Yesterday's rally was CRAZY right at 2:20pm with Jay Powell taking a 3/4 point hike in June off the table - but IMO he kicked the can down the road.

The hat trick:

$DVN - up 20% on my Monday buy

$AMD - a 10% pop from where I said to buy it Tuesday (Monday would have been a better buy when I mentioned it, but I missed it since I already have a stake in $AMD)

$ET or $TWLO - both of these shot up on at least 10% from where I said to buy. $TWLO was just NUTS and a great trade opportunity.

$SEDG - I like this name to trade

$QCOM - they secured Volkswagen deal - HUGE for the stock. Buy around $140.

$CRWD $ZS $PANW - not buys in the algo yet, but they should be before earnings. I still like these stocks.

$SPG - buy it before earnings next week

$SNOW - I like it at these levels - I should have sold it for 20% profit and bought it back lower again, but I didn't. I like it to run to $220 again.

$FB - wait for it under $200 again

$ATVI - $95 buy from $MSFT - Buffet believes it'll go through.

$OXY - Buffet buys more

MANG is the new FANG - $MSFT $AAPL $NVDA $GOOG $GOOGL

$TWTR - Elon secured funding - stock under $50 is a buy for the $54.20 purchase. Also $TSLA stock is a buy now that it's unlevered from $TWTR buy.

$SHOP - clearly a broken business like $AMZN

$SPY is a buy in the algo

$UCO is going to $190.


Support this podcast: https://anchor.fm/dailystockpick/support