Latest Stock Buy or Sell? Make More Informed Decisions!

We had euphoria after the election, but now we're running into a reality where investors are asking what is going to work and who will it work for? Which sectors and industries given the change we see each day in government (i.e. federal agencies). People are worried and concerned what might happen and this is weighing on stocks. Yes, the S&P is hitting a high today, but the market momentum is fading.

She bought it. The stock was in a decline, though recently come back off its high, so she entered. Also, companies are spending $100 billion on AI, much will go towards NVDA chips that will remain dominant.

The chart has been choppy and rough, but the last quarter finally showed sales picking up. They've invested a lot on their online platform to the best in the industry. The worst is behind it.

It keeps hitting new highs, being in the right place over the last 10 years. It's taking a greater market share because more purchasing is going on cards. They have the best technology and will maintain dominance.

She bought it because the industry has underperformed many years; they're facing several drugs coming off patent, but are developing new drugs they will bring to market. Trades under 9x PE and pays a 4.6% dividend. This industry will benefit greatly from AI.

They're monetizing their AI tools.

Breadth of the rally has expanded this year, but it has slowed. Trump's tariffs are a negotiating tool, but the market has seen 16% earnings growth vs. 12% expected, and a 77% beat rate in earnings. The market has digested last week's hotter than expected inflation numbers. The market is a mixed bag now, but he's overall more bullish.

They didn't guide high enough. Meta is no longer 20% of their business, but 15% while Microsoft and Oracle make up more of their business.

It hit a new low. 69% of their homes cost under $400,000, so they appeal to first-time homebuyers. This is wait and see.

It's the best in medical devices. Tailwinds are the aging demographic and rising elective surgeries coming back.

Homebuilders are tied to interest rates. Look at the US 10-year yield; it needs to be 50-75 basis points lower to revive positive momentum in all the homebuilders.

A great quarter with remarkable revenue growth that will continue.

They report end of the month; he expects a strong quarter based on AI. Acquisitions they made are becoming accretive.

Is -15% over the year. AI is cannibalizing at lot of their products. He moved out of this.

Guidance in this earnings season has not been good, and it can't be when you're unsure what the effect of tariffs will be. ANET's guide came in a little short, not 15-17% revenue growth as expected. The stock is breaking down, below its 100-day moving average. These names are relying on price momentum until they hit an earnings event.