Which Way Next? 🚦 NVDA Super‑Beat, Stretched Consumers & The AI Names I’m Still Buying (and Trimming) 📈🧠
Episode Description
Sidekick NAILED $NVDA again! Today I take you through:
1. $NVDA - what to do next
2. $MU - what $NVDA just told us
3. Cyber security names - FULL ANALYSIS
4. A new stock that looks AMAZING
5. SO MUCH MORE PLUS the TOP Alpha Pick
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EPISODE SUMMARY
🛒 Consumer stress signal – $WMT just had its worst day in over a year, warning that the consumer is stretched, while I still strongly prefer owning $AMZN at these valuations and growth levels.
🎯 Macro cross‑currents – New Fed chair Warsh, rising rate‑hike odds, higher gas prices, climbing 10‑ and 30‑year yields, and a market trading around 22x forward earnings after one of the best 6–7 week runs in $SMH history all point to an eventual pullback, not an immediate crash.
🤖 $NVDA: amazing quarter, muted stock – Nvidia delivered huge revenue growth, a 2400% dividend hike, and a massive buyback with a trillion‑dollar backlog, yet the stock barely moved as investors look for the “next double” and start hunting surrounding plays like $MU, $AMD, $SNDK and $CRDO instead.
🧩 From AI prompts to picks – I share real Sidekick prompts you can copy, walk through why I still like memory, photonics and cybersecurity ($PANW, $CRWD, $FTNT), and explain why $RDDT now screens as “not expensive” given its PEG, growth, margins and 50%+ upside vs Wall Street targets.
💼 Portfolio moves & Alpha Picks – I break down how I’m trimming and rotating $NVDA across taxable vs IRA, what Sidekick sees as the best Alpha Picks to trade next ($APP, $CLS, $TMUS, $SYF), and why using TrendSpider + Sidekick on that portfolio is my favorite way to boost returns instead of guessing
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