BUY

Though he remains bullish tech, he is not optimistic about Tesla, given tariffs on graphite, which is essential to EV batteries. Musk won't like what he sees about these tariffs, because it will result in a margin squeeze.

BUY

He disagrees with an analyst that the momentum names like Oracle, Palantir and APP are overbought. Yes, these numbers have been tired in recent days and are catching their breath.

DON'T BUY

Sometimes a report doesn't meet expectations, despite being a good quarter. This happened to Eaton.

BUY

He just bought it after earnings. Finally, we're seeing positive momentum with earnings growth and lower costs. It's an easy trade. An investor would now see a fundamental turnaround.

COMMENT

A quality name near all-time highs, but guidance came in light and the street punished them.

BUY

He just bought it. It has momentum, just taking out its recent 6-month high at $118, and has a path towards $150.

BUY

It reports next week. It needs 25% revenue growth. They are still part of the AI networking build-out and likes their correction after DeepSeek. It's now in a good place. Adequate earnings should see a positive response.

BUY

He likes rising natural gas prices and more share buybacks. This has outperformed the energy sector by 10% in the past 52 weeks.

DON'T BUY

The concern is their exposure to budget cuts--they store paper documents for the US government. Could be a target by DOGE.

BUY ON WEAKNESS

He bought it back today on a dip. The quarter was excellent, growing 13-15% in various metrics. Everything is in place for growth. Quarters and reactions to them are fickle.

BUY

There's momentum here which will drive shares higher. That are executing, though it was smoother last year.  Nobody talks about the costs of operating self-driving cars, like insurance, though.

DON'T BUY

Is surprised with its weakness. Nobody talks about the costs of operating self-driving cars, like insurance, and the costs could be disastrous for Lyft.

BUY

He remains bullish. Whatever semi chips are needed, TSM continues to make them. They are the leader here. It remains reasonably valued.

SELL

She sold it. They made acquisitions she didn't love, though have grown earnings, but missing expectations. She doesn't like their strategy of breaking up the company.

PARTIAL SELL

She was lucky to trim it before earnings. A quality industrial, though sinking today on earnings.