Rotate Out of Nvidia? Move Into These 5 Stocks Now

Every time I sell anything it goes up. Still learning the ropes but it seems clear to me - don't sell a damn thing!

I would buy penny stocks from her. I trust her cause she is pretty.

Great episode. I love TheStreet.

He going off 2 years of data lol

I'm a long term investor and live in CA. Why leap from stock to stock, sector to sector, company to company. Ive grow a 40,000 investment in NVDA to 170,000. If it grows to 340,000. I will leave 40,000 in position hoping NVDA behaves the way INTC did in the 1980s. But I take the proceeds , pay the gains tax, take what remains 220 to 240 thousand and put 40 % to 50% on a duplex in a commuter city in San Joaquin Valley. Collect the rent, save the positive cash flow and depreciate the building as a write off. Stocks are inherently volatile so diversify in various asset classes. Yes I own energy stocks and I own Pfizer and Verizon. But keep some cash and when a stock multiplies 7 or 8 or 12 fold, just take most of the gain and walk away. The hardest lessons I learned by making mistakes. How to be patient, then how to accept success, sell most of my gain position, then reinvest in assets that are more conservative.

Do not rotate into healthcare until next 3 years. Semiconductors will still rise. These firms say one thing and then do another.

Is this guy serious?

thank you

In the next 6 months chip stocks will outperform all the stocks he has recommended.

I wouldn't rotate out of chips and AI buildout, but I will use my dry powder to get into energy, physical AI, Gold, real estate

Groupon

All these data centers using all this electricity all this water heating up the environment what happened to all these people on the climate change bandwagon🤷‍♀️

This is the head of research?

Is this guy for real?

Semiconductors and memory stocks has shined for tech while energy, small caps and emerging markets have dominated the market in 2026 so far.

Josh Brown on cnbc says NVDA going to 300

If you are an AMD shareholder… you NEED to hear this.

This is not a “stay calm” message.
This is a reality check.

The AI chip war is NOT slowing down — it’s accelerating. And AMD is sitting directly in the middle of one of the biggest computing expansions in history.

But here’s the real question every shareholder should be asking:

Are you holding AMD because of what it DID… or because of what it’s about to become?

Because in markets like this, past performance is just noise. The ONLY thing that matters is future demand, future market share, and future execution.

AMD doesn’t need perfection.
It needs momentum.

And momentum is exactly what creates explosive upside in growth cycles.

Now I want to hear from you:
Are you BUYING more AMD… HOLDING… or waiting for a pullback?

Damn, she asks great questions !

Fact: All stocks that had a run-up were good stocks to have gotten into 😅

The sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can't predict an iota of what is going to unfold in the markets. just look at Tesla, everyone was calling $400 last week and now suddenly the same voices are bearish as hell. content creators are like amplifiers, when times are good they affirm it and try to tell you why it's good and that it's looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why. it's so sad that many are so powerless. and with the SpaceX IPO rumours heating up, you can see the same pattern playing out all over again. honestly it's not about guessing the market's next move; it's about playing it smart and steady during trading. managed to grow a nest egg of around 2b tc to a decent 19Btc in the space of a few months. Thanks once again, Alison Bruce, for your consistent updates and continued support

The market has always been at “all time highs!”

Good job Dan

There is nothing wrong with Microsoft at this price

Doing the opposite. Im buying Nvda & Micron! 🔥🚀😎

i never know what is the worst. listening to a guy like this or the scammers turning up in the comments which you tube seem to like as they never get banned.

looks like this comments page has some really clued up guys on it. myself i have 28 years since i bought my first share . so when a guy like this turns up he gets laughed at.

and you can only make alot of money on big winners by letting the profits till near to the top of the bull cycle. selling and buying boring stocks and losers and you lose the let the profits run. and you also end up bored to death.

Don't look at the chart? That's gonna be a little difficult for me. Seems like he's just going with whatever his company is pushing.

you can just keep watching AMD, INTC, MU,WULF ARM ETC going to new highs while this dude gives out some boring stocks. missing the action or what.

His 5 picks are good and all will make money, especially Tempus. But MU and NVDA are still going WAY higher. You don't sell because they grew a lot and now they equal a greater percentage of your portfolio. You sell when they reach a certain technical level and then fall below it. So many managers can't outperform the simple index, and this is why. Never sell something that is above the 8 ema and that is also above the 21-day ema, for this means they are in an UP-trend. MU could easily go to 2000-2500 +, and NVDA could be a 10-15 trillion-dollar company someday.

Buy on MU, DRAM and HBMX!

The rotation out of hardware AI into SaaS is around the corner.

I saved this video just so I can come back in 12 months to mock this guy’s advice. Micron trading today at $1,082 per share will blow all of his picks away!

Clown

What is this guy shilling? Am sure he's pumping this stocks....Move out of Nvidia? Dumb. Nvidia PE trailing is like 30. Forward PE is even cheaper.. move out if Nvidia?

This guy is a joke, rotating out of micron and nvidia to buy that bs. They let anyone be head of research these days.

Holding onto MU : not selling that one yet!!!

NVDA EPS will triple in two years going from Blackwell to Rubin. Happy for everyone to sell me their NVDA shares

Hold your breath for a rate cut...

Institutional propaganda to scare retail investors out to drive down the stock prices so institutional investors can swoop in and buy the shares at a discount.

Finally, an interviewer that asks really good questions and followups. Never left wanting!!