DHUnplugged #596: Sell The Lie, Buy The Invasion (2)?

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Apple sales fell 5% to $117.2 billion and down in every part of the world in the quarter. Sales from each product category dropped, except services and iPads. Earnings per share were $1.88, Apple's first miss of Wall Street's expectations since 2016. reuters.com/technology/app…

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9:43 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

It seems that there is a stupid pill that is making the rounds. Reaction to some of these poor earnings is frightening.

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9:06 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

I wonder if any of the CNBC crew will tell us that $META is the ridiculously overbought on a daily RSI - looking back over the years has not seen this level (+86) for a LONG time...

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5:51 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

S&P500 trading at 18-20X next year's estimates. Depending on if you still believe that $215-$225 is possible for next year. Seem a bit far fetched...

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4:06 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Large Growth outpacing in 2023, but small remains a tight race.. pic.twitter.com/zg81KZPnWe

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2:42 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Don't see this too often - The overall market, as measured by the KRI algorithm is extremely overheated. pic.twitter.com/UwAWrdFPiQ

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2:32 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Remarkable that the Fed is ignoring this. A clear confirmation that the are executing a grand experiment with monetary policy. twitter.com/lisaabramowicz…

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1:06 pm · February 2, 2023