Position in AVGO
With strong fundamentals and technicals, Bill Baruch explains why he added AVGO to portfolios. Transcript: The other chip stock we need to talk about is Broadcom. Yeah, because it’s a new position for you.When did you establish it and why establish it yesterday as well as as well in the morning, you know, ahead of […]
Tech Turnaround and META
Bill Baruch breaks down why he was comfortable increasing META stake ahead of earnings and what’s driving the AI narrative. Transcript: Bill and we say, okay, all all’s Okay, in a part of the market that’s been so reliant, so relied on and we’re willing to buy better today up 7% And we think that […]
Is it the Right Time to Add to NVDA?
NVDA turned sharply with double-digit gains on Wednesday to close out July, but that dissipated. Bill Baruch explains on the CNBC Halftime Report why it does not waver his opinion and why he added to NVDA. Transcript: Post split down to 100 bucks or just north of that. So it’s down yet another 5%. Today, I […]
Is it Time to Invest in Bitcoin?
Bitcoin is lurking at record highs. Bill Baruch joined the CNBC Halftime Report to discuss how he is gaining exposure to Bitcoin and the crypto space for clients in wealth portfolios.
Gaming Mag 7 Earnings and Macro
Bill Baruch expects strong Mag 7 earnings to come, explains why, and discusses what macro headwind he fears could be a Black Swan event.
What Energy Stocks To Buy?
Blue Line Capital founder and CIO Bill Baruch joined the CNBC Halftime Report to detail his rotation within the energy sector.
Crowdstike, Sell or Hold?
Bill Baruch shares his strategy on Crowdsrike with the CNBC Halftime Report.
Record Highs in a Down Market
AbbVie posted a strong earnings report and is bucking the market’s broader trend with a fresh record high. Bill Baruch breaks down what is driving the company’s strength.
GDP and Fed Cuts
Q2 GDP came in hotter than expected, will this derail the Fed’s rate cut path?
Buy the Banks
Should you be chasing the rotation into financials and small caps? Bill Baruch gives his thoughts on technical levels in the S&P, the yield curve, and what asset classes can outperform in the second half of the year.
