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He's been long since March 2023. There's 15-20% upside.

Revenues are up 22% over 3 year, but only 6% in the past year. Shares are down 24% in the past 12 months. It's a maturing stock.

Revenue growth is up 30% in the past 3 years, but 18% in the past year, so growth may be moderating and the pandemic bump could be over. Shares are up 105% over the last 5 years, but down 30% year to date. This may be a maturing company.

Whenever you think that their fundamentals are reaching an inflexion point, this company proves you wrong. True, they have a loyal customer base and resilient earnings. However, price and momentum have dramatically deteriorated. Near-term, their technicals don't look good, though long-term their fundamentals always win out and you can't bet against that. It depends on your outlook, short or long term? If you expect choppy markets, then Apple is defensive.

Elon Musk is in China, and China will allow self-driving cars. Maybe, but probably not Tesla has restored momentum. Unlike Apple, Tesla perhaps is not defensive if you expect choppy markets ahead. Don't short Tesla, but he isn't sure we will return to the 2021 Tesla over the next 6-12 months.

Price target was raised to $91 by an analyst. Shares are now in a downtrend, but don't wait too long to enter it. It's had a great run, up 10% YTD.

They report later today, but he's not interest in that, but rather the conference call about how tight the market is for deep-drilling rigs. He thinks it's a matter of when, not if, their rigs will be reactivated.

They report today. It won't be a slam dunk, but there's potential for bad news due to soft demand for EVs which require a lot of chips. So, does NXP have enough strength in supplying gas-powered cars (sales are healthy) to offset weakness in EVs? There could be upside surprise.

China remains their Achilles' heel, though the Tesla news today about China offers a halo effect. China doesn't want its citizens to buy Apple's phones.

A beautiful chart and fundamentals look great.

Real-time data says that consumer spending is picking up, spending on services, commerce and e-travel, all in this ETF.

Chips are must-haves in a client portfolio given trends in EVs, AI and data centres which all need chips. Chip revenues are about half-trillion today, and are expected to doubole by 2030. Buy an any pullback. Also lieks chips because of the cyclical story. After de-stocking, inventories of semis rose which weighed on the semis sectors. But slowly, those inventories are declining. Also, chip demand is closely tied to performance in the manufacturing sector. Watch Wednesday's manufacturing PMI and see if it continues to increase.