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.

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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

NCAA Selection Show Breakdown; What do you need to know for your bracket? with Nicole Auerbach