🚀 Top 5 High-Growth Stocks, Apple’s Game-Changing OpenAI Deal 🍏 & Bond Market Warning ⚠️ + Gold ETF Insights 🌟

Watch Til the End

The end of the episode includes a look at Bitcoin and the IBIT ETF that I invest in. Even at all time highs now, the ETF is signaling a BUY in the 4 hour algorithm. If you’ve never invested in Bitcoin before, why would you buy at all time highs though? Even if you have to buy it higher, buy it on a pullback if you’ve never bought it before.

Here are the topics discussed in the episode:

• Lawn Care Update:

  • Excitement about receiving plant growth regulator (PGR) for the first time

  • PGR helps reduce mowing frequency for short-cut lawns

  • Open invitation for lawn tips, but host admits to being more knowledgeable about stocks

• Stock Watchlist & Picks:

  • Daily stock pick watchlist narrowed down to 5 high-growth stocks the host is watching (but doesn’t currently own)

  • Discussion on when and why to start new stock positions versus adding to existing ones

• Bond Market News:

  • Recent bond auction failed, sending a warning about the current U.S. tax bill

  • Comparison to the UK’s 2022 bond crisis under Liz Truss

  • Rising bond yields (10-year above 4.6%) signal caution for stock market buyers

• Gold & ETF Analysis:

  • Gold stocks may benefit as debt concerns rise

  • Comparison between $GLD (holds physical gold) and $IAUM (holds gold-like assets) for trading and long-term investing

• Market Sentiment:

  • Emphasis on choosing between panic and orderly markets

  • Reminder that market gaps tend to get filled; expect volatility with rising VIX and bond yields

• Stock-Specific News:

  • $PLTR (Palantir) awarded a major U.S. Army contract but remains expensive

  • $AAPL (Apple):

    • Major partnership with OpenAI and Jony Ive

    • Anticipation for big announcements at upcoming WWDC

    • Discussion of Apple’s current challenges and potential for disruption

  • $CRWV (CoreWeave): IPO up 200% since launch, driven by GPU rental demand

  • $NVDA (Nvidia): Focus on upcoming earnings

  • $NVTS (Navitas): Volatility expected due to Nvidia partnership

  • $UNH (UnitedHealth): Concerns about business model and healthcare costs

  • Utility stocks highlighted for reliable dividends

  • $GOOG (Google): Testing ads in AI search, rising costs for AI-driven search, and advances in AI-generated video

  • $NKE (Nike): Plans to resume selling on Amazon, potential impact on margins

• Crypto Update:

  • Bitcoin hits new all-time highs, possibly acting as a hedge against U.S. debt

• Earnings Highlights:

  • $SNOW (Snowflake): Strong Q1 results, host sold at $193

  • $URBN (Urban Outfitters): Record sales, strong performance

  • $GOOS (Canada Goose): Significant rebound in a down market

When the dip happens, you’ll want to take some big swings in a YOLO portfolio, so have your watch list available and get your Webull trading account ready to make some big swings in this market to get back to all time highs.

Click on the photo and open a small account in Webull to trade as I think it’s a great market to trade in now. Remember - trading comes with risk

The Tools I use to be more efficient and save time

1. Trendspider - 🇺🇸 HUGE MEMORIAL DAY SALE 🇺🇸 Try it for only $.50 per day for 2 weeks.

Click on this link for savings and more details, but once you sign up for an annual plan, just contact me to get all the tools that I use like my 4 hour algorithm, custom watch lists and scanners.

Sign up for a 2 week trial to see what it’s all about then upgrade to an annual plan and get all my tools.

2. Seeking Alpha Bundle (Premium and Alpha Picks) - save over $150

Get both Seeking Alpha Premium and Alpha Picks together and save over $150. Both these services are described below. Click the link for more details.

3. Seeking Alpha (FREE 7 DAY trial and SAVE $30 MORE)

Find top Quant stocks and ETF’s by getting Seeking Alpha Premium and a FREE 7 day trial. I use this constantly to find opportunities between the Quant, AI analysis, my portfolios, the analysis and even the TOP STOCKS.

From the Quant rating for stocks, to AI analyst reports, it’s the most comprehensive stock site I have found. I use it for research and my go to for all fundamental analysis of stocks, ETF’s and even crypto.

4. Get Alpha Picks - it beats the S&P

A rules based portfolio that outperforms the S&P and so far has outperformed the rebound from liberation day as well.

And if you want to see how I set up the portfolio, here’s the YouTube video you can watch.

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.

Spotify, Apple and YouTube Links

Spotify

Apple

YouTube

Pod Notes

Thursday

Lawn Geek Stuff

I’m pretty excited my pgr (which for non lawn geeks is plant growth regulator) is arriving tomorrow …. It’s expensive af … my first time using it but because I’m mowing now almost 3 times a week to keep my short height of cut - it’s necessary. Feel free to ask me for more lawn tips but I warn you… I know far more about stocks.

5 Stocks I’ve got on my list - a clarification

I’m going to post this one again because I got some kudos on this bonus podcast. I take you through the daily stock pick watch list and whittle it down to 5 names that I don’t current own but want to buy. One question was when will I buy. I didn’t cover that but a couple of things:

1. it will be different for each stock if I buy it

2. As I don’t own these - I’ll have to see an opportunity to spend money on these stocks as I don’t always like starting new positions. I’d much rather add to current positions that are working.

Bond Market is in charge

So what happened yesterday - long story short - the bond market said the current tax bill should be a no go. It’s likened to the British prime minister who pushed through a budget bill that added significantly to Great Britians deficit and bonds BLEW UP and she was ousted from govt in just a week. Go google Liz Trust - but this was a warning shot on Trumps bill. It needs more cuts so kudos to the Republicans who want more. The debt is unsustainable and the bond market said “hey - don’t pass it”. It’s been an orderly bond market - but definitely the failed 20 year auction sent that warning.

Here’s a great article on bonds if you want to know

As the bond rates go up and the market goes down (NOT ALWAYS BUT TYPICALLY) Yesterday the 10 year went over 4.6% which we know is a NO GO for large buying. I think you can look at some gold stocks which have pulled from their highs. The debt is going to be an issue going forward as we know which should push gold higher.

And the budget passed and look at the 10 year spike

Gold - GLD vs IAUM ETF’s

What’s interesting about gold is usually I have always traded $gld if I wanted to hold it for a swing trade but I looked at seeking alpha and found $iaum - expenses are lower and performance is better but in the description I found $gld owns actual gold and $iaum owns gold like assets because gold is expensive to hold. Always be comfortable with what you’re buying and know what you’re buying. At the end if you’re just trading it - $iaum has enough liquidity and prices well so I wouldn’t think twice about it. Long term I might just go with $gld.

Should we be concerned? Time frame matters

And this … choose which one you want - panic or an orderly market

Not to scare you from the highs but

StockTok 📈

is right - remember this

gaps get filled

Remember - bonds above 4.5% and a rising vix - markets will go down … there are gaps above on the vix from liberation day so expect volatility

News alert - $pltr is still too expensive for me

$PLTR in the 4 hour algorithm showing an impressive gain with the latest buy though.

The 10 concerns in the market right now

Apollo has identified 10 things to focus on that the market has to work through

5 stocks set to break out using Weinstein Analysis in Trendspider - IMPORT THE TOOL

And if you’re looking for stocks breaking out - here are 5 using Trendspider’s Weinstein analysis tool

Apple’s next big move - is this the end?

And then you had this news for $aapl - the most held stock in the market

OpenAI is laser focused on disrupting what hardware we use as I’m sure Sam is like zuck - they don’t want to be a prisoner of the ecosystem

Mark is the top $AAPL analyst and he says it best …. This is big

Apple wwdc is coming up in 8 or 9 days so they will have to put something in there that nobody is expecting. It would be shocking if they go out and buy something like Claude and make that Siri and open it up to developers. I’m not saying that’s likely but that big news would certainly get the markets attention because it’s clear Apple has in house talent issues and with a high pe, threats to service revenue growth from the epic games decision, a stagnant iPhone sales cycle and revenue growth yoy being limited - they need to shake things up. Tim Cook is a great ceo and I have faith.

$AAPL in the 4 hour algorithm sitting at a very interesting point going back to Dec 2023

Stocks to keep an eye on

I normally say IPOs you should stay away from but wow $crwv it was up 20% with huge demand seen in the gpu rental market … showing this strength in a down market and up 200% since the ipo … you can’t ignore it

I’m still focused on next weeks $nvda earnings

Watch $nvts today to trade on volatility

$unh - we seem to be the only country that puts an almost private equity position in healthcare … the only way for $unh to make money is either to charge more (congress would have an issue with that) or cut expenses which means denying claims.

daily.stock.pick

A post shared by @daily.stock.pick

Here are 3 utility stocks with reliable dividends if that’s your game.

And $goog is still a hold even after this because ai costs so much more to do a search

But if you haven’t scrolled around social media like Twitter to see the examples of googles new video creations … go and look …. Just scroll around … it’s impossible today to tell the difference between real and fake … I saw a street interview and a comedian performing that I would be fooled. Google has monetized this because creators are saying they went through all their credits. But if you’ve got an audience and can monetize the content created to make more than you spent … it’s a business

And now you have some good management decisions from $nke. This affects margins so I’d wait to see if the stock continues up because it’s still expensive for what it is

$NKE weekly chart showing why I still wouldn’t touch it.

Crypto

Bitcoin hits new highs

It went above $110k for the first time overnight …. It might be the hedge against the debt that others have hypothesized

Earnings

$SNOW did well - up 6% - I sold out at $193 - it’s still very expensive and I believe I can buy it lower - this is all play money - it’s NEVER a major position.

$SNOW weekly chart showing the range I have been trading it in for the last 3 years.

$URBN - top Seeking Alpha 2025 stock - did well - up 6% after hours and up 8% YTD.

$GOOS was a HUGE winner in a down tape yesterday - is it rebounding? I don’t know much about their products but I think it’s mostly down - who needs that in the summer?

SCAN FOR ENTRY IN THE 4 HOUR

$IBIT

$IBIT sent me an alert to BUY in the 4 hour algorithm today when I scanned. Why? Because it met the entry requirements while still being in a BUY from the last entry - a further bullish signal.