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Roku is speculative, with a choppy chart, but it may have bottomed last week below the 200-day moving average and has rebounded to the mid-80s. The Chaikin Money Flow (CMF) remains bearish, ugly. A momentum indicator--MACD--is about to make a bullish crossover. Lang expects a breakout to $105, recent highs. This is good for call options. Could go sideways a few weeks, though.

Spotify recently tested its 50-day moving average, then rebounded. A momentum indicator--MACD--just made a bullish crossover. It has started building a base and is going higher. The Chaikin Money Flow (CMF) remains positive. It just broke a ceiling of resistance on healthy volumes. Lang says this could hit $700.

The stock go ahead of itself after its quarter last week, but he didn't mind the quarter. It's a digital first company doing a lot of things right. A fine CEO. Cheap at 18x PE.

Sells at 4x PE, a red flag. If Trump's tariffs hit Canada and Mexico over auto parts, GM has the most to lose. 

The CFO recently made comments: the troubled 737 is closer to resuming production, as the 787 could increase production later this year. Really, the 737 is more important. Also, their ailing defence business is starting to stabilize and recover, though their commercial business could improve. Maybe cash flow will improve; there are signs it is already. They won't be hit by tariffs, because 80-90% of their supply chain is in the US. They have a half-trillion-dollar backlog Last Friday, the US Air Force awarded Boeing the contract for fighter jets. He'd like to see a few good quarters of stronger results, and it's early in this turnaround though it's getting its act together. Also, Boeing enjoys little competition and airplane demand is strong.

Trades below 19x PE. Of the Mag 7, it has the most to lose if Google search revenue is not offset by Gemini and Chatbot. But they have YouTube, a powerhouse, as is Google cloud. He would sell on strength given the search risk.

AWS and Prime are doing well as well as its ad business.

Bears don't like Apple here. Now trades at 30x PE. But Apple has 1.3 billion users. They will have a foldable phone next year.

It's a pure ad play and ads struggle in a slowdown. He worries about its AI platform--others are better.

Its AI platform isn't that impressive, and MSFT has missed estimates 3 times now. It will stay a dog if it misses again.

He believes in their earnings. AI chip spending will rise when NVDA rolls out a new chip next year. He's concerned about the death cross on its chart though. He needs to see the stock break out.

People misunderstand the power of Tesla as a tech company. At these prices, the car business' sales could be cut in half and he doesn't know how much lower shares could go.

WJX is a small ($388M market cap) name with a good yield of 7.9%, and a cheap valuation of 7.7X forward earnings, but it is down 15% year-to-date, and 47% over the past year. Analyst estimates have been trending down, forward growth estimates are fairly weak, and it has a high debt load (3.6X net debt to EBITDA). Margins have been softening over the years, and its long-term stock performance has been weak (-33% over 15 years). Largley, we would like to see the name see consistency in its earnings and margins, and a reduction in its debt before becoming interested here.
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EPS of $1.05 beat estimates of 94c; revenue of $1.63B beat estimates of $1.60B. EBITDA of $148.7M beat estimates by 1.62%. 2025 guidance was raised to $7.20B+ from $7.15B+. Not a huge raise but it was a sigh of relief for investors. The dividend was not raised for the first year in 10. There remains some tariff concerns, though PBH says it is 'positioned well'. Sales rose 5.5% year over year. Specialty foods was very strong (+13%) but distribution was weak (-3.2%). But overall, good results. 
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We are fairly surprised AVAV has not done better, considering the ongoing wars and the increased defense spending movement. It remains net debt free and good earnings growth is expected, just not as much as previously. At 40X earnings, investors are questioning its premium valuation in light of slowing growth. It is also in the cross hairs of the new US government, which recently issued 'stop work' orders on some contracts to foreign entities'. We would like to see it as a HOLD, but the political risk is hard to quantify. If the Ukraine War ends there will also likely be a sentiment shift (negative) towards its growth prospects. We would thus be OK letting this go. 
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