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Latest Stock Buy or Sell?

Today, Nadine Terman on Fast Money and Carter Worth commented about whether MU-Q, LOW-N, QQQ-Q, MDB-Q, XLK-N, GLD-N, QQQ-Q, SONO-Q are stocks to buy or sell.

COMMENT
The S&P has been on a juggernaut rally, hitting 48 record highs this year so far and has doubled from the pandemic low of March 23, 2020. How to invest in this market now? Market strength comes from low interest rates and that people still have cash in their pockets to spend. There's lots of dry powder to support risky asset prices. True, there are many record days now, but below the surface not every stock is rallying. There's volatility for individual stocks that far more than an overall index. You have to be choose certain sectors and geographies to trade. The tide is not lifting all boats.
Unknown
BUY
Breaking news: Judge rules that Google infringed on patents She sees an increase of 10% in EBITDA for Sonos which won't rely on growth or creating new products, but just be collecting a royalty. Also, they have sold million of these speakers that will benefit hugely from this court ruling. Google can pay the royalty and it won't hurt their profits, because they are massive. The ruling is a big deal.
communications / media
BUY
If the Fed raises interest rates There's a misunderstanding that when tapering occurs, interest rates go up. Actually, they go down post-QE. If you think tech stocks will still act like a bond-like security, then a rate move up will benefit tech. She takes the contrarian view to go long tech, based on her disagreeing with the consensus that the US 10-year yield will hit 2% by year's end. The market is baking in volatility already within QQQ's price.
E.T.F.'s
SHORT
Gold bugs, trim your holdings. The gold price hit the top end of her trading range today, so either take profits or short it.
investment companies / funds
COMMENT
The S&P has been on a juggernaut rally, hitting 48 record highs this year so far and has doubled from the pandemic low of March 23, 2020. Any worries ahead? The tide isn't lifting all boats. The S&P is up, but the Russell index and transportation and financials have not made highs for the last 4-5 months, so you need to pick certain sectors. It comes down to picking. Only some stocks are lifting the S&P to new highs.
Unknown
BUY
The 10-year yield His technical analysis: the 10-year yield has moved down since its 1.77% high earlier this year then fell down to 1.2% in mid-July, but when it rallied to 1.38% the yield hit a ceiling and closed today at 1.28% which disappointed those who expected it to rise higher. The popular belief of it hitting 2% by year's end won't happen. Given the yield, tech looks good. The XLK chart shows an uptrend since Dec. 2019. Likes this sector. Buy it.
E.T.F.'s
BUY
Technical analysis: The chart shows it's poised to catch up with the sector and show upwards performance on its own. Also see his thoughts on XLK and the 10-year yield this day.
Technology