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Fact337K subscribers · 134 US-stock videos in the last 90 days
RosterIn the roster since Aug 30 for $GOOGL $NVDA · last checked Sep 13 13:02
$METABullish2026-09-134 entriesBullish on META due to resolved regulatory issues and strong performance of Muse Spark 3 indicating a positive AI trajectory.
$AAPLNo side taken2026-09-1215 entriesNew foldable iPhone sells well short-term due to scarcity; long-term mass adoption delayed by high entry cost.
$QCOMBullish2026-09-123 entriesQCOM diversification into auto/AI data centers drives long-term growth despite near-term handset headwinds and elevated valuation.
$TDGBullish2026-09-121 entryTDG is a compelling buy; underperformance despite strong fundamentals (double-digit organic growth, rising margins) creates an attractive valuation, supported by recent share buybacks.
$ORCLBullish2026-09-117 entriesOracle is a long position; strong earnings with 121% OCI revenue growth and 20% price premiums on renewals support the thesis.
$AMZNBullish2026-09-112 entriesAMZN is a buy on dips with a target of $360-$370 in about a year, driven by AWS expansion and proprietary hardware.
$MUNo side taken2026-09-112 entriesMU has strong fundamentals and recent outperformance but is in consolidation; awaiting a directional breakout from the current chart pattern.
$NVOBearish2026-09-111 entryMorgan Stanley downgrades NVO to underweight; $40 PT implies downside from current levels due to growth concerns and patent cliff risks.
$ADBEBearish2026-09-113 entriesAdobe has near-term fundamental concerns from light Q4 guidance and competitive pressure, despite a strong Q3 beat and a relatively muted stock reaction.
$GOOGLBullish2026-09-102 entriesGoogle is favored over Meta; strong ecosystem and >80% cloud growth support the thesis despite rising CapEx ($325-350B next year).
$AMDBullish2026-09-102 entriesAMD is bullish; breakout above 500 targets ~585 due to AI infrastructure strength.
$DVNNo side taken2026-09-101 entrySell premium on DVN using a put credit spread due to high implied volatility in oil.
$CFBullish2026-09-101 entryCF has bullish technicals but faces resistance at ~140; breaking above could trigger further upside.
$LULUBearish2026-09-102 entriesLULU faces weak demand and poor financials; stock expected to remain flat or decline.
$UPSBearish2026-09-101 entryUPS lacks upside catalysts due to losing Amazon as a major client, rising fuel costs, and technical breakdown; no new business story identified.
$DHINo side taken2026-09-101 entryDHI presents an interesting technical setup at its 200-week MA, with potential tailwinds from lower input costs offsetting bearish housing data and high rates.
$AEOBearish2026-09-101 entryAEO stock is weak due to declining core brand comps and margin compression outweighing positive Airy brand results and EPS beats.
$COOBearish2026-09-101 entryCOO stock is underperforming due to failed surgical division spin-off, revenue miss, and weak margin guidance.
$MNo side taken2026-09-101 entryMacy's shares are down ~5% on earnings; while EPS and guidance were raised, gross margin compression drove the negative price action.
$TSLANo side taken2026-09-094 entriesUnclear regulatory path hampers scaling; valuation at ~170x 2027 EPS leads to hold.
$NFLXNo side taken2026-09-092 entriesNFLX valuation is lower and potentially oversold; live events and theatrical releases are levers that could improve growth.
$MRKBearish2026-09-091 entryMerck's current strength is viewed as a liability; the speaker anticipates a downside move and has positioned for it via a put spread expiring in ~100 days.
$ROSTBearish2026-09-091 entryROST is a bearish trade due to ongoing sell-side activity and relative weakness compared to peers like TJX.
$SIGBullish2026-09-091 entrySIG earnings outperformed consensus by 26% and guidance was raised, resulting in a strong positive market reaction.
$GMENo side taken2026-09-081 entryGME is an interesting watch due to Ryan Cohen's shift toward profitability and collectibles, creating a hybrid retail/investment model that defies traditional analysis.
$KLACBullish2026-09-081 entryKLA is an undervalued, obscure stock with bullish technicals and analyst support; it is worth watching for a breakout.
$BEBearish2026-09-082 entriesBE is overextended after S&P inclusion news; expect pullback/resistance near 300 as index-inclusion gains typically fade.
$AVGOBullish2026-09-068 entriesAVGO is a key player and investment opportunity as the AI roadmap for all major companies runs through it, despite a 60x P/E ratio.
$EOGBullish2026-09-061 entryEOG is the top-tier oil shale operator due to low costs, discipline, dividends, and attractive valuation (P/E 11, 3% yield).
$MSFTBullish2026-09-061 entryMSFT is undervalued/overlooked; AI accelerates growth; should be a primary portfolio holding.
$PANWNo side taken2026-09-054 entriesPANW has strong fundamental growth and profitability but faces technical weakness and high valuation risks following recent earnings.
$PLBullish2026-09-051 entryPlanet Lab is a strong satellite company and a good investment opportunity.
$RKLBBullish2026-09-051 entryRKLB is a preferred choice among space stocks, viewed as a good company for long-term investment.
$CVXBullish2026-09-041 entryCVX is a top pick in oil/gas if Venezuela expansion succeeds; current price action suggests early stage of uptrend.
$ZSBearish2026-09-044 entriesZS FY2027 guidance (~17%) is much lower than current growth (25%), leading to negative market reaction and underperformance vs peers.
$HPEBullish2026-09-032 entriesHPE's strong AI/sovereign positioning and execution support continued growth.
$MSTRNo side taken2026-09-031 entryMarket reaction to MSTR's recent capital allocation actions was positive (stock +2%), despite a significant long-term decline (-60%).
$NEMBullish2026-09-031 entryNEM has a favorable technical setup; breaking above the Jan/Feb double top opens upside potential.
$VZBullish2026-09-031 entryVZ poised to break resistance; close above 50.75 targets 51.68; room for further gains.
$TJXBullish2026-09-031 entryTJX's 16% drop is an overreaction; current price offers a buying opportunity ahead of expected strong Q4 earnings.
$FIVEBullish2026-09-031 entryFIVE outperforms retail peers driven by trend-spotting capabilities and strong product demand; stock shows significant annual gains.
$NTAPBearish2026-09-033 entriesNTAP faces selling pressure due to a 35% drop in free cash flow and high pre-earnings expectations, with analysts viewing the current valuation as fully priced despite better-than-expected results.
$MPCBullish2026-09-021 entrySpeaker prefers MPC due to widened margins and strong FCF returns, despite recent strong performance.
$VLOBullish2026-09-021 entryValero is a preferred investment due to strong refining margins and export benefits driving free cash flow and shareholder returns.
$SNOWBullish2026-09-021 entrySNOW's earnings beat, raised guidance, and margin strength drove a significant positive market reaction and increased investor confidence regarding its AI positioning.
$DELLBullish2026-09-026 entriesDell is preferred over Broadcom due to confirmed AI capex and revenue growth.
$GMBearish2026-09-021 entryGM faces macro headwinds and technical reversal; expect price decline from 91 toward 70.
$JPMBearish2026-09-021 entryJPM has high uncertainty; speaker takes a sell position despite record highs.
$TLTBullish2026-09-021 entryTLT is a buy due to price weakness and expected Treasury support for long-end yields.
$CRWDNo side taken2026-09-023 entriesCRWD narrative shifting to AI infrastructure beneficiary; high valuation/expectations are the main tension point.
$CRDOBearish2026-09-021 entryCRDO stock is falling due to margin compression and high valuation despite revenue growth.
$GTLBBullish2026-09-021 entryGTLB stock is rallying on strong Q2 results and forward guidance, despite concerns about sequential earnings slowdown and competition from Microsoft and AI-native platforms.
$MDBBearish2026-09-021 entryMDB sell-off driven by Atlas growth (29%) missing high expectations (>30%), despite total revenue/EPS beats.
$PFEBullish2026-09-021 entryPFE is a buy; downside protected by 6% yield and priced-in bad news, upside from oncology and GLP-1 pipeline.
$XRAYBullish2026-09-021 entryXRAY is undervalued at 7x forward earnings; new CEO's distribution restoration and cost cuts will cause stock to double/triple in coming years.
$BLKNo side taken2026-09-011 entryBLK fundamentals are strong (valuation, FCF, EPS) but technicals show a pullback; $1100 is key near-term support.
$GEVBullish2026-09-011 entryGEV has strong fundamentals (AI tailwind, healthy balance sheet) and is technically in a healthy pullback to support (~$880), presenting a low-risk long opportunity.
$WDCNo side taken2026-09-011 entryWDC fundamentals are attractive due to rising EPS estimates and AI demand, but technicals show an unclear downtrend with key support at 425.
$BANo side taken2026-09-011 entryBA is liked as a non-cyclical stock, but further buying is contingent on the outcome of the current union negotiation.
$SPYNo side taken2026-09-011 entrySPY below 20-day MA; supports at 50-day and 200-day MAs may offer buying opportunities if they hold.
$MRVLBullish2026-09-011 entryMRVL offers a buying opportunity due to strong interconnect growth (70-80% annually) and valuation relative to Broadcom, even after a recent pullback.
$ANETBullish2026-08-311 entryANET is a preferred holding due to its role in AI networking infrastructure and strong recent financial growth (Q2 revenue +37.7%).
$VEEVBullish2026-08-311 entryVEEV is a strong buy as a stealth tech company in healthcare with phenomenal sales and earnings growth.
$UBERBullish2026-08-311 entryUber's distribution moat mitigates autonomous vehicle risks; strong cash generation (EBITDA +30%) supports a bull case.
$NETBullish2026-08-311 entrySpeaker favors Cloudflare as a top sector name driven by AI; seeks long entry above 310.60 with target at 340.