Watch the Schwab Network segment
June 3, 2026
2026 media archive · June 3, 2026 · Schwab Network
This recap reflects the discussion at the time of the appearance. The stock ideas and market conditions are historical.
I joined Schwab Network’s The Watch List ahead of Broadcom’s earnings to discuss AVGO, momentum across AI infrastructure stocks, and potential opportunities following a pullback.
The seven stocks in focus
The conversation’s “parabolic seven” included SanDisk (SNDK), Marvell (MRVL), Micron (MU), Intel (INTC), Dell (DELL), AMD, and Broadcom (AVGO). The common thread was the chip and data-center demand surrounding the AI build-out.
Looking beyond the largest chip names
We also discussed interest in space and photonics stocks connected to computing and connectivity. The full segment preserves that early-June perspective and the original context for the Broadcom discussion.
For my written analysis from that period, read my June 5 newsletter on the Nasdaq and semiconductor pullback. It follows the appearance and explains how I evaluated the charts as conditions changed.
Watch the conversation
Watch the full Schwab Network segment with Danielle Shay.
Get the next watchlist in your inbox
My free Five Star Trader newsletter goes beyond the television segment with stock and ETF watchlists, earnings setups, chart analysis, and follow-up commentary. Sign up for Five Star Trader to follow what I’m watching next.
