5 Stocks I’m Buying, 2 I’m Trimming & the AI Trade That’s Still Early - $NVDA Just Became a Strong Buy and said GO!!!!
Daily Stock PicksShow Notes
Were NVIDIA earnings the GO sign for the market? And in this episode I give you 5 stocks I'm buying at what price and where I would sell them for great gains!
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EPISODE SUMMARY 🚀 $NVDA earnings were historic: Nvidia posted $96.22 billion in revenue, up 106% year over year, and $2.22 adjusted EPS—both above expectations—while guiding for $108 billion next quarter.investopedia
🧠 My five buy levels: I lay out the actual prices I’m watching for $AAPL, $MSFT, $UBER, $AMZN and $NVDA—plus why I still like $NBIS under $200 and $IREN under $40.
💾 The AI bottlenecks are still memory and power: I explain why I’m still positioned in $MU, $SNDK, $COHR, $NBIS, $IREN, $HUT and $BE—and why the market may be underestimating rising memory costs.
✂️ Don’t be afraid to lock in gains: I’m taking a hard look at extended names like $PANW and $CRWD while letting quality long‑term winners work. Even high‑yield Quant Strong Buys are attractive only when the underlying fundamentals support the dividend.
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