Shadowing Practice: A critical week for stocks: Your next move - Learn English Speaking with Video
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I'll show you what we're doing on this Monday with the majors.
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We are in the red.
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A number of headlines today as we said Apple hitting a new all time high.
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happened MID -MORNING?
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Oil moving higher on those Iran tensions.
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SK Hynix is down sharply.
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The Korean market was down as well.
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Chair Warsh is on the Hill tomorrow.
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Earnings are kicking off.
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We got a big week and we really headline it though with this Apple move.
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uh.. you know it's this new intraday high the first since june it shows you
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the move that this thing has been on.
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It's a little below that level now.
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It got up to about 320, I think, was the number.
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323. 323.
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Remember, Josh, last week, said it's going to 400.
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You own the name.
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You've been it's probably
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It's probably been at the top of your list for something
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that you've been focused on more than anything else and buying more recently than anything else, too, consistently.
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Yeah, it's a tactical trade, and I've been buying the breakouts when I see them.
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Last doing so on Thursday, somewhere around $310.
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I'm going to sit back here and not buy further.
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I see the near -term momentum as a little bit stretched.
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That doesn't defeat where I think the long -term target is, where Apple continues to be one of the leaders as it relates to the Max 7.
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NVIDIA IS BENEFITING FROM A LITTLE INTERNAL ROTATION, MAYBE AWAY FROM MEMORY AND SEMICONDUCTORS.
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I THINK THAT'S WHAT'S UNFOLDING RIGHT NOW.
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uh.. and i think collectively the market continues to exhibit this game of rotation.
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AMONG SECTORS AND SUBINDUSTRIES TO THE BENEFIT OF THE OVERALL INDEX ITSELF but as it relates to Apple, steady as she goes moving forward,
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sit back, let it take a breath here because we've had very strong momentum.
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And then after earnings, I'd be interested in buying more.
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Surratt, optimism continues to bloom.
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IN THIS NAME, TARGET 365 AT CITY.
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I told you that Josh Brown $400 of last week.
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They sue OpenAI.
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That news comes out Friday after the close.
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What do you make of the run that this name has had?
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You could pull the chart back, guys.
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Look at it over...
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Yeah, there it is.
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Look at that.
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Like, you know, year to date,
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it just had a great move after So many wanted to criticize this company for being behind the curve on AI, which of course they were.
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There's no...
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SAYING THAT THEY WERE NOT.
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THEIR OWNERS, THEIR OWNERS, THE and it's going to lead to a really robust
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upgrade cycle along with some of the new products they have coming out, whether it's a foldable phone or otherwise, you're underpinned by a robust buyback,
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even in a period of CEO transition.
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This stock has looked beyond that, and it has looked through any...
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bit of uncertainty in ways that other companies might not have exhibited IN THE STOCK MARKET.
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YOU TELL ME THAT SOMEONE LIKE TIM COOK IS GOING TO BE LEAVING, in his role as CEO and then the stock is going to hit new all -time highs a few months later?
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I think some people would have said, well, I'm not sure.
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Yeah.
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And add to that that they've basically said we're raising prices, right?
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I mean, companies that were raising prices, demand is going to be strong.
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And I think, Scott, one of the things that WHEN YOU LOOK AT THE FAB 7 OR
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They're all spending money to grow and going to have negative cash flow.
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Well, Apple's still got positive cash flow.
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We'll have support for the stock.
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And the demand for their products is still increasing.
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So it's like a safe...
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YOU KNOW, SHIP IN A STORM WHERE YOU CAN -- A SPENDING STORM.
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YEAH, A SPENDING STORM WHERE THEY CAN ACTUALLY SAY, OUR SHARES ARE TOO UNDERVALUED, WE 'LL BUY THEM BACK OR WE 'LL ACTUALLY DO SOMETHING TO GROW.
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AND I THINK INVESTORS ARE
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And also looking for all the THE LACK OF VOLATILITY WHEN YOU CAN BUY AN APPLE THAT'S PROVEN THAT THEY CAN INNOVATE.
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AND I THINK AS A .I.
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COMES TO THEM, AS A .I.
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This is a stock that investors want to hold on to as opposed to kind of taking profits from the others.
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Okay, so how do we view the mega caps today?
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This nice move they've had, money coming out of semis, it's found a place in a lot of the mega caps.
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Right?
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Meta had this massive move.
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LAST WEEK, IT'S DOWN A LITTLE BIT TODAY.
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PUT NVIDIA IN A SEPARATE CATEGORY.
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It's not thought of as the hyperscaler, the hyperscalers are spending on NVIDIA.
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Amazon's green, Microsoft is green, What do you think?
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I'm going to bring together two thoughts that we had last week, Scott.
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One is a lot of these mega cap tech stocks are frankly trading at value territory.
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I could look at Meta.
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I could look at Microsoft as two examples of that.
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And I think this is a time that you have to stay true to your knitting.
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That's the second thought.
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These rotations, and Joe, you've been all over them for weeks and weeks.
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These rotations have been coming fast and furious from semis to software, from large cap to small cap, from the market cap weighted ETFs to the equally weighted ETFs.
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pick your style of investing and stick with it.
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And I do think this is a time when many styles can work.
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So somebody who's more, I'm going to say price aware as opposed to price sensitive, like myself, I can find plenty of bargains out there.
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And the thing that I have to do, though, is I have to hold them through whatever the volatility is
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that on a day -to -day basis comes up in terms of the rotation.
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So if, just as an example, I've bought Micron over the past three weeks, and today I'm not looking right at the second, but it was down about 5 % earlier this morning.
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I'm not thinking of getting out of that.
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I'm not paying too much attention to today's downturn.
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We've got Taiwan Semi coming up in terms of earnings at the end of the week.
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That'll be the first look at near -term earnings for the semi -space.
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And I think Micron's going to do fine over the intermediate to long -term.
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My style of investing is not to get too wrapped up in day -to -day rotations.
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No, you put your face right in the middle of the volatility on that one.
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You know what I'm saying?
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Kind of.
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You ever know me to shy away?
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No. Yeah.
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No. It's what endears me to you, I think.
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But really, um, rather than just sort of taking a back seat and saying, you know, this is, this thing's gotten a little too volatile,
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the willingness if not ability to sort of double down on your position
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which I think you basically did I did Even in the face of that, volatility is noteworthy.
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Well, and also fundamental investors.
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So one of the things I've said to you, Scott, I've said to our viewers is I think it's important
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that pretty soon there's going to be an anniversary of the CHIPS Act after
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which Micron can start to return capital to shareholders.
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I like that.
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That's something that I look for in companies that I own.
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So that sort of fundamental bait, if you will, has me nibbling at it, although now it's about a 3 % position, so it's more than a nibble.
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I do think that, look, if you're a momentum investor, Joe, you're fabulous at it, fine.
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There are opportunities here, and what you've done with Apple has been nothing short of genius.
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I'm patronizing, but go ahead.
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What?
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I said don't patronize it.
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Just go ahead.
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Joe and I are friends.
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I'm not patronizing it.
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I'll tell him I think he's wrong.
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Go ahead.
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No, but I'm going to go back to what I said.
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Stick to your style of investing.
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If you're a fundamental investor, if you're price aware, maybe a GARP investor, a value investor, there's plenty of opportunities out there.
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I'm looking at, Stephanie, your meta.
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I MEAN, HOW COULD I NOT BE LOOKING AT YOUR META?
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YOU SHOULD BE LOOKING AT HER FOR THE NVIDIA.
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which is the newest by which was the the move that was noteworthy right last week. for us.
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Yeah, because I've never owned it before.
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So and I just think the valuation has gotten so attractive at 18 times forward estimates.
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And the company is going to grow revenues something like 80 percent and mid 70s gross margins.
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Free cash flow is going to double.
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So I'm looking for opportunities where I either I have positions
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and I have more conviction because the valuations have come down to your point, Jimmy.
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I added to Amazon, too.
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The one I'm not adding to is Meta because It's very cheap,
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but they have to show better monetization for that stock to really take off.
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And I think they eventually will, Scott, but that's a timing kind of thing.
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I think there's more upside in Amazon.
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I think there is more upside in NVIDIA.
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And I have a lot of other technology stocks that I like, too.
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What was the NVIDIA stat that the valuation was like the cheapest?
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It's been seven years.
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It was like seven years or something like that, right?
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Yeah.
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I mean, and this is a company that has 97 % of the GPU market.
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Okay, fine, they're getting more competition, but that's not going to go to below 90.
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SO I THINK THERE'S A LOT OF WAYS YOU CAN WIN WITH THIS ONE.
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I JUST THINK IT'S REALLY OUT OF FAVOR RIGHT NOW.
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THAT IS VERY INTERESTING TO ME.
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I KNOW THE CHART LOOKS HORRIBLE.
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But it's really interesting to me that it's kind of found its footing around these levels.
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Bu dersin kelimeleri ve konuşma notları
Bu B2 seviyesindeki konuşma dersi “A critical week for stocks: Your next move” videosuna dayanıyor. Bu videoda gölgeleme çalışması için 152 cümle ve 1665 kelime var. Konuşma bölümü 8:28 sürüyor. Konuşmacı hızlı konuşuyor, dakikada yaklaşık 197 kelime; bu yüzden birbirine bağlanan ve zayıflayan sesler duyacaksınız. Kelimelerin %83’i İngilizcede en sık kullanılan 3.000 kelime arasında; geri kalanına başlamadan önce bakmakta fayda var.
Bu videodaki önemli kelimeler
Videodaki en ileri düzey 15 kelime, telaffuzu ve anlamıyla:
| Kelime | Telaffuz | Anlam |
|---|---|---|
| investor isim | /ɪnˈvɛs.tə(ɹ)/ | yatırımcı, sermayedar |
| rotation isim | /ɹoʊˈteɪʃən/ | devir, deveran |
| patronize fiil | /ˈpætɹəˌnaɪz/ | yukarıdan konuşmak, küçümsemek |
| momentum isim | /ˌmə(ʊ)ˈmɛntəm/ | itki, momentum |
| upside isim | /ˈʌpˌsaɪd/ | üst taraf |
| headline isim | /ˈhɛd.laɪn/ | başlık, manşet |
| exhibit fiil | /ɪɡˈzɪbɪt/ | göstermek, sergilemek |
| semiconductor isim | /ˌsɛmikənˈdʌktə/ | yarı iletken |
| shareholder isim | /ˈʃɛəˌhəʊl.də(ɹ)/ | aksiyoner, hissedar |
| criticize fiil | /ˈkɹɪtɪsaɪz/ | eleştirmek, tenkit etmek |
| optimism isim | /ˈɑptɪmɪzəm/ | optimizm, iyimserlik |
| knit fiil | /nɪt/ | örmek |
| volatile sıfat | /ˈvɑ.lə.təl/ | uçucu |
| viewer isim | /ˈvju.ɚ/ | izleyici, seyirci |
| willingness isim | /ˈwɪlɪŋnəs/ | gönüllülük |
Duyacağınız deyimsel fiiller
| Kelime | Telaffuz | Anlam |
|---|---|---|
| come out fiil | /ˌkʌm ˈaʊt/ | çıkmak |
Tekrar etmeye değer cümleler
Videodan, günlük konuşmada yeniden kullanabileceğiniz kısa ve tam cümleler:
- What do you make of the run that this name has had?
- We'll have support for the stock.
- Amazon's green, Microsoft is green, What do you think?
- You know what I'm saying?
- You ever know me to shy away?
Bu videodaki dil bilgisi
Konuşmacının en çok kullandığı yapılar, videodaki sözcüklerin aynısıyla:
| Yapı | Videoda |
|---|---|
| Present perfect continuous have/has been + -ing — önceden başlayıp hâlâ süren bir eylem | I've been buying · have been coming |
| Present perfect have/has + fiilin üçüncü hâli — geçmişte olan ama şimdi de önemli olan bir eylem | has been · You've been · It's probably been |
Dikkat edilecek telaffuzlar
Konuşmacı I'm, I've, you're gibi kısaltılmış biçimleri 43 kez kullanıyor. Bunları duyduğunuz gibi kısa söyleyin.
- “sh” ve “zh” sesleri: rotation /ɹoʊˈteɪʃən/, valuation /ˌvæ.ljuːˈeɪ.ʃən/, monetization /ˌmɒnətaɪˈzeɪʃən/, shareholder /ˈʃɛəˌhəʊl.də(ɹ)/, sharply /ˈʃɑɹpli/
- Uzun kelimeler — vurguyu doğru yere koyun: volatility /ˌvɑ.ləˈtɪl.ə.ti/, valuation /ˌvæ.ljuːˈeɪ.ʃən/, momentum /ˌmə(ʊ)ˈmɛntəm/, monetization /ˌmɒnətaɪˈzeɪʃən/, undervalue /ˌʌndə(ɹ)ˈvælju/
Bu videoyla nasıl çalışılır
- Videonun tamamını konuşmadan bir kez dinleyin ve bilmediğiniz kelimeleri not edin.
- 0,75× hızla başlayın, cümle cümle tekrar edin ve kolaylaşınca normal hıza dönün.
- Kendinizi kaydedin ve orijinaliyle karşılaştırın; investor, rotation, patronize gibi kelimelere özellikle dikkat edin.
Gölgeleme Tekniği Nedir?
Gölgeleme, başlangıçta profesyonel tercüman eğitimi için geliştirilen ve çok dilli Dr. Alexander Arguelles tarafından popüler hale getirilen, bilim destekli bir dil öğrenme tekniğidir. Yöntem basit ama güçlüdür: ana dili İngilizce olan bir sesi dinler ve hemen yüksek sesle tekrar edersiniz — konuşmacıyı 1-2 saniye gecikmeyle takip eden bir gölge gibi. Pasif dinleme veya dilbilgisi alıştırmalarının aksine, gölgeleme beyninizi ve ağız kaslarınızı gerçek konuşma kalıplarını eşzamanlı olarak işlemeye ve yeniden üretmeye zorlar. Araştırmalar, telaffuz doğruluğu, tonlama, ritim, bağlı konuşma, dinleme anlama ve konuşma akıcılığını önemli ölçüde geliştirdiğini göstermektedir — bu da onu IELTS Konuşma hazırlığı ve gerçek dünya İngilizce iletişimi için en etkili yöntemlerden biri yapar.