See Why Bill Is Selling Shell
Bill’s energy play as Shell reconstructs. [auto-transcribed] Bill. So Shell is on Thursday. You sold Shell? I did. So, I mean, we are overweight energy. Marathon Petroleum, obviously our largest holding there, but we’re not. I am a little concerned with growth outside of the U.S. compared to marathon. Really, 100% of the revenues are […]
Looking Ahead To Uber Earnings
Bill gives his take on Uber’s upside potential [auto-transcribed] what kind of answers that they’ve come, Bill. You want it to be top ten position for you? They’ve accomplished a lot. I mean, look back into 2020, -$3.3 billion free cash flow now positive 2.2. What they’re doing here is in penetrating outside of their […]
The Setup: Western Digital (WDC)
How to Trade United Rentals At Record Levels
Mega Cap Mania Buy Or Beware?
Can The Rally Broaden Out?
Bill’s Trade Strategy on Trimming Nvidia and AMD
Semiconductor Stocks Continue to Outperform
AMDs new chip architecture is expected to have a positive impact on the PC and gaming industry. Nvidia remains in the spotlight for the AI revolution. [Auto Transcribed] You know, Bill, these are some of your largest positions and these are names we focused on a lot. But there’s so much happening in this space. […]
Apple Stock Upgraded To Buy At BofA
Apple has struggled relative to its tech peers in 2024, but BofA sees value in the tech giant. Services have begun to take a larger and larger share of revenues. Bill, I’ll start with you. What do you make of this move? Yeah, Apple. I mean, it’s been the unloved one to start the year […]
How Many Interest Rate Cuts Will Take Place In 2024?
The odds of an interest rate cut in march are a coin toss, or 53% as reflected by the CME Fed Watch tool. Here’s what will determine the path of interest rates in 2024. Yeah, it’s I mean, I think fourth quarter, if we go up there, the ten year is going to be a […]
