Ophir Gottlieb

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$GOOGL and $MSFT cloud continual strength. AWS is still king. A good print there (the AWS business), and all of a sudden, a lot of software companies are looking awfully cheap. (It's still an if for AWS until we get numbers). I have favs.
$AAPL and $AMZN today after the close.
Tomorrow we get: * United States PCE Price Index Annual Change * United States Personal Consumption Expenditure Price Index (QoQ) * United States Michigan Consumer Sentiment * United States Personal Spending via tradingeconomics.com/calendar
$GOOGL Earnings reaction nearly gone...
Port congestion that’s increased supply-chain bottlenecks because of the war in Ukraine and lockdowns in China may be showing signs of easing, according to chairman of one of the world’s biggest shipping lines. bloomberg.com/news/articles/…
i.e. we want those ships to come to port and to be done with the congestion. /2
Reminder GDP gets (Exports - Imports) added to it (net exports). We had a huge import number bc those ships out in LA / Long Beach are finally unloading. Not to sound too Pollyanna, but this is actually good part of GDP report which had negative 3% impact on the final number.
$AAPL Apple Profits Should Top Estimates, But the Outlook May Disappoint. Blame China. cmlviz.com/stocks/AAPL/ne…
Investor sentiment is at historic pessimism. In 35 years, only five other weeks got this extreme: • Four during the 1990 Recession trough / Inflation peak. • One at the exact bottom in March 2009.
Retweeted by Ophir Gottlieb
Advertising was clearly hit by the war. Know this into remaining prints. E-commerce too...
Trucking demand is “near freight recession levels,” according to Bank of America. Shippers’ outlook on rates, capacity and inventory levels are matching attitudes not seen since May and June 2020, when freight volumes saw a historic decline. freightwaves.com/news/bank-of-a… - Deflation
Don't freak out about the GDP report, the underlying inertial components were strong. The headline was -1.4% growth at an annual rate. BUT, inventories subtracted 0.8pp and net exports subtracted 3.2pp. Consumption, fixed investment, and key domestic demand components strong.
Retweeted by Ophir Gottlieb
$TDOC Teladoc shares are trading 45% lower after the company reported worse-than-expected Q1 sales results and issued FY22 sales guidance below analyst estimates. cmlviz.com/stocks/TDOC
$QCOM Qualcomm shares are trading higher after the company reported better-than-expected Q2 EPS and sales results. The company also issued Q3 EPS and sales guidance above analyst estimates. cmlviz.com/stocks/QCOM
* US GDP: -1.4% vs +1% estimates * Declines in fixed investment, defense spending and the record trade imbalance weighed on growth. * Consumer expenditures rose 2.7%. "This is noise; not signal. The economy is not falling into recession" @PantheonMacro cnbc.com/2022/04/28/us-…
Spread between forward P/Es of S&P 600 and S&P 500 has turned up from its low in December 2021 but remains negative, suggesting small caps are still less expensive (at least based on this metric) relative to large caps
Retweeted by Ophir Gottlieb
Consumers’ expectations for an increase in stock prices (component of ⁦@Conferenceboard⁩ Consumer Confidence) have dropped considerably throughout pandemic and are back to 2019 levels
Retweeted by Ophir Gottlieb
I do an end of day recap newsletter. I read 200 pages so you can read one. You can read yesterday's here: cmlviz.com/stocks/SPX/new…
I do an end of day recap newsletter. I read 200 pages so you can read one. You can see it here. You can get it everyday to your inbox. cmlviz.com/stocks/SPX/new…
Archegos Capital Management founder Bill Hwang was charged with fraud on Wednesday, connected with the implosion of his family office 13 months ago. bloomberg.com/news/articles/… - This reads so bad... astonishingly bad. Filthy...
I do an end of day recap newsletter. You can see it here: cmlviz.com/stocks/SPX/new…
0 interest in individual names👇�DI
Retweeted by Ophir Gottlieb
$SPX In the Know - End of Day Market Wrap - 4-27-2022 Tomorrow is a big economic data day... cmlviz.com/stocks/SPX/new…
$FB * EPS $2.72 Beats $2.56 Estimate * Sales $27.91B Miss $28.21B Estimate Guidance: Sales $28B-$30B vs $30.6B Estimate
Stocks that are moving and why they are moving today cmlviz.com/home
$V Visa shares are trading higher after the company reported better-than-expected Q2 adjusted EPS and sales results. cmlviz.com/stocks/V
$MSFT Microsoft shares are trading higher after the company reported better-than-expected Q3 sales results. The company also issued Q4 sales guidance above analyst estimates. cmlviz.com/stocks/MSFT
$BYND Beyond Meat shares are trading higher following a report from Fast Company indicating Beyond Meat-based McPlant burger will become a permanent menu item at McDonald's. A subsequent Bloomberg report said McDonald's denied the implications of the report.
Right around these levels, everyone becomes an expert in what you should have done to avoid the drawdowns and capture the opportunities that are so perfectly obvious today. It is a cyclical glory moment for "Hindsight Capital, LLC. 2" @ritholtz the best ritholtz.com/2022/04/hindsi…
In investing, we don’t get to operate backward, we must invest forwards - without the benefit of knowing what already happened. We do not know what random geopolitical events will occur, what shifts will take place in sentiment, what earnings will be. ritholtz.com/2022/04/hindsi…
Retweeted by Ophir Gottlieb
$MSFT Microsoft's Landmark Quarter Proves the Cloud Story Is Still on the Rise cmlviz.com/stocks/MSFT/ne…
Comcast and Charter Communications have joined forces to launch a nationwide streaming platform bloomberg.com/news/articles/… via @luxury
GM Shares Rise on Profit Beat, Signs Global Chip Shortage Easing * CEO Barra sees semiconductor supply improving throughout year bloomberg.com/news/articles/… via @technology
The Bill Hwang indictment is 🔥🔥🔥. This ur-raccoon controlled more than 50% of VIAC float in March, 2021assets.bwbx.io/documents/user…R187
Retweeted by Ophir Gottlieb
Bill Hwang was arrested by Federal agents today and will face criminal fraud charges. Again. Seems like a good day to repost this. epsilontheory.com/a-tiger-cant-c…
Retweeted by Ophir Gottlieb
$DOCN DigitalOcean (NYSE:DOCN) Continues on its Path to Generational Opportunity - One on One with the CEO cmlviz.com/stocks/DOCN/ne… via @CMLviz
Key takeaway? our FAA approval is, indeed, scalable for customers... Congrats to @AmericanRobotic 👊🏼@OndasNetworksktwitter.com/ondasnetworks/…hC
Retweeted by Ophir Gottlieb
$ONDS FAA Approves Ondas Holdings' American Robotics to Deploy Its Automated Drone Technology Without Human Operators On-Site at Seven Additional Sites cmlviz.com/stocks/ONDS/ne…
$GM $F $TSLA General Motors signaled a debilitating shortage of semiconductors is starting to fade. via BBG
@OphirGottlieb I really like this end of day recaps. thanks Ophir!!!
Retweeted by Ophir Gottlieb
$SPX In the Know - End of Day Market Wrap - 4-26-2022 - cmlviz.com/stocks/SPX/new…
Want to install the latest version of #MySQL? Read more about how to add the MySQL software repo, secure the install, and verify it's running! 🏃 do.co/37eRudd2y
Retweeted by Ophir Gottlieb
$JMIA Jumia to Announce First Quarter 2022 Results on May 17, 2022 cmlviz.com/stocks/JMIA/ne…
$SPX In the Know - End of Day Market Wrap - 4-26-2022 • Both the NYSE and NASDAQ Advance Decline Ratios dropped to 16%. • $GOOGL missed. • $MSFT beat. • $HOOD announced that it is cutting about 9% of full-time employees. • Lots of economic data cmlviz.com/stocks/SPX/new…
Volatile AH session, but thus far well contained. $MSFT up small AH. /2
$V Visa shares are trading higher after the company reported better-than-expected Q2 adjusted EPS and sales results. pro.benzinga.com @Benzinga
$MSFT Revenue: $49.40B Beat $49.03B Estimate EPS: $2.22 Beats $2.18 Estimate /1
$GOOGL * Revenue: $68.01B Miss $68.04B Estimate * EPS: $24.62 Misses $26.11 Estimate /1
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