Ideas
Palantir setup respects liquidity levels.
Palantir was highlighted as a weekly setup with VWAP/liquidity levels at 240-250; after touching 200 it moved up toward 280, and he focuses on how the stock respects liquidity levels.
Intel long on relative strength.
Intel shows relative strength versus the semiconductor ETF: it already broke its September local high while SOXX has not, and he bought it for a client; the 94-96 zone was a support/liquidity area.
Avoid ServiceTitan, chart and volumes weak.
ServiceTitan is a narrow plumbing-services software platform; he does not like the chart or volume profile and says he would not take this narrow software name.
Buy cheap AppLovin with short stop.
AppLovin is cheap, focused on in-app gaming advertising, faces Google Ads competition, but offers a short-stop opportunity around 300 and is his preferred beaten-down software name.
Grab looks cheap, unlikely to fail.
Grab looks cheap, is a delivery/platform company rather than pure software, and is unlikely to go bankrupt unlike the weakest software names.
Zcash momentum trade can go higher.
Zcash has strong momentum; a crypto trader at his club pitched a 300-360 base with a 1500 target, it entered top-1 by market cap with large volume, and he calls it a good trade that can go higher.
Nike cheap quality asset, Tim Cook buys.
Nike is a quality brand trading cheaply versus its 10-year earnings history; Tim Cook is publicly buying, inflation favors pricing power, management and clothing pricing power are weak, but much negativity is priced in and it should be worth several times more over time.
Nebius earnings upside, good trading ranges.
Nebius has good business momentum, can raise prices due to demand, faces limited chip cost/amortization pressure versus bank models, could show higher accounting earnings, trades well from levels, and should be higher in three months.
Chips remain a trade, demand intact.
Chips are back in play: AI capex arms race continues despite safety talk, Chinese open models will be restricted, safety needs more compute, data-center GDP contribution is early, and the sector's large macro cycle is intact.
Wait for SanDisk pullback to buy.
Memory is a great long-term investment but not an immediate trade; SanDisk is near average volume-price levels, and a pullback to around 130 would be an attractive entry.
Rocket Lab good risk-reward setup.
Rocket Lab is a good risk-reward setup around the 60-65 level where there were many purchases; it can run to 120 with a defined stop, and he likes the space momentum setup.
Space ETF looks attractive after consolidation.
The space ETF looks attractive after a strong selloff and consolidation; they are fans of the space theme and see it as a good momentum area.
Hold Planet Labs as high-risk bet.
He personally holds Planet Labs around 17.5; the company is interesting, high-risk/high-beta, moves 10-20% daily, and should show itself over time, like Nike.
S&P 500 new high this year.
The market should make a new all-time high this year before a later pullback; the Fed hike was largely priced, GDP around 5%, and earnings/production remain supportive.
Long oil for geopolitical spike risk.
He holds long oil and has not closed; Iran and allies can pressure the US via strait/logistics disruptions until midterms, creating inflation and a possible 5-sigma spike to 150-180 that causes cross-market volatility.
Oil cheaper by year-end.
He thinks oil will be cheaper by year-end than the current ~105, making a bet with Gosha; this is a bearish view against the geopolitical spike scenario.
This Анатолий Радченко | Финансовый кружок video, published September 17, 2026,
features Гоша, Anatoly Radchenko
discussing PLTR, INTC, TTAN, APP, GRAB, ZEC, NKE, NBIS, SOXX, SNDK, RKLB, NASA, PL, SPY, WTI.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Гоша,
Anatoly Radchenko
· Tickers:
PLTR,
INTC,
TTAN,
APP,
GRAB,
ZEC,
NKE,
NBIS,
SOXX,
SNDK,
RKLB,
NASA,
PL,
SPY,
WTI
