📈 Stocks Are Still Bullish—But Why Are CRDO & CIEN Falling After Blowout Earnings? | NVDA, AMD, AI Rotation & My 30% Alpha Picks YTD
Daily Stock PicksShow Notes
Why stocks that have good earnings and good guidance are going down? The market is telling us something - what is it?
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EPISODE SUMMARY 🚀 My portfolio is at all-time highs: Up 15% YTD overall, with Alpha Picks up 30% YTD 🐂 No doom-and-gloom call: Why I believe the long-term bull market remains intact ⚠️ The earnings paradox: CRDO and CIEN beat estimates, raised guidance—and still sold off 🤖 AI trade rotation: Is Wall Street moving from chips, memory, power, and data-center construction to AI monetization and real-world use cases? 💻 NVDA vs. AMD: Why Nvidia remains a core dip-buy candidate—and why AMD may have more upside 🔎 Stocks on the radar: LNVGY, BB, APP, EAT, OKTA, HOOD, IBIT, MSTR, and more 📊 Fundamentals + technicals: Using Seeking Alpha, Alpha Picks, TrendSpider, position sizing, and timing together 🧠 The key investing question: Are you wrong—or is the market wrong? 🛠️ TrendSpider Hackathon: Could you build an investing algorithm and compete for $25,000?
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