What Meet Kevin said in this video:
- AAPLbullishmid-termThe host calls Apple's earnings fantastic with strong pricing power, dismissing the margin and tariff worries as a one-day story.Source
- AMDbullishmid-termThe host says AMD's numbers were very good and that he was very optimistic about them.Source
- DELLbearishshort-termThe host notes momentum is coming out of Dell.Source
- SPCXbullishshort-termSpaceX regained its 132 line in the premarket, which the host calls a viable opportunity.Source
- GOOGLbullishmid-termGoogle at 287 is not the host's favorite, but he concedes it has gotten cheap.Source
- MSFTbullishmid-termMicrosoft at 550 draws a brief enthusiastic comment from the host, who calls himself a big fan of the move.Source
- RKTneutralshort-termRocket is up 6% as a rate-sensitive name; the host notes chart lines at 14.01 and about $16 without stating a direction.Source
- Fed Policyneutralmid-termMarkets price about 2.44 rate hikes through September and a 23% chance of one hike this year, though the strong ADP report cuts against the fewer-hikes narrative; the host offers no directional call.Source
- MRNAbullishmid-termModerna is up 9.3% and the host states outright that he loves the stock.Source