Notes for the show are below some of the links, but I focus on $GOOG $AMZN $MSFT $NVDA $AMD $DIS $NFLX $CPRI $HD $PEP $KO $PYPL $LYFT $EXPE $EQT

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NOTES

$aa for Brian from YouTube

Travis Facebook - Iqiyi? Thoughts?

$stla for Tom

$lyft - any reaction is an over reaction - but just be aware they are getting their ass handed to them by Uber - Lyft could very well go under if Uber continues to dominate

$unh was a final trade last night at $485 saying it’s just too cheap here

$coin - big move down

Watched Ricky last night …. He said he lost $5k yesterday on going in $tqqq and missing $sqqq …. Interesting strategy of using qqq to look at clear directions

Charlie’s ai plays

$gfai - $.11 to $.77 - 2 long term contracts in Thailand

$soun 

$bbai 

$ai 

$veri 

$mark

$soxl vs $soxs

$bac - consumers are spending more in January according to their survey

$coin

$GS - estimates oil will stay around $80 for the year

$tsla investor day March 1

The g in chatgpt is not google … it stands for ChatGPT (Chat Generative Pre-trained Transformer - it does use Google’s api to train but I was wrong

$RGTI for Sherry

SCANS

$BA - not super strong

$HLT - already moved

$CTRA

$VOC - like the chart - ex dividend was just 2% paid out on Jan 30

$MVO is similar and had a cross up as well

$EQT - as stated yesterday

RECAP

Mon

SCANS

$SDOW

$JPM

$SPG

Tue

SCANS

$SARK

$SPXU

$KHC

Wed

SCANS

$MRK

$NVDA

$WFC

$LAC

$VUG

$XLV

$XLF

$LYFT

$AMGN

$TRV

$CEG

$IDXX

$BK

$CRK