Joe Chernova

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.

In this discussion, Joe Chernova, a market commentator, and Stephanie Link, a portfolio manager, delve into the pivotal Nvidia earnings coming up. They explore whether Nvidia's performance could trigger a broader market rally and analyze J.P. Morgan's dip-buy thesis. Stephanie highlights Nvidia's impact across various sectors beyond tech, including utilities. The duo also examines Alphabet's resilience amid AI fears and shares insights on portfolio adjustments, particularly the sale of Uber leads, against a backdrop of evolving macroeconomic concerns.

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.