Introduces the segment and asks Tim Bohen for his market thoughts and location.
Marley Kayden
Tim Bohen
Bullish on energy sector due to 'drill baby drill' policy and geopolitical events like Venezuela. Bullish on military/aerospace tech. Bullish on space sector due to SpaceX IPO and second space race.
Asks Tim to walk through his first pick, Intel.
Marley Kayden
Tim Bohen
Loves Intel due to onshoring theme and US government stake. Believes the story will continue to play out.
Technical analysis of Intel: strong uptrend, potential support at 44, 42, and 36. Momentum slowing but not collapsing. Volume shows conviction at elevated levels.
Rick Ducat
Introduces second pick, Rocket Companies, noting its rise and connection to housing policy and rates.
Marley Kayden
Tim Bohen
Bullish on Rocket Companies due to 'unthawing' of housing market and expected rate drops from new Fed chairman.
Technical analysis of Rocket Companies: upside breakout, potential support near 22-23. Momentum strong with slight bearish divergence. Volume pockets at 17, 19, 23.
Rick Ducat
Introduces third pick, Rocket Lab, noting new all-time high.
Marley Kayden
Tim Bohen
Bullish on Rocket Lab as a proxy for SpaceX IPO hype. Follows trading mantra 'if it does no wrong, you stay long'.
Technical analysis of Rocket Lab: strong breakout, bull flag patterns, approaching 100 level. RSI high but making new relative highs. Volume nodes at 88, 65, 48.