Bryn Talkington

She's been bullish oil for years. These stocks have growth, dividends and extra distributions. Energy has a lot to offer. Stay long. 

Doesn't have resistance until $43, the 200-day moving average.

She sold it last June. Will definitely be driven by crypto, which is finally waking up, so HOOD could wake up too.

Their growth is ginormous and people can't understand how much it will grow. The stock has been getting cheaper as it consolidates. Let's see if it breaks the ceiling of $230, and then it's off to the races. Spacex is pushing all of its chips with NVDA--a huge customer.

Software is coming back. Microsoft's report recently was a game changer, giving a ton of support for software. Ultimately, LLM's become commodities, but businesses need a trusted application layer, meaning software. There will be winners and losers, but IGV is a good way to play software without the risk. IGV will keep making higher lows. 

Duration bonds are a great way to grow core safely. They haven't kept up with inflation though. For cash flow, long-duration bonds have been horrific for investors. But use covered calls--gives you equity exposure and create a 7-9% annual yield--if you seek cash.

Since reporting last week, they've rallied almost 130 points. MSFT is at the epicenter of the software (SAAS) socks and ultimately is where you'll make money as these models as these models commoditize. MSFT said, this capex spending is here to stay, but software isn't going away. She didn't sell it before earnings (it had been lagging all year), because she firmly believed in the CEO who did a great job of reading the room, of not doing what Google's doing. They said they will have free cash flow and won't go to the debt market (MSFT and JNJ are the only triple-A companies). Cloud revenue beat and guided upward. Still gotta see what they're spending on capex, but they're monetizing cloud. People are looking at this in a new light as it is re-rated.

After Musk said that Spacex's massive capex is going all in on Nvidia, you must own Nvidia or you're missing the boat.

They delivered solid earnings and there was massive short covering. PLTR is the GOAT of AI software companies. It's still an expensive stock, but is being re-rated.

It has a lot of resistance at the current level.

It holds base and precious metals and energy. She won't get hurt if gold gets a big drawdown like silver, because it's diversified.

It will drift higher to the mid-80s by year end.

Down 15% this year though the QQQ is up 15% because the chip stocks have become a bigger weighting. Meta is not executing and pivoting on a daily basis. Meta is burning money, figuring out what to do, but should focus on Instagram, Facebook and WhatsApp and their glasses. Those areas are doing great.