It reports Monday. The market is skeptical that HIMS can still produce the cheaper version of the GLP-1 weight-loss drug, after a court ruling to stop producing this version. Shares plunged 25.79% today. Take profits.
It reports Tuesday and he expects another strong quarter. However, Wall Street has turned against momentum stocks, so it won't matter how good business is.
It reports Wednesday, perhaps the most important company to do so this year. All semis stocks sold off today. He keeps saying: own this, don't trade it, but his strength may be tested by the possibility of a slow ramp in its Blackwell platform launch. He expects the CEO to offer a clear path.
It reports Thursday. It could make a comeback, because it helps companies adapt to Nvidia's AI platform. A great CEO. He doesn't expect another bad quarter (he didn't like the last one).
Is -10% in one week. The CEO, in the conference call, said he was disappointed in himself and isn't clear how much things have really changed and if they will change. Wait another quarter before deciding.
Natural gas is enjoying strong demand from data centres and the cold weather. EQT is a big player that reported a beat today with a solid full-year forecast. But what happens after this winter and with Trump's pro-drilling policy?
It reports Monday. One of the best in oil/gas. He's bullish natural gas with prices back to $4. Its bullish natural gas companies.