HKCM: Stock Analyses & Picks

The YouTuber is buying Workday, a cloud-based software platform for HR, because it was recently added to their 'Hype Aktienpaket' and has already seen significant gains. They believe there's potential for the stock to reach $200-$210 quickly due to volume profile, and then $250, with a long-term target of $311 or higher. They plan to add to their position on pullbacks.

“Wir steigen bei Workday ein. In der letzten Woche wurden reinrotiert ins Highpaket Workday Titel Nummer 1.” — ▶ 05:00

HKCM believes the Nasdaq has reached its final target zone between 30,570 and 32,625 points, indicating a market top. They anticipate a significant trend reversal and a subsequent downturn, with potential corrections ranging from 25% to 60% based on Fibonacci retracement levels. They are initiating short positions within this zone.

“Es ist der 3. Juni 2026. Vor wenigen Tagen ist unsere Finalzielzone im Nassda er gereicht worden. Die HKCM stellt sich also hier hin und sagt ganz klar, wir gehen von einem Top in der von uns genannten Zielzone aus.” — ▶ 10:00

The analyst believes Nvidia is forming a major top and expects a significant correction. They plan to re-short the stock after an anticipated relief rally, aiming to capture a further 40% downside before considering a long-term buying zone.

“wir gehen davon aus, Pi mal Daumen ungefähr, wir haben insgesamt noch ca. 40% Abwärtspotenzial bei Nvidia, bevor wir eine weitere langfristige Kaufzone hinterlegen wollen.” — ▶ 10:40

The analyst is currently short AMD, having taken initial profits. They expect a further correction (Wave 4) but anticipate a subsequent long opportunity (Wave 5) with 50-70% upside, indicating this is not a final top for AMD.

“Wir werden also sobald die Schwelle von 447$ erreicht ist, automatisch 50% der Position rausnehmen. Gewinne realisieren, um dann im Anschluss die restliche Position weiterlaufen zu lassen.” — ▶ 14:00

Following the current short-term correction (Wave 4), the analyst plans to establish a long position in AMD. They expect a final upward movement (Wave 5) with 50-70% upside potential, as they do not believe this is the ultimate top for the stock.

“Wir wollen mittelfristig eine weitere Long Zone hinterlegen, sobald die vier abgeschlossen ist, um dann noch mal die letzten Käufe zu tätigen, um hier hochzukommen.” — ▶ 14:50

The YouTuber is bullish on ST Lauder, citing a technical setup where the stock entered a long-term buying zone and has since risen significantly. He also humorously suggests a potential positive influence from the new Fed Chairman, Jack Warsh, being married to Jane Lauder, an heir to the company, implying 'shameless corruption' in US politics.

“Wir sind hier weiterhin bullish eingestellt, sehr bullish sogar auf Sicht der nächsten Jahre und halten hier unsere Position.” — ▶ 04:00

The analyst was stopped out of their JD.com position at break-even after a failed breakout attempt. They are now on the sidelines, waiting for either a further upward movement to re-enter or a marginal new low (potentially around $19-$20) to establish a longer-term buying zone, as technical indicators suggest a high probability of retesting lower levels.

“Wir haben hier mit der ersten Position Gewinn mitgenommen, mit der zweiten Nullf ausgestoppt und stehen jetzt an der Seitenlinie.” — ▶ Watch clip

The YouTuber is holding Molina Healthcare, which they entered on February 23rd, as it has already seen significant gains. They are waiting for the stock to sustainably break above the $203-$206 resistance zone, which would confirm the continuation of the bullish trend initiated by their Elliott Wave analysis. They anticipate further upside towards $280-$300.

“Was wir jetzt sehen wollen ist als allererstes mal einen Anstieg über die 2011. Das ist das Zwischenhoch. Hier sieht man auch, das sind recht starke Widerstände. Genau gerade hier im Bereich um die 200$ bis 206.” — ▶ 5:00

The YouTuber is holding Rigetti Computing, which has already seen over 100% gains since their entry. They anticipate further upside towards $160-$190, potentially even 200%, before a potential sell-off or hedging strategy is considered. They caught the trend reversal precisely.

“Rigetti, das ist der Titel, bei dem wir jetzt aktuell gerade mit 101% im Gewinn sind. Zielzone, Oberkante, genau abgegriffen, ne?” — ▶ 06:40

The analyst is waiting for a specific technical setup to initiate a new long position in Alibaba. They anticipate either a short-term rally followed by a drop into their final target zone, or the market is already in the process of reaching this zone. A buy order will be placed when the price hits the upper boundary of this calculated target zone, based on their Elliott Wave methodology.

“sobald wir die Oberkante der Zielzone am 618er Fibonacci treffen, würden wir automatisch eine weitere Kauforderen Kauf direkt tätigen.” — ▶ Watch clip

The YouTuber is holding United Health, which they entered on January 27th, and is currently up significantly. They are monitoring two scenarios: if the price stays below $437.70, it could drop significantly, offering a new entry point. However, a sustainable break above $437.70 would lead to an extended upward movement, allowing them to remain invested and capture further gains.

“Sollten wir aber und das wird sich wahrscheinlich die nächsten Tage entscheiden, jetzt einen nachhaltigen Ausbruch über die 437,70 bekommen. Schaltet sich ein zweites Szenario, das aktuell noch als Alternative bei uns da steht auf dem Chart an.” — ▶ 8:40

The analyst has added China Telekom to their portfolio, replacing Meituan. They highlight China Telekom as one of the three major state-owned telecommunication providers in China, expanding its digital enterprise services and pursuing a cloud-network integration strategy. They are awaiting the stock to reach their target zones for an entry.

“China Telekom ist einer der drei großen staatlichen Telekommunikationsanbieter in China und stellt Mobilfunk, Festnetz, Breitband, Cloud sowie Informations- und Kommunikationsdienstleistungen bereit.” — ▶ Watch clip

The analyst has added Jinko Solar to their portfolio, replacing Hong Kong China Gas. They view Jinko Solar as a highly interesting company, being a global leader in solar technology and covering the entire value chain. They are waiting for the stock to enter their predefined target zones before initiating a buy.

“Hochinteressanter Titel. Äh, ich gehe mal davon aus, die meisten werden es wissen. China ist ja mit Abstand World Leader, was Solarpanels angeht und dabei einer der großen Titel ist Jinko Solar.” — ▶ Watch clip