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Blue Line Capitals Bill Baruch buys CRM, WDC, and more Semiconductors.

Seizing opportunities and navigating the market with Bill Baruch! Exploring the strategic moves in Salesforce, the AI revolution, and the resurgence of Nvidia, AMD, and Western Digital.  Transcript Transcript: “Bill Baruch of why did you start a new position in Salesforce? And I’m assuming you did it after the earnings release. Is that right? That […]

Why is Crude Oil Strengthening?

Bill Baruch joins Schwab Network to discuss this morning’s market expectations. [TRANSCRIPT] Welcome back to the second half of the future show. We’re less than 60 minutes away from the cash open for stocks on Wall Street. Futures still suggesting a bit of a rebound after yesterday’s selling. We’ve got while the indices green arrows […]

Trade Tracker: Bill Baruch Trims Tech

Bill joined CNBC’s Halftime Report to discuss trimming in tech positions. [TRANSCRIPT] I like the story. I like the relative valuation. Maybe you’re buying a little bit of what another committee member is selling because we do have somebody who’s taking profits in some of the biggest names in this market. Bill Baruch joins us […]

Are Record Highs in Sight for Gold?

How Fed Policy can Propel Metals Higher in 2024. Gold futures entered 2024 with a bang, trading to a historic record high in December. Helping to underpin its strength was a heightened geopolitical landscape and an anticipated shift in Federal Reserve policy. Focusing on the latter, CME Group Fed Fund futures priced in as many as seven potential interest rate cuts in 2024, […]

Why Buy ARM Holdings After a 60% Surge? Insights from Bill Baruch.

Bill Baruch discusses buying ARM Holdings after its 60% weekly increase, highlighting the stock’s potential for significant growth due to its strong earnings report, increased guidance, and its dominant position in the smartphone CPU market. [transcript] I mentioned Bill Baruch buying a stock that’s up 60% this week alone. It is ARM Holdings. And he […]

Managing Big Tech, Long-Term

Balancing tech investments amid NVIDIA’s rise and AI’s expansion. [transcript] — you own Micron who just gets passed uh as as we said by arm Nvidia we we suggested AMD synopsis yes how do you view these synopsis is uh is our number four holding um it’s I mean they design electronic design automation for […]