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$BABA over $100 on earnings - going to $150

$XLE $SLB $HAL are all energy names you can get in to

$DIS under $90 is a good long buy IMO

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NOTES

My birthday - https://venmo.com/u/Gary-Vaughan-4

CPI - 3.2% is in line - 3.3% was expected - expect bond rates to fall and the market to go up. 

4 of 11 sectors closed green. Energy (+1.21%) led, and technology (-1.31%) lagged. 💚

Carvana shares popped but then dropped after raising its outlook, saying it expects gross profit per unit (GPU) to be above $5,500 in the current quarter. That was about 11% above consensus expectations. 🔺

Sonos shares popped 13% after earnings topped expectations by $0.32, and revenues were also better than expected. On the other hand, Fossil Group dropped 13% after reporting weaker-than-expected results. 🛍️

DraftKings fell 11% as investors assessed the potential market share impact following Penn Entertainment’s partnership with Disney’s ESPN. 🎰

$wynn beat on eps and rev - they beat in all properties and ceo is saying it was a record q2 - even in China 

$dis - missed on rev but beat on eps - iger said cost cutting is that’s helping save them $5.5b in savings - streaming business reported smaller than expected loss - but missed on subs by about 5m subs - stock was flat at report …. This is bad news good price action … stock went up after call was under way … this means a bottom may be in since it held the high $80s which was where it was at during covid - still not a great gamble imo but I’m adding more to my position - they said they will raise prices and crackdown on password sharing 

$nvda dropped 

$ttd - better than expected quarter with beats on rev and eps - 23% year over year - got killed down 10% 

$SMCI earnings - podcast I listened to explained their model - it’s going to be bigger - their valuation is not crazy 

$app - surged 25% after beating and surprising with guidance up - they propped up their ai advertising 

$sono beat - I love these speakers - popped 11% 

$illumina beat and sank  

Natural gas popped because Australian nat gas workers may strike which would push the price higher - $BOIL 

$rblx crashed on earnings - it’s an opportunity 

$lly - it’s got to be in the core portfolio but it will come back to fill the gap I think 

$xle $slb are both energy names to get in on 

https://charts.trendspider.com/login/?reason=not_signed_in&subscribe=643aee99d0dc7a00157ccd10&utm_source=sharing_preview_page&_go=tsteam%2F%3Futm_source%3Demail_pp

Interesting macd cross up of Bitcoin in trendspider 

https://www.instagram.com/reel/CvvdG6Vgk26/?igshid=MzRlODBiNWFlZA==

$BLK - Bitcoin ETF may be approved in next 5 months 

$rblx - a total miss - I think this rebounds if the kids I know are right 

$baba earnings were good - biggest revenue increase since 2021 - this is going back to $150 

$nvo pulling back - the company is restricting us supply because they can’t make enough of weight loss drug 

$tpr buying $cpri for $57 per share 

$CHGG - gap check

SCANS

$WMT

$UCO

$HAL

$XLE

$SLB

$XLV

$HON - I like this thanks to Zephan

$LCID

$PCAR

$TMUS

$EBAY

$ENPH

$MA

$DUK

$T