Daily Stock Picks

Flight DL2846 from Atlanta to Los Angeles yesterday had an engine malfunction mid air and smoke filled the cabin. Passengers thought we were going to die. Here’s my story about it.

Just a quick episode with some listener requests and some guidance - it's all about the Fed so be careful trading today.  Zed on Instagram - Hey man big fan of your podcast on Spotify. Check out $UCTT hope to hear your view on that stock. Thank you! Btw Kanye west is losing his mind haha If you can touch on $MULN again that would be cool too Justin - $plug - off voice messages - beaten down - is it worth holding in to earnings $BSM !!! I picked up at 15.70 on the run back up. Was at $5 beginning of pandemic! For rob on Twitter $Bp crazy god earnings $Uber - crazy good guidance … going back above $30 $Soxl $BOIL SCANS $BABA and all other Chinese stocks on potential easing $PDD $AAPL  Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick

Fed meeting on Wed is what will move the market.  Great video about how stocks don’t always go back to where they were https://youtu.be/uadi0JgpO7k Majority of my audience listens to Drake and Kanye … I’d love to hear from folks about Kanye and what they think about the drama and then his retraction - COMMENT ON THIS TWEET - https://twitter.com/DailyStockPick3/status/1586164822445785088?s=20&t=OW-K8djjCPwImzUWX6h03g Weekly #SP500 performance: 10 out 11 sectors up. 🟢Utilities $XLU 6.5% 🟢 Industrials $XLI 6.7% 🟢 Financials $XLF 6.2% 🔴Communication Services $XLC -2.2% Earnings MONDAY  Avis - $car after bell today TUESDAY  BEFORE OPEN - $bp $Uber $sun $mplx $SPG AFTER CLOSE - $AMD $DVN $ET WEDNESDAY AFTER CLOSE - $QCOM $MRO THURSDAY BEFORE OPEN - $PTON $MRNA $COP $LNG AFTER CLOSE - $PYPL $SQ $COIN $SBUX $MELI $Boil way up $Weat hits 2 week high Shanghai $DIS shut down over covid so the Chinese are continuing the crack down Look at $cat stock rise in oct Friday is inflation report for October - huge Fed rate hike on wed very well may be a “sell the rally” so even though the news is in the market you may see selling LISTENER ASKS $PHO - Water resources  $Dhi closing above 200 day for first time - for Corey on insta $WCC Jessie Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick

I go over why I think Energy is a better sector to invest for the short term - but long term I still like big tech like $AMZN, $AAPL $GOOG and $MSFT  $Amzn missed - guided down 5% but they were down 20% - that’s a disconnect - but the multiple should come down $Intc beat and guided up - could be a bottom for chips? $QCOM and $AMD and $NVDA $Pins beat across the board - only social media company that killed it - $META $AAPL beat and guided okay but the multiple is hurting Clear that industrials in the Dow are leading this quarter $Cvx beats $Xom beats Options for cash Online banks savings accounts have 3% I bond website is crashing and may not be able to process them but is 9.6% $Tqqq under $20 $ENPH - alternative energy to oil  Talk about sectors Talk about next year $BOIL SCANS $BABA $NUVL - example of scans on Trendspider which now has automatic drawings of trends and patterns Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick

$Meta missed on earnings and warned of weak q4 … it’s now treading at 2016 levels - it’s gotten worse and it just doesn’t stop … down 20% to $105 … they bought back $40b of stock at an average price of $300 so they aren’t good traders but it does show the downfall is based on management - next support is $94 Reality labs is the problem with spending and zuck doubled down on the call $UVXY under $10 is in play $BOIL $META $SPOT $AMZN $AAPL Nat gas prices collapsing - it’s too much supply - they have stored so much - and warm weather $Lng tankers are off the coast of Europe and China could buy it up cheap and then resell it 2 million tons of lng is in floating storage and will be good news … Europe is still paying 5 times more than the us $Now - hasn’t pulled back to pandemic lows $Tdoc - this has forgone past pre pandemic and they have been growing since then but they got caught up in just their losses Big stocks went down and market was rather flat …. This is what rebalancing might be good because r people don’t think the big ones will lead going forward $Mro $Ung $Nxe $Oih- $310 is an all time high but it could go $CMCSA way up on beat - peacock specifically string $Dis - J.P. Morgan said buy with park strength $So- and $DUK $MCD beat $HON beat $Cat beat Q3 gdp at 2.6% vs 2.3% expected … this doesn’t look like a recession $TSLA - under probe for self driving cars and it’s up Elon and$TWTr $SOXL SCANS $ABT $VNOM Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick

Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick Nat gas in Texas traded at $0 because of filled tanks and pipelines down 10% of three lng ships are sitting offshore in Europe because they can’t being it in quick enough - the weather has been warm $BOIL - confirmation in the afternoon - buy at $29 $VTNR from Corey on Insta - first story on Finviz is good. $META reports tomorrow It’s clear that companies who are able to hold margin will get rewarded from the market $Soxl - Texas Instruments missed and many customers may have double ordered $Slb $Ba loss and missed big - they took charges related to losses over the next few years for govt programs - it bounced off $140 and then went back up - earnings weren’t as bad $Spot - down big - bigger loss than expected - they were able to hold customers even with price hikes - that’s good news Elon closing $Twtr deal on Friday means he sold the shares needed - $TSLA $Meta after close today - it’s down based on$GOOG $SNAP and $MSFT slow down in ad business …. Bad news is priced in imo - not sure it’s a button but who doesn’t use fb, insta, WhatsApp or some fb product? $ENPH and $sedg SCANS $NIO

Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick $MEDP for Joe in to earnings $MULN $TQQQ under $20 $BOIL $TSLA - estimates are that Elon may have sold as many as 4-5m shares yesterday… may have 5m more to sell $amzn freezing hiring in web services group - it was thought this was still growing and recession proof and Bezos said he thinks there will be a recession $lng down $baba - play this like 7/4 and trade it in to earnings next week $ko earnings $amgn all time high and reasonable $lly - super strong in a bear market - has to be something there $slb $pep for Tom “The environment clearly is still very inflationary with a lot of supply chain challenges across the industry,” said PepsiCo CEO Ramon Laguarta. The snack and beverage company beat analyst expectations for both revenue and earnings per share as its price hikes buoyed its bottom line, even as some units saw volume declines. $crk - comstok $Oih and $HAL - not a fan since dick Cheney $Mpw and $agnc - huge dividends . Article on Twitter $UPS 6AM ET General Motors $GM 6:55AM Coca- Cola $KO 6AM Cleveland Cliffs $CLF 7AM Halliburton $HAL 6:45AM General Electric $GE 6:20AM 3M $MMM 6:30AM Raytheon $RTX 6:55AM WhatsApp owned by meta was down at 3am for quite a while $Gm beat eps but missed revs and popped on earnings but has come back down - reaffirmed guidance so nothing shocking $NIO for DMAN - and MMAT special dividend stock $UPRO - bull $SPXU - bear $SPXL - bull $TQQQ - bull $SQQQ - bear $SARK - bear $BOIL - cross up soon - heading into winter $UCO SCANS $TMO - but read the article on finviz $COIN $VZ $HD

Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick $Fcx- $unh - $axp - all final trades on Friday and look great $Cat - crazy good move $Tsco - Around lunch on Friday Wall Street journal story about easing moves boomed market Also fed president Daly said they may pause in December $Xom hit 52 week high $Rcl and $nclh for Jackson on insta - ccl reported lower margins so these may be bound to crash $fl - $20 mil in insider sales in 2 weeks $Vvv - Valvoline for dman on YouTube $SPXU for Eric on Insta $Gm and $F report this week China stocks are tanking again $Boil  WRITE A REVIEW OF THE PODCAST ON WHATEVER PLATFORM YOU LISTEN ON $Fcx and $clf Bond rates are down - Burry warning on twitter $TSLA - price reduction in China and Elon selling Early movers - $MSFT and $BA ENERGY $VNOM $Cop $Dvn $Oxy $Xom $Cvx $Fang $PXD $UPRO - bull $SPXU - bear $SPXL - bull $TQQQ - bull $SQQQ - bear $SARK - bear SCANS $ARKG $ETSY $LLY $MRO $VNOM

Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick FRIDAY - day trade stocks $Snap earnings fell short which brought down all social media - revs is what missed … everything else was good - crazy high volume in premarket $TWTR at $48 - this might be good -Biden admin might put starlink and Twitter under review based on national security issues $Panw $220 price target by analyst $Csx good earnings - $UNP good too $GOOG may be subject to a downfall so look for it to be down after earnings too - pick up some going in I think $AXP revs beat but guidance down … makes no sense because travel demand is up but maybe it’s because business travel still hasn’t rebounded Most expensive out of state tuition college in the us is harvey mudd college in ca at $77k per year $Vz came in better than expected but guided down slightly and adds were down for their postpaid Net adds of vz 8k - net adds of $T - 80k How I live on 0% capital gains … it’s calculated on income minus either standard or itemized deductions $nee for Willy $Kold way up - $boil way down $SOXL SCAN $HES

Support the podcast - https://anchor.fm/dailystockpick/support Social Links and more - https://linktr.ee/dailystockpick $TQQQ under $20 is a buy  $GNRC slammed on earnings warning Oil seems to be the only commodity that’s really driving forward …nat gas seems to be pulling back but oil has the supply demand component pushing it forward Bond rates ticked up taking the market down $Abml American battery recycler ABtc symbol  $TSLA slight miss on revs but beat on eps … key is margin 26.8% vs 28% is what street expected - stock went down - buyback was not announced in earnings … elon tweeted he’s behind tesla so there might be more bad news $LVS beats on revs but down on earnings per share - they have a lot of debt and capital spending - just wasn’t a wow and macOw in China js key $IBM beat $lrcx beat - good for soxl Fundstrat says $oih will outperform but energy is still in play $Aa lost a ton on a rev miss and took down guidance $XOM and $xle $oih $DVN $OXY $CVX  $Stz Bond rates headed down - market up - $tqqq still under $20 Oil up $Uvxy move - why I it didn’t move much $Aal - beat and moves more - all airlines have had record revenue - guided up - it’s clear fed hasn’t killed demand and stocks going up may just be a signal for a bigger fall $Tsco beat … way better than hd and lowes and ceo says they are going to continue growing - if u haven’t been to their store - go $DVR $SQQQ $BOIL $SOXL for Corey - do not buy and hold until 2025 because it’s a decaying asset - buy a chip maker like $NVDA $AMD or $QCOM instead Jordi on Insta - $ADBE and $PKG Hello, I have what I hope is a better request for an analysis. Packaging America (PKG), as the name suggest they are a packaging products manufacturer. Although they have been beaten down in the market, they still show strong revenue numbers. Which surprises me given the whole logistics mess we had in the past years. SCANS $TXN $XOM $OXY $TER $AMAT $MRVL