I think $GOOG is still a great buy. There's so much more upside to the stock.

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NOTES

Remind folks to rate on Spotify as it does help

I am going to do auto ads on the podcast as well. Don’t be angry - Daddy needs to monetize a little. I’ve been doing all of this at very little income levels so a 30 second ad should be okay. Just realize - auto ads seems to put one every 10 min or so. This way I can keep the podcast free and only really charge for the newsletter. Which has received positive reviews. 

Youtube - it says 58% of the views are from people who are not subscribed - subscribe! 

Ackman covered the bond shorts - stocks moved up and yields moved down. 

At 9:45 AM ET today, Bill Ackman posted that he covered his bond shorts.

4 hours later, the 10-year note yield is down 15 basis points, on track for its biggest daily drop in 2 weeks.

This comes nearly 2 months after he publicly took a large bond short position.

Ackman said there is too much risk in the world to continue shorting bonds.

He also said that the economy is slowing faster than recent data suggests.

Core portfolio update from seeking alpha 

If you’re looking for a home - condolences 

https://x.com/lastcallcnbc/status/1716604633466937691?s=46&t=7y4v-tHaIEzjLo4Lw72X7g

EARNINGS THIS WEEK 

$CLF earnings beat

$VZ beat

$KO beat

$RTX

$GOOG

Remember ggLL and GGLS other levered etfs to trade around earnings 

$MSFT

$V

Tomorrow’s earnings

$BA

$META

Thursday

$AMZN

$INTC - which was taken down by $NVDA saying they will go in to PC chips which Intel dominates - this won’t be easy so it will be a long play 

$smci 

https://www.fool.com/investing/2023/10/20/what-intel-amd-and-super-micro-computer-stock-inve/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article

Bitcoin

As Bitcoin's (BTC-USD) price jumped more than 11% on Tuesday, cryptocurrency-focused stocks continued to surge. In particular, shares of Coinbase (NASDAQ:COIN) rose 8%, Hut 8 Mining (NASDAQ:HUT) up 11%, MicroStratety (NASDAQ:MSTR) up 9%, Riot Platforms (NASDAQ:RIOT) +13%, CleanSpark (NASDAQ:CLSK) +13%, Marathon Digital (NASDAQ:MARA) grew 14%, Bitfarms (NASDAQ:BITF) +9%, and Bit Digital (NASDAQ:BTBT) +8%.

$aapl 

https://x.com/munster_gene/status/1716556476767236300?s=46&t=7y4v-tHaIEzjLo4Lw72X7g

$DVN a buy? $49.55 above is the key in this article 

Social requests

Highway on fb 

G-man do you think Sofi is a buy ?

Look at stock nerds newsletter - https://www.stockmarketnerd.com/p/news-of-the-week-october-2-6

$hsy for Rony on fb 

SCANS

$SGEN

$ISRG

Core Portfolio stocks that were a buy in the 65 min algo before the market open

$NVDA

$NFLX

$WMT

$SMCI