What NaNa说美股 said in this video:
- CRWVbullishshort-termManagement highlighted ~$9B in customer prepayments and pledged profitability by H1 2028, easing funding fears; the stock surged and lifted the whole semi complex, which the host sees as institutions riding the report.Source
- NBISbullishshort-termNBIS reports after the close Thursday; market expectations are broadly optimistic and the host thinks the rally could challenge the yearly line again.Source
- NVDAneutralshort-termNVIDIA's rebound is weak, stalling at the 5-day moving average; the host urges caution ahead of next week's earnings and the congressional hearing.Source
- AI Capexpositive for stocksshort-termAnthropic's IPO is several times oversubscribed, boosting tech optimism; if demand holds, pricing could be raised during the offering.Source
- SOXXbullishshort-termThe Philadelphia Semiconductor Index reclaimed its 250-day line with AI hardware surging; the yearly line is the next target. The rebound stays intact unless today's gap is fully filled, and a break below the 250-day line would flip him cautious.Source
- IGVbearishshort-termSoftware has been weak, and the host expects institutions to push an 'AI disrupts software' narrative to drain liquidity from software into hardware names.Source
- MSFTneutralshort-termAnthropic's AI office tools plugging directly into Excel hit Microsoft's stock; the host quips Microsoft has become the AI hardware trade's punching bag.Source
- SPYbearishshort-termSPY reclaimed 7600 but sits at key resistance with a price-volume divergence; the host urges locking in most short-term profits and not chasing, and has closed his leveraged longs and most stock/ETF positions.Source