Aug. 20 at 7:31 AM
$APP $NET $CNQ $PWR $MPC AppLovin benefits from mobile advertising and software monetization, Cloudflare benefits from internet infrastructure and cybersecurity demand, Canadian Natural Resources remains leveraged to energy prices, Quanta Services benefits from grid and infrastructure investment, and Marathon Petroleum benefits from refining margins and fuel demand. I'm watching ad growth, network traffic, oil prices, power capex, and refining margins.