Bryn Talkington

September: Key are next Friday's job numbers, because the Hurricane Beryl probably impacted it. If that number beats, there will be a 25-point interest cut in September and small caps will rally for a few weeks. But it's too early to buy small-caps. A weak jobs number will unwind cyclical stocks.

They had a wonderful earnings call yesterday. Their torrid growth won't last forever, but it's the best performer of the last 2 years. With CEO Huang at the helm for so long, NVDA will continue to run far. NVDA is over-discussed though. Don't sell it. They keep executing in revenues and sales, raising guidance.

There's a secular tailwind for cybersecurity but who this ETF avoids huge downturns in a single name, like CRWD who caused that tech outage, though won't enjoy the huge gains of a stock either. Prefers to play cyber this way.

In the crypto world, people are shunning Ethereum and prefer others like Bitcoin.

Consumers are fickle and tastes constantly change. Avoids this sector.

Cash flow yield of 11% and strong technicals.

Options are spot-on: shares will swing 10% either way after the report. A year, full-year revenues were 13% and now it's expected at 28%. There will be an immediate move off the print, but the durable move will be on the earnings call. She expects incredible numbers. If they raise guidance, big tech names will continue to spend on their chips.

Money has been flowing into AI, not software where none of these stocks is cheap and in heavy competition. A tough space.

Berkshire trimmed some BOA shares. We're late cycle: credit card delinquencies have jumped from 5% to 11% in a year. Nothing is wrong with BOA. It's fine to trim shares in companies and build Berkshire's war chest.

Berkshire trimmed some BOA shares. We're late cycle: credit card delinquencies have jumped from 5% to 11% in a year. Nothing is wrong with BOA. It's fine to trim shares in companies and build Berkshire's war chest.

The chart is weak, but she's bullish long term. They're still building cars, though revenues are decelerating which needs to reverse.

Cryptos ebb and flow. The Nasdaq has been a little weak. Investor sentiment is negative and it's a volatile asset class.

A beast, up 18% this year. She loves mineral rights. Is affiliate with Diamondback.

For it to jump to $55, sentiment in China needs to change first. Now is a good entry point though. Copper will go into everything, many products, so it's good long term.

We won't power all these data centres with only wind and solar energy.