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Notes for the show are below some of the links, but I focus on $RIG $FRO $ZIM $SBLK $GOOG $MSFT $AAPL $AMZN $GOOGL $META $TSLA $UBER
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NOTES
CPI hotter than expected - which should bring the market down - if it doesn’t - we’re in a bull market
$RIG
$FRO
$ZIM
$SBLK
$EGLE
$GOGL
$GOOG vs. $MSFT on search
$FIS - weak guidance - any reaction is an over reaction
Question about 5-10 year holdings
$AAPL
$AMZN
$MSFT
$GOOG or $META
$TSLA
$UBER honorable mention
$pltr earnings…. Crazy reaction - got over $10 - first ever profitable quarter
$amzn - will focus on the struggling grocery business….
$ko - beat on both top and bottom line of earnings - hopefully you bought under $60 - this is just a buy and hold imo
$mar hotel best on both top and bottom
$snow for Rohan
$BOIL goes to $2
$MSFD - short $MSFT etc - it’s just run too much on weak guidance
$TSLS or $TSLQ- $TSLA short etf
SCANS
$MPLX
$MRNA
$CHRD
$UDOW
$FSLY
$MCD
$HON
$LULU
$ORCL
$DUK