Aug. 22 at 3:41 PM
$SPRY $AFRM $DVN $MA $PDD SPRY advances clinical-stage therapies, Affirm benefits from digital payments and consumer credit, Devon Energy remains leveraged to oil and gas prices, Mastercard benefits from global payment volumes, and PDD benefits from Chinese e-commerce demand. I'm watching clinical milestones, credit quality, energy prices, transaction volumes, and Chinese consumption.