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Expects the sector to recover this year, and likes current prices.

Oil prices have shown a little life recently. This is a contrarian trade, but likes it full year. It's part of the cyclical trade and will rise in a relief rally when rotation happens again.

Clarity from Trump will trigger a relief rally, especially in momentum names, and banish the current volatility.

Is -18% so far this week. If you hold it, ask what is the journey in your ownership of this stock. He entered this at $76 last summer. They had a parabolic move and obviously, he's unhappy with the recent downward move. It reported Feb. 12, made a new high on Feb. 13, then unwound after that. He predicted institutional selling, which is happening now. Rising volumes may lead to a near-term bottom, and will likely go sideways.

It feels like NVDA is running in place, up 5% since August 28, 2024 earnings. Today's report will be the first time since mid-2022 when the stock has been negative since its prior report. In options, you're getting more of a premium for the puts vs. the calls. He doesn't know if this is the right play. NVDA now is consolidating and expects shares to pingpong between $115 and $145.

Earnings beat and an excellent report, but guidance was conservative, and he expects TJX will beat it. They're in the sweet spot as off-price consumer goods are doing well. TJX has replaced Target in retail in consumer discretionary.

Like TJX, their momentum is not unwinding, and shares will push to new all-time highs. It's on a streak now, of 7 straight days, that we haven't seen in 2 years.

Awful momentum, but he likes Coupang for its 20% revenue growth and will approach an all-time high.

Is up ahead of earnings today. It's all about Agentforce--what has been the adoption been for this AI tool? Guidance is 9.2%. Will they hit it?

Watch the negative correlation trade.  Over 6 months, IGV is up 15% and semis were flat, but the past month IGV is -5% and semis +1%. Nvidia and CRM report tonight--what will be the impact?

It will be a complicated report today. Prices in Q4 declined which will effect free cash flow. He expects EOG to reduce capex full year, which the street night like.

There's a lot riding on the print (earnings after the close) today. Shares are down 17% since the DeepSeek news. Now, we're hearing export controls. However, the hyperscalers have not changed their capex spending on AI ; DeepSeek had no real impact, including Microsoft and Meta and Amazon. We need to hear from NVDA $38 billion in revenue and guide $2-3 billion over and above, and hear about insatiable demand. He expects a strong print.

They beat top and bottom, with a positive surprise in same-store sales. Good. The pro segment continues to growth with wider margins. And we're entering a strong seasonal period.

He likes big pharma with AbbVie his favourite name. Pipelines are starting to fill, and if rates hold and R&D gets cheaper, these stocks will continue to work.

Is down nearly 20% in the last 3 weeks. With 21% revenue growth and 18% EPS growth, they continue to monetize AI.