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Blue Line Capitals Bill Baruch buys CRM, WDC, and more Semiconductors.

Seizing opportunities and navigating the market with Bill Baruch! Exploring the strategic moves in Salesforce, the AI revolution, and the resurgence of Nvidia, AMD, and Western Digital.  Transcript Transcript: “Bill Baruch of why did you start a new position in Salesforce? And I’m assuming you did it after the earnings release. Is that right? That […]

Why is Crude Oil Strengthening?

Bill Baruch joins Schwab Network to discuss this morning’s market expectations. [TRANSCRIPT] Welcome back to the second half of the future show. We’re less than 60 minutes away from the cash open for stocks on Wall Street. Futures still suggesting a bit of a rebound after yesterday’s selling. We’ve got while the indices green arrows […]

Trade Tracker: Bill Baruch Trims Tech

Bill joined CNBC’s Halftime Report to discuss trimming in tech positions. [TRANSCRIPT] I like the story. I like the relative valuation. Maybe you’re buying a little bit of what another committee member is selling because we do have somebody who’s taking profits in some of the biggest names in this market. Bill Baruch joins us […]

Why Buy ARM Holdings After a 60% Surge? Insights from Bill Baruch.

Bill Baruch discusses buying ARM Holdings after its 60% weekly increase, highlighting the stock’s potential for significant growth due to its strong earnings report, increased guidance, and its dominant position in the smartphone CPU market. [transcript] I mentioned Bill Baruch buying a stock that’s up 60% this week alone. It is ARM Holdings. And he […]

Managing Big Tech, Long-Term

Balancing tech investments amid NVIDIA’s rise and AI’s expansion. [transcript] — you own Micron who just gets passed uh as as we said by arm Nvidia we we suggested AMD synopsis yes how do you view these synopsis is uh is our number four holding um it’s I mean they design electronic design automation for […]

Bullish on Tesla?

Is Now the Right Time to Invest in Tesla Amid Market Pessimism? [transcript] “and then Bill Baruch I’m coming to you first because you bought Tesla. I did, you know, it is a starter position. It’s not like I threw a slug in there, 5% for the position. I don’t care, but it is, need […]

Assessing The Markets Following FOMC Rate Decision

While the Fed’s narrative hasn’t significantly changed over recent meetings, the market’s expectations for rate cuts as early as March may need to be reassessed in light of the economy’s performance at restrictive levels. [auto-transcribed] All right, Bill, I wanted to get your take here on the fallout from the Fed. A little bit more […]

Trading Nat Gas As It Paces For 3rd Down Month

Nat Gas related stocks, and their correlation with the energy sector. [Auto-transcribed] This thing has been incredible. Just how low nat gas prices, natural gas prices have gone. Yeah. I mean, you would think with with what took place with Russia and Ukraine that we would have seen something sustained and it just hasn’t. We […]

Is The Market Ahead Of Itself?

Bill explains how a consolidation would be healthy for the stock market. [Auto-transcribed] What do we think? Yep. Well, I think. I think the market, to Joe’s point, a consolidation here would be really healthy. But we could still grind higher if a rotation happened. Some of the some of the steam that really drove […]

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