High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.</li><li>On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.</li><li>In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.</li></ul>

Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Equity Bottom-Up

<ul>
<li>The SaaSpocalypse has hurt many software and enterprise companies indiscriminately</li>
<li>NEC is more insulated with its government customers and should benefit from AI deployment</li>
<li>Its higher-margin defence business is growing faster, improving earnings and stability.</li>
</ul>


The SaaSpocalypse has hurt many software and enterprise companies indiscriminately
NEC is more insulated with its government customers and should benefit from AI deployment
Its higher-margin defence business is growing faster, improving earnings and stability.


NEC (6701.T) - Has the Baby Been Thrown Out with the Bathwater?

Stock Picking & Investing, BluSuit

BluSuit

Stock Picking & Investing

Financial markets, high growth & innovative business coverage, macro economics, trading strategy and market insight

<ul><li>This is certainly a macro development that will influence the direction of the markets.</li><li>Essentially, what this means is that the markets are showing “signs of breaking” from the Federal Reserves aggressive tightening cycle.</li><li>Today, we are going to be more focused on market technicals but I wanted to touch briefly on this and will go into more depth this weekend.</li></ul>

This is certainly a macro development that will influence the direction of the markets.Essentially, what this means is that the markets are showing “signs of breaking” from the Federal Reserves aggressive tightening cycle.Today, we are going to be more focused on market technicals but I wanted to touch briefly on this and will go into more depth this weekend.

United States

First Trust Cloud Computing ETF is an exchange-traded fund incorporated in the USA.  The Fund seeks investment results that correspond generally to the ISE Cloud Computing Index.

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First Trust Cloud Computing (SKYY US)

Weekly Stock Bullfinder - Week of 5/29

Debate around whether artificial intelligence represents a “tech bubble” was seemingly squashed when both NVIDIA and Marvell put robust forward...

Weekly Stock Bull Finder

NEC (6701.T) - Has the Baby Been Thrown Out with the Bathwater?

While the SaaSpocalypse has negatively impacted software companies, NEC's government contracts and key defence business are less susceptible to...

Rikki Malik

Key Market Technicals

Essentially, what this means is that the markets are showing “signs of breaking” from the Federal Reserves aggressive tightening cycle.

BluSuit

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Weekly Stock Bullfinder - Week of 5/29

Debate around whether artificial intelligence represents a “tech bubble” was seemingly squashed when both NVIDIA and Marvell put robust forward...

Weekly Stock Bull Finder

NEC (6701.T) - Has the Baby Been Thrown Out with the Bathwater?

​While the SaaSpocalypse has negatively impacted software companies, NEC's government contracts and key defence business are less susceptible to...

Rikki Malik

Key Market Technicals

Essentially, what this means is that the markets are showing “signs of breaking” from the Federal Reserves aggressive tightening cycle.

BluSuit

While the SaaSpocalypse has negatively impacted software companies, NEC's government contracts and key defence business are less susceptible to...