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Bull of the Day: NVIDIA (NVDA)
Another beat-and-raise quarter for the King of AI is persuading one analyst to see the unstoppable tech super cycle
Bear of the Day: Align Technology (ALGN)
Estimates come down after mixed guidance, but it looks like the pessimism was discounted already
Bull of the Day: Advanced Micro Devices (AMD)
After a 22% EPS beat and Q1 guidance boosted 31% above consensus, new highs are my target
Bear of the Day: Shopify (SHOP)
An EPS slowdown seems well discounted and after the forced selling, this one could be ready to turn
Bull of the Day: Paychex (PAYX)
Job growth, strong sales, and record client retention make this HR/payroll provider a top candidate
Who's Afraid of the Hawkish Fed? Stocks to Buy On Sale
This market tantrum looks a lot like 2018 when credit markets choked and the Fed retracted its talons.
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