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No new show today. Repeat broadcast from yesterday.

He used to own it. Sold it, because it couldn't get any traction, one division or another had a problem. We might know who will be the next CEO, which could break the stock's rangebound trading. It reports Monday.

 It reports Tuesday. He worries about it because of its snack division which has been struggling against the weight-loss drugs. Shares moved up today.

 It reports Tuesday. Pays a great dividend, but doesn't see a blockbuster drug to move the needle. 

Their pipeline, good earnings and maybe good news about its weight loss drug could send this higher.  It reports Tuesday.

 It reports Wednesday. What drives this stock are new drug trials of its weight-loss drug. If they announce new data, shares could move.

It reports Wednesday. It's the best stock in the business. He had seller's remorse and bought this back. Gemini, YouTube and Waymo are drivers.  

It reports Wednesday. When they report, the stock usually flies.

It reports Thursday. It's become a battleground. When it reports, it tends to fade. He still believes in it, though it hasn't been a good returner.

Likes it. Their cancer drug franchise turned out to be a lot stronger than he expected. Has a better portfolio than Abbvie.

It reported a great quarter last Wednesday. Doing well under the CEO. Their forecast was very bullish, like EPS can more than quadruple this year, though the numbers were merely decent.

It issued terrific guidance Tuesday and shares jumped 10%. TXN has lagged the semi stocks for years and has little data centre exposure. Most business comes from industrials and cars. Its data centre business is growing.

It shot up after reporting this week with a modest top and bottom line beat. January business is strong, so they expect fiscal 2026 to come in at the high end of their guidance. It's cheap at 18x PE and pays a 2.6% dividend.

Rallied 8% yesterday from a strong quarter. Their AC keeps data centres cool, but they sold off last year from slower business in housing (weak housing sales). Last October they cut their forecast. But this week they reported good numbers and an upbeat forecast. This broke their stock downturn.

Popped 5% after earnings yesterday. Reported an earnings beat, but sales decline and weak pricing for truckload services. They're gaining from market share gains in spite of a weak freight business.