Sign up to save your podcasts
Or
Share Ep 122 | 10-Week Win Streak Starts to Wobble
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep 122 | 10-Week Win Streak Starts to Wobble
Bulls vs Bears Ep 122 | 10-Week Win Streak Starts to Wobble — Dow Rallies, NASDAQ Dips & Software Stocks Update
The S&P 500's historic 10-week winning streak is under pressure. In this episode of Bulls vs Bears from MPC Markets, Mark Gardner, JT, and Kai break down a week where old-school indices fought back — the Dow and Russell 2000 both surged ~1.5% while the NASDAQ slipped 0.5%.
What we cover in this episode:
00:00 — The 10-week streak wobbles: Dow & Russell rally, tech pulls backMicron joins the trillion-dollar club after an extraordinary run from ~$419 to $1,080. Samsung memory workers threaten strike action over pay disparity. We discuss what the memory chip shortage means for investors.
Megaport (ASX: MP1) delivered a 3x return off its lows, hitting $21 after languishing at $7. The company's pivot to GPUs-as-a-service raises questions about enterprise AI hosting and whether companies should run their own language models.
Software Survivors update — our picks from the original webinar are tracked with full performance data. CrowdStrike and Palo Alto up ~90% since recommendation. We revisit which SaaS names face genuine AI disruption risk vs those with durable moats (Xero, ServiceNow, Snowflake, Atlassian).
Jonathan explains the stock repair options strategy — a way to reduce your average entry price without deploying additional capital. We discuss why MPC is considering an "Options for Dummies" education series.
Coal prices remain resilient near $160 while crude oil has been volatile. Strategic petroleum reserves are reportedly at critical levels. Bitcoin has broken to new lows for the year after Michael Saylor flagged potential BTC sales to fund dividends.
All three hosts pick bearish for next week — a consensus that has historically been a contrarian signal. Key risks: US employment data (NFP), CPI, and Oracle/Adobe earnings.
Register for the Software Survivors Sequel webinar (link in comments).
This is general information only and not personal financial advice. MPC Markets is an Australian financial services firm — AFSL applies.
#ASXStocks #BullsVsBears #MPCMarkets #SoftwareStocks #Micron #Megaport #OptionsTrading
View all episodes
By MPC MarketsBulls vs Bears Ep 122 | 10-Week Win Streak Starts to Wobble — Dow Rallies, NASDAQ Dips & Software Stocks Update
The S&P 500's historic 10-week winning streak is under pressure. In this episode of Bulls vs Bears from MPC Markets, Mark Gardner, JT, and Kai break down a week where old-school indices fought back — the Dow and Russell 2000 both surged ~1.5% while the NASDAQ slipped 0.5%.
What we cover in this episode:
00:00 — The 10-week streak wobbles: Dow & Russell rally, tech pulls backMicron joins the trillion-dollar club after an extraordinary run from ~$419 to $1,080. Samsung memory workers threaten strike action over pay disparity. We discuss what the memory chip shortage means for investors.
Megaport (ASX: MP1) delivered a 3x return off its lows, hitting $21 after languishing at $7. The company's pivot to GPUs-as-a-service raises questions about enterprise AI hosting and whether companies should run their own language models.
Software Survivors update — our picks from the original webinar are tracked with full performance data. CrowdStrike and Palo Alto up ~90% since recommendation. We revisit which SaaS names face genuine AI disruption risk vs those with durable moats (Xero, ServiceNow, Snowflake, Atlassian).
Jonathan explains the stock repair options strategy — a way to reduce your average entry price without deploying additional capital. We discuss why MPC is considering an "Options for Dummies" education series.
Coal prices remain resilient near $160 while crude oil has been volatile. Strategic petroleum reserves are reportedly at critical levels. Bitcoin has broken to new lows for the year after Michael Saylor flagged potential BTC sales to fund dividends.
All three hosts pick bearish for next week — a consensus that has historically been a contrarian signal. Key risks: US employment data (NFP), CPI, and Oracle/Adobe earnings.
Register for the Software Survivors Sequel webinar (link in comments).
This is general information only and not personal financial advice. MPC Markets is an Australian financial services firm — AFSL applies.
#ASXStocks #BullsVsBears #MPCMarkets #SoftwareStocks #Micron #Megaport #OptionsTrading