Probably my best podcast of the year if you're looking to add some stocks. There are opportunities and I go over them here. Remember to subscribe to the newsletter as it's easier to see the charts.
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NOTES
Fed Ex earnings tonight
Webush Christmas list
$SMCI is heading to fill that gap
$nvda over $500
$amzn has a path to $170
$cost just went a little too nuts but it should continue that way
$clf continued up
$NVDA under $500 and $SMCI pulling back as well - but not under $300
$snap upgraded and continued up but it’s just too expensive to go in to right now
$etsy way up after last weeks sell off - this is around the layoffs and restructuring
$goog and $meta way up
$nflx up as well on an upgrade
Remember when $rivn seemed too expensive at $18?
$aapl pausing sales of new watches - it’s about 5% of their total revenue and it’s a huge deal right before Christmas - but Biden may be able to help them before Dec 21
And just like yesterday with $amzn call - I like his call on $meli
$mara at $20
Jan 10th I think is when the sec gets in trouble with the grayscale gbtc lawsuit if its not announced so get ready from now til then
Cipher Mining $cifr extended its gains, rising by 11.5% in early trading on Tuesday following a 17% surge the previous day. The boost came after the company agreed to purchase 37,396 bitcoin miners, representing 7.1 exa hash/second of self-mining capacity, from Bitmain.
Interesting buy/sell list by sector in seeking alpha
My personal Ai winners in 2024 by category IN THE NEWSLETTER
$WBD huge insider buys at $12.49 - but they just sold that amount - it’s a tax situation for sure
Strategy
Larry Williams turned $10k in to 1.2 mil in 12 months - lw volatility trading strategy that revolves around 1 indicator
Donchain channels inductor
Social Requests
SGA
RUM
I know several big creators who tried to make a go of it there but they didn’t get the views and money needed to make it work. It’s a chicken and egg problem and they don’t have either right now imo but it can be traded on hype
SCANS
CRM
LNG
NXE
SARK
PG
XEL
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