What Financial Education said in this video:
- SOFIbullishshort-termThe host calls SoFi red hot, up another 4.5% today with his position up 85% — a momentum read on a held position.Source
- RHbullishshort-termThe host calls RH insanely hot, up another 3% today with his new position already up nearly 17% — a momentum read.Source
- METAbearishshort-termThe host describes Meta as cold as ice and down again, reading weak near-term momentum.Source
- NKEbearishThe host says Nike has always been cold and is in the freezer — persistent weakness.Source
- NFLXbearishmid-termNetflix keeps sliding, and the host expects tax-loss harvesting to hit in the final months of the year as Wall Street holders look for reasons to sell, adding downside pressure.Source
- CELHbullishlong-termCelsius is cold right now, but the host says it has insane long-term upside.Source
- AI Capexpositive for stockslong-termThe host argues AI investments are paying off in several ways — Google Cloud doubling and Azure up 48% as evidence — and says there is enough chip spending over the next few years to benefit all major players, though the ultimate return on spend remains debatable.Source
- NVDAbullishlong-termThe host says there is enough chip spending to go around to NVIDIA, AMD and even Intel, and Microsoft's light capex likely reflects delayed NVIDIA chip deliveries rather than weaker demand.Source