$NVDA ×4$ORCL ×2$META ×2$CRM ×2$WMT ×1$CVNA ×1$SOXL ×1$MSFT ×1$GOOGL ×1$PLTR ×1$SNOW ×1$DDOG ×1$NVDA ×4$ORCL ×2$META ×2$CRM ×2$WMT ×1$CVNA ×1$SOXL ×1$MSFT ×1$GOOGL ×1$PLTR ×1$SNOW ×1$DDOG ×1$NVDA ×4$ORCL ×2$META ×2$CRM ×2$WMT ×1$CVNA ×1$SOXL ×1$MSFT ×1$GOOGL ×1$PLTR ×1$SNOW ×1$DDOG ×1

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From Last Sunday ↓

From: Podfolio Weekly
Subject: Issue #23 · 3+ stock mentions this week

Podfolio

Issue #23

This week in brief

  • 🟢 On the Tape, Dan Nathan spotlighted an AI platform basket—NVDA, MSFT, GOOGL, META, PLTR—bullish on enterprise compute and cybersecurity demand.
  • 🔴 On the Tape, Dan Nathan flagged a risk-off trio—SOXL, CVNA, MU—citing leverage decay, financing probes, and fading memory margins.
  • ⚡ Motley Fool Money host Dylan Lewis aired a buy-only-on-crash stance for TSLA, targeting entries in the 30s–40s.
🏆 $NVDA mentioned on 3 sources this week
$WMTBULLISH

On the Tape, Dan Nathan urged buying WMT on post-quarter weakness, framing the pullback as an entry.

— Dan Nathan, On the Tape

$ORCLBULLISH

On the Tape, Dan Nathan preferred ORCL debt over Treasuries, signaling confidence in Oracle's cash generation and durability.

— Dan Nathan, On the Tape

$CVNABEARISH

On the Tape, Dan Nathan warned CVNA earnings face pressure from investigations and insurance financing, tilting bearish.

— Dan Nathan, On the Tape