It pays living in Tinsel Town and The Week in Preview…

Little Birdie told me that $NFLX is going to #crush #tonight. $AAPL will do well with #TedLasso and #themorningshow and #broadcast, #hbo and $AMZN will get some #hereandthere but #netflix #rulestheroost.

$NFLX goes to a 6 handle next week all things being equal, (no major exogenous shocks.)

$FB will get torched.

#app related businesses will continue to dominate off #apple loss to #epic. Big winner if that decision will continue to be $DDOG easily on the way to $200 by 4th Q. Ancillary play is #applovin.

We see continued strength in #cybersecurity.

Value in $SQ.

But we see #sportsbetting and #sportsdata plays ramping into 1Q ‘22. $DKNG $MGM $GENI $SRAD and some new etf plays $NERD and $ESPO.

Continued strength in #metaverse plays $RBLX and $RIOT.

We love $SAVA, $CRVS and $SURF

We expect confined weakness in #bigtech as the market shifts from a #stockmarket to a #market of #stocks. Speaking of shift, our eyes on $FOUR. Going to #ramp back to #ATH.

I’ve become very busy as #Commissioner of http://www.Twitch.TV/TheFootballLeague so unfortunately my #ramblings will be less frequent. I hear the #sighofrelief from some of you.

Protect #legacy #bigtech and some $QQQ names with long dated ATM #PUTS #PUTZ.

Feel free to comment below if you have any #questions.

#goodluckgoodfortune

Published by ..papichulo

Trader

Leave a Reply

%d bloggers like this: