Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Kim Bolton commented about whether S-N, LHX-N, OSK-N, SNOW-N, AVGO-Q, ALAB-Q, CLS-T, OKTA-Q, INTC-Q, META-Q, MSFT-Q, MRVL-Q, CRWD-Q, SHOP-T, INTC-Q, NVDA-Q, ASML-Q, LRCX-Q, MU-Q, KLAC-Q, GOOG-Q, OTEX-T, PLTR-Q, MU-Q, ENGH-T, ESTC-N are stocks to buy or sell.
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Great opportunity to pick up 4 pillars. MU on the manufacturing, TSM for the foundry, LRCX or KLAC or ASML as the equipment suppliers, NVDA is a gift down here as a designer. And (he can't believe he's going to say this) even INTC; come 2025, it will be competitive with NVDA.
Wouldn't touch it yet. Great company. After the news broke, he sold and got out of the way. You have to let it settle, focus on all the other great opportunities out there. Transition from CRWD to a competitor is going to take months, but it will happen.
See his Top Picks.
Still in his top 5. He has about a 7% position, so he wouldn't be adding more today on the pullback. 12-month price target of $491. Strong financial performance, great innovation including AI, brand recognition.
Reports next Tuesday. They're great, because if they miss, they telegraph it. They're not going to miss.
He's recommended it a handful of times, and it's always blown up in his face. He owns it in a few separately managed accounts, and a couple of his analysts want him to put it in the fund. The chip coming out is going to be pretty competitive, even on price, with NVDA's.
You'll probably have to wait for Q4 of this year or Q1 of 2025, but it's a pretty good bet down here around $32. 12-month price target of $41, sweet. If everything can only come together on their new offering.
It's one of those stocks that, when you look at it on paper, it's a no-brainer. However, it all comes down to execution. Small position only.
That's right, don't buy a full position today. For the kind of events like today, it takes people time to digest information. The people bailing out today are the "weak longs". There are other people out there who, instead of looking to sell, are trying to put hedges around their portfolios.
Problem right now is that volatility is up, with the VIX around 16.5-17. A week ago it was 13.5-14. It's expensive to do the hedges.
More of a Trump-tech trade. 12-month price target of $130. Defense is a big segment for them, including fire/emergency. Also access equipment. Will do very well in the US, but certainly with NATO. NATO will become a key pivot point, even with Mr. Trump. Reports next week. Yield is 1.2%.
(Analysts’ price target is $130.56)
Great opportunity to pick up 4 pillars. MU on the manufacturing, TSM for the foundry, LRCX or KLAC or ASML as the equipment suppliers, NVDA is a gift down here as a designer. And (he can't believe he's going to say this) even INTC; come 2025, it will be competitive with NVDA.