
← Daily Stock Picks4 sep · 48 min
📈 Stocks Are Still Bullish—But Why Are CRDO & CIEN Falling After Blowout Earnings? | NVDA, AMD, AI Rotation & My 30% Alpha Picks YTD
<p><strong>Why stocks that have good earnings and good guidance are going down? The market is telling us something - what is it? </strong></p><p><br></p><p><strong>FORMULA - </strong><a href="https://link.seekingalpha.com/2L9M597/4JZKZP/"><strong>Alpha Picks + Seeking Alpha Premium </strong></a><strong>+ </strong><a href="https://trendspider.com/?_go=gary93"><strong>Trendspider and Sidekick</strong></a><strong> - PERFECT TOGETHER! </strong></p><p><br></p><p><strong>TRENDSPIDER LABOR DAY SALE - </strong><a href="https://trendspider.com/?_go=gary93" target="_blank" rel="noopener noreferer"><strong>get 2 week trial for $7 here </strong></a></p><p><br></p><p><strong>I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with </strong><a href="https://dailystockpick.web.app/"><strong>JUST THIS LINK ONLY </strong></a></p><p><a href="https://dailystockpick.web.app/"><strong>CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE </strong></a></p><p><a href="https://trendspider.com?_go=gary93"></a></p><p><strong>Seeking Alpha's SUMMER SALE </strong></p><p><a href="https://link.seekingalpha.com/2L9M597/4JZKZP/">✅ <strong>*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together </strong></a>- </p><p><a href="https://link.seekingalpha.com/2L9M597/4HKP84/">✅ <strong>ALPHA PICKS - Want to Beat the S&P? Save $50</strong></a> </p><p><a href="https://link.seekingalpha.com/2L9M597/4G6SHH/">✅ <strong>Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL </strong></a> </p><p><a href="https://link.seekingalpha.com/2L9M597/4MQCFX/">✅<strong>SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 </strong></a></p><p><br></p><p><a href="https://link.seekingalpha.com/2L9M597/4MQCFX/">✅ </a><a href="https://link.seekingalpha.com/2L9M597/4Z3MTK/"><strong>NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50</strong></a></p><p><br></p><p><strong>EPISODE SUMMARY</strong></p><p>🚀 <strong>My portfolio is at all-time highs:</strong> Up 15% YTD overall, with Alpha Picks up 30% YTD</p><p>🐂 <strong>No doom-and-gloom call:</strong> Why I believe the long-term bull market remains intact</p><p>⚠️ <strong>The earnings paradox:</strong> CRDO and CIEN beat estimates, raised guidance—and still sold off</p><p>🤖 <strong>AI trade rotation:</strong> Is Wall Street moving from chips, memory, power, and data-center construction to AI monetization and real-world use cases?</p><p>💻 <strong>NVDA vs. AMD:</strong> Why Nvidia remains a core dip-buy candidate—and why AMD may have more upside</p><p>🔎 <strong>Stocks on the radar:</strong> LNVGY, BB, APP, EAT, OKTA, HOOD, IBIT, MSTR, and more</p><p>📊 <strong>Fundamentals + technicals:</strong> Using Seeki