The Big 3: GOOGL, WULF & CSCO

The podcast dives into the 'Big 3' tech stocks driving the current AI-powered market surge: Alphabet (GOOGL), TerraWolf (WULF), and Cisco (CSCO). Tim Bowen, Chief Technical Trainer at StocksToTrade.com, argues that despite recent gains, we're still in the early innings of the AI revolution, with hardware, data centers, and foundational infrastructure playing pivotal roles. He highlights Alphabet’s strong technicals, including a steep upward channel and RSI above 80, suggesting continued momentum. TerraWolf, a data center play, shows a rising wedge pattern but remains bullish due to sustained volume above key support zones. Cisco, once a dot-com darling, is making a powerful comeback, with its role as 'the plumbing of the internet' now amplified by AI’s infrastructure demands. Bowen warns against overconfidence, noting that long-term holders are re-entering the market, adding fuel to the rally — but cautions that the next pullback could come when AI enthusiasm cools. The episode underscores that the real winners aren’t just AI innovators, but the companies enabling the AI boom through hardware and connectivity. The key insight? The AI boom isn’t just about software — it’s about the physical infrastructure that powers it. Companies like Cisco, TerraWolf, and Alphabet are the unsung enablers, and their technical charts show no signs of exhaustion. Bowen’s thesis: if you’re not in the 'plumbing' of AI, you’re missing the most durable plays.