1-31 Pod - Buy Apple now? A full review of the top 10 Stocks of 2025 many of which are up over 10% - can they continue to kill it?

Product Announcements on EVERY tool I use this week

There are a couple of things to just make sure you know:

1. Alpha Picks Subscribers - check your email for some great emails recapping how many Picks like Celestica and Brinker have KILLED it on earnings.

   

2. Trendspider subscribers - be sure to follow Trendspider on Twitter to import all the new indicators and strategies they are creating for you FREE to import in to your setup.

   

3. Seeking Alpha Premium subscribers - there are great new formats for earnings announcements in the articles of stocks you follow and a new ANALYSIS tab that you can see.

Remember the Gary Bundle

The optimum bundle that I can’t live without is:

1. Trendspider - or some type of chart program that works for you.

2. Seeking Alpha Bundle that includes Premium (which is the Quant rating for thousands of stocks and the NEW Virtual Analyst Reports that make it easy to understand fundamentals ) and the Alpha Picks portfolio that is a data driven portfolio with a performance that almost triples the S&P.

Pod Notes

Friday

Alpha Picks

Alpha picks subscribers got an email yesterday addressing earnings in the portfolio. You will also get a weekly update email today - an overall yearly subscription that pays for itself in gains

Trendspider Strategies

Someone in the fb group asked about $smci - we’ll get this custom indicator in Trendspider to trade it

And here’s Trendspider posting a strategy for $pltr to import

And the Pelosi tracker

Seeking Alpha

Seeking alpha has a great way of summarizing earnings now with what seems to be a new format that I really like. It goes over management view, outlook, financial results and then q&a which is the earnings call. Here’s an example.

Volatility

Yesterday it was shown that Trump will cause volatility as a tweet about tariffs killed the afternoon rally. He’s doing it strategically but the market will pull back and look for details later. The administration has already shown they act without like an 8 year old kid who went to Krispy cream and gets a dozen donuts and a coke. They go head first without thinking. Look at the spending memo which had to be reversed - look at the email to federal employees that was a set up and now anyone can spam every federal email agency asking them to join your substack newsletter and listen to your podcast - not saying I did that but others did.

Biggest movers

Apple ( AAPL 0.00%↑ )

Apple results were great but weakness in iPhone is what took the price down. Record services revenue was key in pushing the stock price higher with the market giving them the benefit of the doubt with iPhone sales. The slump in China was concerning but I continue to think they manage the stock price up by doing buybacks and creating new and higher revenues from other sides of the business. iPad revenues hit an all time high and if you’re looking at a new computer, I don’t know why you wouldn’t get the Mac mini and anyone needing a robust computer for coding or creative work - Apple gives you the best value with the computer and software.

Amazon ( AMZN 0.00%↑ ) vs. Meta ( META 0.00%↑ ) - since Zuck meme

Bezos saw zuck staring at his girl at the inauguration and we are seeing retaliation

1. he took ad spend from meta to Twitter

Amazon ups advertisement spending on X, Apple also in talks to test ads on Musk's platform - WSJ

2. he took llamas biggest open source competitor and made it available on aws

Amazon announced deepseek is now available on aws last night - so if you want to use the Chinese open source model on a us server - you now can do it on aws

But don’t feel bad for meta

Deepseek Threats

And if you do want to know some of the stocks that may see more downside and threats from deepseek - here is an article where experts weigh in