Notes for the show are below some of the links, but I focus on $RIG $FRO $ZIM $SBLK $GOOG $MSFT $AAPL $AMZN $GOOGL $META $TSLA $UBER

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NOTES

CPI hotter than expected - which should bring the market down - if it doesn’t - we’re in a bull market

$RIG

$SBLK

$EGLE

$GOGL

$GOOG vs. $MSFT on search

$FIS - weak guidance - any reaction is an over reaction

Question about 5-10 year holdings

$AAPL

$AMZN

$MSFT

$GOOG or $META

$TSLA

$UBER honorable mention

$pltr earnings…. Crazy reaction - got over $10 - first ever profitable quarter

$amzn - will focus on the struggling grocery business….

$ko - beat on both top and bottom line of earnings - hopefully you bought under $60 - this is just a buy and hold imo

$mar hotel best on both top and bottom

$snow for Rohan

$BOIL goes to $2

$MSFD - short $MSFT etc - it’s just run too much on weak guidance

$TSLS or $TSLQ- $TSLA short etf

SCANS

$MPLX

$CHRD

$UDOW

$FSLY

$MCD

$HON

$LULU

$ORCL

$DUK