Curated watchlist · external investor
Jim Roppel
Jun 8Roppel's tracked names, scored by our engine. His list, our read — not his live trades.
| Ticker | Price | Chg% | Quality | RS | Setup | Triggered | Status |
|---|---|---|---|---|---|---|---|
 NVDANVIDIA★ latest video pick | $194.83 | -1.39% | 85 | 57 | No setup | — | Hold |
 MRVLMarvell★ latest video pick | $245.29 | -9.84% | 61 | 95 | No setup | — | Watch |
 LLYLilly(Eli) & Co★ latest video pick | $1213.91 | +1.86% | 92 | 77 | Near pivot | — | Hold |
 CRCLCircle Internet Group Inc★ latest video pick | $64.62 | +4.31% | 11 | 2 | No setup | — | Avoid |
 CIENCIENA Corp★ latest video pick | $422.46 | -8.65% | 86 | 98 | No setup | — | Hold |
 TWLOTwilio Inc★ latest video pick | $209.31 | +0.01% | 65 | 84 | Watch | — | Watch |
 CSCOCisco Systems Inc★ latest video pick | $112.69 | -3.69% | 65 | 80 | Watch | — | Watch |
 ASMLASML Holding NV★ latest video pick | $1769.32 | -4% | 81 | 90 | No setup | — | Hold |
 AMATApplied Materials Inc★ latest video pick | $603.04 | -7.35% | 75 | 95 | Watch | — | Hold |
 CRDOCredo Technology Group Holding Ltd★ latest video pick | $241.91 | -6.63% | 96 | 93 | No setup | — | Hold |
 OSCROscar Health Inc★ latest video pick | $32.18 | +0.88% | 75 | 87 | Base breakout | — | Hold |
 GEVGE Vernova Inc | $1113.11 | -1.87% | 82 | 90 | No setup | — | Hold |
 RDDTReddit Inc | $194.67 | -1.56% | 80 | 55 | Near pivot | — | Hold |
 BEBloom Energy Corp | $270.89 | -6.43% | 80 | 99 | No setup | — | Hold |
 COHRCoherent Corp | $333.36 | -9.57% | 72 | 96 | No setup | — | Hold |
 METAMeta Platforms | $582.9 | -4.9% | 66 | 17 | No setup | — | Watch |
 TEVATeva- Pharmaceutical Industries Ltd ADR | $34.64 | +3.59% | 66 | 88 | ②Pullback | 2026-07-02 · 1d | Watch② |
 BABAAlibaba Group Holding Ltd ADR | $96.14 | -1.89% | 42 | 20 | Near pivot | — | Avoid |
 HOODRobinhood Markets Inc | $112.73 | +3.76% | 41 | 48 | Watch | — | Avoid |
 BROSDutch Bros Inc | $72.16 | -1.57% | 34 | 41 | Watch | — | Avoid |
 AAAlcoa Corp | $48.68 | +2.53% | 33 | 76 | No setup | — | Avoid |
 DASHDoorDash Inc | $192.01 | +1.66% | 27 | 16 | Watch | — | Avoid |
Roppel's latest — key learnings
Investing With IBD · 2026-06-08The market is in the early stages of a massive AI-driven bull run, despite a recent sharp pullback after 9 consecutive weeks of gains. While a more 'normal' bull market with 4-10% corrections is expected for the rest of the year, the underlying technological tsunami of innovation, particularly in AI, is just getting started and will lead to significantly higher highs and massive prosperity. Jim Roppel is bullish long-term, anticipating a Q4 rebound after a period of basing.
- •Risk management
- •Position sizing
- •Lean into history
- •Understand market cycles
- •Sell in chunks
- •Never freeze up (sell something)
- •Acceptance of situation
- •Stick with quality (99 comp quality)
- →Prioritize sound money and risk management, including position sizing and protecting your cost basis with strict stop-losses (3-7% down, you're out).
- →Expect market pullbacks and corrections, even in strong bull markets; use them as opportunities to re-evaluate and buy quality.
- →Focus on high-quality companies with strong fundamentals (sales, earnings, margins) and liquidity, especially when the market gets frothy.
- →Never freeze up when selling; if a stock breaks key support (like the 50-day MA), sell in chunks to manage the position.
- →Be patient and disciplined: avoid buying extended stocks or IPOs without a proper base, as 'no base, no buy.'
- →Understand the long-term historical context of massive technological shifts like AI; compound for the long pull to build significant wealth.
NVDAAIMentioned as part of the AI buildout, though had a 'false breakout' recently.
MRVLEarlier stage electrical technology / AIPounded the table on this one, showing relative strength and leadership; a best-performing stock that never let him down.
LLYWeight loss drugs / Biotech / AI in drug discoveryOwns it, a 'wonder drug' (retatrutide) with broad applications beyond weight loss; company uses AI (Lily Pod) for drug discovery, leading to many new drugs.
CRCLStablecoins / Crypto infrastructureRanted about it previously, imploded, used as an example of needing risk management (below 140 was a no-go zone).
RHHBYBiotech / AI in drug discoveryHas a very big AI project, competitor to Lilly in drug discovery.
CIENNetworking / TelecomCaught in a losing trade after earnings, broke 50-day, used as an example of how to sell in chunks when late.
TWLOSoftwareMentioned as a stock showing pockets of strength during the pullback.
CSCONetworkingMentioned as a stock showing pockets of strength during the pullback.
ASMLSemiconductor equipmentClosed up nicely, showing pockets of strength during the pullback.
AMATEarlier stage electrical technology / SemiconductorsLoved it fundamentally and technically, came raging out after the correction, a strong leader.
CRDOSemiconductorsNot as good as AMAT but technically looks like it's shaping up.
OSCRHealthcareCame out today (implies watching/interest).