What to buy now? 7-27-23 Market update

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$GOOG and $META earnings this week were both 10% pops. I like $SHOP next week - we have $XOM tomorrow.  

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NOTES

$dpst 

$rblx

$shop I think will do well 

$mcd beat earnings 

$luv down 6% as costs continued to rise - blamed tough comparisons to last years crazy good travel season - so when a company blows things out - this is how comparisons to great quarters is tough - a lesson for $nvda maybe 

$META earnings - Revs grew by 11% - expected 8% - everything was SUPER strong. The stock came down as they said they would continue spending on the metaverse. 

$rivn - under $27 should be a buy 

$SHOP - earnings next week 

Keep an eye on $GEHC - I like it under the 200 day here

$now has a partnership with $nvda - I think the pullback is worthy of a look for $now 

$pypl looking ripe for $85 

Sam from fb -$maxn

Would you mind taking a look at (MAXN) Maxeon solar technologies. The forward P/E is kinda of high but seems to be getting some coverage and just got a price increase.

SCANS

$CRWD

$PANW

$FAZ

$ONON

$ODFL - almost 40% in 1 month 

$BK