I used AI to write my new theme song. I will do a video about it on YouTube. But big tech was a big winner yesterday - and you should buy energy on this pullback.

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NOTES

New AI created theme song for the Pod

Big Tech won yesterday

https://finviz.com/published_map.ashx?t=sec&st=d1&f=100323&i=sec_d1_080810894

Yields are rising and that’s why stocks are having a problem

Energy pullback should be bought

$PXD

$CVX

$CTRA - nat gas exposure - buy that or $LNG

After releasing their September delivery results, electric vehicle (EV) stocks were in the news. Chinese EV makers like Nio, Li Auto, XPeng, and BYD met or beat expectations. In the U.S., Rivian topped expectations, while Tesla lagged

$aapl no longer top pick by $citi

$nvda target price moved to $750 by keybanc

$NFLX breakthrough

Dividend stocks for the downturn $mpc

Interesting portfolio

SCANS

$AMZN

$AAPL

$XLY

$CRM

$PYPL

$DIS

$TSLA

$OKTA

$V

$LULU

$SCHW

$LMT

Covered Call ETF’s

$XYLD

$JPEQ

$XYLG

$SPYI

Levered ETF’s

$UPRO

$SMDD

$SPXL

Vanguard ETF’s

$VWO

$VTI

Sectors

$XLY

$XLG

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