Super Micro could also benefit from enterprises buying their own hardware for AI compute needs.
Source Post
Very Bullish. Exactly why I'm Buying.
Aug 26, 2026
The creator discusses 10 reasons to be bullish, focusing on Donald Trump's potential to boost the market before the midterms by influencing oil prices and international relations. The creator also touches on market expectations for interest rate hikes and upcoming earnings reports from major tech companies.
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Tickers discussed in this post
The S&P 500 provides little real estate exposure, making it interesting for investors who also own property.
The creator is bearish on The Trade Desk, having sold it at $120 and assigning a $4 fair value due to collapsing growth and exploding costs.
Apploving, currently trading under its 200-day moving average, is seen as a potential opportunity, especially within the advertising sector.
ServiceNow, currently trading near its 200-day moving average, is seen as a potential opportunity, especially within the advertising sector.
Netflix, currently trading near its 200-day moving average, is seen as a potential opportunity, especially within the advertising sector.
Meta Platforms, currently trading near its 200-day moving average, is seen as a potential opportunity, especially within the advertising sector.
Crowdstrike earnings are mentioned as a factor that could influence market sentiment and Jackson Hole discussions.
Salesforce earnings are mentioned as a factor that could influence market sentiment and Jackson Hole discussions.
Nvidia earnings are mentioned as a factor that could influence market sentiment and Jackson Hole discussions.
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Tracked calls opened from this post
TTDsell opened Aug 26, 2026
-5.50%