What Meet Kevin said in this video:
- AAPLbullishmid-termApple's two-month correlation with the Nasdaq turned negative for the first time ever, making it the safe-haven 'anti-suck' trade and the only green Mag 7 name.Source
- GOOGLbullishmid-termThe host praises Google's mandatory convertible preferred structure as tax-efficient and brilliant, giving investors yield plus eventual stock ownership.Source
- QQQbullishshort-termThe host's buy-the-dip alerts at 702 and 704 are already paying off as the Qs recapture 707 and push to 708, exiting the buy window.Source
- AMDbullishshort-termThe host did an AMD trade this morning in his membership and is excited the stock is going straight up.Source
- AI Capexpositive for stockslong-termEarnings calls at Bloom Energy and Western Digital scream that the AI build-out is nowhere near peaking, with $40-50 billion per gigawatt economics underlining the boom.Source
- Market Breadthpositive for stocksmid-termHedge funds cutting exposure at shock-like pace with net leverage at the zeroth percentile is, in the host's opinion, a signal to inverse and be bullish.Source
- Fed Policyneutralmid-termThe host maintains there is a good shot at only one rate hike this year if Iran resolves, and expects a typical post-election rally.Source
- Geopoliticspositive for stocksshort-termThe host says he is obviously bullish on an Iran nuclear deal happening and notes the prediction-market odds are edging up.Source