Kevin Simpson

He added, selling March covered calls with a strike of $123 and expiring next Friday. Buy on 10-20% pullbacks.

He's selling a March covered call, $420 strike, and expiring March 21.

He bought more on this pullback and made some money on a call. Lots of volatility on this name.

Just bought it. Likes the AI play. Sold off on weak guidance. AgentForce's margins are expanding up to 34%. Profitable.

He got stopped out today. Is tied to Bitcoin, which has been sliding. If Bitcoin falls to $70,000, he will rebuy this.

He sold a March covered all, $125 strike, expiring March 14. He loved their blow out quarter with 5% same store sales growth and raised the dividend by 13%.

The DOJ is going after them for Medicare payments. Is taking some risk off the table.

They report Wednesday. Is a growth machine. He expects top and bottom beats and higher forecast. Executed well at EPS growth the past 4 quarters at 211%.

Is excited with their software pivot. Have $12 billion in free cash flow, fueling $9 billion in buybacks. Dividend is small, but will rise.

It's a show-me story: need to see them monetize AI. They have tremendous power to get in front of everyone, though, because everyone uses them.

Bought it yesterday heading into earnings. They disappointed a bit because of rising expenses, but you can definitely buy in dips. Is still up 20% this year. They will continue to pay off debt as they buy back shares like crazy. Pays a nice dividend.

Likes what they're doing with Elon and bringing satellite technology to every phone. It will continue to move higher.

Is -11% the past month. He trades this constantly. This is more volatile than most names. Looking forward, he is positive their power generation and autonomous robots. Likes it long-term. 

They generate $110 billion in free cash from services to buy back shares. Eventually they will get AI right. He trades this like crazy. Very positive.

It continues its record rally today. Last night, they increased their dividend by 5%. It's the cheapest Mag 7 in PE and have delivered strong. They've bought back $44 billion of shares in the past year. Massive free cash flow. He hopes there's a stock split.