1:04-20:45 TSLA | Perfect Storm on Three Fronts
Software, Energy Storage, EV
Institutional money is carrying this, not retail. Energy storage is a major growth driver. Expectations of September rate cuts could cause more aggressive purchasing of EV vehicles. There are rumors FSD might already have a $1 billion run rate in just 1 year before it's even commercially scalable! Also rumors of partnership with Buick, which has a strong presence in China, and Uber. Shay sees China as ideal testing grounds for FSD technology. 8/8 event, when poised to announce Robotaxi could produce a 10-25% pullback if it's not commercially viable yet OR send Tesla flying if it is. Shay could see Tesla reaching $800 over the next few years and top five in market cap in the next five years. Over $260, $278 is short-term target. $400+ long-term, where there is still a ton of runway.
20:46-35:09 $NVDA
If we can break through $140, this could run to $200. Both Shay and Quench are skeptical over the current market rally, but after discussion on the top 10% of investors, they see big tech and high quality growth names continuing. Nvidia is years ahead of competition in GPU/AI space. This is a long-term hold with potential to become one of the most valuable companies in the world.
35:10-43:58 $AMD & the Laggards
We are seeing rotation flow into the other names like $AMD and $INTC. They are trying to catch "the next one." Quench has been long on $AMD since his alert over $100 in 2023. He will be eyeing up the next big daddy options play running up into the next few earnings cycles.
43:59-52:00 $SNOW
We gave the buy at $125. High option flow for $160 Calls. Shay thinks we will trend towards the 200EMA around $168. As a long-term investor, Shay is hesitant seeing such a run up prior to earnings, but fundamentals, growth potential, and the AI thematic keep him steadfast on his long-term thesis for this future megacap. Over $145, we are aiming for $165 and $168 (200EMA). If we can break that, only $200 (psychological resistance) is before $230. Long-term, if we break $230, she could fly to $500. Data sharing will be a necessity over the next decade. Snowflake is best positioned to dominate.
52:01-59:40 $SPY Options
As long as we stay above $550 and "this delusional market continues, we're going to $561." A support test there would be optimal entry.
1:00:06-1:08:14 DDOG | Smash with Care
Despite strong growth potential, Shay has downgraded Datadog to a starter position due to valuation and competition concerns favoring Snowflake.
1:08:15-1:11:03 $IONQ | Top Smash in the Next Frontier: Quantum Computing
One of Shay’s “mini-monsters.” There is risk in this speculative play, but with massive upside potential. Their technology is highly innovative. This is one they buy, put it away, and don’t look at it for a few years.
1:11:04-1:12:10 $AAPL | Pass...
Opportunity to buy was off the long-term trendline in $160s.
1:12:14-1:13:56 $INTC | Pass...Unless Black Swan Event
1:14:01-1:15:08 $AAL | Pass...Go with Fintech & Entertainment
1:15:09-1:17:32 $PLTR | Smash...Top Picks and Shovels Play on LOM's
Upcoming earnings will make or break the stock. If they beat projections (uptick from 22% to over 25% growth), it’ll explode past $30. Miss, we could retest $22. Lifetime support over $20. Days of Palantir in the teens is over. It's done.
1:17:50-1:20:06 $LULU | Pass...
1:19:50-1:22:00 $PYPL | Pass...
1:22:00-1:23:00 $NIO | Pass...
Their story was a competitor to Tesla in China. Tesla squashed that dream.
1:24:00-1:28:00 $ROKU | Pass...$TDD Thrice
Cash reserves and profitability projections are not sustainable long-term. Roku's UI is the cleanest but Vizio's acquisition by Walmart is a headwind. Tradedesk ($TTD) is the play.
1:29:00-1:30:00 $AMZN | Smash
Quench believes Amazon will be the first big name to integrate a user's product based experience onto the platform. The x-ray feature is just a glimpse.
1:31:00-1:36:36 $RKLB | SMASHED at $3.70 (HOLDING)
Duopoly in an uncapped market space poised for growth into 2030.
1:36:37-1:40:24 $SOFI | Pass...
Come check out the real action in our free trading community loaded with education, live streams, alerts and more at discord.gg/pennybois.
For exclusive access to our personalized coaching program, premium education, alerts, livestreams, and more:
Monthly: [ Ссылка ]
Disclaimer:
Remember, stock trading is risky and most traders lose money. You should never trade with money you can’t afford to lose. These results are not typical. Do not mirror trade me, or anyone else.
PB Alerts is a project of Virtus Media LLC and intended solely for entertainment and informational purposes. Terms and Conditions are at here. Consult your financial, investment and tax advisors to determine what financial and tax strategies may be right for you. Investor protection and other important information is available here [ Ссылка ]
![](https://i.ytimg.com/vi/wXrT65SEM3E/mqdefault.jpg)