SK Hynix Nasdaq Surge: The Warning Sign Everyone Missed

Recomendações

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1. 01 META NASDAQ COMPRAR +1,19%
   Entrada $646,01 19 jul 2026

   Atual $653,69 09 set 2026

   Resultado +$7,68

   vs. índice −1,4% SPY +2,6% no mesmo período

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   …ou see? >> Yeah, I think that, you know, the mag seven, you know, continue to be one some of the best businesses of all time. I think that, you know, there's definitely going to be gives and takes here and there but I'd say like, you know, specifically you're seeing that meta is, you know, kind of coming out. You know, they've got the talent, they've got the data, they've got a strong core business and I think that, you know, they they will they're spending a lot but the market is still trying to figure out what the revenue could be. So, to me I think there could be a lot of upside over the long term for the group in general as they do have a ton of data that and they have the compute and multiple pieces to continue to extend their growth. >> Do you feel the need, the desire to cycle out of some of the memory stock and chip exposure into hyperscalers, though? …

   specifically you're seeing that meta is, you know, kind of coming out. You know, they've got the talent, they've got the data, they've got a strong core business and I think that, you know, they they will they're spending a lot but the market is still trying to figure out what the revenue could be. So, to me I think there could be a lot of upside over the long term for the group in general

   Ir

   Contexto extraído por IA "specifically you're seeing that meta is, you know, kind of coming out. You know, they've got the talent, they've got the data, they've got a strong core business... I think there could be a lot of upside over the long term for the group in general"

2. 02 AVGO NASDAQ COMPRAR -1,74%
   Entrada $370,83 19 jul 2026

   Atual $364,38 09 set 2026

   Resultado −$6,45

   vs. índice −4,3% SPY +2,6% no mesmo período

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   …otentially a re-rating. At the same time, there's more cyclical risk there. And I think that valuations have become like, you know, more stretched for some of the more volatile next stocks that the market has been talking about. Meanwhile, the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past. So, I think we're both we're all looking out for for various dynamics and you know, I think that the group in general

   the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past

   Ir

   Contexto extraído por IA "the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses"

3. 03 NVDA NASDAQ COMPRAR +10,29%
   Entrada $202,81 19 jul 2026

   Atual $223,67 09 set 2026

   Resultado +$20,86

   vs. índice +7,7% SPY +2,6% no mesmo período

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   …otentially a re-rating. At the same time, there's more cyclical risk there. And I think that valuations have become like, you know, more stretched for some of the more volatile next stocks that the market has been talking about. Meanwhile, the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past. So, I think we're both we're all looking out for for various dynamics and you know, I think that the group in general

   the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past

   Ir

   Contexto extraído por IA "the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses"

4. 04 ANET NYSE COMPRAR +14,42%
   Entrada $168,61 19 jul 2026

   Atual $192,93 09 set 2026

   Resultado +$24,32

   vs. índice +11,9% SPY +2,6% no mesmo período

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   Contexto da transcrição original

   …otentially a re-rating. At the same time, there's more cyclical risk there. And I think that valuations have become like, you know, more stretched for some of the more volatile next stocks that the market has been talking about. Meanwhile, the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past. So, I think we're both we're all looking out for for various dynamics and you know, I think that the group in general

   the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past

   Ir

   Contexto extraído por IA "the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses"