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FALLI ANDARE CALDI
Trump vuole introdurre tagli fiscali per gli americani a basso reddito.
Probabilmente non possiedi abbastanza nomi legati ai consumatori.
Hai visto il report del mio ragazzo $SKYW ieri?
A proposito, girando per Chicago ieri sera, ogni ristorante era pieno.
Nessun accenno di recessione da nessuna parte.
11 lug, 07:32
Consumer discretionary is cranking.
Look, these names were priced for a recession not too long ago.
Airlines CEOs withdrew guidance and had a ‘recession’ guidance.
Take a look at $NCLH and airlines $DAL and $UAL today.
We own them all and $SKYW.
I shared this thesis 👇.
In QQQ, I still think TSMC is mispriced. Fwd PE cheaper than Google despite *checks notes* 30%+ YOY revenue growth.
TSM is the next Mag 7 stock.
And guess what’s lagging in Mag 7?
Tesla and Apple.
No surprise if you’ve been following me for a while.
You need EPS growth folks.
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