Evidence

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 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

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 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

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.

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

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.

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