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Notes for the show are below some of the links, but I focus on $GOOG $AMZN $MSFT $NVDA $AMD $DIS $NFLX $CPRI $HD $PEP $KO $PYPL $LYFT $EXPE $EQT
In Mexico - the show is sponsored by $MELI - what a killer stock.
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NOTES
$aa for Brian from YouTube
Travis Facebook - Iqiyi? Thoughts?
$stla for Tom
$lyft - any reaction is an over reaction - but just be aware they are getting their ass handed to them by Uber - Lyft could very well go under if Uber continues to dominate
$unh was a final trade last night at $485 saying it’s just too cheap here
$coin - big move down
Watched Ricky last night …. He said he lost $5k yesterday on going in $tqqq and missing $sqqq …. Interesting strategy of using qqq to look at clear directions
Charlie’s ai plays
$gfai - $.11 to $.77 - 2 long term contracts in Thailand
$soun
$bbai
$ai
$veri
$mark
$soxl vs $soxs
$bac - consumers are spending more in January according to their survey
$coin
$GS - estimates oil will stay around $80 for the year
$tsla investor day March 1
The g in chatgpt is not google … it stands for ChatGPT (Chat Generative Pre-trained Transformer - it does use Google’s api to train but I was wrong
$RGTI for Sherry
SCANS
$BA - not super strong
$HLT - already moved
$CTRA
$VOC - like the chart - ex dividend was just 2% paid out on Jan 30
$MVO is similar and had a cross up as well
$EQT - as stated yesterday
RECAP
Mon
SCANS
$SDOW
$JPM
$SPG
Tue
SCANS
$SARK
$SPXU
$SDS
$KHC
Wed
SCANS
$MRK
$NVDA
$WFC
$LAC
$VUG
$XLV
$XLF
$LYFT
$AMGN
$TRV
$CEG
$IDXX
$WDAY
$BK
$CRK