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🍏🚀 Apple’s Next Big Move: OpenAI Partnership, Jony Ive, & What It Means - Bond Market Warnings & Gold - 5-22 Market Update
HUGE TRENDSPIDER MEMORIAL DAY SALE - Try it for $.50 per day for 2 weeks! 🇺🇸🇺🇸🇺🇸
SEEKING ALPHA BUNDLE - save over $150
This was a really good episode IMO
Stock Watchlist & Picks:
Daily stock pick watchlist narrowed down to 5 high-growth stocks the host is watching (but doesn’t currently own)
Discussion on when and why to start new stock positions versus adding to existing ones
Bond Market News:
Recent bond auction failed, sending a warning about the current U.S. tax bill
Comparison to the UK’s 2022 bond crisis under Liz Truss
Rising bond yields (10-year above 4.6%) signal caution for stock market buyers
Gold & ETF Analysis:
Gold stocks may benefit as debt concerns rise
Comparison between $GLD (holds physical gold) and $IAUM (holds gold-like assets) for trading and long-term investing
Market Sentiment:
Emphasis on choosing between panic and orderly markets
Reminder that market gaps tend to get filled; expect volatility with rising VIX and bond yields
Stock-Specific News:
$PLTR (Palantir) awarded a major U.S. Army contract but remains expensive
$AAPL (Apple):
Major partnership with OpenAI and Jony Ive
Anticipation for big announcements at upcoming WWDC
Discussion of Apple’s current challenges and potential for disruption
$CRWV (CoreWeave): IPO up 200% since launch, driven by GPU rental demand
$NVDA (Nvidia): Focus on upcoming earnings
$NVTS (Navitas): Volatility expected due to Nvidia partnership
$UNH (UnitedHealth): Concerns about business model and healthcare costs
Utility stocks highlighted for reliable dividends
$GOOG (Google): Testing ads in AI search, rising costs for AI-driven search, and advances in AI-generated video
$NKE (Nike): Plans to resume selling on Amazon, potential impact on margins
Crypto Update:
Bitcoin hits new all-time highs, possibly acting as a hedge against U.S. debt
$IBIT - a buy in the 4 hour algorithm
Earnings Highlights:
$SNOW (Snowflake): Strong Q1 results, host sold at $193
$URBN (Urban Outfitters): Record sales, strong performance
$GOOS (Canada Goose): Significant rebound in a down market
Social Links and more - https://linktr.ee/dailystockpick
SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time
Want to beat the S&P? Sign up for Alpha Picks here.
FREE NEWSLETTER DAILYSTOCKPICK.SUBSTACK.COM
View all episodes
By Gary Vaughan
5
33 ratings
HUGE TRENDSPIDER MEMORIAL DAY SALE - Try it for $.50 per day for 2 weeks! 🇺🇸🇺🇸🇺🇸
SEEKING ALPHA BUNDLE - save over $150
This was a really good episode IMO
Stock Watchlist & Picks:
Daily stock pick watchlist narrowed down to 5 high-growth stocks the host is watching (but doesn’t currently own)
Discussion on when and why to start new stock positions versus adding to existing ones
Bond Market News:
Recent bond auction failed, sending a warning about the current U.S. tax bill
Comparison to the UK’s 2022 bond crisis under Liz Truss
Rising bond yields (10-year above 4.6%) signal caution for stock market buyers
Gold & ETF Analysis:
Gold stocks may benefit as debt concerns rise
Comparison between $GLD (holds physical gold) and $IAUM (holds gold-like assets) for trading and long-term investing
Market Sentiment:
Emphasis on choosing between panic and orderly markets
Reminder that market gaps tend to get filled; expect volatility with rising VIX and bond yields
Stock-Specific News:
$PLTR (Palantir) awarded a major U.S. Army contract but remains expensive
$AAPL (Apple):
Major partnership with OpenAI and Jony Ive
Anticipation for big announcements at upcoming WWDC
Discussion of Apple’s current challenges and potential for disruption
$CRWV (CoreWeave): IPO up 200% since launch, driven by GPU rental demand
$NVDA (Nvidia): Focus on upcoming earnings
$NVTS (Navitas): Volatility expected due to Nvidia partnership
$UNH (UnitedHealth): Concerns about business model and healthcare costs
Utility stocks highlighted for reliable dividends
$GOOG (Google): Testing ads in AI search, rising costs for AI-driven search, and advances in AI-generated video
$NKE (Nike): Plans to resume selling on Amazon, potential impact on margins
Crypto Update:
Bitcoin hits new all-time highs, possibly acting as a hedge against U.S. debt
$IBIT - a buy in the 4 hour algorithm
Earnings Highlights:
$SNOW (Snowflake): Strong Q1 results, host sold at $193
$URBN (Urban Outfitters): Record sales, strong performance
$GOOS (Canada Goose): Significant rebound in a down market
Social Links and more - https://linktr.ee/dailystockpick
SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time
Want to beat the S&P? Sign up for Alpha Picks here.
FREE NEWSLETTER DAILYSTOCKPICK.SUBSTACK.COM
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