What Nick Stock Cafe said in this video:
- GOOGLneutralThe host uses Alphabet (Google) as an example, stating that one should only sell puts on a company they are bullish on and intend to hold long term; he does not express his own directional view on Google.Source
- METAbullishlong-termBased on his valuation model, the host considers META, along with NVDA, to be the most undervalued companies within the Mag 7.Source
- Valuationpositive for stockslong-termThrough his valuation comparison of the Mag 7, the host believes NVDA and META are the most undervalued names in the group.Source
- NVDAbullishlong-termNVIDIA is a high-quality company the host already wants to hold long term. He believes NVIDIA is relatively undervalued among the Mag 7 (along with META) and is very bullish on it; he would not mind being assigned and buying more shares at $200 or $216.Source
- GRABbullishlong-termThe host discloses that he holds Grab (GRAB) in his main investment account as a long-term value position, separate from his options trading account; no target price is given.Source
- FTNTbullishlong-termThe host discloses that he holds Fortinet (FTNT) in his main investment account as a long-term value position, completely separate from his options account; he gives no specific target price or level.Source