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
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Companies· 4
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Products· 2
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