Top shared and followed Daily Podcast for stock picks … Not financial advice. All charting using @trendspider
Atlanta, GA
Joined April 2020
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EARNINGS ARE PUSHING STOCKS HIGHER
Today’s discussion was a good one. I had a meeting with Steve Cress and other Seeking Alpha affiliates yesterday and he brought up some great examples of buying the dip. Then you have $CLS earnings this morning.
Here are some topics I went over:
📊 Alpha Picks deep dive: Why recent picks are struggling while older winners still carry the portfolio.
🛎️ Buy-the-dip watch: $AMD , $MCHP , $INTC , and $SOXL —setups, confirmation, and risks.
💥 Earnings movers: $CLS surges, TTMI rebounds, and what I’m watching in $SOFI .
🤖 AI-powered research: Anthropic IPO ideas, Brazil’s selloff, and how Muse helps organize my portfolio review.
Listen exclusively on Substack at dailystockpick.substack.com
DailyStockPick⚡ retweeted
Today is Day 3 of a rally attempt for the Nasdaq Composite. The earliest we could see a follow through day (FTD) would be Day 4, which is tomorrow (Wednesday). Maybe something comes out of the Fed meeting this week to trigger a FTD?
Or maybe Trump announces something positive later this week or next Monday to trigger a FTD and to get undecided voters to sway his way ahead of the midterms next week. 🤷♂️
Again, just thinking out loud and trying to anticipate because winners anticipate and losers react.
Also, if you're undecided at this point, don't even bother voting. You probably suck at making decisions overall in your life. <-- me as a motivational speaker 😂
DailyStockPick⚡ retweeted
What buying $1,000 of $SPY every month for 20 years looks like:
DailyStockPick⚡ retweeted
I always thought the monologue to Jim Cramer's Mad Money show was one of the most brilliantly written pieces on financial TV. It was written by his nephew Cliff, who sadly passed away at the age of 41. May he rest in peace. 🙏💔
cnbc.com/investingclub/2026/…
My condolences to @jimcramer and his family over the loss of his nephew. Honestly - this is a brilliantly written piece itself. We lost him too soon cnb.cx/3UlKUKi
DailyStockPick⚡ retweeted
Crude oil gets the headlines. Refiners get the margins.
And the returns speak for themselves 👀
trendspider.cc/Sidekick
DailyStockPick⚡ retweeted
Something has to give, as October 28th is historically the best day of the year.
This day falls on this Wednesday and that is also a Fed meeting. Under Kevin Warsh we've seen the S&P 500 fall 1.21% in June, 1.52% in July, and 0.45% in September.
Which history will repeat?
DailyStockPick⚡ retweeted
Elon Musk just posted this:
“As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.”
“That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
DailyStockPick⚡ retweeted
26 stocks for your watchlist 🎯
Every Russell 2000 stock passing our CANSLIM filter AND outperforming 90% of the index 👀
DailyStockPick⚡ retweeted
SEMICONDUCTOR STOCKS ARE GETTING REALLY CHEAP RIGHT NOW
PEG < 1 usually means growth may be mispriced
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ARM ~1.7x
• $ANET ~1.4x
• $ALAB ~1.2x
• $KLAC ~0.9x
• $LRCX ~0.7x
• $ASML ~0.7x
• $INTC ~0.7x
• $AMAT ~0.6x
• $TSM ~0.6x
• $MRVL ~0.5x
• $AMD ~0.5x
• $LITE ~0.5x
• $COHR ~0.5x
• $NVDA ~0.4x
• $CRDO ~0.3x
• $ON ~0.3x
• $AVGO ~0.3x
• $SNDK ~0.2x
• $MU ~0.1x
• $SKHY ~0.1x
• $AAOI ~0.1x
DailyStockPick⚡ retweeted
$10,000 → $2,000,000
That's what Nicolas Darvas accomplished using a simple breakout strategy.
We recreated his legendary Darvas Box strategy in TrendSpider.
Scan for breakouts and emerging setups in seconds, all detected automatically 👇
trendspider.cc/DarvasBOX
DailyStockPick⚡ retweeted
$CRWD CEO warns “you’re going to see a lot of breaches happening in the coming months” following the discovery of critical PHP security flaws.
CrowdStrike’s massive threat data could become an even bigger advantage with AI now finding vulnerabilities humans missed for decades.
DailyStockPick⚡ retweeted
We've seen this movie before...
$AMAT cut in half and flashing capitulation for the first time since the 2025 tariff drawdown 🍿
DailyStockPick⚡ retweeted
This is what a supercycle looks like.
Micron $MU is testing its rising 30-week SMA while memory revenue surges
Technical analysis 🤝 Fundamental research
All in one place with TrendSpider
Claim up to 67% off before it’s gone 👇
trendspider.cc/BBF
A new “DIP LIST” add today from a stock that reported GREAT earnings yesterday.
Plus:
📉 Crash or opportunity? Why I’m staying bullish—and the risks that could prove me wrong.
💾 Great earnings, falling stocks: $TTMI , $WDC , $MXL , and $LITE face a fearful market.
🍎 My portfolio anchor: Why I’m holding AAPL while separating long-term investments from short-term trades.
🛎️ Dip buys + trading strategies: $BE under $200, crypto pullbacks, neoclouds, and a new $BWET setup.
Listen on Spotify, Apple Podcasts, YouTube or COMMERCIAL FREE at dailystockpick.substack.com
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