Latest Stock Buy or Sell?

Today, Pete Najarian commented about whether CL-N, NVDA-Q, SPY-N, ASO-Q, DAL-N, NFLX-Q, XLF-N are stocks to buy or sell.

COMMENT
Today's hot inflation data triggering a sell-off There's a lot of put-buying today. There was a buyer of 11,000 of the August 31 puts in XLF, for example. Buyers are looking for more downside or get a little protection to the downside. The key market influencer is not oil, but rather it continues to be the 10-year yield: above 3% the markets start selling, and below 3%, they buy. Certainly, energy and food are major contributors to inflation.
E.T.F.'s
COMMENT
Netflix was downgraded to a sell and $186 price target today by BOA and he agrees with it, unfortunately. Streaming is very competitive and the consumer around the world is watching their money. He misjudged the macro, which will effect how people will spend their money. He's not selling though he's under water. Can Netflix compete during this consumer "recession"--will consumers spend on Netflix, the more expensive streaming service?
Unknown
COMMENT
options action It got hit early today. The stock was trading beneath the 36 level. There was a buyer of 20,000 of the July 38 calls, going for $1.35. They were getting hedged by selling the upside call. He likes seeing that; it takes away a bit of pain.
Transportation
COMMENT
options action July 38 calls, trading at $36.60. There was a buyer of 3,000 of the July 38 calls, selling at $2. This was a spread, so they were selling the upside 45s to take away some pain.
Consumer Products
COMMENT
put buying SPY put buys: 30,000 of the July 377 puts, and 100,000 of the June 345 puts, and 18,000 of the July 22 expiring 385 puts. This action may not be over just yet, because there's still a lot of buying.
E.T.F.'s
BUY
Many semis saw their price targets lowered today Is watching this space. Recently bought Nvidia. The other semis, he's been selling calls against them forever. He's looking to start rolling his Nvidia calls. The premiums were unbelievable, fetching $10 for an upside call. He may buy them back and roll them out. Still likes Nvidia which has amazing free cash flow and a decent PE.
computer software / processing
BUY
He saw some upside buying today in options and almost in positive territory on a tough day like today.
misc consumer products