Trade Tracker: Bill Baruch shares his latest portfolio moves

Bill Baruch, Founder & President Blue Line Capital, joins CNBC’s “Halftime Report” to detail his latest moves in the IJR, IYM, Tesla, McDonald’s and Workday.

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Our team at Blue Line Capital, led by founder Bill Baruch, shares their expertise and unique market perspective.
Bill Baruch has outlined his checklist prior to Nvidia's report, focusing on initial Rubin deliveries, Blackwell efficiencies, margins, and memory costs. He is particularly interested in management's comments on the financing deal and anticipates potential positive surprises from the non-GPU business, AI models, and CPU products.