Bill Baruch’s Final Trade: Amgen’s Six Growth Drivers Are Blowing It Out
Bill Baruch says AppLovin’s pullback looks like an opportunity. He owns the name and pointed out that the quarter three forecast came in largely in line, with the big AI tailwind still fully intact. What moved the stock, in his read, was the absence of another blowout guide rather than anything breaking in the story, […]
Bill Baruch on SpaceX: Buying the Unlock and Looking Past Starlink
Bill Baruch says he has been buying SpaceX personally over the past week, and his approach is to put it away and let the story develop over the next six months. While most of the market leans on Starlink and the data centers in space narrative, Bill thinks the compute side is where the real […]
Bill Baruch’s Three Pillars: Why He Sees the S&P at 8,000
Bill Baruch laid out the three factors he flagged to clients two weeks ago, back when the SMH was roughly 25 percent off its highs and he thought the selloff was overdone. First, the Fed is misunderstood. He believes hawkish expectations are offsides, pointing to Powell’s comment that oil price shocks are not something monetary […]