Evidence

Marvell is not a cheap stock. There is the expectation for a period of elevated growth over the course of the next five years from this current round of AI data center CapEx spend from the hyperscalers... some puts and takes here. Obviously Marvell benefiting in 2026 from its

— Chip Stock Investor

personally, I still think that Snowflake stock is very, very expensive and I'm not necessarily interested in it at this price

— Daniel Pronk

this, to me, is a screaming buy at these prices

— Brian Stoffel

PayPal issues, take rates, feurf, legacy issues, short-term, long-term very high cash flows... PayPal is just at 15% cash flows.

— Value Investing with Sven Carlin, Ph.D.

I think that service now is bottoming along here... I think this one can succeed. I think it it looks technically good... I think service now has a really good chance to run up.

— Cestrian Capital Research

This doesn't look so hot, right? And suddenly you're in a downtrend here. You're hanging out near the lows. Eh, leaves a little bit to be desired.

— Trade Brigade

Same thing with Workday WDAY. I would stay far away from this.

— Trade Brigade

Walmart doing well is not automatically a sign the consumer economy is healthy. In fact, oftentimes, it's the opposite. Walmart does well when people are confident spending freely at times, but most times, Walmart does well because people have no choice but to trade down.

— Eurodollar University

I would avoid UNH and I would look at something like BMY, J&J, uh Eli Liy, you know, tea, those types of things.

— Trade Brigade

Schwab really got hurt on that one

— Trade Brigade

Look at your Morgan Stanley of the world breaking back out through this high. So from a failed breakout to then trying it again. Pretty impressed there.

— Trade Brigade

cutting, not just cutting their net asset value, but also admitting behavioral changes

— Eurodollar University

So in my opinion, I think that PayPal stock is looking like a little bit of a value trap right now... I don't really see anything attractive about this business or this stock... I'm simply not looking to buy the dip on this one.

— Daniel Pronk

D-Wave is for investors who like having their cake and eating it too. They already have paying customers today, and you get exposure to two different quantum architectures instead of betting on one... D-Wave is growing almost as fast as ION Q, but from a much smaller base, which

— Ticker Symbol: YOU

and they're the only public company to link two commercial quantum computing chips together... If I had to pick a winner based purely on

— Ticker Symbol: YOU

another good retail short that's doing well that I've got is Costco, COST. Uh Costco is down um you know, not quite 1%, but it's having a nice bearish engulfing pattern today.

— tastylive

AI is very much a benefit, as we talked about three months ago now, when Palo Alto and the other two of the big three, CrowdStrike and Fortinet were like half the price. Palo Alto was almost half the price it was now. We said of all the software companies out there, these guys

— Chip Stock Investor

Blackstone's gargantuan Bred in its gate is not the end of private credit, but it is indeed a major signal. The biggest players are now dealing with the same question. What happens when investors in illquid funds decide they want liquidity?

— Eurodollar University

I do think that ServiceNow seems like a pretty good deal in terms of valuation, but there's a lot of moving pieces here. And I'm not necessarily a ServiceNow bear. I don't own shares anymore. But when I see bull calls that don't take into consideration the potential loss of that

— Brian Stoffel

applied materials AMAT down almost 10%. I think I mentioned yesterday my daughter interning at AAT and all the men my age who've been lumbering around there for decades and finally have their day in the sun won't shut up about their stocks performance... almost entirely for that

— tastylive

one of these set it and forget it type stocks, it's very lofty right now, very expensive right now, and it could fall for years after this point, but if one's measuring their horizon in decades, it really doesn't matter

— tastylive

I'm happy to call this stock a buy. In fact, it's currently one of my top personal holdings and I plan on being there for many years to come.

— Brian Feroldi

if you believe from years 4 through 7, which would really be 2030 to say 2036, if you believe that they can have revenue growth of over 20%, well then today's stock price makes all the sense in the world. But if you don't, then it might be a little bit expensive.

— Brian Stoffel

I think that the moat is growing around the company. If they've got a product and they have this place where that data that cannot be replicated sits, that's a powerful place to be in this value chain.

— Brian Stoffel

Look at Costco here ripping now on the recapture of the daily 200 SMA.

— Trade Brigade

Walmart, right? Looks pretty darn good in this high end elevated consolidation over here.

— Trade Brigade

Robinhood to me, absolute downtrend. Still leaning bearish on it.

— Trade Brigade

Something like your XOM honestly doesn't look half bad, retaking the daily 20 SMA.

— Trade Brigade

Let's go to a service now. Oops. Now, right. No good over here. So, I just I I don't think that software is the place to look.

— Trade Brigade

We actually talked about XOM intraday with the group if anyone wanted that. We sort of had the nearly perfect entry off of the 50 SMA. And honestly, you could probably get a second crack at them tomorrow over hammer highs.

— Trade Brigade

You could even go on over like an app a over here. This thing got crushed. Uh just pretty tough pretty tough look there on the software side.

— Trade Brigade

at least until next earnings report, and we'll see what happens with this one. But as of now, I remain bullish.

— Joseph Carlson

an example of another short I've gotten in that realm is uh KLAC, KLAC. KLA-Tencor, this is down over 3%.

— tastylive

84% drop, something like that. Um and it is priced now the same as it was last millennium.

— tastylive

the bottom line when it comes to Dualingo is the simple fact that clearly it is it is having trouble earning investors respect because they are trying to pivot and whether or not they can pull this off has been called into question. At the same time, the valuation is such that

— Brian Stoffel

How about uh CrowdStrike? CrowdStrike. Look at that AD line taking off. Look at the beautiful action after earnings. Look at the relative strength. CrowdStrike.

— EarningsBeats

in my opinion, you've got I I'll name the three that I've already mentioned publicly that I think could really benefit. You've got your palunteers, your cloud flares, your axons that are showing revenue accelerating and so they look really really expensive. But if you accelerate,

— Brian Stoffel

Mastercard is one of the highest quality businesses in the world. In my opinion, it has some of the strongest moes in the world as well... Mastercard stock continues to sell off down to its lowest price multiples since 2016... the business is continuing to grow. It's compounding

— Daniel Pronk

you look at Crowd Strike, which has been a big leader over the years. That looks like a big top in there. So be aware of where we are with a lot of these names.

— Brian Shannon - Alpha Trends

funny enough for myself, I'm actually getting more interested in Mastercard because it has been underperforming while the underlying business is continuing to grow and compound away. Because when you have a business where the fundamentals are continuing to improve quarter after q

— Daniel Pronk

I certainly still think the valuation is still very stretched even though this company is pretty much doing everything right and has a huge tailwind.

— Brian Stoffel

Crowdstrike focuses on endpoint detection and response... Being armed with Mythos means that Crowdstrike can use their Falcon platform to proactively patch vulnerabilities across their entire customer base before attackers find them... they just posted their first ever GAP profit

— Ticker Symbol: YOU

the new kids on the block going to be Mastercard uh down here underneath the 50, underneath the 20 and Visa, right? Same thing underneath the 50, right at the 20 and generally in a bit of a sharper downtrend here.

— Trade Brigade

These five companies, Palo Alto Networks, Fortinet, CrowdStrike, CloudFlare, and Rubrik is a newer addition just this last year. All of these, except for Rubrik, are long-term holdings for us. We still like them very much.

— Chip Stock Investor

These five companies, Palo Alto Networks, Fortinet, CrowdStrike, CloudFlare, and Rubrik is a newer addition just this last year. All of these, except for Rubrik, are long-term holdings for us. We still like them very much.

— Chip Stock Investor

CrowdStrike, look at the AD lines. Every one of these stocks, look at the AD lines compared to what I just showed you, and then look at the relative strength down here. CrowdStrike relative to software, price action bouncing off the 20-day moving average. It's acting like a healt

— EarningsBeats