What podcasts say about Ken Shreve
Every statement, with the speaker, the exact quote and the moment it was said.
What Ken Shreve has said on podcasts
147 statements · 94 positive · 41 negative · 3 mixed · 9 neutral
The Nasdaq experienced an unequivocal distribution day
“this was unequivocal distribution”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 8:03
- on Taiwan Semiconductor Manufacturing Company Limited (TSMC)PositiveOct 14, 2026· Stock Market Today With IBD
TSMC's growth story remains intact
“the growth story is still very much intact for TSMC”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 10:48
XLV is an actionable ETF for healthcare strength
“this is, you know, this is an actionable ETF here”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 16:25
Traders should avoid chasing the consumer staples ETF after its rise
“I don't know that I would be chasing this one”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 17:38
XLV appears preferable for playing healthcare strength
“XLV probably looks like the better play here”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 18:15
A violent Dell break below $500 would signal selling
“if it violently breaks below that 500 level it would be a sell signal”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 20:01
Dell breaking its 10-week moving average is a classic sell signal
“a break on the weekly chart, a break of that 10-week moving average is just a classic sell signal”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 20:31
Leading stocks breaking down can signal a longer-term market pullback
“when the real true leaders start to break down, this can often be a sign of a kind of a longer-term market pullback”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 22:23
Gilead is currently actionable for investors
“I think it's a stock that is actionable right here”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 23:13
Gilead operates across oncology and immunology in addition to HIV and hepatitis C
“they're also in oncology, some forms of cancer, and also immunology”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 24:07
Gilead is expected to return to profitability in 2027
“going to ramp back up to profitability in 2027”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 24:37
Healthcare and biotech could perform well in 2027
“2027 could be a nice year for healthcare and biotech”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 25:03
Gilead may outperform in 2027
“we'll see if Gilead can be a nice outperformer in 2027”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 25:26
Tenant Healthcare's hospital-operator group is top-ranked
“THC and the hospital group, that's another top-ranked group in the market”
Open the episode · Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In FocusListen at 29:04
The NASDAQ is currently showing strong technical conditions.
“the NASDAQ is looking, you know, pretty strong here”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 2:25
Oil prices may remain elevated for some time because of geopolitical risk.
“oil prices could stay high for a little bit, a while here”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 4:43
The market is showing strength and optimism about third-quarter earnings.
“the market is still showing a lot of strength and clearly optimism about third quarter earnings season”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 5:23
The semiconductor sector remains technically challenged.
“the semiconductor sector as i've been saying in in recent weeks that is still I think challenged”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 7:47
AMD is one of the top performers in the semiconductor space.
“AMD, we look at as definitely one of the top performers in this space”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 10:37
AMD is well positioned under Lisa Su.
“this company under Lisa Su is very well positioned”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 11:58
AMD has become a major, rapidly growing CPU and AI-chip player.
“AMD just kept innovating, and they're right there, right with AMD in terms of their CPUs and all of a sudden a major player in major growth mode”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 12:15
The AI-chip market can support more than one major player.
“definitely room for more than one player in this field of AI chips”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 12:31
Cheesecake Factory is one of the leaders in the restaurant group.
“we definitely look at Cheesecake Factory as one of the leaders in the group”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 14:24
Cheesecake Factory’s breakout has a chance of succeeding.
“I think it has a chance of working here”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 15:48
Urban Outfitters may fail to advance after its breakout attempt.
“we're not really convinced that it is going to be able to move from here”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 18:11
Urban Outfitters is probably a secondary rather than leading retail stock.
“we decided that probably not. It's probably like, you know, maybe the B or C stock at this point.”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 19:06
The upcoming earnings season will likely be strong.
“I think earnings season is going to be pretty darn good”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 20:47
Third-quarter earnings season is expected to be good.
“I think we have a good third quarter earnings season to look forward to”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 21:02
ASML’s report will significantly affect the technology sector.
“ASML will be a big one in the tech sector”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 21:59
Overall earnings season should be favorable.
“It should be overall a good earnings season”
Open the episode · Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In FocusListen at 22:12
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.