8 stocks I really like now - 10-12-23 Market Update

The 8 stocks are at the bottom of the notes and the end of the episode. I also discuss my plan for anyone that bought $PXD before the $XOM purchase announcement. Get my algo and a special offer on Trendspider - https://trendspider.com?_go=gary93  Get $50 off a year of Seeking Alpha.  https://www.sahg6dtr.com/2L9M597/R74QP/ TESLA referral -Use my referral link to buy a Tesla and get up to $500 off and 3 months of Full Self-Driving Capability.  ⁠⁠https://www.tesla.com/referral/gary82526⁠⁠ Social Links and more - ⁠⁠⁠https://linktr.ee/dailystockpick ⁠⁠⁠ FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠ SPONSORED BY VISIBLE - Check out this page: ⁠⁠https://www.visible.com/get/?3P8FJPM⁠⁠  $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did - ⁠⁠https://a.webull.com/gGlte9iTQnfaDYFa4S⁠⁠ NOTES CPI - 3.7% vs. 3.6% year over year - kind of in line and nothing crazy - but if inflation continues higher, Fed might have to raise and definitely would not lower - that pulled futures back a bit  Jobless claims - nothing crazy so all in all - looks like no hike November is still in play  https://finviz.com/published_map.ashx?t=sec&st=d1&f=101223&i=sec_d1_075445488 $LLY was yesterday winner  $SMCI gap cover https://share.trendspider.com/chart/SMCI/18946kgycgh https://www.fool.com/investing/2023/10/09/better-ai-stock-palantir-vs-super-micro-computer/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article Since I opened this on June 19th, the core portfolio is down .02% vs. the S&P during the same time 1.46% - always measure yourself.  Even with $QQQ And beating the dow.  Core Portfolio moves Took out $QCLN - no longer is this clean energy ETF a good one. Will find others to put this money in to.  $TGT - I’m over waiting for this one - it’s done $SNOW - this is a good company but has just been trading between a range. I will hold it in my portfolio, but I’ll be trading it instead of long term buying it.  Added $SMCI - it’s about time - I like the business and the valuation.  $PLTR - again - it’s about time - I want this stock to get back to $30 in the next year or so.  $dal beat earnings and guided in line - fuel costs were lower than expected but expect fuel to be up  Sell $goog and buy $msft article  Great article on $meta fundamentals  Still live $ba under $200 - BEST BUY $amgn - rumored to be working on the weight loss space - only up 3% ytd and might be a good move higher  Should You Still Buy the Nasdaq's Best-Performing September Stocks? | The Motley Fool Did you buy $pxd? Waiting for earnings and the dividend announcement but maybe exit because it’s capped at $257 per share  in an all-stock transaction valued at $59.5B, or $253/share, based on Exxon's closing price on October 5. The offer represents an 18% premium to Pioneer's closing price on October 5 and a 9% premium to its prior 30-day volume-weighted average price. Under the deal terms, Pioneer shareholders will receive 2.3234 Exxon shares for each Pioneer share at closing. $pdd owns Temu - $baba is probably a better stock  Trendspider software update  SOFTWARE UPDATE ✅Full Release: https://trendspider.pulse.ly/wctomlnqoi Social Request $RH for Sully on Spotify  $vti as a tech index play for j.stebick on Spotify  Sam from fb  So with everything going on in the world and the Middle East right now now what’s your thoughts on KTOS ( Kratos defense and security solutions)? Or even Boeing as a play with everything going on? SCANS $WMT $PEP $UCO $MNST Stocks I really like $BA $PLTR $SMCI $SHOP $LLY - but $AMGN might be better $UBER $MARA $SOFI