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Notes for the show are below some of the links, but I focus on $MSGM $MGAM $TSLA $TSLQ $SNOW $AAPL $AMZN $GOOG $META $M $SBUX $RBLX $FVRR $TTD $QCOM and many more listed below.
In Mexico - the show is sponsored by $MELI - what a killer stock.
In the US - the show is sponsored by Carvana $CVNA
SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you’ll get your first month of service for $20-off!
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NOTES
$algn
$meta
$albemarle
$Panw
$Uber
$Gme
$Arkk
$FVRR $TTD
$Rblx
$snow
$f
$TSLA
$aapl biggest revenue slow down since 2016 - blamed production in China. They didn’t mention demand. Services met or beat slightly. The only real beat was iPad.
$goog - company missed top and bottom on eps and revenue. Advertising revenue drop was the reason. Adjusting for currency it would have been better so that may be a reason. Cloud grew 30% but YouTube posted second straight quarter of decline in ad revenue.
$amzn - beat and had huge growth in advertising business.
I think goog and amzn under $100 is the key long term
$sbux
$qcom
$ba
RYAN COHEN TAKES SIZABLE STAKE IN NORDSTROM $JWN - WSJ
Imo $m is a buy here just for that
$AI - legend status
RECAP
MONDAY
SCANS
$RBLX
$ARKG
$WYNN
$CRSP
$STWD
$COIN
$BKNG
$ODFL
TUES
SCANS
$DRV
$SPXU
$SDS
$GD
$BTU
WED
SCANS
$CRWD
$XOM
$LNG
$OIH
$HAL
$URTY
$VOT
$VUG
$VBK
$XLU
$XLB
$M
$TRV
$AMT
$SCHW
$LOW
$LLY
$UNP
Thu
SCANS
$MRK
$NVDA
$META
$QCOM
$XLK
$IGM
$PYPL
$VUG
$UBER
$RKT
$COIN
$MRK
$ADP
$ISRG
$LULU
SCANS
$JNJ
$VSS
$DIS
$ABT
$IBM