High conviction buy on this semiconductor stock due to strong demand, numbers, and setup.
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Don’t Buy Yet… This Week Could Change Everything (6 Stocks to Sell)
Dividend TalksApr 12, 2026
The creator discusses the upcoming earnings season, highlighting key stocks like JP Morgan, ASML, TSM, PepsiCo, Johnson & Johnson, and Netflix. While the overall market setup is seen as constructive, the creator emphasizes that high expectations mean not every stock is a buy. The focus is on whether earnings and guidance will meet or exceed current market pricing, with a specific deep dive into JP Morgan's upcoming report.
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Tickers discussed in this post
Netflix has strong growth but a high valuation, making it a hold rather than a strong buy.
PepsiCo is debated due to concerns about pricing potentially damaging volume.
TSM is the favorite setup with strong demand, excellent reporting history, and an acceptable valuation.
Johnson & Johnson offers defensive appeal but current valuation is not attractive.
ASML is a critical semiconductor player with strong long-term AI tailwinds, but faces short-term risks from China export restrictions.
JP Morgan is a quality business with a solid earnings track record, but its current valuation makes it a hold ahead of earnings.