Micron or Nvidia? Rebecca Walser Goes Rapid-Fire In "This or That"
1 extracted signal · 0 resolved · 1 still active
TheStreetIndependent analyst profile- Source published
- 24 Sept 2026, 19:06 UTC
- Recorded by Tahlil Plus
- 24 Sept 2026, 19:56 UTC

AI-generated source summary
The fourth quarter is expected to be positive. With the 10-year yield above 5%, the preference is for stocks over treasuries. AI leaders like Nvidia (NVDA) are considered attractive despite being near all-time highs, with a target of 230 and a failure bound at 180. Micron (MU) is also seen as attractive with a target of 80 and a failure bound at 60. Oracle (ORCL), despite a year-to-date drop of 25%, is viewed as an opportunity with a target of 130 and a failure bound at 90, although the analyst expresses a preference for other sectors. Bitcoin (BTCUSDT) at 85,000 is seen as an opportunity with a target of 90,000 and a failure bound at 80,000. Gold (XAUUSD) is considered a bargain trading more than 20% off its highs, with a target of 2000 and a failure bound at 1800. The overarching theme is to buy the leaders and capitalize on attractive opportunities, while acknowledging political risk as a factor the market may be underestimating.
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Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.
