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Now at a forward PE of 27x, but would buy at 24x. A quality company.

He trimmed, because it's not going anywhere near term. He is building cash for the current market pullback. He will add to Nvidia, Microsoft and Apple on more weakness.

Now at a new post-Covid low. Frustrating. There's no new catalyst, but a malaise. ESPN is the real albatross, though there have been talks with other parties like Amazon to partner.

He's been raising cash, because by the second half of September, this weakness, particularly in big tech, will be done. History says that in strong years like this, there will be a good Christmas rally.

He wasn't dovish, but neutral. Powell said he's ready to raise rates, but will first see the inflation data; there are risks, so he will be cautious. Inflation will decline.

He didn't defeat seasonal weakness. Powell just read yesterday's newspaper, and the market already priced in what he said today. The market realizes the risk that the economy stays longer than the Fed is comfortable with and the Fed will have to raise rates further. Powell is like a trader who's right--but early. Inflation will ultimately be transitory as a trillion dollars of stimulus fades out and disinflation in China that will eventually come here. Ultimately, Powell will do too much.

He agrees, thinks Netflix could hit $500. In recent years, he has bought on weakness and sold on strength, based on the company's direction of revenue growth, now 16% (3 years) and 8% (2 years) and 3% (1 year). We could easily see that accelerate. He would buy it back.

After Palo Alto's recent report, he expects a good quarter from Crowdstrike next week. Options price in an 8% move, and he expects an above-average move in line with fellow cybersecurity names.

They report next week. A reasonably valued way to participate in gen-AI; they will grow that AI revenue from 10% in 2022 to 25% in 2024, $1 billion in AI revenue. There could be a strong jump in shares with strong earnings.

The market paid more attention to what Powell said than Nvidia. Powell's moves have not caused inflation while inflation has fallen. The market is down only 4% from its high, which is impressive. Also, earnings seem okay, not fantastic, as the big companies are holding their own. His comments were neutral and the market is flat. She presumes no rate hikes in September, and watch future earnings.

Reports next week and she expects a good quarter. Shares are up 50% YTD, but so will earnings. They will show better topline numbers.

Has been weak the past 18 months, hurt by interest rates. They lead in software used in building construction, but they reported a decent quarter and raised the guidance for the coming year. It's picking up and there's a runway ahead.

They report next week. Let's see if and how they grab more of the international market--that's crucial.

Big tech, including Nvidia, are vulnerable to sudden changes of sentiment and they re-rate quickly. He isn't worried about the long-term fundamentals -- AI will drive productivity. Big is losing momentum as he enter downward seasonality.

They did a golden cross (50-day moving average above the 200). One of the best names in this space.