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Final Trade: AXP, GOOGL, BABA, OIH

CNBC Television • 1:15 minutes • Published 2025-07-18 • YouTube

🤖 AI-Generated Summary:

Final Trade Roundup: Top Stock Picks from Market Experts

The trading week wrapped up with some compelling insights from market professionals sharing their top picks and strategies. Here's a breakdown of the standout recommendations that caught our attention.

Alibaba (BABA): Riding the Upward Momentum

Mike's Strategic Play: The session kicked off with a bullish outlook on Alibaba, with Mike recommending investors continue playing BABA to the upside using call spread risk reversals. This sophisticated options strategy suggests confidence in the stock's potential for continued gains while managing downside risk.

Key Takeaway: Despite ongoing concerns about Chinese markets, seasoned traders are seeing opportunity in Alibaba's current positioning.

Google: Cloud Computing Tailwinds

Tim's Technology Focus: Google emerged as a strong pick for the upcoming week, with the analysis highlighting several compelling factors:

  • Cloud sector momentum: Broad tailwinds supporting the entire cloud computing space
  • YouTube performance: Impressive 13% growth providing additional support
  • Setup advantage: Described as an "easy" technical setup for traders

The recommendation reflects growing optimism around Google's diversified revenue streams and its positioning in high-growth sectors.

Energy Sector: SLB and Halliburton Dynamics

Bonawyn's Energy Insight: The energy discussion centered on positive production dynamics, with specific mentions of:

  • Schlumberger (SLB) and Halliburton showing encouraging signs
  • Recognition that energy stocks have "lagged this year"
  • Potential for "trade upside" despite recent underperformance

This suggests that while energy stocks haven't been market leaders recently, there may be catching-up potential based on improving fundamentals.

Market Context and Trading Strategies

The recommendations span multiple sectors and employ different strategic approaches:

  1. Options Strategies: Using sophisticated tools like call spread risk reversals for managed risk exposure
  2. Sector Rotation: Identifying opportunities in both technology and energy
  3. Momentum Plays: Capitalizing on established trends in cloud computing

Looking Ahead

These final trades of the week reflect a cautiously optimistic outlook across diverse market segments. The emphasis on technical setups, sector tailwinds, and strategic options plays suggests experienced traders are finding selective opportunities despite broader market uncertainties.

Disclaimer: These are educational insights based on professional trader commentary and should not be considered personal investment advice. Always conduct your own research and consider your risk tolerance before making investment decisions.


What's your take on these market calls? Are you seeing similar opportunities in these sectors? Share your thoughts on how these recommendations align with your trading strategy.


📝 Transcript (26 entries):

now. >> It's time for the final trade. Let's go around the horn Mike you get to start us off. >> Yeah I think you can still continue to play Baba to the upside. Use call spread risk reversals. >> All right Tim. Courtney first of all thank you for all your help this week. We had a lot of Courtney this week. It was great. Google I think next week again the setup is easy. I think the tailwind for cloud and what's going on broadly in the sector. YouTube up 13% I like it. >> Bonawyn I think you've heard from both SLB and Halliburton around some of the positive dynamics around production. I think although they've lagged this year, you still have some some trade upside. Oh. >> And Courtney, Americ