What Meet Kevin said in this video:
- Market Breadthpositive for stockslong-termThe host argues the market is in the capitulation/anger stage of the sentiment cycle, which is exactly where long-term money is made, so current fear is an opportunity.Source
- FTNTbullishlong-termThe host calls Fortinet's 26% crash over a trivial guidance shortfall (5.15 vs 5.17 billion) mind-blowing, highlighting a double beat, 52% free cash flow growth, and four times cash versus debt.Source
- GOOGLbullishlong-termThe host sees Google as a top-five 'Palantir setup': a 10% drop driven by short-sighted capex panic, while its cloud grows 103% with a 560 billion backlog, at 19x forward earnings and a 0.6 PEG.Source
- NVDAbullishlong-termThe host calls NVIDIA one of the best setups he has ever seen: revenue up 106% yet only 13.5x forward earnings and a 0.3 forward PEG, sold off simply because traders moved on to shinier things.Source
- PLTRbullishlong-termThe host says Palantir's flat year turned it into a reasonably priced software monopoly: revenue up 93%, forward PEG cut from 5.7 to 1.26, making it another wonderful setup.Source
- AMZNbullishlong-termThe host calls Amazon an elite setup: 43% operating income growth, the world's biggest cloud sold out into 2026-2027, yet trading at 18x forward earnings and three times sales.Source