Charlie Moon joined Schwab Network’s Big 3 segment to break down three trades spanning both sides of the AI trade. One name lying in wait, one getting punished despite strong numbers, and one software play that could quietly be setting up for a big move.
Charlie covers:
- Why Apple is the one Mag 7 name he’s actually bullish on heading into earnings
- The CapEx punishment trade he’s putting on Intel after its earnings reaction
- A software name he’s not in love with but says the chart is too compelling to ignore
- The key price level on Salesforce that could open up a “beautiful profit pocket”
- His big picture read on why the Nasdaq is nearly impossible to trust right now



