Position Updates in Tech
Bill Baruch joined the CNBC Halftime Report to manage his Micron option trade and raise caution for the path ahead by trimming highflyers. Do not miss his macro-outlook. Discover Blue Line Capital Ready to explore how Blue Line Capital can help you achieve your financial goals? Let’s chat! Click the button to get started.
What to Buy Amid the Selloff
Bill Baruch joined the CNBC Halftime Report on Monday to break down the moves he’s making amid the selloff.
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 […]
Meta Meltdown: Analyzing AI Investment Trends with Bill Baruch
Bill Baruch, President and CIO of Blue Line Capital and part of the CNBC Investment Committee discusses the recent revenue guidance and increased AI investment of tech giants, emphasizing the necessity of ongoing spending in the AI arms race for companies like Meta amidst market concerns.
Adding Ahead of Earnings
Bill Baruch joined the CNBC Halftime Report to detail two names Blue Line Capital added to ahead of earnings and why.
What’s Driving this Tumultuous Week?
Bill Baruch joined the CNBC Halftime Report Friday, capping off the worst week of the year. Is the bottom in the S&P and tech near? Will the Fed cut? Where can Oil go?
What About the Mag 7?
What is the forecast for the market with leadership like Apple, Alphabet, Meta, NVDA, and more getting hit hard?
Can Meta Run Continue?
Bill rotated a bit within the Tech space, using cash from trimming NVDA, AMD, and AAPL to buy Meta, here is why.
