Joe Terranova

Today, shares are down because they could not include the revenue from the MI308 in the upcoming quarter, and the street didn't like that. That said, the semis are coming back and this momentum will continue to the end of the year.

A classic case of rising shares into earnings, they report, then shares fall. But ETN participates in the data centre build out with data centre orders up 55% and revenues up 50%. Was upgraded today.

Has momentum, but has real earnings, so it's not a meme stock. Was upgraded today. He expects the price target to rise above current $884.

Is up 26% today. He expects it to top $706.

He bought it. The debt-to-equity ratio is a little better than GS, so he prefers MS. Owns both.

Just bought it. Debt to equity, return on equity and revenue growth are strong for crypto stocks.

He looks at performance in 1-, 6- and 12-month time frames. The 1- and 6 months were negative, but over 12 months the stock is up 55%. Actually, he insists it was positive over the past month. (The host insists it is down the past month, but it depends on precisely which days and times of the day are noted for the calculations.)

Has strong margins and cash flow. Their organic revenue growth is 35% for 2025; hard to find another software company like this. Yes, the PE is rich at 229x and he gets why so many are skeptical. Yes, a pullback is possible.

Just bought it. Semis were the most punished class when tariffs hit earlier this year. The impact hit semis equipment companies like this, but it hit its 52-week high in July. He prefers buying names that have recently made highs, not months ago (like Applied Materials). Momentum has returned to the semis.

Just bought it. Semis were the most punished class when tariffs hit earlier this year. The impact hit semis equipment companies like this, but it hit its 52-week high in July. He prefers buying names that have recently made highs, not months ago (like Applied Materials). Momentum has returned to the semis.

Is the only Mag 7 stock he doesn't own, because it is the only name with negative performance in 1-, 6- and 12-month time frames. He no longer owns it.

He just bought it, owning six of the Mag 7. Momentum hasn't been this strong since Q4 2023.

It's about digital ad sales coming back and Google cloud being strong. He expects a really good quarter today.

No doubt the company has challenges. Earnings growth is -20% in a quarter and will happen again, where do you see that turn in growth? It's not enough for Elon Musk to say, I'm back. Yes, Tesla is developing robotaxis, but so is Waymo at Google in partnership with Uber.