I recorded an entire podcast this morning and then found out my computer hard drive has crashed so I had to re record it and I've spent 5 hours. Here are my notes that I read off of .... I'm going back to trying to troubleshoot. 

Will the courts hold Musk to his $54.20 price for Twitter? Maybe it’s worth putting some money in because it’s not going to zero.

$Fcx and other commodities near 52 week lows

HPQ

DRV cross up at $48.79 - posted on twitter

Estimated taxes for all my fellow contract workers.. if you have suggestions, let me know. I won’t make enough money this year to actually pay them, but with increased work I may have to in the future.

Stephanie Link thinks UNH beats earnings

China’s lockdowns are going to be a key …. China stocks got hit

Risk in $TSLA shares - earnings and how BAD TSLA traded on this day with no news or anything - it’s simply multiple.

Twitter… I’m going to say the ONLY reason to buy Twitter now is if you think Elon is actually going to buy it. IT’s got way more downside than upside but you could “bet” on it if you want. The upside could be big.

Nflx - ceo Ted Sarandos says 1 sub equals 5 users … this could be huge for valuation if they crack down on passwords

White House says elevated cpi inflation number …. That’s a .75 hike by fed going in to October then

Apph stock for Instagram

Oil is sliding again on China lockdowns and fear of demand slide

Heath row in London is now capping passengers to 100k per day on departing passengers because of under resourced airlines … this is what jay Powell would love to kill demand … it’s in place until sept 11

Canoo with Walmart to buy 4500 trucks with option to buy 10k more as they go carbon neutral by 2040

Peloton will no longer make their bikes and treadmills … they will outsource on contract basis … I love the app so much more than apple fitness and others

PepsiCo destroys earnings …. They are driving cost out of thr business they said

Look at coke back PepsiCo stock - cfo on cnbc said news article on chips taken out of bag was wrong … he said they do alter some package sizes instead of raising price

Prices up 12% for the quarter which he said is less than inflation

He said packaging, shipping and vegetable oil and all oils are driving prices up

Again … anything he says is already priced in the market

Supply chain still not fixed … he said they are at an 8 out of 10 and they r not back to where they were prepandemic

Pepsi Cfo said recession is likely here for a couple of years

Axp - J.P. Morgan said recession not priced in to stock - fill gap at $150

Bitcoin under $20k again

Tsla

Spxu

Sqqq

Sark

Tqqq - may turn quick

Today may be bullish after fed speak

Valero Energy Corporation $VLO trading in bullish territory, one can look to go long on this counter at current levels and can be bought in dips till $100. Stock’s strength can lead to $127. Any close below $95 acts as stoploss

Puru on Twitter says oil and energy just starting the decline and commodities are based on the recession fears

Apple lowered trade in prices indicating strong iPhone demand … this could be a positive to the stock on earnings with guidance

28 days in a row here in the us gas prices have gone down

AEP and DUK - Utilities crossed up on the MacD

NVDA - cross up at $157 - still good at the $150 price range

Twitter - sent letter to Musk - this is ugly and if you want to bet on it - bet on it - but it’s just a loss for everyone. I think Elon wants the company but the stock most likely will flounder