Broadcom is mentioned as a component of the semiconductor ETF (SMH) that could benefit from a market breakout.
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NO PDT RULE MEANS BUY ROBINHOOD NOW ?? DID MICROSOFT BOTTOM OUT ? EPISODE 39...
Apr 15, 2026
The speakers discuss various stocks and ETFs, with a focus on financial institutions like JP Morgan, Goldman Sachs, and Citi Group, noting their recent earnings reports and market performance. They also touch upon tech giants such as Microsoft and Nvidia, analyzing their technical charts, valuations, and future prospects, particularly in light of AI advancements. Other companies mentioned include Robinhood, Netflix, Taiwan Semiconductor, and Realty Income, with discussions on their individual catalysts and market positions.
Linked Mentions
Tickers discussed in this post
Micron is mentioned as an example of a stock showing a V-shaped recovery, similar to the broader market.
Palantir is mentioned as a stock to consider buying the dips on, contingent on the IGV settling above $82.
The Software ETF (IGV) is showing signs of improvement by recapturing its 50-day moving average, and a close above $82 would be a significant positive signal.
The semiconductor ETF (SMH) recently made a new all-time high, which is a positive sign for the broader market and suggests a potential breakout for related stocks.
Robinhood's chart is interesting, with potential to test the 100-day moving average at $96 if it sustains above $85, but it's volatile and sensitive to Bitcoin.
Realty Income (O) is a REIT with a monthly dividend and strong chart performance, indicating a potential breakout as rates are expected to come down.
Blue Owl is dismissed as a gamble, with the speaker preferring other options in the private credit space.
Apollo is a preferred trade in the private credit space due to its lower exposure to software and strong underwriting, with a clear path back to $140.
Blackstone is a long position, considered a gold standard in private credit, with a positive outlook.
