What Meet Kevin said in this video:
- NVDAneutralshort-termAt $217, the host sees nothing exciting going on with NVIDIA.Source
- QQQbullishshort-termThe Nasdaq led the day and saw buying into the close, which the host views positively.Source
- TSLAbullishshort-termTesla is approaching 414, a level the host says he has been calling out for a while, with an enthusiastic tone.Source
- AVGOneutralshort-termBroadcom is trying to get back to the 355 region but still has work to do; no firm direction is stated.Source
- AI Capexnegative for stockslong-termReacting to Amazon's memo urging engineers to be pickier about AI usage, the host expects companies to increasingly question how much they spend on AI.Source
- WMTneutralChecking Walmart as a defensive, the host notes it has gone nowhere and is stuck.Source
- ENPHbearishshort-termEnphase missed on microinverters and battery shipments, and its Q4 revenue forecast came in roughly 20% below expectations; he calls the guidance bad.Source
- CAKEneutralCheesecake Factory beat on EPS and revenue, but the host has long viewed its margins as abysmal and offers no directional call despite recent enthusiasm.Source
- VneutralVisa barely beat on payments and EPS; the host sees nothing crazy in the report.Source