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$SPY weekly looks like it's in no mans land
$TSLA shareholder meeting tomorrow
How to pick AI stocks and where I'm putting my money
A look at $SPY weekly and whether we are in a bull or a bear market for a weekly perspective
In Mexico - the show is sponsored by $MELI - what a killer stock.
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NOTES
$enph
$fslr
$sedg
$tsla Tuesday is the annual meeting
Topics likely to come up in mgmt’s comments and Q&A:
- Cytruck launch 3Q
- $25K compact timing
- M-3 Highland refresh
- Pricing strategy
- FSD/autonomy
- Will Tesla advertise?
- Megapack expansion
- Share buybacks
- Twitter CEO decision
- Elon succession (w/ denial he’s going anywhere)
Journey of an investor finding a stock
I have a MacBook or an iPhone so I do $aapl
If you use a pc - then maybe $msft … if you love $dell - maybe $hp
I then use bard on chrome - $goog
What’s interesting about bard is that it’s gotten really good press and it’s so much more functional than chatgpt or $meta version because say you want to create a spreadsheet - google will be able to integrate this with a button in to google docs so you don’t have to copy and paste like you do today with chatgpt - Chatgpt is like Linux - how many people install Linux? It’s open source so it’s got advantages but has a very small unique audience
$msft version of chatgpt in to Bing - have you used it? Again - google is integrating it with a suite of software and it’s more functional - it pays to be first and have the scale that google does
Earnings - $wmt $hd $de $csco $tgt from my weekly stock
My weekly stock pick this week $msft again
$schw upgrade with a $63 price target - Raymond James
$baba has a big volume level around $80 - could be a spring like the last couple of times
$sonos
From Lena on fb
Hi Gary, Have heard of NU stocks? It was reported that there was some notable buying of 24,780 contracts of the $6.00 call expiring on Friday, May 19, 2023. Any thoughts?
Sam from Facebook
What’s your thoughts on WEN with all of the Ai talk coming in June?
SCANS
$BAC
$WFC
$OXY
$KO
$MPLX
$XLK
$VOO
$XLE
$HAL
$OIH
$CVX
$SHEL
$UPRO
$SPXL
$TECL
$JEPI
$HD
$MU
$SKT
$WBA
$IBM
$MRVL
$EA
$ADBE
$C