$GME earnings today. $ORCL next week and have you seen the core portfolio stocks like $COST, $SHOP, $PANW, $RBLX, $BAC and $BA?

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NOTES

Biggest stock movers today

4 stocks to watch $GME - $TST $ASAN $CPB

$AAPL up - smartphones are poised for a recovery that’s not priced in 

Jolts data is changing quickly so the fed is doing its job as well 

And if you haven’t seen it - the 10 year bond is back at 4.71% 

Mega cap tech rally including $ibm - a 6 year high 

$bac said the consumer is strong and Black Friday was solid 

Opposite was $axp cfo who said the consumer was weak in November 

Might be different consumer types 

But let’s just summarize things now - jobs are declining, bond rates down, productivity up and rates are likely going to come down - it’s all looking solid for the market to go higher and what they would call a soft landing 

$Orcl earnings coming up 

$COST - over $600 - my trip yesterday 

$SHOP over $70

$PANW almost $300

$RBLX over $40

$BAC over $30

$BA has quietly gone to $234 - remember when it was under $200?

Jolts - back to the normal bull market after the covid pullback 

This is bullish for $TSLA 

https://x.com/DailyStockPick3/status/1732078779487424562?s=20

Earnings - mongo db - down but even though it was a solid beat 

$pypl - great video from Josh brown 

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