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Notes for the show are below some of the links, but I focus on $SPY $QQQ $TSLA $OXY $DVN $PXD $CRM $SNOW $OKTA $M $BAC $UBER and all of the scans below
In Mexico - the show is sponsored by $MELI - what a killer stock.
In the US - the show is sponsored by Carvana $CVNA
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NOTES
$sb - shipper for Sam on Facebook
$reta - fda approval of rare disease treatment (priced at $320k per year)
$CRM - CRAZY good
$SNOW - not so good
$OKTA - CRAZY good
$COST earnings after the bell
$TSLA investor day - Cybertruck will ship this year
FSD mentioned ChatGPT and AI a bunch - not sure they convinced me they will achieve level 4 or 5 autonomy
Loved their new manufacturing process
$M - beat and guidance higher - up 7%
Got a message about developing a 1% strategy for a week - remember - it’s tough to even make 1% per week - that would be a 52% gain per year. That’s a lot and it would be short term
Buying $PXD and $DVN on dips - adding to $CLF if it gets back to the $20 handle
$BAC - good price
$UBER - under $30
SCANS
$OXY
$SNOW
$PYPL
$GOOG
$CRM
$QCLN
$TSM
$PXD
$SHEL
$NXE
$VNOM
$VXUS
$VWO
$XLI
$HST
$KWEB
$HON
$DOW
$INTC
$F