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Here are our show notes for @10:46 today – we talked about the set-up in the broader markets, Qualcomm gets an upgrade ahead of earnings, energy stocks, Microsoft’s epic rally, and rising profit margins.
If you missed the live show, you can watch a recording of it:
1) Macro Call:
S&P YTD
Nasdaq 100 YTD
US 10-YR Yield 1-YR
2) Stock Call 1:
Qualcomm (QCOM) 1-YR
Texas Instruments (TXN) 1-YR
Semiconductor ETF (SMH) 1-YR
3) Stock Call 2:
Halliburton (HAL) 1-YR
Oil Services ETF (OIH) 1-YR
Crude 2-YR
4) Chart of the Week
Microsoft (MSFT) since Jan 2020
5) One For the Road:
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