No qualifying author-owned investment thesis was confirmed in this post.
CHRW thesis relies on a vague 'something something' explanation of AI fears, and AKAM thesis is based on momentum and read-across rather than fundamental company analysis.
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So my adhd only allows me to watch cnbc an hour or so a day. And luckily Cramer wasn’t on.
Anyway two trades I took were CH Robinson as they debunked the AI fear something something that caused the transport stocks to plummet yesterday so I bought early today and it’s up 5% today.
The next one is Akamai which went up 10% yesterday on the heels of Fastly’s blowout earnings. And Akamai has there ER 2/19. It rose again today and likely will into earnings. I think I’m going to hold these into that date. I also did some calls on the elevated premiums.
I wish it was this easy. Then I could rain dollars on my favorite Tesla. She’s better than Lexus, Mercedes and Porsche at the gentleman’s club.