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 […]
Bullish on Tesla?
Is Now the Right Time to Invest in Tesla Amid Market Pessimism? [transcript] “and then Bill Baruch I’m coming to you first because you bought Tesla. I did, you know, it is a starter position. It’s not like I threw a slug in there, 5% for the position. I don’t care, but it is, need […]
Assessing The Markets Following FOMC Rate Decision
While the Fed’s narrative hasn’t significantly changed over recent meetings, the market’s expectations for rate cuts as early as March may need to be reassessed in light of the economy’s performance at restrictive levels. [auto-transcribed] All right, Bill, I wanted to get your take here on the fallout from the Fed. A little bit more […]
Trading Nat Gas As It Paces For 3rd Down Month
Nat Gas related stocks, and their correlation with the energy sector. [Auto-transcribed] This thing has been incredible. Just how low nat gas prices, natural gas prices have gone. Yeah. I mean, you would think with with what took place with Russia and Ukraine that we would have seen something sustained and it just hasn’t. We […]
Is The Market Ahead Of Itself?
Bill explains how a consolidation would be healthy for the stock market. [Auto-transcribed] What do we think? Yep. Well, I think. I think the market, to Joe’s point, a consolidation here would be really healthy. But we could still grind higher if a rotation happened. Some of the some of the steam that really drove […]
Bill’s Abbvie Play Before Friday’s Earnings
Will Abbvie Inc. continue to surprise with growth in revenue? [Auto-transcribed] So think about that as you own that stock. They’ve continued to surprise with it. With the drug coming in their new pipeline, Rinvoq is sky rosy and there still is a disconnect with the street with where they see the growth from these […]
Big Tech’s Valuation Situation As They Report Earnings
Bill delivers high praise for Amazon’s revenue growth.
Busiest Week of Q4 Earnings Season As Microsoft Leads
Microsoft is the leader, bringing AI to the marketplace first and they’re monetizing it. [auto-transcribed] Year to date performance on everything but Apple is I mean, you’ve gone off the charts. Microsoft’s up 8%. Amazon’s up four and a half percent. Alphabet up 9%. Met us 12 and a half in video. Doesn’t report this […]
Bill’s Setup On Marathon Petroleum
The remarkable success of Marathon Petroleum in the energy sector and its impact on market trends, refining margins, and investment strategies
