📈 Stocks Are Still Bullish—But Why Are CRDO & CIEN Falling After Blowout Earnings? | NVDA, AMD, AI Rotation & My 30% Alpha Picks YTD
Summary
The host returns from a week in Florida to discuss his portfolio, which remains at all-time highs despite recent market volatility. He analyzes the AI trade rotation, specifically addressing the recent drops in Credo and Sienna, while highlighting strong performers like Nvidia and AMD. Using technical analysis and his "4-hour algorithm," he identifies potential entry points in stocks like Lenovo, Blackberry, and AppLovin. The episode also covers the importance of long-term investing strategies, the risks of market timing, and a detailed comparison of his data-driven Alpha Picks portfolio ag…
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