What Meet Kevin said in this video:
- Oil & Energynegative for stocksshort-termOil has collapsed from 117 to 102 over five days on peace-deal headlines, and the host expects and welcomes further downside.Source
- Valuationpositive for stockslong-termAverage forward PE has fallen to about 13, comparable to Cisco after the dot-com crash, and the host views these cheap multiples as an opportunity.Source
- QQQneutralshort-termThe Nasdaq 100 has lost 700 points two days running and is rejecting the 700 level, though the host stresses the market has not technically crashed yet.Source
- Geopoliticspositive for stocksshort-termWashington has reportedly approved a draft MOU with Iran, putting a peace deal potentially a signature away, which would remove the market's biggest geopolitical overhang.Source
- MUbullishlong-termMicron trades at a 0.33 PEG ratio; even after applying a full point of cyclicality discount to a 2.7 fair-value PEG, the host calculates it should be 5x higher.Source
- SOXXbullishmid-termSemis fell 18.6% while chip industry revenue is up 151% year over year with DRAM up 368% and NAND up 510%, leaving chips oddly cheap in the host's view.Source
- AI Capexpositive for stockslong-termGPU rental rates keep rising — even the ancient A100 is ticking up — and SK Hynix has demand visibility into 2031, telling the host this boom is just getting started.Source
- SPYbullishmid-termSince 1950 the market has rallied 100% of the time in the six months after an election, up 13% on average, and the host's own experience says stocks hit new highs post-election.Source