Robinhood Markets Inc. (HOOD)
– HOOD is a high growth leader in financial services. In their last quarterly earnings report, on July 30, they reported 45% sales growth and 100% EPS growth.
– HOOD is a bullish play on crypto currencies as well, with 28 coins available for trading 24/7.
– From a technical perspective, the stock is in a confirmed long-term uptrend, over 5 rising daily moving averages and it its testing a breakout to new all-time highs today.
Nvidia Corp (NVDA)
– NVDA is the global leader in AI related GPU’s with over an 80% market share.
– This has been our #2 ranked AI and tech stock for most of 2025 (Palantir has been #1 and a stock that I have featured with Nicole since early 2025).
– NVDA is a direct play on AI growth, and it is breaking out to new all-time highs today.
– Anyone who is bullish on AI needs to be bullish on NVDA.
– We view today’s 15% surcharge on AI chip sales to China as a bullish development, as it solidifies the channels for NVDA to sell into this high growth AI market.
– Earnings are due on August 27.
GE Aerospace (GE)
– GE is a global leader in aerospace and defense and it is the largest market cap industrials stock in the U.S markets.
– Global aerospace and defense has been a very bullish theme in 2025 and GE has been both a fundamental and technical leader.
– In their July 17 earnings report, sales grew by 21% and EPS grew by 38% – both are well ahead of the SPX average.
– GE is trading over 5 rising daily moving averages in a confirmed long-term uptrend. The stock is testing a breakout to 2-decade highs.
DISCLOSURES:
We have long stock positions in Robinhood Markets (HOOD) and Nvidia Corp. (NVDA).