Cyber stocks are booming! The team takes a deep dive into the current market dynamics while the S&P 500 and Nasdaq face pressure from rising Treasury yields and inflation concerns as a powerful rotation continues in the tech sector before digging into why “fresh merchandise” in software and AI infrastructure is beginning to outperform legacy giants like Nvidia and how a significant breakthrough in AI is reshaping the cybersecurity landscape.

In this video for educational purposes only, Don Vandenbord, Ted Zhang, Connor Bates, & Jackson Neidich host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

0:00 – Opening Bell
02:00 – This Week in the Markets
08:00 – Strong Names in the Tech Rally
14:45 – Software Names Worth Watching – DOCN, TWLO, IGV, DDOG
19:00 – Cybersecurity Growers – CIBR, CRWD, FTNT, PANW
24:00 – Continuations After Earnings – INOD, AAON, ONDS

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post MOVE OVER NVIDIA – THESE TECH STOCKS ARE RIDING THE WAVE | Your Money Podcast Ep. 591 appeared first on Revere Asset Management.

A dividend strategy in retirement? Anything’s possible at Revere, but what REALLY matters is your aversion to risk – and more importantly, your sell discipline. The shop digs into this week’s new highs in the S&P500 along with a quick review of gold, silver, & bitcoin gains before diving into record-level ATR extensions on semiconductors at SOX and INTL, big gains on compute earnings at CIFR, and a few key surprises in the cybersecurity sector that led to some large moves over at CIBR and FTNT.

In this video for educational purposes only, Dan Stewart, Ted Zhang, Connor Bates, Todd Thomas, & Jackson Neidich host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

0:00 – Opening Bell
05:00 – Mailbag: Turbotection Kicks A**!
09:15 – This Week in the Markets
14:15 – Reviewing Gold, Silver, & Bitcoin Gains
16:30 – Record-Level ATR Extensions on Semiconductors – SOX, INTL, AMD
22:00 – Making Gains on Compute Earnings – CIFR, IREN, WULF
27:45 – Big Surprises In Cybersecurity – FTNT, CIBR, TWLO

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post IS THE RALLY OVER? ALL-TIME HIGHS VS NEW FED LEADERSHIP | Your Money Podcast Ep. 590 appeared first on Revere Asset Management.

As crude oil climbs over $100 a barrel, one thing’s obvious – right now the markets are moving to the beat of geopolitics. Remember – the market always climbs a wall of worry! The shop digs into the O’Neil follow-through day strategy that led to our big gains off the S&P 500’s big bounce out of April, reviews a few AI Software buys over at TWLO, talks a few rare earth metal names at RMX and USAR, and analyzes the top 5 of the top 10 liquid gainers of the month at INTC, MXL, AAOI, MRVL, and CRDO.

In this video for educational purposes only, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas, host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
03:00 – Reviewing the S&P 500’s April Bounce
10:00 – P.E.’s and the Revere Asset Expectation Chart
13:00 – This Week in the Markets
17:00 – AI Software Buys – TWLO Stands Out Against WCLD & WCU
23:00 – Rare Earth Metals – RMX, MP, USAR, UAMY
29:00 – Top 5 Liquid Gainers of the Month – INTC, MXL, AAOI, MRVL, CRDO

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post POWELL’S FINAL MOVE? WHY OIL AT $105 IS CHANGING EVERYTHING | Your Money Podcast Ep. 589 appeared first on Revere Asset Management.