Daily Stock Pick

Today's podcast was one of my best:
✅ What do listeners who complain want? A way to grow their portfolio - I PROVIDE THAT? Stock analysis? I PROVIDE THAT? Tools to make it easier to make stock decisions? I PROVIDE THAT.
✅ $MU earnings this week - plus $BB - a STRONG Buy in the Quant and should you buy it here?
✅ $BFLY - this one is watch list worthy - a GREAT business
✅ How listeners are WAY up on stocks like $BE $AMD $HOOD $CRDO and many others.
Listen on Spotify, YouTube or anywhere you get your podcasts. Plus commercial FREE at http://dailystockpick.substack.com

Things I go over today:

✅ YTD equal weighted tech has doubled $QQQ returns

✅ 3 great stocks I’ve recommended that are HUGE in the 4 hour algorithm ($RXT $HOOD and $CRDO)

✅ Lessons from $MSFT buy in 2005 and 2011 - timing matters

✅ $XLF has been coming back - does it have more or are single stocks better? I own $GS

Listen on Spotify, Apple Podcasts, Youtube or Commercial FREE at http://dailystockpick.substack.com

I did so much great research last night I’m going to go live with an Office Hours podcast at 10am EST.

http://dailystockpick.substack.com

Open for all - not just paid subscribers.

Trendspider and Seeking Alpha are on sale.
DON’T MISS THE SALES - the summer and Black Friday sales are the best all year long.

In today’s episode I use the tools to:
✅ Compare $CRWV to $NBIS and other data center plays
✅ Talk about my $SPCX sale - was it a mistake?
✅ What chip stock is a “buy the dip” opportunity?
✅ A new stock that’s up 15% today - $RXT

Listen on Spotify or any podcast platform or YouTube. Get it commercial FREE at http://dailystockpick.substack.com

Very interactive today with subscribers. The main focus was more about my preference of a focused portfolio rather than chasing every opportunity.

✅ I try not to have too many positions to manage in my portfolio. I can’t manage more than 15 positions at a time. I hear a lot of people chasing every opportunity.

✅ I’ve leaned for myself that I will miss quite a few opportunities and focusing on portfolio growth vs. hitting every opportunity is far more important.

Watch and read the newsletter exclusively at http://dailystockpick.substack.com

There are plenty of catalysts in the market today:
✅ Peace deal - we’ve seen this game before
✅ Space X IPO success - I made my boatload already
✅ Fed Meeting - the market will test the new Fed Chair
✅ Upcoming Earnings - $MU very likely will have a record quarter - how will the stock react? Probably NOT the way you would think if history repeats!
Get the latest podcast on Spotify, Apple Podcast, Youtube or COMMERCIAL FREE at http://dailystockpick.substack.com

Not to brag - but I got a HUGE allocation of $SPCX today. I am currently a shareholder, but I had a plan going in and I will NOT be a shareholder by the end of the day.

✅ But make no mistake - this is NOT investing nor is it actually trading - it’s gambling. It’s about risk vs. reward which is what I preach every day - but it’s got nothing to do with the company, the stock price or anything to do with the basics that I try and follow everyday.

✅ I put $META, $NVDA $RDDT, $SNDK and others to my basic tests today to determine if they are buys right now. I also built some great “Peter Lynch” screeners for everyone!

Listen on Spotify, Apple Podcasts or YouTube. Or get it COMMERCIAL FREE at http://dailystockpick.substack.com

SAVE HUGE ON SEEKING ALPHA WITH THE SUMMER SALE
The tools are on sale saving over $250 on the bundle. https://link.seekingalpha.com/2L9M597/4JZKZP/
Today’s episode:
✅ Sidekick saved me on $AAPL
✅ Sidekick saved me on $UNFI
✅ Sidekick NAILED $SJM earnings, but it liked $ORCL more
✅ Is there more downside to go and when to buy?

Listen on Spotify, Youtube, Apple Podcasts or COMMERCIAL FREE at http://dailystockpick.substack.com