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BreakingManufacturing survey shows inflation worries 'worse than pandemic era,' adding to Fed pressure

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BUY Stage 1

AMD

Advanced Micro Devices

Conviction ★★☆☆☆
Allocation Size 10%
AVOID Stage 4

AMZN

Amazon.com Inc.

Conviction ★★★☆☆
Allocation Size 10%
BUY Stage 1

AMZN

Amazon.com Inc.

Conviction ★★☆☆☆
Allocation Size 10%
AVOID Stage 4

INTC

Intel Corp.

Conviction ★☆☆☆☆
Allocation Size 10%
BUY Stage 2

SSNLF

Samsung Electronics

Conviction ★★★★★
Allocation Size 20%
BUY Stage 2

AMD

Advanced Micro Devices

Conviction ★★★★★
Allocation Size 20%
BUY Stage 2

NFLX

Netflix Inc.

Conviction ★★★★★
Allocation Size 20%
BUY Stage 2

JPM

JPMorgan Chase

Conviction ★★★★★
Allocation Size 20%
BUY Stage 1

MSFT

Microsoft Corp.

Conviction ★★☆☆☆
Allocation Size 10%
INTRADAY Stage 3

GOOGL

Google / Alphabet

Conviction ★★☆☆☆
Allocation Size 10%