Apple is mentioned as a stock that will be skipped for analysis this week.
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WILL KEVIN WARSH IGNITE A MARKET RALLY? + NVDA, MSFT & META ANALYSIS | EP. 46
Jun 19, 2026
The creators discuss the market's reaction to the new Fed chair's first meeting, noting that the market was expecting a dovish stance but received a hawkish one instead. They highlight the Fed chair's emphasis on price stabilization and his refusal to provide forward guidance, which caused significant volatility. The discussion also touches on the potential for continued volatility due to the shift in the Fed's messaging regime.
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Intel is mentioned as a stock that will be skipped for analysis this week.
Tesla is a question mark due to potential SpaceX mergers, which could be a way for Elon Musk to integrate SpaceX into the S&P 500.
Google is mentioned as one of the Mag 7 stocks that have learned to run their businesses effectively.
Adobe is seen as rightfully getting hit, but the creator believes it has a turnaround play due to its strong user base and cash flow.
Salesforce is identified as a company that is in the 'crosshairs' and potentially facing challenges.
CrowdStrike's stock movement is used as an example of how AI partnerships can lead to recovery.
Google is mentioned as a comparison point for Amazon's AI chip strategy, with its TPUs delivering similarly.
The creator is bullish on Amazon, having bought on dips due to its push into AI chips and data centers, expecting the stock to move higher.
The creator is not interested in SpaceX as a long-term investment until the price falls well below $150, indicating a need for more downside.
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