'HUGE OPPORTUNITY': Strategist sees value emerging across major tech stocks
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Entrada $384,28 01 jul 2026Atual $502,97 07 ago 2026Resultado +$118,69
MICROSOFT SCREAMS AT ME AS AN OPPORTUNITY.
Contexto KENNY:I TALKED ABOUT LAST WEEK, MICROSOFT SCREAMS AT ME AS AN OPPORTUNITY.
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Entrada $197,58 01 jul 2026Atual $223,78 07 ago 2026Resultado +$26,20
NVIDIA SCREAMS AT ME.
Contexto KENNY:I TALKED ABOUT LAST WEEK, MICROSOFT SCREAMS AT ME AS AN OPPORTUNITY. NVIDIA SCREAMS AT ME.
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Entrada $294,38 01 jul 2026Atual $312,41 06 ago 2026Resultado +$18,03
APPLE SCREAMS AT ME.
Contexto KENNY:I TALKED ABOUT LAST WEEK, MICROSOFT SCREAMS AT ME AS AN OPPORTUNITY. NVIDIA SCREAMS AT ME. APPLE SCREAMS AT ME.
Transcrição Completa
MESSAGE PROPERLY. GERRY BAKER, THANK YOU FOR JOINING US, SEE YOU AGAIN SOON. BACK TO THE MARKETS PLEASE, A LITTLE BIT OF RED INK, NOT AS BAD AS IT WAS, THE DOW IS DOWN 10, THAT'S NOT MUCH, THE S&P IS DOWN 0. 18%, NOT MUCH, THE DOW JUST TURNED POSITIVE UP TWO POINTS, THE NASDAQ IS DOWN 110 POINTS. KENNY POLCARI, YOUR POSITIVE ON TECH STOCKS, YOU'RE TELLING ME ROTATION IS NOT LIQUIDATION. WHAT TECH STOCKS DO YOU LIKE RIGHT NOW? KENNY:I TALKED ABOUT LAST WEEK, MICROSOFT SCREAMS AT ME AS AN OPPORTUNITY. NVIDIA SCREAMS AT ME. APPLE SCREAMS AT ME. AM YOU IS EXTENDED. ANY PULLBACK, SOME OF THE OTHER MEMORY STOCKS, EVEN THE ETF WHICH IS THE MEMORY ETF IS ANOTHER GREAT WAY TO PLAY THAT SECTOR BUT THERE'S PLENTY OF OPPORTUNITY IN CHECK NAMES AND OVER THE PAST COUPLE WEEKS WE SAW THAT ROTATION, SOME OF THE ASSET MANAGERS TOOK ADVANTAGE OF HIGHER PRICES AND REALLOCATED THAT MONEY BUT ALL THAT DOES IS CREATE AN OPPORTUNITY AS THESE STOCKS HAVE BEEN DISLOCATED OR REPRICE DOWN 10, 15%, NAMES LIKE MICROSOFT, NVIDIA AND APPLE IS A HUGE OPPORTUNITY FOR THE LONG-TERM INVESTOR. STUART: I KNOW YOU DON'T LIKE TO GET INTO POLITICS BUT I WANT TO MIX IN A LITTLE POLITICS TO THE MART. HOW DO YOU THINK THE MARKET WOULD REACT IF THE DEMOCRATS WERE TO TAKE CONTROL OF THE HOUSE AND THE SENATE IN NOVEMBER? I KNOW THAT IS A SLIGHTLY UNLIKELY PROSPECT AT THIS POINT BUT WHAT DO YOU THINK THE MARKET WOULD DO? KENNY:IT IS UNLIKELY BUT VERY MUCH A POSSIBILITY, THE REACTION WOULD BE NEGATIVE. THE VIX WOULD SPITE, YIELDS WOULD GO HIGHER, THE MARKET WOULD VIEW THAT IS NEGATIVE BECAUSE THEY WOULD THINK ABOUT ALL THE DRAMA, THE IMPEACHMENT PROCEEDINGS AND OTHER GARBAGE THAT WILL HAPPEN IN THE DAYS SOON FOLLOWING BUT AS USUAL YOU AND I HAVE DISCUSSED THIS TOO, IN THE LONG-TERM THE POLITICAL STUFF CAN CREATE AND USUALLY DOES CREATE SHORT-TERM CHAOS, RE-PRICES AND THIS LOCATES AND THEN I THINK WHAT WILL HAPPEN IS INVESTORS WILL ONCE AGAIN FOCUS ON WHAT REALLY MATTERS, EARNINGS, THE STATE OF THE ECONOMY, THE GLOBAL ECONOMY, WHAT HAPPENING TO OIL AND THE BOND YIELD, THAT WILL OVERSEE WHATEVER HAPPENS IN CONGRESS AND EVEN IF THEY SWEEP, TRUMP IS STILL IN THE WHITE HOUSE, NOTHING WILL REALLY GET DONE BECAUSE HE CAN VETO EVERYTHING BUT IT WILL BE ALL THE ANXIETY CREATED BECAUSE DEMOCRATS IN BOTH HOUSES WILL START TO STAND UP FOR 2020 AND IN HERE COME THE SOCIALISTS, WE ARE GOING TO TAKE THE PLACE OVER. STUART: SO LONG AS THE PREVAILING TREND IS UP. THAT WORRIES US ALL. I
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