Brian Stewart

Yeah, I think Alibaba is one to look at. It was only up 6% in the past week, got a mild boost after its earnings report. It's up 7% post-earnings, but that was after already running up significantly in anticipation to the earnings. It was actually up eight sessions in a row in the days running up to earnings. The earnings announcement is up 67% since mid-January.

Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining

Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining

Post-earnings boost came with strong AI-related revenue, and that's been the hope over the past month is that those results would sort of fulfill the promise that the company would show a big boost in AI. And so since that was fulfilled, there was no letdown after the huge run-up ahead of the earnings. I think that's a good sign, again, for the AI trade that there are still pockets remaining

where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.

where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.

where that has not been baked into the stock price yet. There were a couple of downside earnings reports in the past week. Bedtronic was down. It fell 7% on its results. It's basically flat over the last 12 months. It beat on its earnings and missed on revenue. Investors feel that the bid to high single digit growth rates that the company's been showing are disappointing.

It's kind of sluggish growth. And honestly, the stock has been in the doldrums for a long time now. It came down during the pandemic as people pushed off. It's a medical device company. And so as people pushed off some surgeries because the medical community was obviously focused on COVID that cut into its revenue and it hasn't been able to recover yet.

It's kind of sluggish growth. And honestly, the stock has been in the doldrums for a long time now. It came down during the pandemic as people pushed off. It's a medical device company. And so as people pushed off some surgeries because the medical community was obviously focused on COVID that cut into its revenue and it hasn't been able to recover yet.

It's kind of sluggish growth. And honestly, the stock has been in the doldrums for a long time now. It came down during the pandemic as people pushed off. It's a medical device company. And so as people pushed off some surgeries because the medical community was obviously focused on COVID that cut into its revenue and it hasn't been able to recover yet.

It's basically the same levels now as it was in October of 2022. So the stock has had a hard time coming back after that post-COVID drop. So it's worth kind of looking at. You and I had talked about past couple of weeks with the pharmaceutical companies coming out that there has been a longstanding post-COVID hangover in the healthcare sector, generally speaking.

It's basically the same levels now as it was in October of 2022. So the stock has had a hard time coming back after that post-COVID drop. So it's worth kind of looking at. You and I had talked about past couple of weeks with the pharmaceutical companies coming out that there has been a longstanding post-COVID hangover in the healthcare sector, generally speaking.

It's basically the same levels now as it was in October of 2022. So the stock has had a hard time coming back after that post-COVID drop. So it's worth kind of looking at. You and I had talked about past couple of weeks with the pharmaceutical companies coming out that there has been a longstanding post-COVID hangover in the healthcare sector, generally speaking.

So I think that's something to watch going forward is when do these companies get into the next cycle of growth? Another company that was on the downside Unilever, which is a consumer goods company, was down after its earnings. And the larger thing to note there is just that one of the worries was commodity inflation.

So I think that's something to watch going forward is when do these companies get into the next cycle of growth? Another company that was on the downside Unilever, which is a consumer goods company, was down after its earnings. And the larger thing to note there is just that one of the worries was commodity inflation.

So I think that's something to watch going forward is when do these companies get into the next cycle of growth? Another company that was on the downside Unilever, which is a consumer goods company, was down after its earnings. And the larger thing to note there is just that one of the worries was commodity inflation.

So it's just a sign that inflation remains problematic for some of these consumer facing companies.

So it's just a sign that inflation remains problematic for some of these consumer facing companies.

So it's just a sign that inflation remains problematic for some of these consumer facing companies.

Yeah, just using Medtronic as the jumping off point, some of the commentary after those earnings came out was just there was no visibility of when the next catalyst for that stock was, where the next wave of large growth. So the company might be executing well in terms of moving the products that it has, but it's just not clear where that sort of next jump forward was going to come from.