The John Johnston Lounge

I react to Permabull Tom Lee from Fundstrat, who is predicting that the small caps Russell 2000 index will rally 40% by the end of the summer. We also look at another bull case thesis for small-caps.

Related videos:

Early Innings of Small Caps Rally?

https://youtu.be/xswk_rmNM7k

The Stock Market ‘Great Rotation’ To Small Caps!

https://youtu.be/Blev9SyBfVI

The Bull Case For Small Caps: Tom Lee + Goldman Sachs

https://youtu.be/VTCaMcppLXM

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Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Referenced videos:

Russell 2000 will see a 40% rally by the end of the summer, says Fundstrat's Tom Lee

https://youtu.be/UChwrZQut7g

The bull case for small-caps

https://youtu.be/U2QsWA1QZCk

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to Dan Ives, senior equity analyst from Wedbush, who has a new bull case for Palantir stock (PLTR), raising the stock price target significantly. Ives says Palantir is the “Messi of AI”, and it’s going to be the “golden child of AI” in the future. He thinks Palantir stock has a massive move ahead of it, and he states his Palantir bull case. 

 Related videos:

Is The Bull Market Just Getting Started?

https://youtu.be/fgwxraXgyVs

Palantir Stock: Major Game Changing News?

https://youtu.be/JimG3r00IHs

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Referenced videos

Expect 'massive' Q2 earnings for AI chip stocks: Dan Ives

https://youtu.be/NqO-d-SSI4E

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Today I discuss whether the current small cap stock rally may have some legs to it, or whether it’s going to fizzle out within another four weeks. Citi's Scott Chronert and Nuveen's Saira Malik take opposing views and I react.

 Related videos:

Tech Stocks Fall! Rotation to Small, Mid Caps + Value?

https://youtu.be/HUkIPYrLDqw

The Stock Market ‘Great Rotation’ To Small Caps!

https://youtu.be/Blev9SyBfVI

The Bull Case For Small Caps: Tom Lee + Goldman Sachs

https://youtu.be/VTCaMcppLXM

Referenced videos

Small cap rally has some legs here, says Citi's Scott Chronert

https://youtu.be/ksAsHwE73Vg

Small cap rotation may last another four weeks, says Nuveen's Saira Malik

https://youtu.be/JaotBEJtv4E

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Big tech stocks, other tech stocks, and especially chip stocks have been falling in the stock market recently. Is this a temporary blip, or a market rotation to small caps, mid caps, and “value stocks”, or something else? I investigate.

 Related videos:

The Stock Market ‘Great Rotation’ To Small Caps!

https://youtu.be/Blev9SyBfVI

The Bull Case For Small Caps: Tom Lee + Goldman Sachs

https://youtu.be/VTCaMcppLXM

Has The Stock Market Just Flipped To Small Caps?

https://youtu.be/VUz2Vme3P9I

Referenced videos

Small, mid, value, yield: is "the rotation" taking hold?

https://youtu.be/g7qq5Dhx0KU

We're seeing a broadening of the market favorable to small cap stocks: Needham's Chris Retzler

https://youtu.be/3-ZBE1lgHIM?si=PRlMteuUboEGQE8T

For more on small and mid cap stocks, join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to iCapital chief investment strategist Anastasia Amoroso, who says there’s now a “Great Rotation” to small cap stocks going on in the US stock market. Chief market strategist at Carson Group, Ryan Detrick, also thinks the sudden momentum of small cap stocks will be sustained; I discuss The Great Rotation thesis.

Related videos:

The Bull Case For Small Caps: Tom Lee + Goldman Sachs

https://youtu.be/VTCaMcppLXM

Warren Buffett: I’d Buy Small Caps if Starting Over Now

https://youtu.be/V7yAKXYXhDM

Referenced videos:

Buy on pullback and volatility, say iCapital's Anastasia Amoroso

https://youtu.be/-MZjTCeCSc8

Small and mid caps 'will lead second half of the year,' says Carson Group's Ryan Detrick

https://youtu.be/pmAS5QrZs8k

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

We need to talk about the rise of small cap stocks! I react to Fundstrat’s Tom Lee, who thinks that the Russell 2000 small cap index is about to go on an epic run. Greg Tuorto from Goldman Sachs is similarly bullish on small caps going forward, and a broadening out of the market.

Related videos:

Warren Buffett: I’d Buy Small Caps if Starting Over Now https://youtu.be/V7yAKXYXhDM

Small Caps Super Investor Bares Capital Is Buying These Stocks https://youtu.be/Asc712oI-Ik

Super Investors Just Bought These Small Caps https://youtu.be/kIsJZKlPDj4

Referenced videos:

Fundstrat's Tom Lee is bullish on small caps https://youtu.be/VyHto5WWQ0k

Small caps tend to outperform as the broaden out, says Goldman Sachs' Greg Tuorto

https://youtu.be/PZBMmkbcxlA

Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday

Recommended investing book:

Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger (referral link): https://amzn.to/3zMpZWs

For more on small caps. join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I offer some thoughts on Andrew Wilkinson’s new book, Never Enough: From Barista to Billionaire. Andrew Wilkinson is co-founder of public company Tiny Ltd, known as a “Berkshire Hathaway of Tech”. 

Related videos:

A Next Gen Warren Buffett? Tiny's Andrew Wilkinson

https://youtu.be/-fs9P_phqfQ

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Recommended book:

Never Enough: From Barista to Billionaire, by Andrew Wilkinson (referral link):

https://amzn.to/3Y2cnQD

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I investigate whether or not a rotation could be going on in the U.S. stock market, away from the “Mag 7” into mid and small cap stocks. Could this be the start of a change, and why would it be happening now?

Related videos:

Is There A Stock Market CRASH But You Haven’t Noticed Yet?

https://youtu.be/5iKomE9PH8U

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I investigate Financial Education Jeremy’s claim that we are in a stock market crash but we just don’t know it yet, to see if there is some validity to it.

Related videos:

Market Crash? Meet Kevin + Jeremy Lefebvre Just Said What?

https://youtu.be/fEcZbWaNZSk

Jeremy: These Stocks Will EXPLODE Soon! My Response

https://youtu.be/yXD1mlnKdFQ

Referenced videos

We are in a Stock Market Crash | You Just don’t know it yet

https://youtu.be/6mDhdEoDlXQ

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to Investor and Fund manager Ross Gerber from Gerber Kawasaki, who says, “you just don’t short Tesla”, and that “it’s hard not to be a bull long-term on Tesla”; while Deepwater Management’s Gene Munster thinks we’re going to see accelerating Tesla growth rates.

Related videos:

Why This Fund Manager Says NEVER SELL Nvidia Stock 

https://youtu.be/sCIDBcdX4eY

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https:/www.patreon.com/TheArtofValue

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.