Buy Micron Before Earnings? Kenny Polcari Goes Rapid-Fire

Micron ahead of earnings. Buy now or wait? >> Buy. >> Nvidia or AMD? >> I guess say Nvidia because I own it. I don't own AMD because that's the way I played it. >> Nike ahead of earnings. Bargain or steer clear? >> Steer clear. Nike. >> The one stock in your portfolio you'd never sell even in a crash is >> Microsoft. >> Look, I wouldn't sell my Apple, I wouldn't sell my Amazon, I wouldn't sell my JP Morgan Chase. >> Bull market intact or cracks forming? >> Cracks forming. >> Q4 take some risk off or stay fully invested? >> Um stay fully invested. >> Stocks by year end. Higher or lower from here? >> I think they're going to end right here. So, I don't think they're going to be higher or lower. I think this is where we at. >> Mag 7 or everything else? >> Everything else. >> Better buy on the next pullback. Tech or something outside of tech? >> Uh I say tech. >> The number one stock you're definitely buying on a pullback. >> IBM. >> One sector you want to own in Q4. >> One sector, healthcare. >> One sector you don't want to own in Q4. >> Consumer discretionary. >> Finish this sentence. If the market pulls back 10% the first thing I'm doing is >> I would rebalance the portfolio.