Evidence

We've owned Broadcom for a long time. We're very happy to continue owning it. Is it a buy right now? That depends on your belief in management's outlook. Can they continue to deliver this massive amount of growth this year and into 2027? If they do, might still be a pretty decent

— Chip Stock Investor

it is definitely Nvidia and Broadcom that are really moving things forward for these data center operators right now.

— Chip Stock Investor

I do still think that the stock is looking undervalued and it's not really pricing in that much underlying fundamental growth and not that much optimism to produce a pretty stellar return from here.

— Daniel Pronk

we decided last March, last April, during the tariff tantrum, it was most certainly time to start buying AMD again... AMD as far as it appears right now as we head into earning season, again, is set to have a pretty good 2026 with rapid revenue growth and probably a bit of profit

— Chip Stock Investor

Intel's always behind the eight ball. This is what happens when you're playing from your back foot. So this is Intel's problem. It's market to lose... Intel is probably just going to lose more market share because someone will meet that demand.

— Chip Stock Investor

Microsoft continues in a, you know, it's a big uh component in the IGV continues to be a disaster.

— Brian Shannon - Alpha Trends

We saw Palunteer continue lower this week.

— Brian Shannon - Alpha Trends

Tesla is in a terrible downtrend. It continues to show that pattern of lower highs and lower lows and in this case being stuck below that red declining 20-day moving average.

— Brian Shannon - Alpha Trends

The NASDAQ also made it past its key level here... buyers are in control... I'd love to see if we could pull back in here... this is what would make it really ideal for a better low-risk entry.

— Brian Shannon - Alpha Trends

The jury is still out really is in terms of whether the S&P 500 is going to make the bigger turn and go on to new all-time highs... I'm more open-minded to upside.

— Brian Shannon - Alpha Trends

I think that these businesses like Amazon, Meta, Google, Microsoft, they're so far looking like they're going to be the ones that benefit the most from artificial intelligence.

— Daniel Pronk

I don't want to be overly bullish at the tippity top of the move again in a trend count... the data points have meaningfully changed and now it's just about finding the appropriate riskreward entry to participate in the new green shoots, if you will, of the uptrend.

— Trade Brigade

I do actually believe that Amazon stock is still undervalued in the market and I'm even considering picking up some more shares after reading the shareholder letter because I think that it is extremely bullish... I remain a very happy long-term shareholder and I don't plan on sel

— Daniel Pronk

Qualcomm is not providing any further information aside from mentioning a new memory architecture and moving to an annual cadence with its rack designs. This might mean stack DRAM or just wider memory buses to enable 768 GB, but we hope to get more information as it ramps up in d

— TechTechPotato

I'd love to see some right side buildout on this Microsoft. Can we stage a higher low? Can we stay over the 50 SMA?... This is definitely one of the names to focus on in the software group just because they have the Azure cloud... you could see uh Microsoft try to remain or or at

— Trade Brigade

really tight inside bar on today's session. Uh, I am looking for continuation out of that to all-time highs or if we do pull back higher low in here and continuation like that.

— Trade Brigade

I am also a little bit of the belief that Nvidia has been priced to perfection. I don't want to argue with uh price action too too much, but um you know, for me, it's got to be a higher low on Nvidia. I can't really chase a breakout here from wall to wall up at the highs. I think

— Trade Brigade

I think that the small caps will start to lead uh when everybody's positioned in the mega cap stuff already... why reach into the IWM quite yet and look for a performance booster when, you know, there's still plenty of setups happening in the mega cap tech arena.

— Trade Brigade

Nice breakout of this balance range uh over the 50 SMA and just, you know, straight up continuation for a range double. So, that has sort of come and gone as a setup. I would start looking for pullbacks to stage higher lows above that or just slow continuation above. Remember, Ap

— Trade Brigade

some of the big names that we find, you know, very undervalued today, Nvidia, Microsoft, Broadcom... some of the big names like Nvidia, Amazon, Microsoft, Broadcom, Meta, you know, all trading, you know, in undervalued territory.

— Morningstar, Inc.

some of the big names that we find, you know, very undervalued today, Nvidia... you know some of these like Nvidia looking you know more attractive

— Morningstar, Inc.

something like Salesforce in the software sector is still one that I think looks very attractive to investors

— Morningstar, Inc.

Microsoft, I still think that's a core stock that you should have in pretty much, you know, any portfolio. You know, that stock has really taken a beating this past quarter. I think now is a good time to dollar cost average probably into, you know, larger positions there... Micro

— Morningstar, Inc.

even Alphabet has fallen enough that it's looking more attractive

— Morningstar, Inc.

Oracle coming down into an area where I thought it could turn back to the upside... over the last 5 years they've been raising their dividends by 20% or more per year... if you can get a company like that pulling back to a key support level where then you can start to think about

— EarningsBeats

JP Morgan fairly negative

— SpotGamma

I do still believe that Amazon is trading below fair value. And I surprisingly think that it's still kind of cheap here. Maybe not the cheapest stock in the market, but I do think that it is still undervalued and selling below fair value. So, I may even pick up some more Amazon s

— Daniel Pronk

despite all of the risks from competitors, old and new supply chain disruption, also not a new thing for TSMC. They've been through plenty of supply chain disruptions. Just in the last six years alone, the company has got a lot figured out. It seems like they know what they're do

— Chip Stock Investor

This is the market. Now really great performance 14% per year. This is actually the best eight years in the market's history... if we look at the current P ratio of the S&P 500... 25% of the current SAP 500 situation is from valuation expansion... the real fundamental yield is 2%

— Value Investing with Sven Carlin, Ph.D.

The S&P 500 more importantly broke to a new all-time high and continues to rally day in and day out. These are the higher lows I've been pointing to for Alpha Trend subscribers. The name of the game here is to hold your winners and know where your stop is for your time frame.

— Brian Shannon - Alpha Trends

The Russell 2000 also broke a new all-time high here today on this big gap higher. The path of least resistance has been higher lows and higher highs on the intermediate-term time frame.

— Brian Shannon - Alpha Trends

we could pretty much thank Microsoft single-handedly for saving uh the IGV ... I personally would just stick with Microsoft because of their Azure play, right? They're really cloud infrastructure, not just software.

— Trade Brigade

Chip fab capacity is absolutely maxed out and that has been quite the benefit to Taiwan Semiconductor Manufacturing TSMC, but there are some new risks emerging that we should break down.

— Chip Stock Investor

Coin, Coin's been good... Those have kind of been my kind of go-to names the last, you know, you know, really kind of since this move really started in October.

— TraderLion

What makes Karp's narrative so compelling is that there is some truth behind it. Palanteer's business is indeed doing very well and they are one of the few large software companies to successfully integrate AI. Under normal circumstances, such a company would already have a rich

— Wall Street Millennial

I would look into Salesforce if there is such a buy that even if AI impacts it it doesn't matter and that even if there is a recession perhaps even better if we are in the midst of a recession at that level then my downside is limited and all then what's left is upside

— Value Investing with Sven Carlin, Ph.D.

Of the big three logic chip manufacturers, Intel is the least competent. As we discussed earlier, they cannot manufacture the highest end chips and are forced to outsource this to TSMC. So, how is Intel supposed to teach Tesla how to do something which Intel itself cannot do?

— Wall Street Millennial

I would short Palantir here. I mean, it's they they had a huge run like a I mean, an run... And now it's not even in it. And it's on the way down.

— Bianco Research

a company like Palantir has been instrumental in uh showing examples of how that's happening and that's why their business is growing so quickly

— ARK Invest

the S&P 500 dividend yield currently at 1.1 is now the lowest in history. Even lower from the peak of the dot bubble in August 2000... when it comes to markets the key factor for determining whether this is a bubble is that we are in a no risk environment. The best scenario the g

— Value Investing with Sven Carlin, Ph.D.

Think Nvidia or Taiwan Semiconductor Manufacturing. They can essentially tell their customers what things cost, and the customers pay that money. That pricing power means incredible profitability over time. In good years, they soar, in bad years, they stay profitable. Those are t

— Chip Stock Investor

Think Nvidia or Taiwan Semiconductor Manufacturing. They can essentially tell their customers what things cost, and the customers pay that money. That pricing power means incredible profitability over time. In good years, they soar, in bad years, they stay profitable. Those are t

— Chip Stock Investor

Palantir is not in any defense stock index at all? Boeing is. And Palantir and Boeing and Boeing has less government contracts than Palantir does. So, the point I'm bringing up that we are so have to rethink defense... we're going to be buying completely new systems from more tec

— Bianco Research

If you're Amazon shareholder like us, you're not even gonna feel that. When the deal goes through. If it gets approved, you're not even gonna notice, what happened there.

— Chip Stock Investor

buyers were in control all week. We have that pattern of higher highs and higher lows... nothing has changed. The buy you know, nothing changed this week.

— Brian Shannon - Alpha Trends

Tesla, it's trying to stabilize in here after this big decline that we've seen this year... maybe Tesla in the next couple weeks can kind of turn sideways, rebuild, and then start its new bullish campaign. This is just noise so far.

— Brian Shannon - Alpha Trends