- Valuationpositive for stockslong-termThe host argues that many undervalued and underappreciated names remain, and the Nvidia-driven focus creates a chance to look at them.Source
- AMDneutralThe host discloses a larger current position in AMD than in Nvidia, but does not state a clear directional call on AMD.Source
- NBISneutralshort-termThe host holds a position in Nebius but is waiting until after Nvidia earnings before making moves, with no clear directional call.Source
- CRWVneutralThe host discloses a small current position in CoreWeave and argues the company's existing financing plans and guidance are unlikely to change soon.Source
- IRENneutralThe host thinks current neocloud-related names, including IREN, are in a better position and their recent guidance should not change soon despite negative headlines.Source
- GOOGLbullishlong-termThe host views Alphabet as overlooked; Google Cloud and its custom silicon are accelerating, and a future free-cash-flow inflection could support repricing.Source
- METAbullishlong-termThe host argues Meta does not get enough respect; its core advertising business remains very profitable and is still growing quickly at a low valuation.Source
- NVDAbullishlong-termThe host says Nvidia's fundamentals have not changed much and its multi-year revenue growth expectations remain very high, keeping him constructive long-term despite the news overhang.Source
- MUbullishshort-termThe host sees a near-term possibility of Micron returning to $1,000, with a favorable risk-reward and a likely milder memory downcycle.Source
- AVGObullishlong-termThe host believes Broadcom is still cheap, has very strong growth, and could benefit further if Nvidia weakens.Source
- Market Breadthneutralshort-termThe host wants market volatility and the VIX to come down before making well-educated decisions.Source
