Скачать или смотреть My $1M Portfolio: Favorite Stock Trades For This Week

The bears are looking for a reason to panic about tariffs, but I’m not seeing it. In this week’s breakdown, I explain why I’m ignoring the noise, why the S&P 500 structure is still bullish, and why I believe we are resolving higher.

We are seeing a massive rotation back into the Energy/Oil & Gas sector. The setups here are undeniable. I break down my top picks in the sector (HAL, MUR, NBR), update you on my $1M portfolio holdings, and dig into the "Cheat" pattern forming on Reddit ($RDDT) that has me excited about the position.

Plus, Bitcoin is curling up for a potential run to $100k, and I’m breaking down the specific moving average crossovers I look for to confirm the trend.

In this video:

Market Outlook: Why the "Tariff Tantrum" is priced in and the S&P 500 Ascending Triangle.

Portfolio Update: Reviewing my current positions including the high-beta names and the steady compounders.

The "Cheat" Pattern: A deep dive into the Mark Minervini setup forming on $RDDT.

Sector Rotation: Why I'm aggressively stalking Energy names (Murphy Oil, Halliburton, etc.).

Crypto: The specific 1-hour setup on Bitcoin ($IBIT) that signals a move to $94k+.

Tickers covered in this video: RIG, SNDK, ONDS, ALAB, NTES, UMAC, RDDT, RKT, IBIT (Bitcoin), NTR, NBR, TECK, MUR, TALO, MRVL, TSM, ARRY, HAL, SLB, AMAT, AMD, GEV, APA, CEG, VAL, TDW, DVN, COP, FANG, NEE, DOCU, CVS.


Timestamps:

00:00 Intro & Strategy
00:42 $QQQ and $SPY (General Market Conditions)
03:48 $RIG (Transocean)
05:00 $SNDK (Sandisk)
05:56 $ONDS (Ondas)
07:15 $ALAB (Astera Labs)
08:48 $NTES (Netease)
10:17 $UMAC (Unusual Machines)
11:49 $RDDT (Reddit)
14:12 $RKT (Rocket Companies)
15:19 $IBIT (Bitcoin)
17:33 $NTR (Nutrien)
18:42 $NBR (Nabors Industries)
19:54 $TECK (Teck Resources)

Trade Setups I Like for Next Week:
22:09 $MUR (Murphy Oil)22:38 $TALO (Talos Energy)23:26 $MRVL (Marvell Technology)
24:04 $TSM (Taiwan Semiconductor)
24:46 $ARRY (Array Technologies)
25:32 $HAL (Halliburton)
25:51 $SLB (SLB Limited)
26:37 $AMAT (Applied Materials)
27:31 $AMD (Advanced Micro Devices)
28:05 $GEV (GE Vernova)
28:48 $APA (APA Corporation)
29:38 $CEG (Constellation Energy)
30:15 $VAL (Valaris)
31:16 $TDW (Tidewater)
31:55 $DVN (Devon Energy)
32:38 $COP (ConocoPhillips)
33:11 $FANG (Diamondback Energy)
33:30 $NEE (NextEra Energy)
34:42 $DOCU (DocuSign)
35:49 $CVS (CVS Health)


Disclaimer: Not financial advice. Just a guy managing his own capital.