The Long Investor
RT @dubinvest: Your abridged Earnings Calendar this week:

Monday (4/22)
Premarket:
$VZ
Afterhours:
$CLF

Tuesday: (4/23)
PreMarket:
$FXC
$GM
$GE
$SPOT
Afterhours:
$TSLA
$V

Wednesday: (4/24)
Premarket:
$BA
$T
Afterhours:
$META
$IBM
$F
$CMG
$VKTX

Thursday: (4/25)
Premarket:
$AAL
$CMCSA
Afterhours:
$GOOGL
$MSFT
$SNAP
$INTC

Friday: (4/26)
Premarket:
$XOM
$CVX
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The Long Investor
$BABA has so far bounced on the wedge line at $69

But will need a breakout to the upside to change this trend

$BABA still in its long wedge

I am finding it difficult to ignore these prices and will start adding more shortly. https://t.co/uARTE6GMoJ - The Long Investor
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The Long Investor
$F +4% YTD
$TSLA -42% YTD

$F also offers a 4.9% dividend.
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AkhenOsiris
$QCOM $INTC $AMD

Citi: "More conviction QCOM will likely sell off, Intel/AMD will go up"
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AkhenOsiris
Citigroup provides some color on positioning in semis after their trip; here's the summary:

As a surprise $QCOM was the most pitched stock, closely followed by $TXN. Investors had a positive outlook on $NXPI as well. Though $NVDA and $AVGO are heavily owned, there's little contention among investors about these stocks.

Investors were notably bearish on $AMD and $ON Semiconductor, driven by concerns over AMD's potential order reductions from $MSFT and risks related to ON Semiconductor's exposure to Chinese OEM expansion.

They mention investor skepticism regarding their positive outlook on $INTC due to challenges in the foundry business, but remain confident in expecting a positive EPS surprise.

Post-trip, we have increased conviction that $QCOM might see a post-earnings drop, while $INTC and $AMD are likely to gain. The recent semiconductor sell-off, driven by mixed results and slowed AI growth, is seen as a temporary setback and a buying opportunity.

$MU remains their top pick, supported by the start of a DRAM upturn. Other favored stocks include $AMD, $AVGO, $ADI, $MCHP, and $ON. - Scrooge McDuck
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AkhenOsiris
Adam Jonas waiting for TSLA $100 to take victory lap even though price target set at $310 🤡
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AkhenOsiris
😂

Translation: I’ve been bearish and wrong and need to blame someone

(Bruh, the Fed has hiked 500 basis points and shrunk the balance sheet almost 2,000,000,000,000) - Dow
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AkhenOsiris
$AMZN

Latest on New NBA TV Deal Discussions

Andrew Marchand from The Athletic:

While the incumbents, ESPN/ABC and TNT Sports, remain intensely interested and very well could retain their rights, it is nearly assured that a new tech partner will join the mix, with Amazon Prime Video the perceived favorite.

The notion that a pure streamer, like Amazon, could have significant games, including conference finals and perhaps even the NBA Finals at some point over the life of a long-term deal is a possibility, according to executives briefed on the NBA’s discussions.

ESPN and the NBA have talked about the league taking a minority equity stake in the network, but that is on the backburner until the rights deals are completed, according to executives briefed on the talks.

Meanwhile, Amazon Prime Video appears to be exactly what the NBA is looking for in a new partner, with its worldwide reach of 200 million viewers, according to its latest shareholder letter, its success with the NFL “Thursday Night Football” package, and its desire to be a part of the league. Amazon is only interested in being involved with a regular- and postseason package of high-level games, according to executives briefed on their thinking.
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Brandon Beylo
Everyone on Twitter:

"UK stocks are the worst. They're all zeroes. Why would you ever invest in the UK?"

Meanwhile, FTSE 100 just hit new ATHs.

Price is king, folks. https://t.co/D03IAAXZ8v
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Antonio Linares
Best practices that worked in the 2021 crash and that will work for any crash:
1. Do your own research.
2. Only buy stocks for the long term.
3. Focus on the fundamentals.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Success in investing doesn't correlate with I.Q. once you're above the level of 125. Once you have ordinary intelligence, WHAT YOU NEED is the TEMPERAMENT to CONTROL the urges that get other people into trouble in investing.”

— Warren Buffett 🗣️

#stocks #investing
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The Long Investor
$PLTR has exploded straight after its last two earnings reports and declined leading up to both reports too.

If history is repeating itself, then we expect the same reaction on the 6th of May.

Testing the 200 Day MA before this happens would be ideal at $18.70 https://t.co/aIlsVgVoHA

$PLTR
Short term $29 PT
Longer term: $45 PT. https://t.co/SvLUlDgz9O - The Long Investor
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The Long Investor
$UAL is up 30% since its earnings release last Wednesday.

Those airline stocks. 😂
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The Long Investor
There are only 5 Mega Cap companies right now below their 200 Day MA:

$AAPL
$TSLA
$UNH
$JNJ
$ADBE

and if you were to ask me, those 5 companies combined make an excellent long term portfolio.
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The Long Investor
$DAL is a few cents away from making a 52 Week high at $49.80
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