- NVDAbullishlong-termThe host holds NVIDIA-related exposure and argues the business is still strong and well positioned to capitalize on AI long term even without Jensen Huang.Source
- NVDAbearishmid-termThe host sees a significant short-to-medium term blow to NVIDIA because Jensen Huang had almost all of the directional oversight and decision-making.Source
- SPYneutralshort-termThe host sees the S&P 500 consolidating sideways near an area of support or resistance with no clear short-term direction.Source
- QQQneutralshort-termThe host notes the Nasdaq has been flirting sideways near a support area.Source
- SOXXbullishshort-termThe host sees the semiconductor selloff as setting up a bounce, which he would use to sell new calls.Source
- Oil & Energyneutralshort-termThe host sees crude oil consolidating sideways with resistance at $104-$105 and support at $87-$88.Source
- AAPLneutralshort-termThe host notes Apple is hitting new all-time highs with support at $355-$356 and next support at $328.Source
- AMZNneutralshort-termThe host sees Amazon consolidating sideways with support at $263 and next support at $245-$246.Source
- TSLAneutralshort-termThe host sees Tesla consolidating sideways with strong support at $386-$387 and next support at $350.Source
- NVDAneutralshort-termThe host identifies support near $152 and resistance near $170 for NVIDIA in the short term.Source
- AMDneutralshort-termThe host identifies support at $506 and resistance at $582 for AMD, with next support at $449.Source
- AVGOneutralshort-termThe host sees Broadcom trading in a range with resistance at $371 and strong support at $320.Source
- METAneutralshort-termThe host notes Meta is consolidating sideways within a range, with resistance up at $683-$684.Source
- NFLXneutralshort-termThe host sees Netflix consolidating sideways but still in a lower-high/lower-low pattern, with support at $58-$59 and resistance at $64-$65.Source
- GOOGLbullishshort-termThe host sees Google trying to recover and test resistance at $298-$300, with support at $273.Source
- MSFTneutralshort-termThe host sees Microsoft consolidating sideways with strong support at $514-$515 and resistance at $550.Source
- PLTRneutralshort-termThe host notes Palantir is pulling back with support at $162 and resistance at $180.Source
- SOFIneutralshort-termThe host sees SoFi pulling back with support around $15 and resistance near $18.Source