Evidence

I just can't really lean into the idea that this is a momentum market though with software getting absolutely annihilated. The MAG 7 certainly underperforming... it looks more like a couple of breakouts have failed. We're not really breaking down to lower lows yet... I don't want

— Trade Brigade

The only company that I think is an AI winner right now is um Nvidia. And I don't know how long that moat is going to last. Although last time we looked at Nvidia, I thought that their moat was a heck of a lot wider than I initially um initially thought it to be.

— Brian Feroldi

Microsoft I've owned since 2014. it's still intact fully in my portfolio partly because the plausible pathway I think is more reachable for Microsoft. So with Microsoft too I wouldn't buy at today's price but I don't need as much to happen to justify leaving in my portfolio.

— Monetary Matters

Google is a company that's still so dependent advertising. You got to wonder how a company with so many smart bright people and it has never been able to go beyond the search box in terms of actually delivering value... alphabet is really six dwarves and one giant... I think a lo

— Monetary Matters

I am concerned, but I'm concerned about equities pretty much every year. I think to me, I think we've had a good run. And the healthiest thing that for the market might be to have an to have an average year return 8 to 9%.

— Aswath Damodaran

I'd love to see it pull back a little bit. Uh maybe towards that 5day moving average, build a little bit of strength, and then be able to continue to move higher. Otherwise, we're just kind of greater in here.

— Brian Shannon - Alpha Trends

the weekly chart is still absolutely bullish. And if we just check in on our high volume node... I would say it's also fairly bullish... although the chart looks bullish on SPY, you know, I just I I might be a little timid intraday to take breakout trades unless XLF is on some so

— Trade Brigade

Google has adapted right you've seen anytime anybody searches something Google they see the AI powered search answer... but that if you're an advertiser that maybe that was part of your keyword well all of a sudden that reduces clickthrough rates because people as soon as they se

— Monetary Matters

Microsoft earnings and revenue came in strong above expectations. The stock is uh actually selling off... Azure cloud growth uh was only, can you believe this

— Monetary Matters

For now, we've seen the outflows from the US dollar outweigh the outflows from US equities, which is why the S&P 500 index is making new all-time highs. But the big question is whether all of these concerns are eventually going to lead to a panic in the stock market like what hap

— Bravos Research

we're below the 5-day moving average... we're still above the anchor off the November low and the rising 50-day moving average

— Brian Shannon - Alpha Trends

there's no reason to be a buyer when the 5-day moving average is declining... it's still in an uptrend. It's above a rising 20, above a rising 50, above a rising 200 day moving average... don't be in a hurry to buy the Russell 2000 while it's declining

— Brian Shannon - Alpha Trends

I would not be overly biased in this market inside of this range... first take neutral to cautious, maybe a bit more optimistic here, simply noting that the sellers could not get the job done at the lows of the Thursday session.

— Trade Brigade

I'm surprised that the stock's only up 1%. Would have expected to be up 5% plus. And I think it just speaks to how how how uh much investors are yearning for more details about how AI is going to make a big impact on their business.

— Deepwater Asset Management

Meta Meta got was hot with its earnings, but it's been pulling back since.

— EarningsBeats

don't be in a hurry to buy the Russell 2000 while it's declining... Don't buy the dip. Buy strength after the dip.

— Brian Shannon - Alpha Trends