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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.

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.

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

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.

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

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

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.

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

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

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.

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.

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.

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

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.

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