$SMH Semis is going to be the hottest sector in the market today after US-China announced collaboration to fix chip shortages. $KERN is spiking hard with tuck-in acquisition. $TRIT is also announcing an acquisition in Dubai. $WIMI is spiking hard after further

Bullish earnings preview for cannabis producer $AYRWF that reports tomorrow, March 11th, BMO. The company has done several tuck-in acquisitions in the last 3 months to expand into high growth markets. BAML is upgrading $LUNG to Buy this morning, sees upside to

If history is any guide, we will likely see about $170B of this $1.9T stimulus to find its way in the stock market and GenX and Millenials will likely go after EV stocks that have been decimated lately. Discussion covers $FSR $NIO $LI and $XPEV. Bull case for

Reiterating bull case for $LUV as latest channel checks continue to support strong recovery. Nice breakout setup for $JJSF as restaurant business reopens gradually nationwide. $ULTA with some quality discussion ahead of earnings on March 11st AMC. Lastly, bac

Long term bull case for Hasbro. Extensive discussion of market opportunities ahead to improve revenue outlook based on several important products under development and launches coming up. We believe stock will continue to outperform for the next 6 to 12 months

Today’s Conversation is a must watch for anyone who is concerned about bond yields. Providing historical context between rising bond yields and jitters in equity markets. Should you be worried? Should you panic like all others? I expect to see new 52-wee