What Moneyvest said in this video:
- SOXLbullishThe host has been accumulating SOXL and plans to keep dollar-cost averaging; anything under $100 is worth buying, and he is mentally prepared for a drop to the $30s-$40s, reflecting a bullish accumulation stance on the leveraged semiconductor ETF.Source
- CEGneutralThe host notes Constellation Energy has growing revenue and earnings, trading at around 22-23 times forward 2026 earnings, which is reasonable to somewhat attractive; 251 is support, and a breakdown would target 213-214 as stronger support.Source
- SPYbullishlong-termThe host believes timing does not matter for investing in the S&P 500 and that capital should be deployed all at once; historical data shows a 72% chance of up years and almost no loss over any 20-year rolling period, making him bullish on SPY.Source
- RDWneutralThe host notes Redwire has support near $7.73, is currently loss-making with slightly more debt than cash, and no profitability expected soon, so he views it neutrally.Source
- OtherneutralThe host believes the US debt path is unsustainable, but a default within five years is still too early and would be an extreme global event.Source
- SPCXbullishshort-termThe host has already started a position in SpaceX (SPCX) and thinks $120 is a good strike price for selling puts; if the return on collateral makes sense he likes it and may pick up more.Source
- SOXXbullishmid-termThe host believes semiconductors are where the opportunities are, the sell-off is an overreaction and the sector is very cyclical, making him bullish on the semiconductor ETF SOXX.Source