$SHOP and $ZG in to afternoon earnings today - Market update 2-15-23
Daily Stock Picks - A podcast by Gary Vaughan
Categories:
Notes for the show are below some of the links, but I focus on $RBLX $TTD $AMST $DVN $ABNB $SHOP $ROKU $CSCO $NINE $CRDO $ZG In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you’ll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES $AMST as hype rally - I tweeted - got a tweet back about Chat GPT 3 being implemented - took stock from $.25 to $77 just in pre market with a press release Also $EPAZ $Orcl powers Uber in thr cloud with $goog - they also power tiki tok and could be a big move - josh brown big buy $ABNB - huge beat and surprise $trip - Great guidance - up 10% - experience bookings were up $DVN - missed their whisper number - brought the stock down from $63.94 to $61 - not huge - but maybe energy is going to top here. Severe winter weather and q1 production is going to be lower - not good news. $UPST - didn’t really make it - they surprised but slowed - this is as good as dead and is a trade $F - halted production of F150 lightning because of battery issue - this is just bigger indication that $TSLA is a buy $CRDO - interesting insider sales - and a huge move down after hours. Def insider sales were an indication. $RBLX earnings $TTD earnings $GOLD earnings $GNRC earnings $SUN earnings $SHOP after hours $ROKU after hours $CSCO after hours $ET after hours $MRO after hours $ALB after hours $EQT after hours $QS after hours $FSLY after hours $ZG after hours $BRK.B - they decreased their $TSM by 86% - they sold out of most of their position $USB - they cut by 90% $MCK - cut by 11% 10% stake in $ALLY Also boosted $aapl and $para Citadel took a 5.5% stake in $SI which is a HUGE short stock that we’ve seen pop Mark newton of fundstrat said nat gas bottomed - $boil MICHAEL BURRY’S CURRENT PORTFOLIO $GEO 25% $BKI 19.9% $COHR 11.3% $BABA 9.4% $JD 9% $WWW 8.3% $MGM 7.2% $QRTEA 5.5% $SKYW 4.4% STARTED A POSITION IN THESE 7 $BABA $JD $MGM $SKYM $COHR $BKI $WWW SOLD ALL OF HIS SHARES IN $CHTR $AJRD $LILAK $CXW AND SOLD 50% OF HIS $GEO POSITION Retail sales up big 2.3% vs. .9% expected - didn’t move the needed much but bigger inflation, hotter economy - Fed may move more $M SCANS $TSM $SNOW $NXE $PDD $JPM $DDOG $NINE