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Final Trades: Titan International, Semiconductors, Nike, and Southern Copper

CNBC TelevisionJuly 7, 20251 min1,402 views
6 connections·9 entities in this video

Final Trades Discussion

  • 💡 Carter Braxton worth is making a bearish to bullish reversal on Titan International, a small-cap manufacturer of wheels and tires.

Semiconductor Sector Focus

  • 🚀 Stuart Kaiser is bullish on the semiconductor sector, noting it is underowned and has short in momentum.
  • 🎯 He believes management's commentary suggests the cycle is bottoming, with particular optimism for companies like Analog Devices.

Individual Stock Picks

  • 📈 Tim Seymour is bullish on Nike, expressing a desire to buy the stock.
  • 💰 Randy is manifesting copper to continue to go higher, specifically mentioning Southern Copper.
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Transcript3 segments

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What’s Discussed

Titan InternationalSemiconductorsNikeSouthern CopperBearish to Bullish ReversalCycle BottomingCopper
Smart Objects9 · 6 links
Companies· 4
People· 2
Products· 2
Concept· 1