What Moneyvest said in this video:
- SPCXbullishlong-termThe host discloses adding 40 shares at market price, continuing to build a long-term SpaceX position.Source
- TSLAneutrallong-termTesla beat on EPS and revenue but auto revenue fell, capex doubled and free cash flow plunged 62% on Optimus and AI spending; host calls it one of his top long-term holdings.Source
- METAbullishmid-termMeta beat on revenue but missed earnings, guided Q4 revenue to $73–76B ($74.5B midpoint, above consensus), with 26% revenue growth; host calls the long-term guide pretty good.Source
- Oil & Energynegative for stocksmid-termOil near $100 a barrel is a big, underpriced concern: sustained elevation feeds inflation and rates, with effects priced on two-to-three-month averages that take time to unwind.Source
- Fed Policyneutralmid-termThe market is pricing a pause at the October 28th meeting but expects a rate hike in December.Source
- SOXXbearishshort-termSemis bounced intraday but SOXX and SMH are down over 3% overnight with Nasdaq futures off 1.6%; the host expects a rough session ahead.Source
- Market Breadthpositive for stocksshort-termBreadth is healthy: 73–74% of stocks trade above their 20-day moving average and 55% above the 50-day, so more than half the market is above both averages.Source
- SPYneutralshort-termThe S&P is testing a demand zone; a breakdown targets 7255 as next support, with strong resistance at 7800.Source