Guy Adami

Was just upgraded with a new price target He has been bullish this for a long time. A great turnaround story of the last 25 years. We'll see that new price target happen this fall. He's a firm believer.

Ridiculous. Operating margins came in at 20.6% vs. the street's 15.9%, up from 13.6% a year ago. Growth is off the charts, and inventories are in line to suggest that margins will be even better next quarter. The only knock on them is their valuation, which he feels is unwarranted. Sure, this could trade at $475, the new price target.

UA is getting dragged up by Lululemon's stellar quarterly results.

The new lines they just introduced, like RH Yachts, are a bit of a stretch, but he'll give them the benefit of the doubt. Along with William Sonoma, among US retailers that come up in discussion is RH for good reason. Shares topped in April and have been sideways ever since. The stock could be cheaper now than before earnings. He bets the stock will crack $740, its all-time high, and go higher.

He can't wait to return to the movie theatre to see the next blockbuster, but this is a failed business model, even when things were going great for AMC. The only thing that's changed with AMC is that there's an army of shareholders behind the stock--and this could be hugely powerful for AMC. Kudos that they hired Nicole Kidman to appear in a new TV ad. Maybe the stock will go higher. The short squeeze is a red herring; AMC trades 100 million shares per day. There's clearly something else going on beside the meme shorting.

He saw big call-buying in MCD today and likes this action.

The USD outlook A high USD is a wrecking ball for multinational companies. A weaker USD is very inflationary. The USD is likely at the top of its range now.

Continue to own this into earnings.

Rallied 2% today after being sideways since last summer. Could be breaking out now. Headed by a brilliant CEO. Finally, we're seeing the second wave of Netflix.

Apple today introduced having your state ID to your phone He personally doesn't care about the new health app introduced today, but it's a huge tailwind for Apple. And ETFs are another tailwind. Definite growth ahead.

They've proven they can take all the hits people have thrown at it. He doesn't like Facebook the platform, just the stock, and it trades at a cheap multiple in this environment.

That chart shows a series or lower highs and lows. On August 23, he said finally there's capitulation on the chart when it traded down to $152.80. Though still in a downtrend, BABA could trade up to $205.

$490 was the last high back in February, then traded sideways, then broke out. This can go a lot higher.

Telecoms had a strong August, like American Tower, which saw another new all-time today. Their valuation is high at 30x 2022, but they enjoy international growth.