Daily Stock Picks

$TSLA deliveries and $AAPL hits $3T - 7-2-23 Market update


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How can you use this podcast and newsletter with Trendspider to find stocks and make successful trades?


$AAPL - at some point $AAPD makes sense

$TSLA - I'll go over it all


Tons of scans 


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NOTES

What does “SCANS” mean in the newsletter? 


Paid newsletter - why so long? 


Market closes at 1pm and is closed tomorrow. 


$AAPL closed above $3T valuation - $AAPD is the play when this turns around - but momentum has it going to $200 at at least IMO


Dan Ives says an Apple car is inevitable. Most likely this will be like the iPhone - $aapl does NOT manufacture the phone - they outsource it which limits costs. The rumor was that Hyundai was the manufacturer they were looking at. 


https://appleinsider.com/articles/23/06/30/apple-car-is-a-matter-of-when-not-if-claims-analyst?fbclid=IwAR06O6NgfzvZ15TuxngFw_6qnoRdxaSS4oeWoRZTKtg4Se0Ekt2shCldFsQ


First monthly MACD cross to the upside on $QQQ since May of 2020!


Over the last 20 years when this has occurred, the following month was green 71% of the time with an average return of +2.47% 

$NVDA $MSFT $GOOG and $AMZN are the best AI plays according to a survey - but they are priced to perfection and I would wait for the price targets


$NVDA - under $400

$MSFT - under $330

$GOOG - Under $120

$AMZN - under $130 



Tom from Instagram 


Hi new listener here and new to investing.


Been looking at easterly government properties $DEA, and just seeing that your thoughts are on it with a 7.29% dividend? 

Many thanks Tom, liverpool UK


Trading plan sequence:


1. Entry Signal

2. Set profit target 

3. Determine risk/reward ratio 

4. Quantify price action risk

5. Set position size 

6. Set stop loss

7. Set trailing stop 

8. Respect first exit signal win or lose


$RIG - a good way to play oil 


$tsla deliveries higher than expected but remember it’s about the margins 


$TSLA Q2 deliveries about 4% ahead of consensus at a bit over 466,000.


Strong showing. Congrats shareholders.


All eyes now turn to auto gross margin which will come out when it reports earnings on the 19th.


Keep in mind:


Last call leadership told investors that the priority was maximum deliveries.


It's willing to take less up front margin today and "harvest more margin" over time as it layers on software up-sells.


Elon’s plan of taking market share with lower margin def seems to be working


Makes it more difficult to compete with as competition races to scale, drives more rapid EV adoption & is a trade-off it's eager to make considering its relative margin strength vs. others.


Ev stocks like $nio and $li were up 6% and $tsla going to fill gap at $300 


$tsll the way to play the deliveries 


I was asked about crypto and I’m def not an expert or know where to go. I just think they are better resources out there rather than bs my east through it. $mara $riot $gbtc $ethe $coin 

$mara at $14 


My weekly stock is $aapl again - look at the seasonal of $aapl - he’s up 5% ytd which is much better than the Dow overall 


TONS OF SCANS - Friday was really good on the heat map

https://finviz.com/published_map.ashx?t=sec&st=d1&f=070323&i=sec_d1_081680306


SCANS

$XLY

$IGM

$AMD

$CRWD

$SQ

$XLK

$MSFT

$MS

$VOO

$GOOG

$QCOM

$NFLX

$FBCG

$XLY

$GS

$LAC

$CSCO

$IBM

$CAT

$TRV

$KHC

$AVGO

$ADP

$BIIB

$AEP

$ENPH

$DXCM

$GEHC - moving now FINALLY 




Covered Calls ETF’s 

$QYLG

$DIVO

$KNG

$SPYI

$DJIA


Levered ETF’s

$UPRO

$DPST

$SPXL

$TQQQ

$UDOW

$TECL


Low Cost Vanguard ETF’s

$VIG

$VEQ

$VOO

$VUG

$VSS

$VTI

$VTV

$VXUS


SPDR Sectors

$XLG

$XLP

$XLV

$XLY

$XLK




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Daily Stock PicksBy Gary Vaughan

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