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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. 

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

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

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

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

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.

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%.

It yields 3%, but Walmart is crushing it.