Programming Note
I have a 230 PM research meeting.
Back around 315 PM.
Til then, radio silence.
Position: None
VIDEO: Micron’s $100B Deals, ‘Irrational Exuberance’ and the Market’s Next Move
We like the rash of bank dividend increases, but remain focus on the engine driving them.
Cannabis Tweet of the Day
Position: Long Cannabis
Tweet of the Day (Part Deux)
Position: None
Chart of the Day: Welltower Quietly Makes a New High
Good relative strength and volume on this name means more upside could be in store.
Chart of the Day: Check Writers vs. Check Receivers
Hyperscalers (“check writers”) vs. Chips (“check receivers”):
Position: None
Tech (XLK) vs. Financials (XLF)
At 12:52 PM:
Position: None
My Tweet of the Day
Position: Long Cannabis
Putting Our Palantir Game Plan Into Action
We would be open to adding further if we see this development
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.