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Netflix for the first time in a while, is just looking pretty weak. It is below its 50-day moving average AND its 100-day moving average. It looks toppy as well, almost as if a double top has formed. I think Netflix is a great company that has done a lot to change the world around content. I also though find its recent slump to be interesting. First of all,...

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Twitter just get hit hard after earnings. I personally was super impressed with their earnings and revenue growth. Free cash flow was awesome, too. US markets are doing well, globally, too. I really like Twitter but was bummed to see the drop. What's my game plan or thoughts? I will wait until $40. I think there's a lot of support there. If some people sell and...

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Amazon reports earnings this week and it's been one of the best companies of the decade. The growth seems to never end. I don't have a position, but I watch Amazon closely to see what's going on at the company. The key for me is quarterly revenue growth. They saw a massive boom in revenue during the first part of the lockdown. The question now is: what next? Does...

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Fastly trades at at a price-to-sales ratio of 32. AND that's after a 40% drop in its share price and a guidance cut. I mean, there are 4000+ other stocks to pick from and probably 10 other similar names in this space. I'm not sure I understand why so many people are crazy bullish about this name. Unless you think they can double and triple their revenue for the...

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It was interesting to watch Snapchat today after its earnings beat. It soared 30%. I personally think Snapchat is great, but have never really understood the long-term growth plan. Snap Kit seems really promising. But I noticed their user growth is not growing as fast as Instagram or Facebook or TikTok. So it's interesting to see that it's worth $50+ billion. At...

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Zoom now has a market cap of $165 billion. It's 750% YTD and trades at a price-to-sales ratio of 126. Wow! I don't remember the last time I saw a stock rip like this with that kind of valuation and market cap. It is truly impressive, but also possibly slightly overextended. I have no position, but am watching closely. Zoom has become THE barometer for economic...

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I think Peloton has created a great exercise bike. And some novel new ways to watch workout videos on your phone. It recently hit all-time highs and has been spiking higher. Its market cap is now $38 billion. I am a fan of technology, growth, and change. But I also know that as a society we have been making exercise bikes for 30+ years. This is not the first...

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One company that I have always checked in on is Twilio. They send text messages on behalf of companies for two-factor authentication and other services like chat bots and custom messaging strategies for marketers or companies to communicate. It is a cool company and it is definitely impressive. Hat tip to what they've started. And look at this boom. Now worth $40...

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Today's drop and then rally was EPIC. Nothing short of it. The Nasdaq-100 closed in the green. The bulls have won! Or have they? I made this chart to show a few things that are worth considering. 1. The Nasdaq-100 would need to rally 12% right back to get back to all-time highs and right as the mid-term election is starting. The market is also unpredictable so......

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Here's a weekly chart of gold. It goes back to 2011 and a even shows some of 2009 and 2010. But the focus of this chart is the epic rounded bottom since the 2011 highs, which are now rounding in a possible cup and handle formation. This could take weeks to play out. The chart I am sharing here is a weekly after all. Let's see if the bulls and bears have a good...

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I'm not sure what's next and no one knows what is going to happen next. But Tesla is down 20% in two days. They've split their stock and they've used every marketing trick in the book. Short interest is also down to about 8% or maybe EVEN lower. I think that's the lowest it's ever been. It will be interesting to see what happens next but myself personally will be...

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Salesforce is one of those stocks where every time I think their growth can’t get any better, they turn around and show that their growth is still just getting started. This chart shows that. Check out the quarterly revenue chart on the bottom panel. Wow. Continued growth and now they are doing $5 billion per quarter. They have yet to no *not* grow. At this point...

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I thought about this chart because as I am typing I am drinking from a Yeti mug. I am familiar with the brand and a lot of young people are as well. They really do have a strong presence and are smart marketers. With that being said, I have never owned or traded this, but am well aware of it and have had it on my watchlist. The chart I have here shows YETI since...

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Apple is truly massive. Their market cap is nearing $2 trillion. I know no one who saw that coming. The interesting thing is that maybe Apple's growth is a sign of the global economy actually thriving. More iPhones, more wealth, more apps, and more connectivity. Is that really bearish? Sounds bullish. It is hard to be a glass half full person. Apple's tremendous...

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Datadog said it earned $284,000 in the quarter when most analysts had expected it to lose money. The stock is down about 12% right now. How does the management team not know it's way cooler to lose money? They clearly did not study the Hooli playbook well enough. I'm just joking. But I am looking at Datadog after earnings and well, it has me thinking. This thing...

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I wanted to share this chart to simply show a long-term historical view of where gold came from and where it is today. These charts are history lessons and they can teach us a lot about markets, society, and what a large group of traders and investors are thinking all at once. Gold crossed $2,000 for the first time ever and you have to wonder if the precious...

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A really simple chart that I want to share to show the outperformance of tech the last few months. The Nasdaq-100 is now up 23% YTD. 23%! Who saw that coming after the March crash? Not many. It will be interesting how much higher the tech sector can go, but it sure is fascinating to watch. In a way, it's the ultimate pain trade for a lot of the legacy investors...

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This chart shows the immediate reactions of Amazon, Facebook, and Google earnings. Who won? Facebook is at all-time highs during this writing. It's also trading higher by more than 6%. The initial Amazon reaction is +4% and Google is +1%. Here's a breakdown of each report. These earnings report snapshots com courtesy of LiveSquawk: Amazon Q2 20 Earnings: - Net...