NOW – Page 2 – TheStreetPro TSP Site

The Big Question as an Important Earnings Week Arrives

Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.

Helene Meisler on July 16, 2026

Let’s discuss why sentiment readings have me ‘on edge’, what it would take for an oversold bounce, a formerly parabolic stock and much more.

Chris Versace on July 14, 2026

What we find is supportive of AI adoption and usage, and several Portfolio holdings.

Chris Versace on July 9, 2026

Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.

Doug Kass on July 8, 2026

* And fading it…

I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors.

I am long some of the most non-consensus sectors.

Consensus Longs:

* Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different this time”)

* Value Tech: Adobe ($ADBE), Oracle ($ORCL), ServiceNow ($NOW) and Nvidia ($NVDA)

* Tech With Biggest Moat: Apple ($AAPL)

* Value Industrial: Caterpillar ($CAT)

* Best Overall Value: Homebuilders

* Streaming: Netflix ($NFLX)

* Autonomous: Uber ($UBER)

* Entertainment: Disney ($DIS)

* Financials: JPMorgan ($JPM), Citigroup ($C), Goldman Sachs ($GS), Morgan Stanley ($MS)

* Frontier Exposure “For The Long Haul”: SpaceX ($SPCX)

Non-Consensus Longs:

* Cannabis: $MSOS, $VRNOD, $TRLV, $GTBIF, $GLAS

* Private Equity: Apollo ($APO), Blackstone ($BX), KKR ($KKR)

* Consumer Staples: Kimberly-Clark ($KMB), PepsiCo ($PEP), Procter & Gamble ($PG)

Positions:

Long MSOS (L), VRNOD (S), TRLV (S), GTIBF (S), GLAS (S), APO (S), BX (S), KKR (S), KMB (S), PEP (S), PG (S)

Short SPCX (VS), SNDK (VS), MU (VS), INTC (VS), AMAT (VS), AMD (VS), CAT (VS)