't seen that as much lately... I will say that I think the stock is slightly undervalued, depending on how you look at it today, but this lands at

— Brian Stoffel