Uber Technologies Stock (UBER)

* Uber ($UBER) * Disney ($DIS) * Netflix ($NFLX) Position: None

* And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …

Yesterday CNBC’s Halftime show universally applauded Apple ($AAPL). The cheerleaders were led by an uber confident (oops, another poor-performing investment recommendation ($UBER)!) and assertive (and even sometimes yelling) panelist (Josh Brown), signaling that Apple’s shares are the premier investment in the Mag 7: Josh Brown likes this ‘sleeping giant’ AI play and Magnificent 7 member Here is a contrary view (something …

Housekeeping item. I sold the balance of my UBER long ($77.45) for a profit. Position: None

Most always point out the good-performing stocks. Here are the bad ones: Salesforce CRM Microsoft MSFT Oracle ORCL Palantir PLTR Snowflake SNOW CrowdStrike CRWD Uber UBER Nike NKE DraftKings DKNG Strategy MSTR Robinhood HOOD Chewy CHWY ...