⁠Quality Stocks
🏭 It has been a challenging day for the semiconductor sector. After a significant rally, there is noticeable nervousness in the market, and volatility is running high

Do you think this will settle down after NVIDIA's results, or could this be the beginning of a deeper correction?
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⁠Bourbon Capital
$HIMS Institutional Ownership remains all-time high at an https://t.co/tYrUuIsi9g
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⁠Bourbon Capital
Why is $BABA down 5% today?

This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.

Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.

They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals

Dr Michael Burry is not wrong, but its hard to deal with these people
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⁠iinvested
2Q'24 O'Keefe Stevens on $BABA, $PRGO

Read the full letter here:
https://t.co/WRGkdL2eBG https://t.co/pGRKPncrs9
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⁠Bourbon Capital
Holding $PYPL $BABA and $SOFI is like:

The Mood https://t.co/AG1NA6fO3W
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⁠Lumida Wealth Management
Bulls, Bears, and the Three Forces Guiding 2024

Scott Chronert discusses the upward trend of markets, especially the S&P 500, noting its current valuation.

@DavidWestin @Bloomberg https://t.co/npnCjpSNGE
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⁠Lumida Wealth Management
CITI's Positioning for the Fed's Next Move

@DavidWestin @bloomberg https://t.co/JYV4ewjBPo
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⁠Quality Stocks
🇺🇸 Rivian $RIVN one pager

🏆 Score 2.8/10
🎯 My fair price estimation is around $13, but the analyst consensus helps the average a lot

🐂 Bull case
- Growth story
- Good feedback from customers

🐻 Bear case
- Unprofitable
- Dilution https://t.co/34GTMrWGvU
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⁠Lumida Wealth Management
Google's Battle: New Antitrust Laws in Picture?

@DavidWestin @jrhuddles https://t.co/xPpMch6yWr
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 McDonald's $MCD $288
BofA. Hold. $278 ▶️ $303 🟢

🇺🇸 Deere&Co $DE $383
MS. Buy. $450 ▶️ $425 🔴

🇺🇸 Dick's Sporting Goods $DKS $235
UBS. Hold. $220 ▶️ $225 🟢

🇺🇸 Veeva $VEEV $198
UBS. Hold. $185 ▶️ $215 🟢

🇺🇸 SentinelOne $S $25
BTIG. Buy. $23 ▶️ $28 🟢
JPM. Buy. $25 ▶️ $27 🟢

🇺🇸 Ulta $ULA $374
RJ. Buy. $450 ▶️ $425 🔴
Evercore. Buy. $500 ▶️ $430 🔴

🇺🇸 ZScaler $ZS $197
MS. Hold. $525 ▶️ $500 🟢

🇺🇸 Target $TGT $158
Daiwa. Hold▶️Buy. $150▶️$170🟢

🇺🇸 Autodesk $ADSK $256
Citi. Buy. $295 ▶️ $316 🟢

🇨🇦 Lululemon $LULU $271
Telsey. Buy. $470 ▶️ $360 🔴

🇺🇸 Intel $INTC $20
Daiwa. Hold. $31 ▶️ $20 🔴

🇺🇸 Micron $MU $98
Needham. Buy. $150 ▶️ $140 🔴

🇺🇸Crowdstrike $CRWD $265
DB. Hold. $350 ▶️ $275 🔴

🇺🇸 Intuit $INTU $617
HSBC. Hold. $624 ▶️ $665 🟢
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