Julian Wheeler: Intel oversold, Apple wearables play & MongoDB latest

Описание: Julian Wheeler, Partner at Shard Capital, returns to Expert View with his latest stock picks after missing the wild ride in precious metals while on the slopes.

From tech stocks oversold in the recent AI selloff to long-term plays on payments infrastructure and Apple's wearables strategy, Julian breaks down four actionable investment ideas across different time horizons.

Plus: The MongoDB update everyone's been asking for since it started its avalanche the day Julian first mentioned it.

Timestamps:
00:00 - Introduction: Julian Wheeler returns from the slopes
01:24 - Silver and gold: Were they becoming meme stocks?
03:00 - Short-term pick #1: Intel - Tech whacked down too much
06:11 - The MongoDB update everyone's been asking for
10:09 - Long-term investing timeframe defined (1 year+)
11:16 - Long-term pick #1: Apple - The wearables safety play
14:46 - Apple's silent speech technology & wearables innovation
16:09 - Palm payment in Asia: The future of transactions
18:27 - Long-term pick #2: Visa - Payments infrastructure play
21:49 - Buy Now Pay Later (BNPL) impact on Visa

SHORT-TERM PICKS:
Intel (INTC)
→ "Tech crashed too hard, whacked down too much"
→ Recovery play on oversold tech
→ 24% fall in early January, recovered half
→ Playing the bounce in beaten-down semiconductors
MongoDB Update
→ "If I got a pound every time I got asked for MongoDB update, I'd be rich"
→ The day Julian mentioned it started the avalanche
→ Most-requested follow-up in series
→ Current positioning and outlook

LONG-TERM PICKS:
Apple (AAPL)
→ Wearables as safety play
→ Silent speech technology acquisition (Israeli company)
→ Facial muscle monitoring + voice analysis for nuanced communication
→ Apple Watch and AirPods integration potential
→ Late to AI game but wearables moat remains strong
→ Hardware ecosystem advantage
Wearables Innovation:
→ Apple acquired silent speech company from Israel
→ Monitors facial muscles + listens to speech for nuances
→ Next-generation wearable interface technology
→ Competitive moat in health/wellness wearables
Palm Payment Technology:
→ Already deployed in parts of Asia
→ Pay without cards, phones, or searching for security codes
→ Convenient for situations like skiing
→ Future of frictionless payments
Visa (V)
→ Payments infrastructure play
→ Founded 1950s by Bank of America (younger than most think)
→ Chart shows sideways consolidation - "ship lost wind in sails"
→ Good for options traders due to range
→ Buy Now Pay Later (BNPL) impact discussion
→ Long-term payments network dominance

#Intel #MongoDB #Apple #Visa #TechStocks #StockPicks #ExpertView #JulianWheeler #SharkCapital #Wearables #PaymentStocks #IGMarkets

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