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$TSM Earnings - the morning

$UNH earnings - fri morning

Look at $ci for healthcare too

$intu

$enph

$NFLX - Josh Brown sold it because he didn’t want to hold through earnings. The main issue is going to be the launch of the ad tier subscription. I think they did a good job of keeping it tame, but they have had some great programs like Wednesday and some others.

Remember - they are the ONLY cash producing profitable streaming service. 99% rebound off it’s low, but if it goes below $300- buy it - even before earnings.

$dal

$mara

$prty

$fcx

$bbby - squeeze

$fix has run too much

$vlo in to earnings on 1/26

Gundlach who’s a bond guy thinks the fed will stop raising before they get to 4% and is bullish

Buy with prime is huge bnpl program - it changes the game for amazon

Scans

$MSFT

$HON

$CHK