Follow along with all my trades and journal your own here - https://savvytrader.com/Dailystockpick/2023-trading-portfolio I love Webull - Sign up here and get FREE STOCKS I bought $NFLX at $435 - I like it there, but we may still have downside so I'll keep an eye on it. Chamath convinced me to buy $TSLA as it's an $AAPL iPhone moment I'll expand some charts in the newsletter so be sure to subscribe. FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG $20 off your first month - only $5 for the first month Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Sign up for Webull and get free stocks like I did - https://a.webull.com/yNyte9iTQnfaDYFHdv Social Links and more - https://linktr.ee/dailystockpick NOTES S&P heat map 7 of 11 sectors closed green. Utilities (+1.83%) led, and consumer discretionary (-3.42%) lagged https://finviz.com/published_map.ashx?t=sec&st=d1&f=072023&i=sec_d1_183185383 $dpst mtd chart $BOIL up big $TSM down because of their first quarterly decrease in profit in 4 years. AI is driving chips but the other chips in electronics is lagging - and that’s a LARGE portion of $TSM business so the increase in AI can’t cover the decrease in the PC/handset/server market. A hiccup in TSMC’s Arizona factory plans. Apple supplier Taiwan Semiconductor Manufacturing Co. is delaying production at its new Arizona-based chip plant until 2025 due to a shortage of skilled labor. Executives say they’re working to send trained technicians from Taiwan to train local workers and help accelerate equipment installation. The issue highlights a significant challenge the U.S. and other countries will have as they onshore industry and diversify away from Asia-based supply chains Sam from FB - $SDGR From what I can tell they are an AI provider of sorts for pharmaceutical companies. Nick from Canada - $META Hello my friend, we are 6 days out from earning on $Meta and it was a rough day. What are your thoughts as we approach earnings day…..is this an opportunity or is this reason for concern. Ps - $SMCI took a dive 😉 Bradley freeman on savvy trader sold more $ttd with a great note https://savvytrader.com/brad/smn Sold 6.45% of position at $84.67 for a 92.63% gain. TTD is now 4.79% of portfolio. Struggling to trim shares like I should be amid the aggressive multiple expansion. Forcing myself to do so even though I don't want to. Rules are rules. Incredible company. Steeply priced. Would love to add this chunk & the other recent trim back to the holding over time if it takes a breather like I think it could Dman was screaming that $siri was a buy - well - it’s now a short squeezeL $NFLX The last time it broke the 200 day on the 65 min algo was May 16th. I viewed this bounce as a good support in the short term. https://share.trendspider.com/chart/NFLX/18946bln55n Trendspider - $DIA breakout https://share.trendspider.com/chart/DIA/29883bgj2yk?fbclid=IwAR0Vv6Vw28rYPDzCIFAtUz3j0qTRmc4AOHNxQbpufcIfIQScWW9PgQmptSs_aem_AWUv7nENPINrtlJ9nnPrXCsLVx-X_pKWqRw66ST4QTQCZGO1RDsUGH1RwjulYjUArAU I’d like to see this backtested but having strategies is what’s key in markets like this. Here’s one using trading view. https://youtu.be/21b5QF-b0rE Personally I think TrendSpider has the best university whether you are a sub or not TrendSpider University | TrendSpider investors are now starting to put money back into equities. $MS CEO: Investment Banking bottomed 4-6 weeks ago. What real time companies say vs macro confusion. John from FB - $TSLA Chamath $TSLA tweet makes sense below __________ https://twitter.com/chamath/status/1682306358220029953?s=46&t=7y4v-tHaIEzjLo4Lw72X7g ________ SCANS $XOM $MRK $VNOM $BTU $XLE $CVX $XLU $SMMT $MCD $VZ $CEG $XEL $CSX Levered ETF’s $SQQQ $SMDD $SARK

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