In this discussion, Joe Chernova, Kerry Firestone, and Stephanie Link dive into the recent plunge of Palantir stock and its ripple effects on momentum names. They share insights on investment strategies in a shifting market, emphasizing patience as stocks approach key buying levels. The guests analyze the impact of macroeconomic factors on investor sentiment and highlight stock reallocations, including moves towards UnitedHealth and Diamondback. They also discuss upcoming earnings reports for major tech firms and the nuances of risk management amid market volatility.

Join Josh Brown, a savvy market strategist, Joe Chernova, an analytical powerhouse, and Brian Belsky, a tech stock expert, as they dive into the tech sector's resurgence. They discuss the NASDAQ 100's recent performance and highlight opportunities in lesser-known tech stocks. The team critically analyzes healthcare investments, contrasting Gilead's uplifting outlook with Merck's struggles. Additionally, they examine the shift towards private market investments and share strategic insights for navigating market volatility while emphasizing long-term investment strategies.

Joe Chernova, an Investment Committee member focused on AI stocks, teams up with Steve Weiss, who shares valuable insights from his trading portfolio. They explore the recent AI stock surge, including notable gains from companies like Oracle, and discuss Microsoft's innovative partnerships. The duo also delves into strategies for optimistic investments in Netflix and Uber, all while navigating the latest market trends and their implications for smart investing. Tune in for expert perspectives on the future of AI and key trading tactics!