Be forewarned - the volume goes way up about 5 min in. I had a microphone problem and had to raise the gain. 

Crazy rally after Powell said no recession

Honestly - I didn’t see this at all but $tqqq had confirmation all day … I was not trading but again - this is once in a lifetime to get Google at these prices

Specific to growth and tech

Remember that June rally reversed next day

$Qcom beat but guidance down so it lost a little after hours - qualcom is expanding to automotive

$Meta missed earnings on top and bottom- Sheryl Sandburg leaving is a very clear sign things are not going right - guidance coming in lighter as well

$F beat earnings - hype play

Jeffrey gundlach who was a crazy bear has now become a bull and said the fed can do this and we may be ready to say from here you will be up at the end of thr year … but the s&p crossed 4000 so personally I don’t know

He thinks the year will end at 3% fed rate … we are at 2.25% right now

Utility $SO beat earnings

Spirit airlines ($SAVE) terminated deal with frontier … activision blizzard still on and Twitter … and jet blue will pay $33 per share to shareholders of save (spirit)

$AAPL hires lambo exec for obvious apple car

$AMZN - not worth the risk of buying before earnings

$BOIL $CRK $VET $LNG - all great Natural Gas plays

$DVN - over $60 before earnings

$OXY - over $60

$XOM and $CVX have earnings tomorrow - this should be huge

Ftx launched stock trading …. They are charging a trade % so it’s not free trades