What Moneyvest said in this video:
- Inflationnegative for stocksshort-termHe expects the October CPI energy component to cross 25–26% year-over-year, exceeding the prior peak, worsening inflation.Source
- CRWVbearishshort-termCoreWeave broke below the $65–66 support, flipping it to resistance, with support now at $50–51.Source
- AI Capexneutrallong-termAI neoclouds are cyclical with questioned revenue sustainability; only those with defensible moats survive — he counts IREN, CoreWeave and Nebius among them.Source
- IRENbullishlong-termHe discloses owning IREN and cites its renewable-energy cost advantage as a strong long-term moat.Source
- NBISneutralshort-termNebius is off its highs but holding strong support at 140; whether it recovers is unknowable, though it trades at cheap levels.Source
- NFLXbearishshort-termHe has never been a big Netflix fan; the stock is down over 50% and he points to $58–59 as the support to watch.Source
- ORCLbullishshort-termHe says Oracle is a buy now despite a lower-highs/lower-lows pattern, with support at 115 down to $97.Source
- SOXXbullishlong-termHe discloses holding SOXL, plans to keep adding rather than sell covered calls; SOXX is consolidating between 487–488 support and 532–533 resistance.Source
- UBERneutralmid-termUber has long-term potential via autonomous vehicles, but earnings are expected to fall ~28% this year with no new high until 2028, so short/mid-term uncertainty; support $60–61, resistance $78–79.Source