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$SHOP and $PYPL I like on the pullback. I am unsure of $SEDG but I like the pullback on the great 8.  

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NOTES

Fatima on Spotify - thank goodness I didn’t listen to a doosh on the internet - YES - I am wrong sometimes - I play earnings sometimes and I get it wrong. But I do always buy companies that I don’t mind holding. 

Overall this week earnings are coming in lighter (not bad) than the recent run can sustain and guidance is not as strong. If the economy is strong and will grow - these are buying times. If the fed increases are just taking effect now - we should see more downside 

All this is is really just a pullback on an uptrend right now. The lows are around the 20 day SMA. 

Tweet about possible govt shutdown on Oct 1. 

https://twitter.com/i/status/1686789609345216522

$SBUX went under $100 - strong quarter - deserves to be $115- $120 IMO

Great explanation from Josh Brown - 

https://twitter.com/OnTheTapePod/status/1686738435350876160?s=20

$AMZN under $130

$DVN under $50

$GOOG under $130

$META pulling back - not under $300 but under $320 is good

$MSFT under $330

$NVDA under $440

$RBLX under $40

$SHOP got back to $62

$SNOW under $170

$TSLA under $250

$UBER may pull back to $42 but add to it

$SOFI under $10 

$SEDG and $ENPH - great tweet

https://twitter.com/SullyCNBC/status/1686788347035873295?s=20

Earnings 

$QCOM earnings - handset sales slow - missed rev and EPS in line - but I would still say anything under $125 is good. 

$HOOD - first time it reports a GAP profit - that’s good - but I still don’t think it’s a good platform 

$Z killed earnings 

$DASH missed EPS estimates beat revenue - Q3 guide was better than expected 

$ETSY beat EPS estimates and Rev estimates - Q3 guide is a little lighter - reacted down - but buyers were at an all time high in the quarter 

$SHOP - beat by a lot - revenue beat - down fractionally - they are KILLING it - shipping faster and faster expansion - it went down - BUY IT NOW 

$PYPL - beat  but operating margins missed - that will have to pick up. 

$OXY beat on EPS and revenue 

https://finviz.com/published_map.ashx?t=sec&st=d1&f=080223&i=sec_d1_164800175

Notice how big tech is down almost 3%. 

SCANS

$V

$SGEN

$CL

$LMT

$RTX

$EMR