Sentiment is everything. I think I’ve blocked more angry folks than I’ve ever have done in the past few days. And I’m just trying to help. Thanks all. Buy.

India to Focus on Trade Deal, Avoids Retaliation on US Tariffs $INDA bloomberg.com/news/articles/…

Consumer Stocks Have Taken a Beating. These 5 Could Shine. $GAP $HD barrons.com/articles/home-…

Something to cheer about! Super human Ovechkin! He scores goal No. 895! search.app/VAptLtAgmvTFG3…

Up early to discuss markets and ideas with Frank Holland Worldwide Exchange cnbc.com/video/2025/04/…

$AVGO announces a new $10B buy back program. The power and optionality of FCF.

Can honestly say in my 33 yr career I’ve never been up 9.5% in a single day. Buy low and sell high.

Another challenging week but opportunities abound for the long term. Continued to add to quality this week. Always enjoy The Killers - quite talented musicians. Ran to - Your Side of Town this morning. Kept me going. Enjoy the weekend.

$AAPL airlifts 600 tons of iPhones from India 'to beat' Trump tariffs - $INDA reuters.com/technology/app…

Trump Administration exempts many technologies from tariffs - computers, semis, component makers $XLK bloomberg.com/news/articles/…

Sweetness. $ZTS

Congratulations to Rory but also to Justin Rose. I had the privilege to be on set with Justin after he won the US Open in 2013. One of the most gracious people I’ve met. Amazing congratulations to both.

One of the important pieces of bank earnings so far is that loan loss provisions have been much less than expected. Consumer ok and banks under super control.

$BAC: one of the best reports of the big 6 - higher fee income, stronger efficiencies and higher NII - solid guide with more buybacks. The 1000bps relative under performance ytd to the group should narrow.

To put into perspective on China halting deliveries of $BA planes - 10 737 in coming weeks, 130 unfilled orders currently out of $BA's 5648 backlog or 2.3% in total.

$AMZN $NVDA say Data Center demand remains strong. Big implications for a variety of stocks and comes on the heels of $GEV $VRT EPS yesterday. cnbc.com/2025/04/24/ama…

None of the bears will tell you this but from 4/8 lows: SPX +8.3%, QQQ +10.4% DJIA + 5.1%. I will always continue to find ideas & upgrade. On a lighter note - enjoy! Foster the People - Coming of Age

Horrible person. No matter who you root for.

$AMZN: Went back to the CEO Jassy letter in early April. Worth reading - ST noise will be just that. AI growing 3x digits y/y w 1K GenAI applications in shopping, coding, agents, streaming, ads, healthcare. AI "is moving faster than almost anything tech has ever seen".

$SNOW: still well below highs - but long term thoughts that total product revenue growth can accelerate over the course of FY26 from existing product penetration and momentum. New CEO execution. But in the end scalable and clean data is needed for AI. These guys have it.