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DRAAI HET HEET
Trump wil belastingverlagingen doorvoeren voor laaginkomens Amerikanen.
Je bezit waarschijnlijk niet genoeg consument gerelateerde namen.
Heb je mijn man $SKYW gisteren zien rapporteren?
Trouwens, terwijl ik gisteravond door Chicago zwierf, was elk restaurant vol.
Geen enkele hint van een recessie te bekennen.
11 jul, 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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