The Big 3: BB, CSCO, AMAT
The Schwab Network's 'Big 3' segment spotlighted three high-performing stocks—BlackBerry, Cisco Systems, and Applied Materials—each riding a wave of technical momentum and retail-driven market sentiment. Tim Bowen, chief technical trainer at StocksToTrade.com, argued that BlackBerry’s explosive 2024 rally, fueled by meme-stock nostalgia and strong fundamentals in automotive and AI, presents a compelling trade despite extreme RSI readings. Cisco, after a massive post-earnings gap up, is showing resilience with a solid base near $120, offering a tight risk-reward setup. Applied Materials, often overlooked amid semiconductor giants like NVIDIA and Intel, has surged 85% year-to-date and remains a strategic play for investors seeking exposure to the sector without overcrowded hype. Bowen emphasized that market psychology—where attention shifts rapidly—can be leveraged by identifying overlooked names during pullbacks. The episode underscores a recurring theme: technical patterns, retail enthusiasm, and strategic positioning matter more than brand recognition. While all three stocks are under pressure on a down day, their underlying charts reveal strong support levels, volume nodes, and upward channels that suggest continued upside potential. Bowen’s core message? Don’t chase the household names—look for the 'forgotten' ones during dips, especially when they’re technically sound and riding macro tailwinds in AI, data centers, and semiconductors.
BlackBerry’s 3x rally since 2024 lows reflects retail-driven momentum and strong underlying tech in AI and automotive, not just nostalgia.
Cisco’s post-earnings gap up created a solid base near $120, offering a tight risk-reward trade with strong technical support.
Applied Materials, despite being overlooked, has surged 85% YTD and remains a strategic semiconductor play with strong technicals.
Use RSI extremes (above 70) as a warning, not a sell signal—especially when volume and channel structure remain intact.
The market’s attention shifts rapidly—capitalize on 'forgotten' names during pullbacks when hype is low.
…and 3 more takeaways available in PodZeus
Introducing the Big 3: BlackBerry, Cisco, Applied Materials
“We are since COVID, we are in a very retail driven market pushing these stocks around and really making the decisions, okay?”
BlackBerry: From Meme Stock to Tech Turnaround
“I really kind of equate this a little bit with that Intel idea from last fall, you know. Last fall, Intel, I wouldn't call it a laughing stock, but people are like, oh, Intel passed its prime.”
Cisco Systems: Post-Earnings Base and Risk-Reward Setup
Cisco’s post-earnings gap up created a strong technical base near $120, with Tim Bowen recommending a tight risk-reward trade for next week.
Applied Materials: The Forgotten Semiconductor Giant
“I was like hey, I think this is a name that people are forgetting about based off of just focusing on the household names.”
Market Psychology and Strategic Entry Points
The episode concludes with a focus on how shifting market attention creates opportunities—using dips in overlooked names like AMAT to gain exposure.
“You know, the reason I shared AMAT back in February was I was like hey, I think this is a name that people are forgetting about based off of just focusing on the household names.”
“And, you know, I really kind of equate this a little bit with that Intel idea from last fall, you know. Last fall, Intel, I wouldn't call it a laughing stock, but people are like, oh, Intel passed its prime.”
“And the simple reality is we are since COVID, we are in a very retail driven market. pushing these stocks around and really making the decisions, okay?”
Host
Guest
BlackBerry
organization
Applied Materials
organization
Cisco Systems
organization
Tim Bowen
person
Rick Ducat
person
Intel
organization
StocksToTrade.com
organization
NVIDIA
organization
AMD
organization
Kennedy Space Center
place
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