$SPY has to hold $420 today and $QQQ has to hold $350 to confirm the bull run higher. Jobs Report was CRAZY good. Expect some Fed changes to the higher for longer talk. $TSLA is great for the month.

$NVDA 3 day rule done - buy under $400

$NVDA QUOTE FROM LAST WEEK - Hopefully you listened. I think it's a $400 stock by the end of the year. 

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NOTES

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Debt deal done with tons of senate dooshes who voted no - mostly republicans who chose default over a compromise 

Jobs report - 339,000 non farm jobs added - incredible number when it was expected to be 190k but it means the fed may raise. 3.7% unemployment rate - so the jobs market is crazy good. 

$spy over $420

$qqq over $350

$ai - from Dan Ives 

Upgrading C3 to OUTPERFORM (from NEUTRAL) and raising our price target to $50 (from $24). While it will be a bumpy road-we believe c3 has turned a corner and is ready to now capitalize on the $800 billion AI transformational opportunity over the next decade front and center

This was after a cnbc investigation about how c3ai may be a fraud company based on a shareholder lawsuit that the ceo misrepresented things 

$dpst - big move 

$m came all the way back - it was down 14% 

$shop - motley fool recommends to buy now 

$enph - has come back

$sedg - under $300 

$avgo earnings - it’s not crazy expensive - one of the best values in chips but it has outperformed the overall chip sector. May be one of the best ones to get in to now for an ai play 

$mdb - crazy good earnings 

$zs - down on initial report 

$lulu - good earnings on both top and bottom line - $2b in sales - digital sales was the only thing down. and popped off $320 which was where it gapped up on the last earnings 

$tqqq up over $36 again 

$ttd way up 

$nvda - get it before it’s over $400 again

$CLF - has it hit bottom yet? 

Did you get $SNOW at $148 like I said? 

Did you get $TSLA at $160’s like I said?

Did you get $BABA under $80 like I said?

$lulu - was waiting for it to go down to $300 but it didn’t - raised guidance and said no consumer change 

$xel downgraded based on regulations 

$msft new price target to $400 (from $337) by evercore - based on ai 

Oil is up and most experts are saying it’s time to go up - I do think energy could be the catch up play 

OPEC meeting this weekend - IF they cut this weekend - it might be the catalyst it needs to get to $80/barrel 

SCANS

$PFE

$WMT - take the risk on $TGT instead

$JNJ

$NXE

$SLB

$LNG

$LMND

$MCD

$JPM

$RCL

$DE

$JMIA

$CI

$ARKG

$SMMT

$XLV

$XLU

$HON

$JD

$TMUS

$LMT

$KHC

$LLY

$V

$C

$UNP

$GE

VANGARD

$VIG

$VBK

$VTV

$VWO

$VO

$VSS