Latest Stock Buy or Sell? Make More Informed Decisions!

He just bought shares after being underweight this name. Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday.

Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. Earnings growth is 20% and revenues are growing--the fundamentals haven't changed and earnings have not revised. He just bought shares.

Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. UBS upgraded TSLA today and is up 7% today. He just added shares.

He just bought shares after being underweight this name. Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. He'd like Meta to walk back capex at earnings. Has good momentum.

He just added more. The market is bearish MSFT. He misjudged that MSFT would be the largest benefiary of AI, though MSFT will remain a large one, but software companies won't go out of business (i.e. NOW). He's playing the momentum in MSFT now. MSFT is okay for now. It will take a while before AI impedes what they do. Without a doubt, it's the battleground stock in the market now.

He just added more shares. Next year, this looks like a commodity valuation. You can't ignore memory. Is up 133% in the last 6 months.

His largest holding. They just reported a good quarter. Management is superb. The best way to play the investment banking cycle. 

Since he bought it last May 25, it's up 140%. Insane. He is taking profits. It's overvalued here. It's not just a data centre story.

A battleground stock. Has done pretty well since the revision in the Medicaid rate from 0 to 3%, a major change. Run by a great CEO. Is not overvalued now.

An inflationary economy like this is goo for materials. Ongoing onshoring and builds will be tailwinds.

It reports tomorrow. Every quarter is feast or famine. They announced a price increase. Subscription growth, who knows? The stock remains undervalued, is #1 in this industry and has more levers to pull, like live sports.

South Korean exports have seen the largest growth YOY since maybe 2010. Strong. There's more earnings growth ahead as demand grows for memory (SK is strong in memory).

When the year started, she made a bullish call on materials, which the market expected to be among the top three sectors, above 30% earnings growth projected this year. Keep buying this.

Buy this before tech earnings report. She expects strong earnings.

It's up 14.5% from the bottom. This is one of the most valuable companies on Earth, so no it's not a software company that will become obsolete.