Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $262,74 30 sept 2026Actuel $262,74 29 sept 2026Résultat +$0,00vs. indice +0,0% SPY +0,0% sur la même période
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Contexte de la transcription source
…ugh they saved out on um spending all that money, but long term it'll be fine. I think Netflix will be fine, but there are some growing pains right now in the short term. That's my uh take. And I'm also keeping a close eye on Crowd Strike. Any pullback I see on Crowdstrike, guys, I'm buying. You know, this stock is crushing it. And so many people high up in AI have said the next bottleneck in AI is cyber security. And I totally believe that. I've been saying cyber security is going to be huge way before everybody's been on tha…
Any pullback I see on Crowdstrike, guys, I'm buying.
Contexte extrait par IA And I'm also keeping a close eye on Crowd Strike. Any pullback I see on Crowdstrike, guys, I'm buying. You know, this stock is crushing it.
Transcription Complète
So, let's talk stocks, guys. I have a couple stocks I want to break down with you all in this video. I want to break down some charts, where my head's at, and overall what I'm looking to do in this market as we just had a pretty not rough red day, but we had another red day in the market except for the Q's, uh, which barely went up like you guys saw probably today. Uh, the Q's went up around a quarter percent as SPY went down a quarter percent. Same with the Dow and the Russell went down almost half of a percent. So guys, hit the like button. Make sure to subscribe and join my Patreon if you want to keep up with what I'm doing in real time in my portfolio, my trades, investments, how I sell options, and if you want to be a part of my private Discord, it's all linked down below in the bio and the comments or go to stocksurfest.com/patreon. And now, let's dive into it. So again, we didn't have a terrible day in the market, but it was a red day nonetheless as SPY is still trying to figure itself out here in this ascending triangle, which ultimately I do think it will play out, but it doesn't look like it wants to play out as of right now, guys. And the cues are obviously waiting for Micron's earnings tomorrow. The Q's are trading right at about 7:37 as of this video, right above the 50 moving average on this 4hour time frame. As the Dow and the Russell, you guys know these are bleeding out worse than any of the other um indices, right? Like SPY and and the Q's. The Dow and the Russell are doing way worse over the past month, month and a half as the Russell went down about half a percent today. We're trading now almost in correction territory from all-time highs. And the Dow's down about 6% from all-time highs. And listen, with that being said, there are a lot of setups that are favorable out there. You know, we have stocks like Lamb Research, which I talked about, I believe earlier today. I want to show you guys again. This stock looks like it's on the verge of breaking out. And you guys know I traded this from 267 up to about 3:15. And I told you guys I'm willing to re-enter once we actually confirm the breakout. And it it looks like we're getting closer and closer each day here, guys. And I think the breakout spots at about 330 335 on Lamb Research. We're close. Stocks like Nebius. This is getting really close to breaking out. We had a 2.4% 4% green day today and actually in the aftermarket it's moving up even more as you guys can see um we're spiking to about 240. We actually hit 247 earlier um in the day in the beginning of the day on Nebus. So this looks like it's it's only a matter of time before it really starts taking out 245 um 250 as you guys can see. and one that I'm long right now. You guys can see uh GLW Corning. This one's finally starting to gain some sort of momentum. We're back over these moving averages. We're up around 5% as of today's session. And this stock, if it takes out, I would say 165 to about 170, this could really start to break out. And that's where, you know, we're going to start making some money on uh Corning, you know, GLW. And I get I get a lot of questions on Netflix stocks. Are you buying Netflix? Are you buying it? Are you avoiding it? In my opinion, guys, Netflix long-term is going to be fine. You know, long term it's going to be fine. But in the short term here, let's be honest. Um they're struggling with content. When is the last time you saw Netflix's, you know, a blockbuster hit from Netflix, like a Stranger Things or a Squid Game? that is what they need right now to really get the stock moving. And you could argue, oh, you know, they have live events, they have, you know, the podcasts or whatever, which I I think they're chasing YouTube with that. Uh, but, you know, when's the last time they had a Blockbuster hit? It's been a long time and they're struggling with content and that is the business that they're in. you know, they're always trying to create the next, you know, hit show and it just hasn't happened recently uh for Netflix. And when that WBD deal fell through, you know, yeah, they saved a bunch of money on the transaction by not having to, you know, actually go through with the deal, but the reality is they lost out on a huge content library. And that could have, you know, that that would have been huge for Netflix having all that additional content and the fact that they didn't get it. You know, that's a blow for the stock in the short term. Uh even though they saved out on um spending all that money, but long term it'll be fine. I think Netflix will be fine, but there are some growing pains right now in the short term. That's my uh take. And I'm also keeping a close eye on Crowd Strike. Any pullback I see on Crowdstrike, guys, I'm buying. You know, this stock is crushing it. And so many people high up in AI have said the next bottleneck in AI is cyber security. And I totally believe that. I've been saying cyber security is going to be huge way before everybody's been on that, you know, bandwagon. I I've been saying that for about a year, probably 8 to 12 months at this point. I've been talking about CrowdStrike, Palo Alto, you name it. And finally, these stocks have been taking off, especially after Crowd Strike did that 4 for one stock split. I mean, look at look at this stock. Just in the last two weeks, we hit 205 back in the middle of September, and this stock's now at 263. It's up 28% in two weeks. And I think it is a little hot right now. We're due for a pullback. Um, and we will get a pullback and I'm going to strike and get back in um to crowd strike. And another one I'm watching right now is First Breach, ticker FBDT on the NASDAQ. When you think of, you know, drone companies, um, a lot of people think, uh, oh, you know, they're manufactured overseas, but this company is looking to get the job done in America, right? And we're going to cover this one quickly here. The chart looks pretty decent. We're pulling back a bit from the recent high. We hit a $1.25 just about two, three trading days ago. Now we're down to about 90. Nice pullback on the chart. Potentially opening up an opportunity here on First Breach again. FBDT on the NASDAQ. Uh let me pull up this page right here so we can break down some recent news and overall what's exciting about this company. And first of all, um, they're actually ISO 901205 certified. They're an Americanmade defense technologies company of matchgrade ammunition component. So they have the ammunition side of their business and now they're looking to get into the drone business, right? They're they have some prototypes, they have some drones coming soon, some in production. And the next generation unmanned um aerial systems is key right for commercial law enforcement and military markets. And the company manufactures its products inhouse Americanmade at their Hagerstown, Maryland facility where they produce brass cups, casings, projectiles, lead cores, uh lead cores, lead wire, and completed ammunition with rigorous quality control standards. Right. And we can see some of their products here. We have the Switch V2 fixed wing. Um, this sets a new benchmark in tactical UAV operations. Operational range of 12.4 miles, 1,000 meter target range detection, 25% performance boost, 150minute flight time. Uh, we can see the NRA V4 Pro. This is a versatile drone engineered to thrive in diverse operating environments and mission critical applications. It has 10 miles operational range, 90minute flight time. And coming soon, we have some heavy hitters. The Zultt and the Yeti. The Zultt could actually carry a 10 kilogram payload capacity with 180 minutes of flight time. and the Yeti 50 to uh 200 km operational range with 50 to 200 kg max takeoff weight. Think about that. And some big news we got regarding um these drones, guys. First breach just completed literally about two weeks ago. their first unttethered flight of their proprietary drone prototype, advancing the Americanmade unmanned systems program. That's critical. And the company reaffirmed their target of scaling production in Q2 of 2027, supported by their strategic agreement with Hellbender for engineering, design, and domestic component manufacturing. And on top of that, First Breach is moving towards completion of their initial prototypes in Q4 of this year, 2026. That is exciting. And they signed um a big deal here. They announced a three-year ammunition supply and distribution agreement with SAS ammo with monthly purchases of 5.56 mm and 9 mm um ammunition schedule to increase from 3 million to a minimum of 8 million rounds supporting expanded manufacturing operations. So, not only are they getting into again the uh the manufacturing of drones, they're they're actually shifting their facility in Maryland for that, but they also have a big ammunition business. And again, this is an Americanmade um company. So, I'm excited about First Breach. again trading under ticker FBDT and I'm watching it very closely as the chart is looking pretty good and as the uh the company is developing these drones and the fundamentals are getting better and better and again heading into Q4 here guys um they're looking to complete the initial prototypes and by Q2 they're looking to scale production with longer term goals of pumping out 2500 drones per week right so this is exciting exciting stuff for FBDT again on the NASDAQ. And full disclosure, I'm not a financial adviser. I don't own the stock uh quite yet. I own zero shares. And honestly, um I don't own any of these stocks that we've mentioned in this video. As of right now, I've been in and out of certain stocks we've covered. Um and you got to do your own research as always, whether it's on this stock, the other uh names that we mentioned. But yeah, that's one that I'm excited about. smaller company, obviously a bit more high risk, uh, but it is one that, you know, is on my radar and a lot of these stocks are heading into Micron's earnings tomorrow, which we covered in my previous video, which we'll talk more about uh, tomorrow. So guys, hit that subscribe button, hit the like button, and join my Patreon again if you want to keep up with my portfolio updates, my trades, investments, if you want to be a part of my private Discord. It's linked down below in the bio in the comments or go to stocksurfest.com/patreon.
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