$SHOP and $ZG in to afternoon earnings today - Market update 2-15-23

Notes for the show are below some of the links, but I focus on $RBLX $TTD $AMST $DVN $ABNB $SHOP $ROKU $CSCO $NINE $CRDO $ZG

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NOTES

$AMST as hype rally - I tweeted - got a tweet back about Chat GPT 3 being implemented - took stock from $.25 to $77 just in pre market with a press release

Also $EPAZ

$Orcl powers Uber in thr cloud with $goog - they also power tiki tok and could be a big move - josh brown big buy

$ABNB - huge beat and surprise

$trip - Great guidance - up 10% - experience bookings were up

$DVN - missed their whisper number - brought the stock down from $63.94 to $61 - not huge - but maybe energy is going to top here. Severe winter weather and q1 production is going to be lower - not good news.

$UPST - didn’t really make it - they surprised but slowed - this is as good as dead and is a trade

$F - halted production of F150 lightning because of battery issue - this is just bigger indication that $TSLA is a buy

$CRDO - interesting insider sales - and a huge move down after hours. Def insider sales were an indication.

$RBLX earnings

$TTD earnings

$GOLD earnings

$GNRC earnings

$SUN earnings

$SHOP after hours

$ROKU after hours

$CSCO after hours

$ET after hours

$MRO after hours

$ALB after hours

$EQT after hours

$QS after hours

$FSLY after hours

$ZG after hours

$BRK.B - they decreased their $TSM by 86% - they sold out of most of their position

$USB - they cut by 90%

$MCK - cut by 11%

10% stake in $ALLY

Also boosted $aapl and $para

Citadel took a 5.5% stake in $SI which is a HUGE short stock that we’ve seen pop

Mark newton of fundstrat said nat gas bottomed - $boil

MICHAEL BURRY’S CURRENT PORTFOLIO

$GEO 25%

$BKI 19.9%

$COHR 11.3%

$BABA 9.4%

$JD 9%

$WWW 8.3%

$MGM 7.2%

$QRTEA 5.5%

$SKYW 4.4%

STARTED A POSITION IN THESE 7

$BABA

$JD

$MGM

$SKYM

$COHR

$BKI

$WWW

SOLD ALL OF HIS SHARES IN

$CHTR

$AJRD

$LILAK

$CXW

AND SOLD 50% OF HIS $GEO POSITION

Retail sales up big 2.3% vs. .9% expected - didn’t move the needed much but bigger inflation, hotter economy - Fed may move more

$M

SCANS

$TSM

$SNOW

$NXE

$PDD

$JPM

$DDOG

$NINE