Today, Kim Bolton and Jim Cramer - Mad Money commented about whether MMSI-Q, LUNR-Q, GLW-N, NXT-Q, ARMH-OTC, RIVN-Q, DIS-N, DLR-N, WDC-Q, CSCO-Q, S-N, CRWD-Q, HACK-N, FSLY-N, TSM-N, CSCO-Q, ANET-N, CTS-T, META-Q, MSFT-Q, MRVL-Q, PLTR-Q, ALAB-Q, ASML-Q, MU-Q, MA-N, V-N, CSU-T, SHOP-N, CLS-T, ROKU-Q, ZM-Q, TWLO-N, NVDA-Q are stocks to buy or sell.
Right at analysts' price target. Running at 100+%. NVDA is one of TSM's biggest clients, so reporting today should be interesting. Don't sell, but could write some calls around $159-160 and get a good premium from the volatility; keep track so you don't get traded out of your position.
(Analysts’ price target is $156.00)Today's theme is the expansion in the AI ecosystem infrastructure. It's so key. Networking and infrastructure, data management, security, AI tools. His 12-month price target is $53, reasonable runway. Great report recently, surprised everyone by raising guidance. Lots going on. A good one to be a core holding. Yield is 3.4%.
(Analysts’ price target is $53.77)One of two pure plays on data centres. Beat on top and bottom raised guidance. 12-month price target of $162.50. Yield is 3.4%.
Owns most of its data centres, whereas EQIX has arrangements with customers. As well, EQIX stock went through the "death cross", which is usually not good.
Recent US Federal Reserve minutes seem to be self-fulfilling prophecy. Negative comments reflecting higher inflation being felt by markets. However, important numbers (inflation, job numbers, retail sales) pointing in the right direction. Many areas of the markets performing well including commodities and broader areas the market - not just big tech. Consumers are turning out to be very robust - not showing weakness as expected. If US Fed paid closer attention, would notice that inflation is cooling, and customers are starting to stay home. Strong Walmart & TJX sales indicating customers are starting to search for "value" options. Major news today is NVIDIA - recording earnings continue to power stock performance. However, time will tell how much of share price already had earnings baked into share price.
12-month price target of $469, so just a bit of runway left. Lots of horses in the race. Big deal these days is the Maia chip. If looking to get in buy in thirds around $425, $400, and $375.