SELL

The news is that Evercore to raise capital for SMCI, which is both good and bad news. But he has a strict rule: accounting irregularities = sell, even if business is good. 

DON'T BUY

It's a short squeeze. It's not the end of it. Doesn't know where it will go. 

BUY

It's still inexpensive, still has upside at 22x PE.

DON'T BUY

The auto industry is worse than people realize, so he will pause on INDI.

DON'T BUY

It's a material stock, and those are linked to China, and nobody wants such stocks.

BUY ON WEAKNESS

The CEO just left and shares are at a 52-week low. Also, the street expects oil to fall $10 a barrel. Start buying some of this.

WAIT

It reports next week. If the Fed stops cutting rates, the street expects this stock to fall. Wait to hear what the Fed says next week. This yields 2.7%. He'd buy this at 3%.

DON'T BUY

It yields 3%, but Walmart is crushing it.