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My thoughts on Apple and Google plus some of my sells yesterday. I trimmed my top 5 holdings.
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1. S&P is back to where it closed on Liberation Day - should you buy now?
2. Fed Decision - nothing
3. Apple and Google - this is a moment
4. AI Market - 12 stocks
5. $OSCR - a 10 bagger?
6. I sold HIMS for a 20% profit
7. Chip stock catalyst
8. Trade deal announcement
9. I trimmed $MSFT $AAPL $GOOG and $CRWD - why?
10. Opportunities in the Core Portfolio
11. Earnings - $APP killed it $MELI killed it $AXON killed it
12. Quantum stocks soar
13. 12 rules of technical trading
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I go over all the earnings, my $HIMS play, $PLTR and I provide you a guide on moving averages and how you can train yourself on Technical trading. FREE
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1. My lawn - rate it from 1-10!
2. China talks and Fed meeting - big day
3. Trump strategy - SET ALERTS
4. VIX crashed - recovery now?
5. AI market - if it can kill you - invest in it
6. $HIMS - short squeeze
7. $PLTR - double top
8. Earnings and what I would pay for stocks - $AMD $SMCI $DIS $NVO $UBER
9. Tonight's earnings - $ARM $APP $MELI $IONQ $CVNA $FTNT $AXON and more
10. EDUCATION - Moving Averages and technical trading - how to create a custom course to teach you
11. 6 easy steps to master your trading and investing process
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Earnings are a fun game, but my best gains are from buying when stocks are down. QQQ VOO META CRWD WFC are all stocks I've bought and added to in the last 30 days with rather large gains.
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1. Gains I've made recently
2. I bought $HIMS - why?
3. Net buyers and sellers - the stocks on the list
4. WARNINGS on stocks from Cantor
5. Volume is light
6. Tariffs - specifically on semiconductors
7. Trendspider hammer candle scanner
8. Citi reduces their year end target
9. Utility plays - not all electric
10. Earnings - HIMS, Palantir and ones I see tonight.
11. The return of "scans" of stocks with entries on the 4 hour algorithm.
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The risk/reward on earnings is clear tonight with $HIMS and $PLTR. Plus, is this just a bounce or a full recovery in the market?
SEEKING ALPHA SPRING SALE - Get a FREE 7 day trial and a FREE Alpha Pick plus save $30
TRENDSPIDER SALE - GET IT FOR ONLY $5 1. Since I've been gone things have happened2. These things don't happen in a bear market - is this a recovery or just a bear market bounce? 3. Fed Decision week4. Big movers of the day5. Buffett - goodbye - why buy now? 6. Earnings are going REALLY well 7. $HIMS - short squeeze on earnings? 8. $PLTR earnings - risk/reward9. The long list of earnings
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The shipping situation is the canary in the coal mine and GDP + ADP job numbers show a weakening economy. There are still some great stocks out there though.
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1. Economic data was not good
2. But 6 days positive in a row? Should you sell in May and go away?
3. Tariffs - still no deals
4. $XLF
5. $EAT - great earnings - got KILLED
6. $OKTA and Weinstein - Stage 2 breakout
7. $FRSH - I like the stock
8. $SMCI - the warning took the whole AI space down
9. $META - released an "assistant" app
10. $WFC - the buyback is HUGE
11. $MPLX - the dividend and growth is why I own it
12. $SBUX - don't bet against the CEO
13. $GRAB - interesting as their earnings were good
14. $META and $MSFT $HOOD $QCOM tonight
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The market WON'T get back to all time highs this year. Why? Listen to the episode. But there are some great stocks to make money on - long and short term.
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1. Man vs. Gorilla contest
2. What type of trader are you?
3. $HIMS - Game Changer
4. Market overview - why I don't think we will hit all time highs this year.
5. $AMZN - is it a buy before earnings?
6. Top 10 stocks - 5 are up 10% to 35% YTD
7. $ROKU - 7 straight positive days
8. $LNG - may not be what I thought
9. Relative Performance Scanner FREE download
10. $META - seasonally strong
11. Mastercard and Visa
12. Energy plays
13. Stock Spotlight - $OKTA
14. Earnings - $SPOT $KO $PYPL $SOFI $GLW $RCL
15. Presidential Grift (just facts - it feels wrong)
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Shipping containers arriving empty and no trade deals announced are concerning. But can Earnings week lift all spirits? The market feels uncertain, but it's also not down that far anymore.
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1. My 2 posts from the weekend
2. Things that DON'T happen in a bear market which indicate we're in a bull market - but are we?
3. Is this like 2000? If so, we're only in 1997
4. Don't miss the best days in the market
5. Shipping and how it's signaling an issue in the economy
6. $GLD - is it done? Not if we have shortages
7. Earnings - why did $TSLA go up with bad earnings and $GOOG go down?
8. $NVDA one of the biggest movers
9. Bitcoin - just buy it
10. 10 Founder Led Stocks
11. 10 Value Stocks
12. $OSCR - is it a good buy? It's all over social media
13. Dan Niles note - start your week with this one
14. Earnings this week
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You can find the full list in my newsletter here. DAILYSTOCKPICK.SUBSTACK.COM
Get the Top 10 stocks of 2025 from Seeking Alpha
TRENDSPIDER SALE - SAVE OVER 25%
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There are plenty of signals this is now a reversal in the market. But a tweet or news conference can take it right back down. Know what to look for.
Get the Top 10 stocks of 2025 from Seeking Alpha
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1. Don't comment that you're leaving - just leave
2. 5 out of 10 stocks I posted yesterday based on Trendspider alerts were up over 5% on the day. It wasn't magic - just alerts
3. Be Careful - what to look for from the Treasury Secretary
4. Has the bottom been hit? Your timeframe matters
5. $SNOW - trading range
6. I still like $NBIS
7. Some Alpha Picks yesterday were way up - they will outperform in the recovery
8. Fundamentals matter - Market Cap vs. Revenue
9. Austin's 2 stocks I like - 1 I don't own
10. Apple
11. Google Earnings - what now?
12. Celestica $CLS - why is it down?
13. Earnings next week - HUGE
TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link
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SEEKING ALPHA BUNDLE - save over $150
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I think the market is clearly range and news bound. I think it's wise to do 3 things before buying in to this market. Plus Google, TMobile and Intel earnings tonight. IBM is a clear warning sign.
And 3 stocks I really like after earnings
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1. Trendspider just changed the game
2. Why buy and hold is a great strategy
3. Markets - things change quickly
4. China issues
5. $TSLA - $10k to $200k - but it could have been $400k
6. Gold - I actually like Bitcoin better
7. GLP1 stocks
8. 3 stocks I like after earnings
9. Earnings - IBM - Texas Instruments - Google - Intel - T-Mobile - Celestica (CLS)
TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link
(use code DSP25 if prompted) Email me at [email protected] I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.
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SEEKING ALPHA BUNDLE - save over $150
SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time
Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks.
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