Market rotation occurs when capital shifts from one sector to another, often triggered by earnings reports and macroeconomic factors; when software stocks like Axon, Figma, and Palantir recapture their EMAs after months of downtrends, it signals potential rotation from semiconductors to software, while companies like Dell and Snowflake demonstrate how earnings beats can drive significant stock price movements, with Dell's 64% EPS beat and 88% revenue growth leading to a 40% after-hours gain.
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Software Stocks Finally READY? Watch THESE Rotations.. & MRVL, DELL, SNOW EarningsAjouté :
Good evening traders and investors. Will back here with another one coming to you with a Thursday market recap. Hopefully you guys had a very good day in the markets today. And in today's action, the S&P and the QAQ's both hitting brand new all-time highs. It's been of a heck of a rally so far since the March lows.
That's for sure. The S&P currently stands up about 10.05% year to date. The numbers are just there to the right hand side. And the QQQ's currently up a whopping 18.63% year to date. The best performing segment of technology though of course is semiconductors. That ETF, at least the SMH, is up 62.58% year to date. Today was another story where the market broadened out a little bit further. And the best performer of the market today was actually software.
Software up 2.83% if you take a look at the IGV, the software ETF overall. And if you take a look at some of the names that were up today, guys, is it finally time for the ever so elusive software rotation? Take a look at Axon, 12% higher today. Take a look at Figma.
Figma was up 9% today. Take a look at Reddit. Reddit was also up 8.73.
Palanteer having its best day in a very long time. That one was up 8%. Shopify also up 8%. Companies like Service Now also up 6 12%. Oracle up 6.7. So you can clearly see the software names are coming back alive. A lot of them are starting to recapture their EMAs, recapturing some of the trends. So is it finally time to put a bit more size behind the software trade? We'll take a look at that in terms of today's video as well. Speaking about today's video and the market performance. Well, even though we're at new all-time highs, there are a few good things that are going on right now in terms of the broadening out of the market, which you just talked about. Number one, 10-year yields continue to move down. And as you might remember, just about a week ago at this time, we almost lost the daily uptrends on the S&P and we were really on the verge of weekly consolidation.
But then something happened and it had to do with the final details of a pure end of the war agreement in terms of the Middle East. And since that time, that's when we got the yields starting to come down on the 10-year basis, the 20-year yields as well, coming down from their peak. and also oil coming down from its recent local high of about $105 per barrel down to now about 88. So if you're wondering why are the markets ripping right now out of this second or given a second breath of life right here, well definitely has to do with the yields and oil coming down and the broadening out of the market overall. So in today's video we got a lot of things to talk about as per usual. Number one, we'll go over some key news elements that transpired today. We do have some additional details in terms of the final draft of the peace arrangement in the Middle East pending Trump's final approval and we also had some numbers from PCE inflation and retail uh spending and retail income and things like that. So, we'll take a look at that very briefly as well as a few other key pieces of news that I figured would be nice for our analysis today. So, we'll spend about the first five minutes talking about the news of the day. After that, we'll get into our technical or no, sorry, after that I got some earnings prepared for you guys. We're going to take a look at three companies today in our earnings presentations.
Number one's going to be Marll. Number two is going to be Snowflake, and number three is going to be Dell, which had their earnings today and just absolutely destroyed their earnings. The stock is up like 40% in the after hours. So, shout out to all the other companies that reported earnings. But I picked Snowflake cuz they were up 35% after their earnings. Dell is up 40% after their earnings. And I picked Marll because, well, it's one of the best performer performing semiconductor names as of late. So, always good to pay attention to those. But shout out to everybody else who had earnings. Maybe we'll have time to take a look at a few more of them into early next week overall. But we are largely winding down earning season right now. So we'll take a look at those three companies to kind of start it off. After we're done our earnings analysis, we'll move through our technical analysis of our major indexes. Check on the rotation, see what's working, see what's not working, and seeing what is possibly going to work soon if the markets keep broadening out. After we're done that, we'll take a look at our big tech list names down here and once again derive which of these names are set up nicely for either some long-term buys or some possible swing trades. And I'll give you guys some levels to watch. And at the end of the video, we'll talk about the biggest gainers and losers of the day. Today, a whole bunch of drone names on the top, but also a whole bunch of software names, too. And to the downside, well, you're starting to see some pullbacks here in the semiconductor/photonic space, which is very interesting. Could be opening up some dips in the future.
But some of the names here that were on the highs today, especially drones and defense, right? Take a look at some names like AVAV. That one's been down for a very long time. KTOS been down for a very long time. So drones catching a nice bid and it is one of the themes that we were paying close attention to for that switch in terms of momentum.
And also, of course, we're going to talk about software and fintech because they are also showing some signs of possibly reversing months and months of bearish downtrending momentum, possibly reversing those to the upside. So, we'll have some fun at the end of the video talking about some charts for you guys to pay attention to. And that'll be it for today, my friends. So, we got a lot of talk lot of lot to talk about. Let's get right into the action, shall we? So, the S&P up 0.55 for the day. The Q's up84. And if you take a look at the heat map, it was pretty decent. Not the most broad day in the market. Like, not everything was green, but the rotations were the most interesting part of today for sure. Software having a very good day. Microsoft having one of its best days in a very long time. Most of the big tech trade was higher.
Semiconductors were a bit mixed across the board. Nvidia, Broadcom, AMD doing well, but some of the memory names, some Micron was down, SanDisk was up and some of the semiconductor players were also retracing a little bit. Financials continues to be a little bit muted overall. Healthcare doing very well. Eli Liy continuing to carry healthcare on its back and the bottom half of the market a little bit mixed. So, when you take a look at the heat map right here, you really see, you know, five sectors up and five sectors down. So although it wasn't the best day of market breath, you're starting to see some more participation in other sectors.
Healthcare coming back in a pretty decent way. Technology was your best performer of the day. Materials coming back, consumer cyclical coming back, communication services, not bad. And to the downside, defensives, utilities, financials, real estate, and energy on the oneweek relative basis. You can see though that many more sectors of the market are higher than lower. The only ones truly at big losses over the past one week have been consumer staples and energy. Of course, the energy sector coming down because of the price of the barrel of oil coming down as well. And on a one-mon relative basis, it's not only technology. You're starting to see further broadening out of the overall market landscape, which is pretty good.
In terms of the fear and greed index, we're currently sitting at about 60.
This is not sentiment. This is just an amalgamation of various different technical indicators. Market momentum, you're at extreme greed. That's just because we're stretched from the EMAs.
So, this one extreme greed in terms of momentum. stock price strength though, you still have some ways of improvement to go. Net new 52-W week highs and lows on the New York Stock Exchange, we're still relatively low right here. And it makes a lot of sense because we've talked about this a lot uh over the course of uh the last two months, right?
How there's a lot of dispersion here between the biggest gainers of the day.
You'll notice they're all technology companies for the most part. No, not for the most part, all of them. And all having to do with the semiconductor trade or the data center buildout trade.
But you will also notice that to the downside, there's so many companies here, guys, that are down 9, 10, 15, 20, 25, 30, 35, 40, 50% on a year-to- date basis. So, we're going to see if the market starts to rotate into some of all of these unloved names as opposed to just being very concentrated towards the top end here, which has been the data center buildout. though the rotation is getting a little bit better and as such we might be able to see some new stocks making their ways to some of their 52- week highs. Stock price breath is also low as measured by the Mlen volume summation index but improving off of recent lows. Put to call option ratio still remains extremely greedy. Nobody buying protection and the VIX also does remain neutral. So as such, you know, in terms of stock price strength and breath, you're still a little bit soft.
Definitely not an everything market yet, but it is being carried right now by very strong earnings in technology and the entire data center trade for very obvious reasons, right? So before we move into more charts and things like that, let's take a look at some news catalyst for the day and a quick little summary of the PC numbers that came out this morning. It was not too bad. So it came in at 3.3, which is just a.1% increase month overmonth. Core also came in at um core didn't come in two, excuse me, core was 3.3. If you take a look at the uh year-over-year overall in terms of the uh price index here, 3.8% year-over-year, which was in line with the estimate that is over last month's 3.5. So, you can see no crazy surprises to the upside as we had with CPI and PPI a few weeks ago. PCE largely coming in line, which is why the market was able to digest those numbers. Overall too, personal income 0% versus the point4.
That wasn't too good. But overall, 1 month's worth of data is not enough to establish a trend. But you would like to see still consumers having uh in terms of year-over-year status more income than the rate of inflation right now, which has been the case over the course of the past 9 to 12 months. But with this recent uptick in CPI, it's slowly a bit falling behind. But nothing structural in the ways of inflation, meaning you're not going to be probably sitting at 4 5% CPI for the next 12 18 months, right? If the war stops, CPI will start coming down and personal spending here does remain relatively resilient. Came in at 0.5 versus the 0.5 expected which is quite good. So not turning negative or things like that and that is in spite of the higher thanex expected inflation prints that we've been having for the past 2 months because of the war. So the market was able to kind of take all of these macro data events today and kind of work with it, right? Saying that the war might just possibly be a temporary thing in nature. What did help uh move the markets today was this piece of news right here from Axios. The US and Iran have reached a tentative 60-day memorandum of understanding and possibly pending final signatures from President Trump overall. So, here we go. The agreement still requires final approval from President Trump, who reportedly asked for several days to review the proposal. US officials say that Iranian Iranian negotiators indicated they received approval from senior leadership and were prepared to sign themselves, which is pretty big.
And as such, the memorandum would guarantee unrestricted shipping through the straight of Hormuz, which would include no tolls, no harassment of commercial ships, and the removal of Iranian mines within the next 30 days.
The US naval blockade would also gradually be lifted for commercial shipping to resume. Iran would commit not to pursue a nuclear weapon. Early negotiations during the 60-day ceasefire period or extended ceasefire would focus on the disposal of the highlyenriched uranium and future uranium enrichment limits. So, it's a two-part proposal right here. What would start on day one if both parties agree and sign the street of Hormuz would open and then they have a 60-day period in which they will negotiate what happens with the Iranians uh with the Iranians uranium.
Right. So the US would agree to also discuss sanctions relief, release of frozen assets and mechanisms for humanitarian aid and goods shipments as well. So these are the terms of a tentative deal that is going on right now. So keep all that in mind. Obviously it's an evolutionary thing. Day by day we get new news, right? So we'll keep looking at it one day at a time right there. In other news today, well you might have seen recently on social media Jensen Hong making the rounds, right?
playing in some restaurants here with some noodles and stuff like that. Eating some street food. Signing toilets. Yes.
Signing within toilets of restaurant.
Jensen was here. And he's doing all of that because they're about to embark into their Taiwan GTC. So there's one in uh North America obviously, which was occurring a few months ago, but there is also one that is happening June the 1st.
Okay. So, it's going to be very big in Taipei right now where they discuss physical AI uh and uh the Vera Rubin stack that's coming out obviously over the course of this year so far. And in his travels, Jensen is securing the supply chain. This is very important when you guys see this stuff, right? So, Jensen taking a picture right here with a whole bunch of the suppliers possibly for Vera Rubin. So you have TSMC presidents here, Quanta, Foxcon, Pegatron, Winstron, ASUS, Acer, Gigabyte, Inodisk, Light On, Delta Electronics, a lot of various different people that are all playing a part in the supply chain for the Vera Rubin CPU and GPU combo that's going to be coming out. So this is going to be something to pay attention to on June the 1st when we get the Taiwan GTC event. It's going to be very fun to pay attention to. That's going to be happening next week.
Additionally, today, Anthropic raising their valuation again, raised another $65 billion in series H funding at a $965 billion postmoney valuation led by Alimter Capital. So, Brad putting up more money again, which is pretty good.
And Seoia as well, which is a very large a very, very large uh VC fund as well.
So the valuation of Anthropic right now in the private markets currently stands at $965 billion. The revenue run rate for this year is $47 billion. You can see right down there very strong. And this is important for two reasons today guys.
Number one because Anthropic raised their valuation again. Number two they released a new model Claude Opus 4.8.
And you can see the benchmarks here are pretty good versus 4.7, but also versus the competing products in Gemini 3.1 Pro and GPT 5.5. We're not going to go through the benchmarks. Why does this matter though, okay? Because we're seeing some shifts. You might remember me saying for the better part of the last week, week and a half that there have been some changes in the software landscape such as in service now and other players like that. We'll reference this chart, but you can also see it on Shopify and other things of that nature, right? So you might remember a time formerly when during February and even during March, every time Claude or Gemini or Chat GBT would release a new model, all of these software companies would go down. Claude just released their best model ever. And still software companies didn't get shaken out. They actually rallied pretty hard today in spite of that news. So when you start to see things like that, when you start to see the negative news events that formerly hit software stocks not have the same impacts anymore, and when you can start to see names start recapturing some of their EMAs that they haven't had in a very long time going for daily uptrend shifts, that's what lets you know maybe the trade is possibly ready at this current moment in time because we might have a bit more visibility into momentum and perhaps you have now washed out all of the bearish narratives.
overall for these companies. So, something definitely to pay attention to. We'll talk about it at the end of the video, but you kind of got to put two and two together, right? When you see the valuation raises, the models being released, and that's not the only one. Chachi BT 5.5 and Gemini 3.1 Pro have also been released in the most recent month, and they didn't really contribute to bringing some software stocks lower. Now, not all software stocks, Enterprise Resource stocks will pump, but there's a few that we'll pay attention to at the end of today's video, okay? So we'll keep that in mind as we kind of advance here uh throughout the rest of the presentation. So that being said, those are your major news headlines for today to pay attention to into next week, right? Software and also got to pay heavy attention to uh Jensen and his GTC presentation on Monday, June the 1st, which should be pretty interesting to pay attention to. and also paying attention to this 60-day uh memorandum of understanding and how that's going to be um taken care of by President Trump possibly over the next few days. So, now that we're done our news catalyst for the day, which are all important in their own respects, right, in terms of uh getting some indication on where the market might be able to go, let's get into some earnings, shall we?
And we're going to start it off with a very fun one. We will start it off with Marll Technology. So, Marll, you guys might remember me a while ago. It seems like just yesterday, but it really wasn't. Back in February and March, we were saying Marll was one of the lagging semiconductor plays, and they were lagging in spite of having some of the best growth rates. It reminded me eerily of AMD pre-run because the massive EPS ramp and the massive revenue ramp was just not being acknowledged by Wall Street back here. And since that moment in time, the stock is almost up 3x. So, I'm pretty sure the burning question in most people's minds as the weekly RSI sits at 90 after this size of a run, is it too late to get into Marvel? Well, let's have a look at some of their numbers real quick. So, in terms of EPS, they beat by 21% and they beat Ron Revenue by about.5%. Not the biggest beats, but you guys know the drill. It's all about the future guidance. And the guidance for Marll was indeed quite good. Let's have a little bit of more of a deep dive into their numbers. So, Marll's numbers here showing some very strong growth rates year-over-year.
Revenue up 28% year-over-year. That beat the estimate. EPS beat the estimate as well. As we just said, gross margins fairly good. Operating cash flows a record high right there. And AI bookings, although they do not disclose the number, saying exceptional AI related bookings. And Marvel has never been one to say words like exceptional on their earnings presentations. If anything, they're a company that was known for their sandbagging, which is why the price action struggled for a very long time there. overall. That being said, the Q2 guide was also very strong, beating on the revenue estimates for the Q2 guide. You'll notice an acceleration. It's currently at 28% year-over-year, accelerating now into Q2. 35% year-over-year is the revenue projection. EB uh EPS projections also beat the estimate. Solid gross margins, too. And they also have completed their acquisitions of Celestial AI. Marll does a whole bunch of things but they are they are being closely watched right now for their um co-ackaged optics and photonix aspect of the business right now very strong AI demand drivers is the 800G and 1.6T 60 scale out optics something that AOI is also doing too their Ethernet scaleout switches and as we said CPIA which is co-ackage optics scale up optical of solutions overall Marll delivered first uh record first quarter fiscal 2027 revenue and guided second quarter revenues at record growth rates as well which is very strong they keep accelerating revenue every quarter through fiscal 2027 driven by continued strength in the data center business they're seeing exceptional AI related bookings and they're significantly raising the revenue outlook for both fiscal 2027 and fiscal 2028 compared with the guidance that we provided last quarter. Very strong numbers from Marll.
Very strong guidance as well. However, the stock price since their earnings yesterday hasn't really moved too much and that's a testament to the fact that they're just they've been up so much, right? But the numbers do uh corroborate such a very massive upswing in the price over the course of the past 2 months.
the rerating is definitely uh you know further underway than just beginning at this point in time. If you take a look at some of their metrics, I know there's a whole bunch of numbers on the screen.
I do apologize. I wish I could clear it up a little bit, but here you go. Total revenues is the blue columns right there. The data center revenue is the orange bar. So, you can see that comparatively to where Marll was a few years ago, their consumer revenues represented a lot more of the share of total revenues. And you can see what's happened obviously, right? A lot of other companies have gone down this same path where data center revenues it now represents a bulk of the total revenue power of this company overall. Gross profit margins is the purple line right here. They stand at 52% right now. Very good. The or the green and red lines right here are your operating and net profit margins overall. So you can see since they've kind of scaled more of their data center business, they have a lot more pricing power than when they were doing only consumer things respectively, right? So keep that in mind. That's very important because not only is it a revenue expansion story, but it is also a margin expansion story too. Similar to what we've seen out of AMD. If we break down their segments further, data center end markets right here. You can see very strong revenue growth overall. And you can also see the communications and other end markets.
This is their consumer oriented things saying that the market has largely recovered from consu uh customer inventory corrections. And as a result, although Q2 revenues will have a slight decline quarter-over-arter, they will be growing in the high singledigit range year-over-year on a percentage basis.
This is very important, guys. And Texas Instruments said the same thing because you'll remember that a lot of these semiconductor companies. Now it's kind of very small because you have all these big projections. But from 2022 through about last year, you had a trough because of the either industrial exposure, not data centers, but think the internet of things. So industrial applications for factories, for robotics and things like that, or for cars or for just consumer electronic applications.
There was a bit of a cyclical trough coming out of a very strong 2021 and 2022. And now what Texas Instruments has told us and what Marll is telling us as well is that not only is their data center business leading the charge but you are kind of through the deceleration and trough of the other segments of these businesses. So basically Marll right now is going to be firing on full cylinders. All lines of the business should be expected to uptick here into the next 12 24 months let's call it. So we know they've had a very good quarter in terms of the data center and the other end market products too. But we also got to talk about the valuation. So we know revenues have been scaling nicely. We know the margin story has been expanding and as you can see as we just said right the EPS expansion is crazy through 2028 and also very nice revenue expansion through 2028 as well.
Analyst analysts are still um torn on whether or not that EPS expansion will last through 2029. And this is a common theme that you're seeing across many data center specific names. It's very tough to project into 2029. They kind of do it one year at a time. They're very confident about the two-year projections, but three, four, gets a bit blurry. It depends on the capex spend by the hyperscalers obviously, right? But over the next two years, Marll should be having a very fun time. So, that being said, if we take a look at some of their metrics right now at 204, is this company still technically a good deal?
Well, technically speaking, it's not the best deal right now, right? You're trading at 51 times forward earnings and a 1.37 peg. 1.37 peg is not that bad.
But keep in mind, right, this revenue growth rate is currently at peak acceleration. So it might come down as we move on and get better projections, better visibility into 2029, 2030. So the PEG ratio needs to be taken with a bit of grain of assault. Now that being said, their price to sales for this year is 16.27 and their price to sales on a 2027 basis is now at 11. So back here when we were referencing this stock at roughly half or a third of the valuation, it made a lot of sense for the rerating. At this current moment in time, Marll, at least for me, would be a hold. It is very tough at these valuation multiples to say that we're early. And that being said, can we still make some money? I mean, for sure, guys, you can make some money in everything, right? But the point is, is the risk-to-reward still there for heavy positioning to take advantage of possible further growth for Marll? Well, in my opinion, no. Can we possibly include it as part of a basket of semiconductor stocks? Yes. But making this an oversized position after it's ran so much and we're kind of coming into, you know, over fair value in my humble opinion. And you can see the chart as well, right? A lot of momentum behind this name. So that's why there's always three ratings that I give to stocks. It's either a buy, a sell, or a hold. In my opinion, there's no real reason to sell. Well, if anything, it would be a tiny slight trim because they should be having very nice quarters in the future. But let's be honest, right?
Can we see some pretty wild price action swings overall for this stock? Of course, we can, right? So, keep that in mind. Marll for me up here would be a slight trim or just a hold. If we're looking to buy, it would not be a very heavy buy at all. It would probably even be an underweight buy because we got to recognize that we are late, right? You can't say objectively speaking that we're not late. You are later along the curve, right? If there's a curve right here, if you're early or late, you know, you're probably like somewhere like right here, like just beyond the middle point, which is when the riskreward isn't that favorable. Down here, you are there. So, it's very easy to go in with a lot heavier size overall. So, just keep that in mind, guys. It's never black or white, right? It's always nuanced. You can always still take positions on anything. It's just it depends on the size that you can put into certain trades. And that usually comes with the fact of the valuation and whether or not you can decisively say that you're early or not into the rerating process of the stock. But phenomenal earnings presentation from Marll and they'll probably put up some very stellar numbers into their next few quarters as well. That is stock number one. Now moving into stock number two is a stock that had crazy earnings just the other day. Snowflake up 36%. Now, this stock, in spite of its 36% rally, is only up about uh 8.78% year to date, not even 10%. This one got hit really hard to start off the year with the whole SAS apocalypse narrative, right? February through March, and they were able to post post a very big quarter overall.
So, Snowflake, is it part of the SAS crew that possibly could be some bids right here as we look to reexpand? The price hasn't done anything, guys. In the past four years, it's been doing a whole lot of nothing. Is it finally time to buy Snowflake? Can we possibly make 2x in this stock? Is it super cheap? All very valid questions. Let's take a look, shall we? So, on EPS right here, they beat by 22%. I will remind you, this stock is currently not profitable on a net margin basis, and that's always been one of my issues with the company overall. Revenue reported beat by 5% overall, too. So, very nice quarterly display. And the guidance for the company and the customer retention and customer growth were all very good as well. Let's take a deeper dive at the number. Let's take a deeper dive into the numbers. So, some of the numbers for Snowflake at a first glance here.
Product revenue was up 34% year-over-year. Great growth. That's never been a problem for topline growth for Snowflake. You'll notice here that revenue growth over the next few years.
24% per year on average and EPS growth 36% year on average. So, the growth has never been a problem. They've always had a problem with their stockbased compensation, which is just egregious in my opinion. And the fact that they just cannot get positive net margins or positive net um net margins either, right? You can see the past five quarters even though they're scaling revenue very aggressively and they have non-GAAP positive EPS their operating margins and their net margins are still deeply negative but overall good topline revenue growth net revenue retention rate 126% as well so retaining all their clients and they do have pricing power able to increase prices year-over-year total customers was up 38% year-over-year which is very strong the amount of customers over a million that is up 29% per year uh over year-over-year as well they also have um AI adoption. So, the accounts using Snowflake AI, which is 4,500 net new accounts up to 13,62.
So, very nice numbers at a first glance.
You can understand why the stock was up so much after being down so much as well. And they also had this deal right here. In more good news for Amazon, Snowflake signs a 6 billion deal uh $6 billion deal with AWS for AI CPU chips.
Yes, this is Snowflake paying Amazon to use their ASIC chips, right? So, that was a big piece of news that the Wall Street actually really liked this one uh on Snowflake, which did contribute as well to the heavy increase in share price. But it didn't end there. Here's another reason for the big beat in terms of the uh numbers here, right? So, number one, the RPO metrics remaining performance obligations were very strong. 38% year-over-year increase.
That was very good for Snowflake locking in those contracts. The Q2 guide also showed the revenue growth does continue 30% year-over-year in terms of their projections right there. And the fiscal year guide as well confirming 31% year-over-year for the full fiscal year, which is very good. Gross margins very stable at 75% overall too. And the non-GAAP operating margins, a slight improvement here at 135, up from the fire, 12.5 overall as well. So not too bad in terms of snowflake right now. and the RPO, the AWS agreement, the guidance for Q2, the reiteration and raises of the fiscal year guides. All of those things combined led to the very sharp price increase that you saw in Snowflake over the most recent past day of trading. If we take a look here at some of the metrics from Snowflake, you will notice here on the chart, here are your projections in the next few quarters that are kind of shaded the more darker blue right there. But you can see revenue growth has never been a problem for this company. Extremely consistent.
and your gross margins here very consistent as well. But what's also very consistent is their negative margins.
Right? They've been improving these operating margins. As you can see, the operating margins is the purple line right here. It used to be like minus40, then into the 30s, and now into the 20s.
So, they are getting better, but it's still net negative. And if you take a look at the um negative net margins, too, they used to be at minus40 back here and then minus30. And now they've been considerably improving here into the 20s, but it is still a company that struggles. Even though they have very solid gross margins, they spend a lot of money on sales and marketing, a lot of money on research and development, and a ton of money on stockbased compensation.
So, they need to get that under control as they kind of scale further into the revenues. But that being said, if we take a look at a few other KPIs, if you just want me to erase all this stuff and take a look at some of their other KPIs, uh they were quite good, right? All right. So, if you take a look at maybe let's say some of the um some of the let's say backlogs and things of that nature. So, if you take a look at the RPOS, strong RPO numbers. These RPOs keep scaling year after year after year.
Total customers with over $1 million in product revenue. That's that purple line right there. So, they're beating. If you're wondering why the stock's up so much is because they're putting in the numbers. They're gaining the clients.
The retention rates are very high. The backlog is improving as well. So although the margins aren't there, Wall Street is kind of giving them the benefit of the doubt right now, at least in terms of the margin story, agreeing that yes, it will possibly come later on as the stock kind of progresses through its revenue scaling. Now, that being said, Shopify, the problem that I've always had with this company is the fact that in relation to the margins, they've never been really cheap, and that's why they've been largely stuck down here for the past four years. It's just they're still scaling into their current valuation. The current market cap right now for um Snowflake right now is $83 billion, but you will notice in terms of the revenue, they only have about $5 billion in revenues. So, not the best.
They are growing revenues very rapidly, but still the stock trades for about 13 13.5 times forward sales, and that's after the pop. So, you could have made the argument that that um I keep saying Spotify, but you could have made the argument that Snowflake was cheaper down here. And even in terms of the PEG ratio, right, it was cheaper down here.
But at 232, you might get seduced by this recent pop. But don't get seduced too much. The stock trades for 121 times Ford earnings. Also trades for a 3.37 peg. So, in spite of this massive EPS growth that they're having over the next few years, it still trades very expensive. Now, stocks that are expensive can get more expensive and can trade expensive for a very long time.
Snowflake has had this issue for a while, but the fact that they have over 30% stock-based compensation, the fact that they're still not profitable, right? Those are two things that have always kept me away from this company.
Are there better deals in the market right now in the SAS landscape and things of that nature? In my opinion, absolutely. and they're also profitable companies. Uh, Snowflake for me right now, if forever which reason some of you are watching this video and you have a cost base in the low 100s, it would be a hold. But starting a position here at these valuations, it's kind of tough, right? When you got names like Meta out there trading at like 20 times forward earnings and like a 1.2 2eg and you got companies even like Nvidia, like much larger companies out there that are trading for a fraction of the valuation and even some semiconductor names out there that are trading for fractions of these valuations. It's just very tough for me to say publicly that this company is a good deal. Do I believe in the revenue growth story? Sure. Do I believe that they're one of the best cloud cloud cloud data storage uh businesses on the planet? For sure. But it's always a question of valuation, guys. if we're not getting the best deal, the business could be a very nice business, right?
But the stock price could not be the most attractive. So, I like Snowflake as a business. I have no problem with the business. The thing that I have a problem with, though, is the stock's price. The valuation is just not compelling enough for me. So, Snowflake at this point would be a hold or if you're looking to play momentum and looking to try and carry this. As I said, expensive stocks can get more expensive and things like that, especially when they're in a segment of the market that is possibly back in a favor right now. Not one of my favorite plays, but I do understand if people are holding. So, I won't be participating, but if you are, wishing you guys the best of luck. just pay attention to the stockbased comp and the profit profitability metrics over the next few quarters because that is what's really going to help um you know change the course of uh the valuation right here is if they can really drive more money to the bottom line drive more money to EPS that's when you kind of uh you know increase the earnings and that's when the valuation can become substantially better even if the stock price doesn't correct whatsoever right so pay attention to the efficiency gains of this company that's all I have to say for snowflake and now lastly company number three the company that surprised everybody including myself after hours today was Dell. Look at this massive move on Dell right now. What a quarter from this business. 39% in the after hours. And that is on top of already a ridiculous move. Take a look from the February lows. They were already up 178% at another 40% on top of that. Not even I mean just in the last month, guys. Not even the last month. Just in the last two weeks since May 19th, the stock was up 43. It's up another 40% right now. So obviously when this stock opens tomorrow morning at 440. The monthly time frames will be completely blown out of proportion. The weekly time frames will be completely blown out of proportion.
Weekly RSI is going to be juiced.
Monthly RSI is going to be juiced as well. But fundamentally if we just remove the tentacles is the company somehow still a buy at 440. Well let's have a look at exactly what happened with these earnings today. Moving on to their earnings growth. This was the biggest EPS beat that Dell has ever had in its company history. 64% beat on EPS and one of the biggest revenue beats as well. The biggest revenue beat that the company has ever had in their history.
So, if you're wondering why it's up 39, they literally just posted the best numbers that the company has ever had.
Okay, so they reported revenue beat here of 22.66% beating the streets estimate by $8.1 billion. Let's dive deeper into the numbers and see how this company was previously only growing at 9 10% revenue growth per year and now have accelerated in a rapid fashion. You guys probably know why. You know, it's definitely not their personal compute business. It is their server rack business. So, let's get into the numbers. So, a deeper dive here shows that these are some of the best numbers that I've seen a company post this quarter. And there's been some crazy ones like SanDisk and Micron, but Dell, you got to give it to them, man.
They really smashed it. revenue was up 88% year-over-year. Adjusted EPS was up 214% year-over-year. AI optimized servers revenue 757% year-over-year. And this is a business, guys, that a few years ago did not even exist. So, you'll notice here their client solutions group was kind of fading after the big pump in 2021, 2022, free money, stimulus checks, 0% interest rates, everybody going out there and buying new computers. Their client compute group or client solutions group kind of fell off. It's been having a little bit of an uptick recently, which is good. Kind of like Marll, but it's really this aspect of the business, the AI server rack business that Dell has scaled, right? And now it is worth even more than their legacy client solutions group revenue cohort. So, keep that in mind. And it doesn't stop with just this quarter. The guidance, this beat on guidance is just a monster fiscal year. Well, I guess we'll start with Q2. Revenue guide for Q2. The estimate was 35 billion. They came in at 4445 billion, beating the estimates by $10 billion. So, not only did they beat on this quarter's revenue by 8 billion, they beat next quarter by 10 billion.
And for the full fiscal year, they raised from an estimated 144 billion to 167 at the midpoint, which is just wild.
So, next Q2 revenue growth is going to be 49 year-over-year at the growth point in terms of percentage points. Look at the EPS. massive 107% and for the full fiscal year revenue 47% for the full fiscal year guide adjusted EPS was supposed to be 13 it's now going to be $18 that is just such a massive beat guys it's like a 50 almost 50% beat on expected EPS so obviously there's going to be a big rerating the stock when you get some things like that which is why it just pumped and pumped and pumped in the after hours here optimized server revenues here 60 billion the guidance was formerly for 50 billion that would 144% year-over-year. We'll break down the segments, guys. But suffice to say, just such insane numbers from Dell overall. If take a look at the breakdown right here, okay, if you take a look at the total revenues, look at the explosion in the most recent few quarters of the revenue profile for Dell. So, it started happening, you know, a few quarters ago here. And now, this most recent one is absolutely massive. If you take a look at the other lines right here, gross profit margin is the orange line right there. As they are scaling, you can see that their margins are taking a little bit of a hit right now as they kind of have to scale very rapidly and also are beholden to the increase in the supply chain costs for a lot of this stuff. Operating margins right now 8.3%. Not bad. And net profit margins are currently at about 7.8% which is a double of just four quarters ago. So you might think that those margins are very small but they have been moving in the right direction. So revenue is moving in the right direction, operating and net margins as well. It's just gross margins. You see, when you can get compression in gross margins, it means that your cost of goods sold is going up. Okay? But what they're improving on is the operating aspect of the business. Sales and marketing, GNA, research and development, those costs as a percentage of revenue are getting better, which is why more money is being translated into EPS overall. So, they're doing a good job here of mitigating the gross margin compression with execution at the operating level, which is always good to see. If you compare and contrast some of their segment results here, guys, it's just massive, man. Absolutely massive.
So, let's go and look at it real quick.
So, their infrastructure solutions group where they have all the data center revenue, right? 181% year-over-year.
Look at this massive scale. It's just it's just wild to see that overall, too.
Uh I jumped over the previous slide but additionally what we have to mention here is the backlog. Okay exiting backlog of 51.3 billion dollar which is massive right absolutely massive overall. So that being said very strong in terms of the guidance in terms of the backlogs in terms of even cash returns to shareholders $2.1 billion of capital returning to shareholders in the form of dividends and very nice um cash from operations as well. If you take a look here at their uh client computing group, if you take a look down here, right? Or excuse me, did I miss a few things? I don't think no, we covered all that stuff overall too. It's the backlog increase in the backlog right here. This last chart on the page right there. The backlog very very very strong overall.
Orders, revenue, backlog, all very strong. That is the best uh absolute best division of the company and it's not even close right now. If you look at the client solutions group, still very solid. As you see, there was a bit of an inflection point here in the client solutions group. That's also something that Wall Street enjoyed seeing. We heard that from Nvidia. We heard that from AMD as well in terms of their personal compute segments. So, the consumer side of things, electronics has been in a 3 four-year trough. It's coming back slowly but surely. So, that also helps the bump right there. 17% year-over-year for Client Solutions Group overall. And very nice improvements in their operating income profile. So all across the board here for Dell, whether it's the backlog, whether it's the cash returns the shareholders, whether it's the improvement in operating and net margins, whether it's the improvements, massive scale and massive um you know guidance increases in terms of their AI divisions and their improvements in the client solutions group, everything went absolutely perfectly for this company and they surprised Wall Street across all fronts, across next quarter's revenue guidance, fullear revenue guidance, EPS guidance as wall, which is why you see on top of an already crazy share price an additional 40% in the after hours. Now, that being said, I don't want to glaze this company too much, but you got to give praise where praise is due, right? That being said, okay, I am going to give them a bit higher here. The company in their earning slides, I forget which slide it is on, but they do give their um ah their long-term financial framework long-term. Okay, long term like through 2030 because there will be a slowdown here naturally into 2029 2030. Okay, you can see it here. It the growth rate is not going to be this fast forever.
Eventually, it will slow down. The company itself has given themselves a 7 to 9% long-term revenue growth rate and a 15% plus EPS growth rate. I for the purpose of capturing the essence of the boom of the next two years have increased the revenue expectation growth rate to 14 through 2028 and 18% EPS through 2028 which is very fair arguably this should even be a little bit higher just you know if you guys were curious in terms of short-term positioning I'm pretty sure some of you guys are going to look at this stock price at 440 and just be like there's no way I look at this chart there's no way I can buy it up here but there's also might there also might be a bunch of people holding Dell So even if you're holding, you want to know, is it time to sell? Can I still hold for more? Well, here's the valuation on a at a 440 basis right now with the updated EPS guidance from the company through the end of the year.
You're looking at a 24 1.5 times forward price to earnings ratio with an 18% EPS growth rate, which I believe is very fair. You get a 1.36 peg, so it's not bad. And this is the valuation. When a few of you guys asked me about Dell back here, these were the valuation multiples that we were able to derive with the company's own prior guidance from a few quarters ago. So I literally took them at face value and we did a multiple thesis here if they were to retain the same multiple what they should be worth at the end of the year which was 236.
But they just crushed it. they just so when you see like I took what the company told us as a given but when they blow expectations that far out of the water you know um well you get the massive rerating in the stock so this admittedly is one that I have not participated in at all I didn't assume that they were going to be able to grow revenue at least beat the estimates by those by that wide of a margin so this one even surprised me I'll be the first person to say it right you can't catch them all and caught a lot of them but not Dell Dell has really been a crazy success story and it all has to do obviously with their AI server ramp division overall too the increases in their backlogs and just the sheer amount of compute out there right it's just been one of those trades that just has printed and most of those gains guys has been since the end of March right where a lot of these semiconductor stocks kind of took it into turbo mode from the end of March the end of the war ceasefire arrangement the stock was up like 106% and then they get an extra 40% into the print but many of those names are the same right Marll most of this move from Marll came after the ceasefire as well.
ARM, same concept. Most of that move came from uh the ceasefire, right? And just printed. Um if you take a look at Intel, even Intel, I mean, sure, it's rallied since 20, but where did the bulk of the move come from? From the reratings post ceasefire, a 200% to the upside. AMD is similar as well. Where did the big move from AMD come from?
March 30th, they got the big move, right? So, a lot of these exponential parabolic moves have happened so fast over the course of the past 2 months overall and I do understand that it's tough to chase. So, would I be buying Dell up here? Moral of the story, probably not. Would I be holding? Well, I'd probably be trimming a little bit of my position, but the multiples are such that even holding a portion of the position, maybe lightening up a little bit is not actually that crazy, right?
Of course, we could get some compression because the chart is just going to be crazy on a technical basis. So you should be expecting eventually some consolidation. The same can be said about all charts that have a parabolic uh curve uh by default, right? However, there is a another way to play this as a proxy. And the way that I've been playing this rally so far in Serverax is SMCI and it's been a brand new position for me. This stock was also up after Dell's earnings about 10% in the after hours. I took some leave call contracts on SMCI. We talked about it briefly on the channel a few weeks ago. So I'm in for roughly the $32 range. Okay. the stock is higher, but keep in mind this is a company we covered their earnings.
Okay. And the moral of the story when we covered their earnings. Oh, sorry. We covered it. I didn't cover their earnings, but we did cover their uh rundown here. We did redo the valuation at 33. They were cheap up here where they are right now at about 45. They are cheap. Now, this company has been marred by controversy of course, but two things can be true. It is a very controversial company. Yes, one of their executives got caught with a hair dryer, you know, removing labels from Nvidia GPU boxes that they smuggled into China. You know, three of their executives are being arrested for fraud right now. Their accounting mishaps in the past, that is very true. However, when a few of you have asked me, hey, can we play SMCI? It is a lottery trade. It is a catch-up trade in my books. But one thing that we can't deny from SMCI either is the fact that the company only trades for 25 billion even as they currently stand right now. But the EPS growth is there.
The revenue growth though, okay, the revenue growth is definitely definitely there and that's all they do are these server racks. So you could infer that if Dell has that size of backlog and if they're just completely slammed for the next three, four, five quarters, SMCI will be having the same and may actually get the rerating. So I'm in from earlier, but this could be a way arguably, you know, a more controversial way of playing the server rack niche. So keep that in mind as well. I mean, we're up already on our call options, but the trade is not gone yet. You know, like if it was all the way up here, then we' say, "Yeah, you probably missed it." You know what I mean? But it is still still relatively early. Not the most early, but still relatively early in SMCI's potential keyword potential recovery story. I mean, they will deliver those server racks and they are number one for liquid cooling. So, just something to pay attention to. Maybe just keep in the back pocket for some possible uh you know, lottery bets or something like that. My position is not super super heavy, guys, but you know, I'm I'm playing the rerating thesis on SMC. I'll give them a chance down there at the $30 range. And even up here in the mid-40s, like if I was late or something like that, I wouldn't mind giving them a chance up here, all things considered.
So, that being said, that's everything for our earnings presentations for today. It's been a while since we did them, but I think that's going to wrap it up, guys. Maybe I'll take a look at a few more for you guys next week, but that's going to be it for me and earnings until we get into the next earning cycle in about a month when we get into the banks overall. So, now that we've done a big introduction and a big earnings presentation of three very interesting companies, let's get into the charts. So, moving into the indexes, guys, we're going to try to keep it as brief as possible because I do want to get into the end of the video section where we go over the rotation analysis here for the biggest gainers and losers.
So, let's go the indexes really briefly.
Of course, the S&P bulls are still in full control. Line of the sand still remains down there at about 731. So, if we do top out here shortly, once again, looking for higher lows for further trend continuation. And I get it. I know. I know we're extended right now, the daily, you do have some divergence right here on the RSI. The RSI and the S&P is about 73 right now. On the weekly time frames, this is going to be 9 weeks of upside in a row. So, of course, we are stretched, but the bulls retain full control. If you want to see broader and lengthier consolidation, you will have to eventually lose these uptrends. Until that time comes, well, you won't be seeing that weekly consolidation just yet. If you do see it, let's just say it happens from right here. Well, the first line of defense will be the 12 MA on the weekly time frame here at about 720.
Looking for a weekly higher low or possible further trend continuation. The bulls control the daily, the weekly, and the monthly charts. Looking very good, but we are extended here for the monthly EMAs. So, we'll see what happens. Maybe a bit of midterm seasonality comes into play now that we're through earning season. No more crazy beats, no more crazy surprises. Maybe the market gets a little bit tired. Maybe semiconductors take a break and we get some rotation into the other aspects of the market that haven't ran. All very distinct possibilities. But you guys know we don't like predicting on the channel, right? We just follow the price action one day at a time and in the event that we lose some trends that we haven't lost in the past 2 months. We will readjust accordingly and position accordingly as well. Moving into the QQQs right now, same analysis. Line of the sand, higher lows is down here 697.
That means that any retracements right now would otherwise be looking for a daily higher low for further trend continuation. I get it as well. Daily divergence on the RSI, some sort of a bearish catalyst. Of course, the weekly RSI on the Q's is currently 77. You are extended away from the 12 EMA. And although we did have one slight little red week here, for all intents and purposes, you have been putting in higher highs every single one of the last nine weeks in a row as well on the QQQs. So, pay attention to the price action. If you see it switch and they lose the all they almost did it here, right? So, you got to pay attention to the price action. If you lose it, where you going to go? Well, you're going to go right down maybe into this 12 MA, which is currently around the 675.
Healthy pullbacks are very normal for the markets. Of course, nobody's saying they're going to go up in a straight line. But as as of right now, the daily bulls are in full control. The weekly bulls are in full control. The monthly bulls are definitely in full control.
So, am I going full yolo all the way up here and just adding to positions and deploying all margin? No, of course not.
Right? As in the last few weeks, I've been looking for plays that haven't ran so far. Not deploying margin, being very uh cautious on my trims as well on semiconductor names or photonix names that have ran a ton. I've trimmed some of those, repurposed some of the capital towards some of the sectors that haven't ran so far. Some of the ones that are getting some rotations in the past week or so. So, um up here, I'm definitely not, you know, I'm still I'm still uh very very heavily invested, of course, right? It's not as if I'm in 15 20% cash, but I'm also rotating a little bit and kind of building up a tiny little cash reserve pile in the event that the trend shifts and we end up in a bit of consolidation. So, keep that in mind.
Moving on to financials right now.
Financials still no lift, still kind of dragging behind right here. The banks not able to get much lift at all. Even the credit card companies like Visa and Mastercard, they're just not doing much, right? So, financials still a bit muted as they kind of deal with higher yield.
So, the daily up the daily trend right now is a mess. We're currently bouncing into support right now, which is roughly the 515 down about $50 range. Weekly downtrend, nice bounce. Still looking for the higher low and for the shift.
So, we'll see if financials can finally start participating. If we get um, you know, a signature from President Trump on that Iran deal, and yields actually come down, oil comes down, alleviating some pressure against financials. If they do start the upswing here, you're going to be looking at 53 up to about 545 in terms of the resistance target.
There's still some great deals across the financials landscape right now.
Visa, Mastercard, and some of the fintech names that we'll take a look at at the end of the video. Moving on to uh XLV Healthcare. Beautiful, beautiful trend change on the weekly daily has been an uptrend this entire time. We've been very clear on that. Recapturing the EMAs, this is very crucial, right?
Recapturing the EMAs above all of them now. Even the 200, which was this green line right there that kept the price down for the better part of the last two months. You're above the current support area, which we've reclaimed. And if they close the weekly like this, this is your first weekly uptrend in a very long time. And that being said, that is also synonymous with the monthly higher lows being set. And you might just be looking for further trend expansion on XLV. The play that I've been focusing on recently has been Eli Liy. We've been very vocal on that from down here when they recapture the EMAs. Recapture the EMAs, recapture the daily uptrend. Trade was valid. They're now beyond the all-time highs. So, congratulations. You guys were able to catch that. But look at the MACD. It might be going for more. Look at the monthly close. The monthly close happens tomorrow. very strong monthly candle by Eli Liy. You might be able to get a little bit more expansion. So, I've trimmed half of my position from that sector as it has achieved its initial take-profit goal and now we're just leaving a runner. Moving on to SMH right now. SMH also just consolidating near the highs right now. Obviously, we get it divergence here on the RSI versus the highs on the price. Same as the SPY and the QQQs. Not a criteria on its own to warrant big market corrections, but just something to be cognizant of.
Right. On the weekly time frame, you are also very far extended from the 12 EMA.
Same as the spy, same as the QQQs. But for now, the bulls retain full control.
Higher low line of descent is down here at 528. Looking for a higher low attempt. We'll see if the bulls are able to line up support previous resistance with the current daily 12 MA and go for more. If they unwind too much and they change the trend, then you know you're in for a bit more weekly consolidation.
Weekly RSI is at 84. So, you know that we're extended right now. Nobody's, you know, I don't think anybody's surprised they were very extended on the weekly on the monthly time frame, but you're still looking for the day-to-day price action to roll over. They had it there. What saved them back here was the long form peace deal uh that was announced about a week ago at this moment in time saying the deal was about to be finalized, etc., etc., etc. If it wasn't for that, you would have possibly had a correction in the semiconductor landscape. It was well underway for that. But as of right now, the bulls reclaiming control again.
But I'll be the first person to say right, you are kind of running out of good bargains in the semiconductor landscape right now. The first one that comes to mind that's still a good bargain is Nvidia. But a lot of the stuff, a lot of the stuff guys like AMD, you know, Intel, like just put it on the just put on the weekly charts and monthly charts, right? A lot of them Qualcomm, right? ARM, you know, a lot of these names guys, they've ran and ran and ran a ton. Micron, SanDisk. I'm not saying that in terms of the forward thesis for the memory shortage and the supply chain for semiconductors and whatnot. I'm not saying that that thesis is dead as you guys know like I am very bullish on the AI trade overall. It's just you know the moves have become very parabolic and I just want wouldn't want anybody to get stuck at somewhat elevated prices if semiconductors were to consolidate because as I was saying in the most recent few days right this whole semiconductor trade can consolidate 15 20% from the highs all of them AMD Micron it can go down 15% from the highs or 20% and still be in an uptrend. You know what I mean? So that's kind of what I'm saying right here. I'm not bearish on this trade at all. I'm just saying, you know, is the risk-to-reward as favorable here as it was here? Probably not. Logically not.
So, just keep that in mind when you're looking for new semiconductor positions, right? Just got to understand that things have ran a lot so far. Moving on to the IDM Russell right now. So, the Russell also performing pretty well today. New all-time highs on the Russell. So, it was a daily downtrend.
The bulls fully engulfed. And now in the event that you consolidate a little bit, looking for a higher low, maybe line it up with these guys back here at the 12 MA, looking for a possible higher low.
Anything above 270, looking for that for further trend continuation. If you unwind and change the price action, similar to what they did back here, you will once again be going for the exact same thing they did back here. A weekly higher low attempt by the bulls. But so far so good. The bulls are in control of now the daily with this engulfing move.
They have the weekly time frame still and they also have the monthly time frame still but also a bit extended from the EMAs similar to the the excuse me similar to the SPY and the QQQs. So please keep that in mind. Consumer staples still nowhere to be found.
Unfortunately the market has pivoted back to risk on. It pivoted a bit to risk off back here. And then since oil and yields have been coming down well people have just been uh maybe trading off their staples for more semiconductors and more technology names and risk on names. You can even see that in the performance of the most recent 5 days in consumer retail. Okay, consumer retail highly uh correlated to yields and oil. So if yields and oil are coming down, consumer retail has been coming alive again. So something to pay attention to, right? They have reclaimed their daily EMAs. This ETF XRT reclaimed the EMAs. Big engulfing move. So we'll see maybe maybe we can find some good opportunities in consumer cyclicals moving into the future. But it's obviously highly um highly contingent on a finalized deal for the situation in the Middle East. So these are some of the sectors that may come back uh if that deal is finalized. So in the event that semiconductors and photonics and all that fun stuff consolidates, are there other sectors tentatively with a deal on the table between the US and Iran, are there other sectors that can absorb some rotation that have been down because of yields in oil? Sure.
Financials is one of them. Healthcare is just starting its rotation. and consumer cyclicals and software. Those are all segments of the market that have been somewhat out of favor because of various different situations. Whether it was the SAS apocalypse for SAS or whether it was yields or oil for financials and consumer cyclicals. Just something to pay attention to moving forward, right?
Utilities also uh just consolidating here. Not much to say on utilities.
Still battling it out between the data center trade and higher than expected yields. So utilities is still a very bullish aspect of the market for me. If you don't want to play XLuke, you can also play something like grid, which is just more of a focus on the data center aspect of the utilities trade. So, keep that in mind. But utilities, I'm a big fan of playing the ones with the most exposure to data centers as opposed to playing the ones that have most exposure to the consumer. So, keep that in mind.
Real estate also, it's been coming back a little bit with the yields coming down. This is just a bunch of REITs. Uh, but we'll see maybe if they can translate into some gains in some of the mortgage companies like Rocket Mortgage.
They were supposed to have a good year, but with the yield situation, well, we all know what happened there. And then the homebuilders as well, they've been having a bit of pops off the lows. So, just be mindful of it, right? With yields and oil down, you know, you might get to see some of these sectors that are very contingent on uh those two things or correlated to those two things start to come back. Still no big trend changes on these names so far, but just something to watch out for. And then lastly, energy, oil, and gas. Well, obviously, if oil continues to move down, well, you're going to pay attention to here. Maybe they might lose the uptrend that they've had for a while now. If they do go into further extended consolidation, you might be losing the weekly uptrend, and you might just be going into extended monthly consolidation. Still would be in a very big uptrend, but it might just be time for some of those oil names to take a bit of a breather. So, you shouldn't be surprised if that does happen. Right now, moving on to uh gold and silver.
Gold and silver popping off the last day or so, right? Touching the 200 day EMA on gold. Not too bad. Still in the context of a daily downtrend and no EMA structure just yet. you would like to see an engulfing move and reset the trend to give you a better idea that okay, the weekly lows are set and maybe we'll be looking to make a move here, set the monthly higher lows and maybe go for a little bit more expansion. So, we're still waiting for that on gold, but the bulls are reacting nicely from the 200 day EMA and this big area of support which is 45 down about 43. Still a little bit too early to make that call whether or not we're actually going to be able to hold or if we have to consolidate a little bit further down into that region 4,300. and silver. You can argue the same thing right now.
They're holding support 745, done about 70.5 as well. Still no uptrend, still no EMAs. They had it here. Sadly, they lost it and they've just been muted for a while now. So, still pending that big, you know, metals momentum that we once had as now even silver's just been consolidating really tight here on the price, right? So, we'll see if the bulls are able to take charge. I'll let you guys know if we see something significant on the charts, but as of right now, a little bit muted. And the same thing can be said about Bitcoin and Ethereum. Nobody wants crypto right now at all. Bitcoin daily downtrend.
Ethereum downtrend as well. Losing 2,000 today at the same time. So there's just no volume, no interest rate here.
Although Bitcoin does still have a weekly uptrend, it's still a little bit dead into support region right now on Bitcoin. 74,000 down about 66. And Ethereum since we've cracked this sadly.
If you move down, you're coming right back down here to about 18,700 at the lows as now they're even challenging some of the weekly higher lows on Ethereum. So, crypto still a bit of a dead trade. Moving on to our big tech names. So, good old Apple man still very strong, super strong name right now.
Daily uptrend is clear as day. Higher lows are set at 295. So, we'll see moves lower. Looking for further trend continuation possibly. Pay attention to it. If you lose the price action structure, you guys know the drill. RSI is a little bit heavy right now into the 80 range. And if you do get a consolidation phase, you might just be revisiting under 300. Call it about 290, 285, lining up with the previous all-time high. He's all alone right there at the 12 EMA. So, that would be a very beautiful retest trade for Apple if we're looking for future longs. As of right now, stock is super strong. Apple is a hold from me. Not buying any up here for a swing trade. It's a little bit too extended for my liking and on a fundamental basis as well. It is currently trading for about a 3 peg, so you can't really say Apple's cheap, but I'm holding all my Apple shares, of course. Moving on to AMD. AMD 4.55% to the upside. 520 it hit today. What a strong move from AMD over the course of the past week, guys. 32% from just a week ago at those lows, right? So obviously you can tell on a monthly time frame the chart is just blasted to the upside. Weekly time frame as well. Super super extended, but the bulls control the time frames right now, right? So if we get a bit of a pullback, you might be looking for higher low. They've been riding. I mean, sometimes they didn't even bother touching it, but they've really been respecting this 12 MA at least the first time they touched it, right? So if you come down, might be expecting another 12 MA touch, former resistance here, 465 into that price right there. So, we'll see if the bulls are able to just continue on with this uptrend. If you give back too much of this move and change the trend, well, you guys know the drill. That's when you'll have heavier weekly consolidation and possibly also monthly consolidation.
No signs of that happening right now, but just something to watch. If you see a price action regime change, that means that they're doing something different than they've done in the past, you know, two months overall. Above 500 bucks right now. I've been very clear on AMD.
I'm still holding my shares, but I've been trimming my call options overall.
They're currently trading at about a 1.22. 22 peg 16 1.5 forward price to sales. So it's not as cheap as it once was. This EPS growth rate obviously won't last forever. But through 2029, you could still argue that AMD is not expensive here. Like if we're saying, you know, if this is cheap versus expensive cuz also always it's always black and it's never black and white, guys. It's always gray, right? It's like here. You know what I mean? So, it's not full maxed out, but you're not here anymore, which is where it was, you know, even back here at the 200 range. I mean, below that was, you know, when we started building positions last year on the lower 100s, it was super cheap. Back here, it was very manageable. Now, it's like here. So, if you're buying into AMD, you have to understand that the riskreward is not as favorable as it once was. The stock is kind of curling up into the $1 trillion valuation range soon. But still, I'm still very bullish on the company, which is why I am still holding my position into the next 12 24 months and letting the thesis play out for the GPUs and the CPU ramp. The thesis is very much underway right now.
Moving on to Amazon. Amazon very nice price action recently. So, getting the daily uptrend back. That being said, higher lows are right there, 2625. So, getting the trend back on the weeklies.
We did consolidate. We barely came down into this guy right here. didn't even touch the 12 MA and the bulls look like they want to go for a little bit more.
We will see if Amazon is able to march higher towards the possible $300 psychological target up there. But so far so good. No bearish price action on the charts on any time frames right now.
That being said, at 275 where they are right now, 324 times price to earnings and a 1.61 peg. Best best best entry on Amazon would be if we get index consolidation and we somehow go down to like 250 240. That would be best best.
Can you still nibble on Amazon up here at these valuations? Yeah, it's still fair in my opinion. Moving on to Google right now. Google um up only about.34%.
Line in the sand is right there 379. If you crack that without net new highs, well, you're going into a more of a downtrend and a weekly phase of consolidation at which extent you may come back down to the 12 EMA down there.
So, I'm not currently taking any swing trades on Google right now. It's a little bit too extended for me and even on the evaluation basis, right? I'm not adding any Google shares up here. It's a little bit too rich trading above a 2 peg. So, in my opinion, there are better deals in the market than Google right now, but that doesn't mean that I'm selling any of my long-term shares. I'm still holding. The thesis for Google has never been broken in my opinion. They continue to execute flawlessly across all lines of business. It's just eventually, right, when something becomes expensive, it's just I stop buying. You know what I mean? Not just because Google's one of my favorite companies that I'll buy it at any price.
So, keep that in mind. Moving on to Meta right now. Meta up.001%. So they were up a decent amount yesterday after releasing their subscription plans. And Mark Zuckerberg also did say that in the event that um it was required that he could possibly convert some of his data centers into cloud space such as you know Microsoft Azure or AWS or Google cloud services things of that nature.
However, we are noticing a change in trend right now. So a new daily uptrend on meta into resistance 650 down to 630.
So it's normal that the bulls are struggling a little bit with this area.
You got the 200 EMA right there. A lot of price action from times in the past.
So keep that in mind. If they can clear this area, it would be very very nice to see. They would clear all the EMAs in a very nice week a daily uptrend. And the weekly, this has always been the case.
It's been slow. They had a nice engulfing move down after earnings.
Higher lows are set. And now we're looking for the weekly expansion trade on good old Meta at 635. Even though you're not at the bottoms, is it still a good deal? Objectively speaking, yes.
It's still under a 20 times Ford multiple and still under one. So Meta has been a position that I've been building more and more into uh in recent times because of the valuation. Moving on to Microsoft right now. Microsoft having one of its best days in recent memory. Up 3.5% on the day. Very strong move. We'll see if they can actually make some way into resistance right now.
Keep in mind 450 to 430 has held back the price many times over the course of the past month of trade and it is a very big resistance range. It's always been a very big resistance range. The 200 weekly EMA is right there as well. If you do get some pushes up to here, they will be able to change some of the daily trend action and also possibly some of the weekly trend action as well. They're almost there, right? Weekly big downtrend. Pay attention to it. Okay, engulfing move, higher lows. If they go and breach in here 430 by tomorrow or into next week, that is a weekly uptrend, my friends. The first one in a very long time since last October. We have not had the weekly uptrend. The MACD has crossed long ago. So you can clearly see something is brewing in Microsoft stock right now. If they can't do it and we move lower, what have I been saying? Every time we re revisit these lows, I'm selling some puts, buying some stock. Where I stopped buying Microsoft stock, guys, is 440.
I've been buying it a lot in these prices for the past what 3, four, five months at this point. If we do cross above 440, it's not that it becomes more expensive. It just becomes a question of risk-to-reward. The riskreward is most optimal down here. So around 420, it still trades at about a 25 forward price earnings and a 1.44 peg. So I am still buying Microsoft down here even after today's push onto Netflix right now.
Netflix just not doing a whole lot of anything. Down 1.13%. It just can't catch a bit, man. They're into support right now. 87 down to 83. No EMAs, no uptrend. So unfortunately Netflix is just kind of uh left to the sidelines for the time being right on the weekly chart as well. you lost this big engulfing move after earnings and it's just in consolidation mode with a whole bunch of other stocks. But even though I'm not taking any short-term trades on Netflix, I would need a trend change kind of like we saw on Microsoft, right?
Some trend change attempts to build some leaps or things like that, right? Uh well, Netflix is just not doing it right now. Under 90 though, I don't mind adding to my long-term Netflix share position even though it's out of favor.
The valuation is quite compelling. 25 for price earnings and a 1.23 peg. On to Nvidia. Nvidia up 78% daily downtrend consolidation after earnings. Stock is too cheap. I keep saying it. It's too cheap. They keep they keep disrespecting our brother Nvidia here. But they won't do that forever, guys. Fair value on Nvidia in my opinion should be closer to like 270 280 plus right now. But maybe the law of large numbers is preventing Wall Street from positioning heavier up here. We'll see what happens. Weekly looking for a weekly higher low. The extent of that move could come down into the 12. They've done it many times in the past. expansion, touch of the 12 and run. We'll see what happens there. At 215, where they currently stand, it's too cheap. 24 times forward earnings and a one peg. It's too cheap in my opinion.
So, I'm very bullish on Nvidia. We'll see if we can get more expansion into the rest of the year. Moving on to Tesla right now. Tesla another4% to the upside into resistance 460 443. The most of this move has happened after there have been some rumors that Tesla might be merging with SpaceX sometime down the line. Daily option is well in effect right now. now. So, we'll see if they're able to break above this whole region right there. The weekly uptrend also looks very good. So, Tesla is currently very much underway into its weekly uptrend and also looking very good here on the monthly, right? It has always had the monthly time frame. So, we'll see if Tesla's able to expand. Obviously, if you're looking to buy Tesla up here at 442, you got to be doing so with a very long-term time horizon in mind to justify the multiples that it currently trades at and, you know, be willing to accept the um, you know, the valuations for the future endeavors in robotics and full self-driving and all that good stuff. Moving on to Palanteer. Palanteer up 8%. One of its best days in recent memory. One of its best days, right?
Palanteer's just been stuck for a while now. We haven't seen an 8% day on Palunteer.
Oo, where is it? Where's the last 8% day? It hasn't really been I don't think they've had one all year to be quite honest with you guys. Yeah, I think you'd have to go back to like last year to find one. Very nice. See, just in this one push daily uptrend right now getting some of the EMAs back. If you can clear the 200 day EMA and this big resistance area, which is 150, it's going to look really good. Recapture the daily momentum here, reset maybe even the weekly time frames. And when you see that happen, that's when you can possibly go for trades with a bit more size and attack this whole 170 to 185 region of resistance all the way up there. So, Palanteer's chart structure is looking very good. They're giving you a tradeable stop-loss to make an attempt right now, right? Big push like this.
Can't ignore it. So, the tradable stop loss will be below here. What you're going for is them changing the daily uptrend, recapturing the weekly resistance bands and the EMAs, changing the weekly uptrend, and going for the expansion move. You can keep a somewhat tight stop loss under yesterday's lows, though. Cuz if they give it all back, well then clearly we're invalidating that entire attempt and you might revisit the 126 to8 level. So something to pay attention to for Palanteer. I told you guys when something changes, I'll be the first person to tell you. So now you're seeing that. And the same thing could be said on SoFi right now.
Doing a little bit of the same thing.
Not as strong of not as strong as a move as Palanteer, but you see last time they did this, they got unwound by earnings.
They had it though, okay? But earnings and the guidance with the lackluster uh projections for rate cuts. Obviously, that held the stock back. But look on SoFi as well, right? They're trying to make an attempt for the transition here.
So, tight stop will be below today's lows. Wider stop will be below these structural lows below 15. what they're trying to do, they're trying to recapture the EMAs for the second time.
Okay, that's not something they've been able to do very frequently, have they?
Over the course of the past what, four or five months? So, pay attention to it.
It's finally starting to show some signs of life right now as yields come down, as we get closer to a deal with Iran as right. So, keep that in mind. The MACD as well. Okay, pay attention to it. It hasn't crossed just yet, but almost the RSI curling out higher here right now.
So although we don't really have much in the ways of continuation yet, it's still early. The weekly, they don't have it.
To get the weekly option back, you'd have to clear this, right? But there is a tradeable attempt on SoFi down here to recapture these EMAs. It's still a little bit early, but there is a tradable well, there's a trade on SoFi right now that can possibly be made out of the support region, which is roughly 17 out of about 14. So pay attention to it. The MACD is looking okay. They're trying to do some work in the EMAs right now. We'll see what happens, but they might just be looking to establish the monthly higher lows and go for it. It's not going to go vertical, but it might just be the start of something, the change of months and months and months worth of downtrends and bearish momentum. So, pay attention to it. At 16, it's also not that bad of a deal for longerterm investors who don't care about short-term trades and things like that. SoFi, pretty good deal down here.
And lastly, uh, um, before last, Uber right now, uh, into support right now, 70 down to about the $63 range. It's been support for a long time. So, I'm a big fan of adding some Uber shares down here. They're cheap at 70 bucks in my opinion. 21 Ford P and a one peg. So, very cheap. Uber's been out of favor as well, but this one, contrary to SoFi and Palanteer, no trend changes just yet, right? No EMAs. They tried, they've tried many times to get into that resistance. It hasn't worked so far. 81 down to 75. So, although there's no real trend change attempts on Uber right now for any swing trades, unless you're just guessing, well, this must be the bottom, right? It's better when you can actually get better patterns like SoFi and like Palanteer, right? Uber not there just yet, but decent fundamental ads. So, what I'm doing on this one is I'm playing short puts under the market just to farm some premium or adding to my long-term positions. No swing trades for me just yet on this stock. And last, but not least, Taiwan Semi. Taiwan Semi daily uptrend looking very good. If you pull back, pay attention to your higher lows down there. 386. They establish it many times in the past. So, the bulls control the short-term daily uptrends right now. They control the weekly uptrends. Beautiful sideways consolidation on TSMC. Waiting for the 12A to catch up and a bit further momentum. Obviously, this is going to move in line with the broader semiconductor trade. So, if semis consolidate overall, well, for sure you're going to roll this over and you might be going into a bit more monthly consolidation, but we will tackle that if it comes to it. Is TSMC a good buy up here for the breakout and for valuation wise? Debatable, right? At 425, just add another 5% of this valuation right here.
Now trading at 27 times Ford earnings, a 1.1 peg. So it's like we were saying many times, it's never black or white, right? Is it cheap or is it expensive?
You would argue that TSMC is like here, right? Uh but you can't really say that, oh my god, I'm so early on TSMC. I can't believe nobody ever told me about this stock. It's a $2 trillion company. Like keep that in mind, right? But crucial component of a semi semiconductor trade and I'm not going to lie, if we do and when we do get a larger pullback in semis, I will be exploring TSMC as one of the first positions if I'm looking for any swing trades right now. It's just tough to position up here. So essentially what I'm saying is TSMC for me as a hold. You could argue that it's a nibble on valuation alone and I could also agree with it. Maybe not the heaviest buys up here, but you know, I'm not in any swing trades on TSMC right now. I'm just holding all my long-term shares that I built a long time ago. So, that being said, guys, that's everything for your overall market rundown.
Hopefully, you enjoyed. Now, let's spend maybe the next 5 10 minutes talking about some trend changes today. We're only going to talk about two sectors because the rest of the week so far, we've talked about many other sectors. I know I told you guys I'd do long-term portfolio stuff today. Uh, but since there are notable trend changes, I think it it should be good that I bring it to your attention. Anyways, the long-term portfolio buys, they never change that much. You can go back to last Thursday's video and see the list of about 10 stocks, 12 stocks that I gave you guys that I was adding to my long-term portfolios. We'll do it on Monday probably or something next week to effect. But today, I really want to talk about some trend changes that we have across the board because, you know, when we can catch them early and we can make some attempts, that's when you can walk away with some pretty good ROI and some uh some tradeable levels. So, let's get into it. Okay, so number one that we got to talk about, of course, is drones and defense. So, this is going to be something for both the traders and the long-term investors out there. Ondas reacting very nicely from its support range. Look at this crazy candle on today. It's been consolidating for a long time. We've brought this one up a couple times. I do own this one myself both as trades and long-term investments. Beautiful uptrend recapture the EMAs. Blasting out of support right now. Onas not looking too bad for some trend continuation. But then we come to a couple other names here like AVAV.
I've been waiting for these names to revert into uptrending momentum for a while now. And you can see if you remember our previous discussions from Palanteer and SoFi, you will see that something has changed on this chart.
Okay, they haven't had the EMAs for a while now. And I'm talking about a long time since February. These had a great January into February, then they fell off and after the war, they further fell off. Now you can see some trend changes, right? So that being said, AVAV, pay attention to it, right? If they get rejected from resistance right here and try to set the higher lows, could be going for it. Where do we see this recently, guys? We saw this recently in Quantum. Okay. Right. Quantum did the same thing. They recaptured the EMAs, got some nice trend changes going, and that's when we said, you know, it could be go time for those of you interested in the quantum compute trade. This one uh and um another very another very popular one that people are paying attention to is inflection as well, right? Getting some nice uptrends going.
But pay attention to these when they happen. They can happen quite quickly. K toss as well is something that I do own myself. Not fully recapturing all the EMAs, but you can see they're trying to make an attempt. Of course, this has to do with uh the Trump administration possibly making some investments directly into some drone companies. Uh so we'll see which ones actually get the benefit of that investment, but KTOS something to pay attention to here for the trend changes overall. Of course, when we talk about the Trump administration, you got to talk about UMAC. This one of course owned by uh Trump's son. Uh so basically you may see unusual machines getting a 57% bump.
This one is a little bit tough to chase but even some of the smaller ones out there that you guys pay attention to Redcat things of that nature right so downtrending since March recapture the EMAs. So just a sector to pay attention to. I'll remind you drones and defense were one of our better themes for 2026 but even military stocks right so you'll notice here ITA this has heavier weightings in the major players Loheed Martin Rathon things of that nature and you've noticed Loheed Martin right it came down so hard Rathon also came down so hard L3 Harris came down so hard and so many other names General Dynamics they came down hard and had a great earning so they were able to save it a little bit but ITA is the defense sector ETF so if you don't want to play IND individual names and you just want to go for some ETFs or something like that.
ITA has a lot more majors, an ETF like Shield has some of the smaller components, some of the smaller drones and things of that nature inside of it.
So, you're also welcome to play ETFs, but you'll notice, right, they got the EMAs back, they got the EM, they got the uptrends back as well. So, ITA, defense sector, pay attention to it. It was one of our key themes heading into this year and next year because of the heavy amounts of investment. They never had a SAS problem. They never had a uh interest rate or oil problem at all.
They just it was kind the war was kind of like a sell the news event for them overall, but they're now coming back and showing some signs of life. So pay attention to those drones and defense names overall that could be quite interesting. And the other trade that is showing some signs of reversal that we talked about in the introduction is software. Okay, so Axon, same concept, right? Consolidated here for a long time. This was also part of my long-term portfolio buy list last Thursday. I've been accumulating an axon position for a better part of the last month, month and a half, even as part of some of these declines as a long-term investor. But if you've been waiting for a trend change or something to spark your interest, I mean, now you got the daily EMAs back and things of that nature. We will see if they're able to convert this into the weekly shift into an eventual monthly shift, which takes a long time, but you're seeing some signs of life in Axon right now. So, that's pretty good. One that's further along is Apploving. You might remember we covered their earnings last two times. They covered their earnings. We were saying that it was one of the cheaper and fastest growing software stocks in the entire mix.
Apploven is a bit further along. If you're looking for a re-entry, look no further than maybe a back test here of 550 down to about 505 for a retest and then maybe break out, right? A little bit too far gone. When we covered their earnings, Apploven, you know, in the 450 to low 400 range was very decent as a pickup. Not that at 600 it's not. It's just it's not optimal anymore, you know what I mean? So, just keep that in mind.
Other names though that are still okay, some things like Reddit. Reddit's coming into resistance right now. You can see very nice push off the bottoms. So pay attention to these switches. Shopify also coming off the bottoms, right?
Trying to do its best to recover some of that earning slide right there. Going to have to do some work, change the daily uptrend, change the weekly uptrend. So they all of these names have one thing in common for the most part except for maybe for app, right? It's the start.
Okay. So obviously when you have a big day like today on software where Claude releases a model and all the software names run you got to pay attention to it right Oracle nice price action they've now recovered all of their EMAs after being down for a very long time we call it on the channel back here that we were positioning you had a long time in position but if ever you were having cold feet maybe now that they've recaptured more of the EMAs more the weekly uptrending action as well maybe now you feel a little bit more confident into an oracle position overall too so keep that in mind other names like Robin Hood Robin Hood, same concept. It's been down too closely tied into Bitcoin. It was up 11% today. Very strong push now above the EMAs. They've been dead money for so long. Now they're giving you tradable bottoms. A lot of these names are giving you guys tradable bottoms is the moral of the story, right? Who knows? They could just very easily unwind all this stuff and nobody would be surprised. But what they are doing is they're showing you different price action. They've had in the most recent few weeks and few months for a lot of them. Service Now, another example of this, right?
changing. This chart looks pretty good for some expansion. Recapturing the EMAs, the EMAs are now crossing. So, you are still early in the after hours session. It was up a little bit more up to 113, but let's be honest here. Look at the chart. Are we early or are we late? Well, you're not getting the bottom. I position in this one uh when it was still early and it still didn't have any uptrends just because, you know, at that point in time, it wasn't dropping as much anymore and you could see a lot of social media interest into service now, things of that nature. So, I'm in from like '92, 91, but it doesn't matter, right? It's still relatively early if we're going for the eventual, you know, the end of the SAS apocalypse narrative and the progressive recovery of your time frames one by one and slow recapture of the monthlies as well.
We're not I'm not saying it's doing this, guys. No. But is the are the bottoms possibly in for some of these names that are displaying trend changes?
Yes. Will it be bumpy over the course of the ride? possibly yes as well. But these things you should be kind of keeping them on your radar because they are showing some signs of life. Whether it's some of the fintech names like SoFi or like Robin Hood, whether it's some of the SAS names that we just went over as well, they are displaying some pretty decent things overall. So, I just figured I should bring it to your attention. You might remember me saying over the past month and a half, two months, I was saying I wasn't interested, well, I was always interested in drones and defense. Um, but SAS especially, I was saying unless you're a very long-term investor, like you're buying these declines for the next 2 3 years and you don't care about the narrative and just every two weeks with your paycheck, you buy a little bit of service now or whatever and you're fine, you know, just buying it all the way down and just cuz you don't care too much um, you know, about things of that nature, that's fine. But if you were looking as a person that you know you like trading uptrends and things like that cuz you're more you're more in tune with trading and you don't want to trap any dead capital like you'd rather play semiconductors and things like that when they're hot and then when you see some trend changes into SAS maybe that's when you're waiting for the rotation. Well now is when I even I'm a bit interested right I was waiting for this kind of slow and gradual shift and now it's kind of starting to manifest. So, we'll keep it taking it one day at a time, but we have to notice when things are changing overall. We can't be biased too much one direction or the other. If I'm waiting for certain criteria to manifest before entering such as trend changes on some of this stuff, right? Well, uh that is when uh when on days like today, right, when you see these big moves, that's when it starts get starts getting me a little bit more interested even like Palanteer, right? So, you know, we'll keep an eye on it. We'll see. One day, one day's worth of big gains is nothing to scream home about. It doesn't mean that we're fully underway and that all these are going to explode vertically, right? It just means that, you know, we're starting to change a bit of the sentiment, a bit of the momentum in some of these narratives progressively as the market starts to expand beyond only semiconductors and data centers and things like that, right? So, keep all that in mind. That's everything I had for you guys today. Hopefully, you guys did enjoy today's presentation. If you did, you guys know what to do. Consider dropping me a like. Would appreciate it for the growth of the channel. Consider subscribing to the channel if you're new as well. And if you have any questions or comments or feedback, please always feel free to leave them down below in the comments section. I would love to hear from you guys. That is it for me this week. Hopefully you guys have had a good week so far. I will see you guys on Sunday when I go over the top five options list for the upcoming week.
Hopefully you guys close out the week strong with a good Friday session and hopefully you guys have a beautiful weekend as well. Take care. Have a good one. Peace.
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