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It's selling off today because those who got in during momentum and can't resist momentum any longer are selling it today. Those who come in last are the first to get out. They have no loyalty. It happened with meta after a disappointing report and sell-off; that's when he bought that. NVDA will offer the same opportunity, but the caution is that these semi stocks could weaken.

He bought more because he expects a huge upgrade cycle in their iPhones. He went to iStore and had to wait in a long line. People were buying iPads and store clerks said that business has been strong.

He used to own it and likes it long term. But the government requirements are shifting the risk in Medicaid and Medicare payments to doctors. If doctors spend more on a patient, then doctors must eat that loss and don't receive all the Medicare/Medicaid to cover that amount. This has hurt companies like Humana. But UNH has such a dominant position in the market and is a permanent compounder.

There aren't many ways to play India, but he likes it. There's more room to run and keep rising.

Has underperformed in energy, but is breaking above $46 now. She's bullish energy for the rest of the year.

There's been a lot of M&A in energy, so she expects nice returns for the rest of the year. YOY energy earnings for companies are starting to climb.

Shares have fallen the last two quarters as low as $90, but are rising now. It could reach $110. The summer Olympics are a tailwind and results from China just have to be less worse to please the street.

Other tech stocks like Meta are up today, so it's only Nvidia correcting, and it needed to correct after shooting so far, so fast, way above its moving averages. This quarter, tech earnings are supposed to rise 16%, but remove NVDA and it's 6%. Considering tech in 2000 as an historical measure, there will be a time when NVDA will have an earnings pause. Warning.

Is down 7% this year, but was upgraded today and their pharmacy business is up 12%. In election years, healthcare struggles, and UNH has recovered from February's cyber attack. He likes this as a second-half 2024 and 2025 play. It's an earnings compounder.

Oil inventories, but also oil demand in the cycle are both peaking. He's bullish oil for the rest of the year.

Positive results of their heart disease drug lifted shares today. M&A in this space and declining interest rates have been positive. We'll see what happens here. Drug pricing is always an issue in election years, but he thinks this will do well this year.

The compound annual growth rate (CAGR) is 18% through 2026.

You can start buying this now. It's underperformed. It reports Thursday. Last April, shares held the September 2023 low and was slightly higher. In recent weeks, shares have based and are rising to its critical 200-day moving average. He will take a small position today and add if this cracks its 200-day.

Was upgraded today, though shares are dipping now, and it splits 15-1 tomorrow, which is positive. Revenues grow 14% vs. negative growth in this sector. Their footprint is expanding with 300 new stores. This will continue to rise higher, though any momentum stock risks a correction. Believes in it.

There will be an upgrade cycle to rival that of the iPhone 6 which offered a bigger screen. The new phone will feature AI.