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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