Jun. 25 at 1:00 AM
$ABR Tomorrow is a major macro cluster: GDP, PCE, income/spending, and jobless claims all drop at once. Keep in mind that oil has dropped substantially and should start to be reflected in 3-4 weeks. My buy list while the market reacts:
$ABR ( market may cause an over-reaction as shorts play on news)
$MSFT (as this is the cheapest large cap PE=19 FY2027) and
$PFFA (market has priced in a rate hike but IMHO we won't get one with oil receding to low 70s),
$NVDA we have a long way to go in AI world and trading at a low multiple - at or below 200 is a gift.