What Moneyvest said in this video:
- TQQQbullishshort-termThe host discloses a leveraged long Nasdaq position (TQQQ) that is very close to being in the money despite the selloff.Source
- Bonds & Ratesneutralmid-termThe Bank of Japan held rates steady and both central banks are moving in tandem, so the US-Japan rate spread is neither compressing nor expanding.Source
- INTCbullishlong-termIntel plunged over 20% on weak PC-driven guidance, but the host repeatedly calls this a market overreaction to a long-term successful strategy and a buying opportunity.Source
- AI Capexpositive for stockslong-termThe host argues Wall Street is short-sighted on hyperscaler AI spending; once these companies accelerate profits, capital will rotate back into Amazon, Google and Meta.Source
- SPYneutralshort-termThe S&P 500 is consolidating ahead of the gap down, with support holding at roughly 7550 to 7600.Source
- QQQneutralshort-termThe Nasdaq is consolidating after a big overnight gap down, with support just under 26,000 and resistance near 27,000.Source
- AAPLneutralshort-termApple is attracting liquidity near all-time highs; 348-349 is turning into support, with a breakdown opening 328 down to 318.Source
- AMZNneutralshort-termAmazon gapped down hard on a double miss; the host is watching whether the 226-227 support holds and buyers step in.Source