What Meet Kevin said in this video:
- QQQbullishshort-termQQQ opened up 1.9%, back above 675, and the host expects it to head back to 700 after yesterday's failed breakout.Source
- Bonds & Ratespositive for stocksshort-termThe 10-year yield hit exactly 5% and capped out; the host sees 5% as a clear psychological buy signal where bond buyers step in.Source
- AI Capexpositive for stockslong-termOpenAI's revenue jumped nearly 50% to $10B in Q3, re-accelerating, and its 1.2B active users form a real moat — evidence AI demand is still accelerating.Source
- CRWVbullishmid-termCoreWeave's report eased debt fears with $13B revenue guidance above the prior range and no reliance on unsecured debt markets; the host calls the fears overblown and notes CDS coming off peak.Source
- TTWObullishshort-termTake-Two is up 3% today, appears to have bottomed around October 30th, and bounced off the 200-day moving average on the weekly chart.Source
- METAneutralshort-termMeta is sitting right at the 642 line; the host notes the level without stating a direction.Source
- AAPLbullishshort-termApple at 353 keeps grinding higher, which the host calls very impressive.Source
- NVDAneutralshort-termNVIDIA slipped back into sell mode and dragged the Qs, but later stabilized, which the host views as a modest positive.Source