Joe Terranova

He's bullish natural gas, and EQT is breaking out.

A record 60 million watched he Mike Tyson fight, live. They have 280 million subscribers. They will stream Christmas Day NFL football with Beyonce performing at halftime. People will tune in--he will. Shares are popping after the Tyson fight, but what is not priced into shares is the continued opportunity for Netflix to participate in live events.

Shares are down over 13% the past month. Hold for the long term. This could fall to the low-$60s and he would consider picking up shares then. He's long owned this for himself and clients.

Cybersecurity demand remains entrenched. This has the strongest balance sheet compared to PANW and CRWD.

It's recovered the entire loss from July. Cybersecurity demand remains entrenched.

Look for the continued move away from hardware to software and the cloud. Also, they must beat revenue to accelerate the strong momentum of the past 8 weeks. It's overbought this year, but it can grow into an extreme valuation in coming years. Owning this means accepting volatility. Don't be surprised with a pullback.

They are about to report. See how accretive back-to-school sales were. Is looking for revenues to rise 3-5%. Last August, they already raised their outlook.

Has done well for him. The trading environment is good.

It reports this week. But it's making new highs today at a high PE. The bar is set high, delivering 19% revenue growth the last two quarters so the next figure must be higher. Free cash flow is building too and that needs to rise too.

A new CEO was announced. CMG faces a challenge from Starbucks and Shake Shack. The CMG chart is sideways as capital moves out of here and into Starbucks.

They do a good job with the balance sheet. They rallied in the summer when we felt the economy cooling, but now these names are struggling with a stronger economy. He prefers TJX. Ross' momentum is broken.

It will join the Nasdaq. They have 1.4 billion users, a massive base, so it will be around for years to come. They are involved in advertising for apps. Beware: this is a highly volatile stock.

Is up 83% since he added it on the end of the October. He bought on momentum, not because of fundamentals. COIN has dramatically improved their balance sheet. Trump has validated cryptos as a legit asset class, hence its rally now.

He's very bullish the market and financials. His fund has 28% exposure in financials, including insurance, private equity and regional banks.

It beat top and bottom line. Sentiment was negative, so that set a low bar that they beat. You're starting to see the benefits of their AI capex with cloud revenue up 35% and the core search business is okay. Is not surprised that shares are up (over 5%) this morning without pulling back. Institutional buyers will re-enter this name.