Daily Stock Picks

My apologies for not scanning the market but remember to trade the trend … this market is in an upward direction so use the tools like tqqq and others

https://anchor.fm/dailystockpick/support Late night working last night but had so much fun!  $Pxd great earnings quarter with great dividend $Cop killed it on earnings $Tqqq has been huge $Boil or $KOLD? $AMZN has been flying $SHOP has been flying $TSLA $Arkk and others have been soaring - you're out of $SARK $LCID down on earnings $Mrna blew away earnings TrendSpider Alert "$DRV - Buy" Price: 40.77 Scans $HD and $LOW $ABT - good opportunity $IMO $ATVI - remember - $95 $MSFT purchase $MARA - this is totally a crypto play $PDD - but it’s a china stock $CSX I find it interesting $APPH $GOVX $SIGA Plays $UPRO $SPXU $SPXL $TQQQ $SQQQ $UVXY - I like this to run today 

https://anchor.fm/dailystockpick/support I've had some long days working here in LA so I haven't had tons of time to look at stocks, but the ones I pointed out this week have been doing REALLY well.  $AMTD $PLTR $EJH $SOFI $Uber $TSLA $F $Spg $Xom $Cvx $Dvn $Fang $Shop $Pypl - wow $SQ reports tomorrow Monday $DVN and $MOS and $SPG and $FANG Tuesday $Uber $amd and $cat  Wednesday $MRNA and $MRO Thursday $cop   $lng Friday $DKNG for me personally $Apph $UPRO $SPXU $SPXL $TQQQ $SQQQ $SARK Premarket ferilizers: $UAN, $MOS, $CF . Natural gas: $BOIL, $UNG. Lithium stocks: $PLL, $ALB and uranium stock: $UUUU or $UEC.  $Etrn  OPEC very small increase in production so oil is up…  concerned about full European sanctions on Russia Dec 5th

SUPPORT the podcast - https://anchor.fm/dailystockpick/support Pins better than expected user growth… plus activists … the could be a good mix - soaring in pre market Cat down - missed revenue and is down and said supply chain issues exist Bp up 2% - reporter beat on everything and raised dividend and more buybacks Uber up 10% on earnings Oil down on low manufacturing numbers making traders think demand will slow Pelosi taiwan trip is very volatile with China doing military exercises Muddy waters took short position in sunrun solar (run) - Actvision blizzard Devon beat The company's board raised its fixed-plus-variable quarterly dividend by 22% to a record high of $1.55 per share, payable Sept. 30 to shareholders of record on Sept. 12. For 2022, Devon has increased its full-year 2022 production forecast by 3% to be between 600,000 and 610,000 barrels of oil per day, citing "better-than-expected well performance year-to-date and the impact from a bolt-on acquisition in the Williston Basin." Devon Energy's (DVN) production increase announcement came as a surprise, as energy traders were getting used to reports of production shortfalls, according to Moya. The news could indicate the oil market getting closer to balance, especially after Exxon Mobil (XOM) and Chevron (CVX) also noted that their production would be higher, Diamondback Energy beat estimated earnings by 6.8%, reporting an EPS of $7.07 versus an estimate of $6.62. Revenue was up $1.09 billion from the same period last year. Mos Mosaic missed estimated earnings by 9.23%, reporting an EPS of $3.64 versus an estimate of $4.01. Revenue was up $2.57 billion from the same period last year. TIGHT GRAIN AND OILSEED MARKETS ARE EXPECTED TO PERSIST THROUGH THE REMAINDER OF 2022 AND INTO 2023 * MOSAIC-WAR IN UKRAINE, HIGH TEMPERATURES IN NORTH AMERICA & EUROPE, AND DROUGHT CONDITIONS IN SOUTH AMERICA HIGHLIGHT RISK FOR REDUCED YIELDS GLOBALLY * IN POTASH, THE SHORTFALL IN SUPPLY FROM BELARUS WILL ONLY BE PARTIALLY MITIGATED BY INCREASED PRODUCTION FROM OTHER PRODUCERS Spg The board raised the quarterly dividend to $1.75 per share from $1.70 per share, payable on Sept. 30 to shareholders of record on Sept. 9. Shares of the company rose 2% in after-hours trading Monday. QTRLY U.S. MALLS AND PREMIUM OUTLETS OCCUPANCY WAS 93.9% AT JUNE 30, 2022, COMPARED TO 91.8% AT JUNE 30, 2021 Uber - cash flow positive for the first time … up5% yesterday and shares soaring now - big beat The number of drivers and delivery agents on its platform rose 31% to an all-time high of almost 5 million, allaying concerns that soaring gas prices was deterring them from signing up with the company. "That's right: more people are earning on Uber (UBER) today than before the pandemic," Chief Executive Officer Dara Khosrowshahi said. Cat down - missed revenue and is down and said supply chain issues exist - Danaos (DAC) on Monday reported an adjusted EPS of $7.59 per share in Q2, up from $3.34 per share a year earlier. Analysts polled by Capital IQ expected $5.86 got the quarter. Revenue grew to $250.9 million from $146.4 million a year ago. The Street estimated $203.3 million. The containerships operator kept its quarterly dividend at $0.75 per share, payable on Aug. 29 to stockholders of record Aug. 17. Rev had a big day Wednesday moderna and marathon oil Thursday cop connoco Phillips and lng Friday draft kings for me personally Scans Shop Bby

We had a HUGE July between $BOIL, $TQQQ and many other recommendations. Let's hope August is just as good.  I go over a quote that I heard about trading and how you should lear.  Thanks to the supporter’s and remember there’s a tip button on Twitter as well. https://anchor.fm/dailystockpick/support 148 s&p 500 companies reporting this week including energy companies Monday $DVN $MOS $SPG $FANG Tuesday $UBER $AMD $CAT  Wednesday $MRNA Thursday $COP $LNG Friday $DKNG 3 for Willy.  $MOS - with food costs going up. But we’ve had a bumper crop and Putin let grain come out of Ukraine so it’s clear he just wants to use energy as his leverage tool against Europe and the world $Lthm Tuesday earnings - lithium… is this a good one? $SFM earnings on Thursday - look at Walmart saying they saw an increase in customers going to them for groceries… also look at Krogers… I love sprouts but groceries are such a low margin business that I think the mission is better than the business. Tom $GSL analysts think $30 Shipping $dac $nmm $gsl $Pbr - from Tom - big dividend - 30% Lithium $pll and $alb Scans $Wmt $Dal $Snow $Tlry $Crwd $Panw $Xpev $T $Tsla

The key point from the inflation reading is that the economy is weakening much faster than anyone expected. That’s the key point to the fact the fed may not need to raise as fast as once thought. Mohammad Alerian thinks the Fed is going to be behind $Intc - just an extremely ugly quarter and most likely the worst quarter since it’s been a company … gelsinger the ceo hasn’t turned things around and is paid a fortune for this? How long is his runway? They gave horrible guidance ..: guy adomi quote “I don’t know what the hell they are doing .. margins at 9% vs street looking at 18% … they couldn’t intentionally do worse” $Apple - not as bad as expected … if we open above $160 we are going to $180 - they see inflation and they are still hiring but on a deliberate basis … apple is above its 200 day moving average $Amzn - way up on earnings and says demand increases unlike Walmart so it looks much different - if we open above $140 that is going to mean a good run here $Roku way down near $60 - it’s up slightly but they are expecting advertising to reduce and does this become a takeover but it’s mainly hardware … who wants that? $Tqqq up at $32 so you’ve got incredible week so far $Kold had a big day $Run and other solar stocks were just killing it with the manchin agreement $Plug up 20% $Tsla up with the new spending bill including ev credits without the Union provision $Qcom should go up if apple is seeing increased iPhone sales $Msft way up $Spg - remember this fav? It’s at $107 $Siga up 20% again This week reminds me of what my fidelity trading coach said to me and I have written down “trash turns quick so be prepared” $Fcx - up nicely $Rio up above $60 / commodities are rising Look at $gold $F and $flng  $Wec  $Sgml and $nio  $Apph $UPRO $SPXU $TQQQ $SQQQ $SARK $Tblt short squeeze $Siga crazy good $Govx $Plug $fcel $sunw $run $spwr $nova $SEDG - manchin votes yes and they are calling it anti inflation act … thr problem is it’s spending … I don’t agree with it but remember … trade it $ENPH $Baba getting crushed $Cvx up 4%with $11.6 billion profit… $5.82 per share… huge $Xom up as well… 2% up on the news Get ready for $DVN $Oxy and $fang Oil is up on supply issues $Gety images way up Kind of agree with bill Ackman on this market …. If we see inflation even close in the next month without a fed meeting … we will see the crash I assumed happens … but until then … trade the trend - and FYI- Ackman has Covid $Ethe $Gs $EPD - great dividend Nat gas plays emember - $BOIL - $CRK and $VET are also $LNG plays $MPLX have huge dividends $EGLE - pivot at $70 $GNK - pivot at $26 $GRIN pivot at $26

Be forewarned - the volume goes way up about 5 min in. I had a microphone problem and had to raise the gain.  Crazy rally after Powell said no recession Honestly - I didn’t see this at all but $tqqq had confirmation all day … I was not trading but again - this is once in a lifetime to get Google at these prices Specific to growth and tech Remember that June rally reversed next day $Qcom beat but guidance down so it lost a little after hours - qualcom is expanding to automotive $Meta missed earnings on top and bottom- Sheryl Sandburg leaving is a very clear sign things are not going right - guidance coming in lighter as well $F beat earnings - hype play Jeffrey gundlach who was a crazy bear has now become a bull and said the fed can do this and we may be ready to say from here you will be up at the end of thr year … but the s&p crossed 4000 so personally I don’t know He thinks the year will end at 3% fed rate … we are at 2.25% right now Utility $SO beat earnings Spirit airlines ($SAVE) terminated deal with frontier … activision blizzard still on and Twitter … and jet blue will pay $33 per share to shareholders of save (spirit) $AAPL hires lambo exec for obvious apple car $AMZN - not worth the risk of buying before earnings $BOIL $CRK $VET $LNG - all great Natural Gas plays $DVN - over $60 before earnings $OXY - over $60 $XOM and $CVX have earnings tomorrow - this should be huge Ftx launched stock trading …. They are charging a trade % so it’s not free trades

$MCD - perfect example of how to invest with my story of $1 drinks $KO - investment - not a trade - and a very good one  $SNOW - still like this $MU - you've gotten your 10% on this trade.  $AMZN and $MSFT - the traders on CNBC make good points - probably not good to hold short term - it’s going to be tough because of the multiples - but if you are investing for more than a year - putting up with short term volatility is your best bet Josh Brown buys $LNG - above $150 is a breakout - he talked about moving LNG over to Europe. We are producing it at $6 and LNG is best positioned to move it over there. He said it’s a supply/demand play - and Cheniere is who fixes the log jam Remember - $BOIL - $CRK and $VET are also nat gas plays $CME - crazy good quarter - $9.30 per share - restaurant sales up 10% ….they are doing incredible with horrifically horrible burritos. I’m not a fan $V - beat - down 2% but nothing that says buy the stock $GOOG missed by 6% but that was priced in $MSFT missed - there’s nothing good in the stock that says buy it now - but good for long term Everything in the market is just blah - there’s nothing that says you have to trade…be patient With $AMZN - wait to see what they say and THEN trade it…no reason to chance things $META - I like it since it’s been down - but again - no need to rush in $AAPL - got a new iPhone - I’m the moron that buys right before the new one comes out and pays full price $BA missed earnings but cash flow is better than expected so the stock is up 4% in pre market Elliot who built a position in pins has now gotten into to $PYPL Nat gas is up to $60 in Europe… $RIO profit falls and cuts guidance on weak sales of iron ore - no reason to keep watching this  $ENPH up 10% on strong earnings VIX at 24 so $UVXY is doing poorly - wants to be at 30 Fed decision today $TQQQ way up in pre market Your plays for day trading  $UPRO - Bull S&P $SPXU - Bear S&P $TQQQ - Bull Nasdaq $SQQQ - Bear Nasdaq $SARK - Bear for high multiple growth  $UVXY - when the VIX rises - typically on large down days

$UNH $QCOM $GOOG $META $AAPL $AMZN $XOM $CVX $Pxd $TSLA $RIO $NVDA $BOIL $UCO $LNG - $crk $vet may be better $COST NFL announced they launched NFL plus - but Goodell has said SUnday ticket is moving to an app service and apple is the leader - this will mark the end of linear TV service. $UPRO $SPXU $TQQQ $SQQQ $SARK $IWM from Trendspider is trending on the 50day EMA - IWM is a small cap ETF $Wmt way down after hours dragging down target kohls and amazon with it. Walmart said it now anticipates adjusted earnings per share for the second quarter and full year to decline around 8% to 9% and 11% to 13%, respectively. It had previously expected them to be flat to up slightly for the second quarter and to drop by 1% for the full year. Walmart stock drop is most in 1 day in over 20 years inflation is causing shoppers to spend more on necessities like food and less on items like clothing and electronics This may be an opportunity to buy quality retailers on the dip like $cost $m and imo $TGT may be a buy because it might be a Walmart problem …target may have already been through this $Tslq - should have mentioned yesterday when it was up so much Oil up 2% again Russia is going to slow nat gas flow to 20% …. That’s a 50% drop so Putin is def going to shut this off before winter Dutch contracts on future are $53 per mega watt and we are paying $8 Fed kicks off meeting today and tomorrow is their decision John Oliver show is a master class on inflation Politically the big story is the White House is trying to change the definition of a recession … they are trying to say there’s not one because the consumer thinking there’s a recession could make the last leg fall which would drive us in to a recession with people just thinking we may be in or will have one $Fcx up again Redfin report says 32% want to move to cities Top picks Miami Tampa Phoenix Sacramento Las Vegas Cape Coral San Diego Energy is going to be big because of air conditioning because all these cities are hot $Gs is still up … you should have made your 10% on this $Gm misses earnings rather big … this is a company that can’t do things right at all - chip shortage and China lockdowns are what they blame … they pre announced this a few weeks ago - profit margin was 8% vs 10% last year $Gm is saying their guidance is the same … so no take down of targets or ev estimates. 1 million ev sales in 2025 Only reason to own the stock is for cruise self driving division $Ups beats big - confirms guidance and increases share repurchase - they are bettering the operations of thr business $V tonight might be interesting for the economy $Msft and $GOOG tonight … I like both for long term $Ge better earnings than expected and down big to start and then it came back $Rdbx has taken off again $Revb is crashing $Siga - monkeypx is big $Govx is also up big $Drv - shorting real estate $KO beats earnings and things are positive Sell $Oxy over $60 SCANS $KO $UNH $AMGN $PFE $KDP - right before earnings

I go over some of the earnings this week: Tuesday - $GOOG and $MSFT Wednesday - $QCOM and $META Thursday - $AAPL and $AMZN Friday - $XOM and $CVX Commodities seem to be turning around and $FXC and $RIO seem to be on an uptrend $SNAP - was it a Snap issue or an overall ad downturn? Did $meta figure this out in Q1 and is that all priced in already?  $KMI - interesting safe 6.7% yield in the energy industry.  $LNG is the best opportunity in the nat gas trade. It's going to continue higher because in the US it's selling at $8 and Europe it's $50 - they will export and make a fortune. $RevB - up 100% in premarket $TSLA - crazy that it's this high - but there are reasons - upcoming split and opening chargers up to all EV's $TQQQ - up at $30 - take your 10% and move if you've had it - I just wonder if 1 earnings report from the big 4's brings this down - it's triple levered $SIGA - monkeypox trade $NIO - great trade - just wonder if it's worth the risk with the China government  $SGML - wow - great buy and hold for Lithium - but really good trade with the algo too $ZIM - at $46