Apr 8 Turns out it was TACO Wednesday

$DKNG $LEVI $DAL

Market

“Meta announced a state of the art model Spark Muse to compete with OpenAI, Anthropic and Google Gemini, but has no API, no agent harness and only a chatbot which performs worse than other models from those companies.” 😊 😋

Strong movement higher on news of Iran ceasefire

$PEP ( ▲ 1.04% ) has moved to cut prices on its Doritos and other snack brands by 15% after consumer price shock reduced volume and sales. This after prices are up 50% since 2021 with a focus on “premiumization". I think the other problem is $LLY ( ▲ 2.39% ) and $NVO ( ▲ 1.9% ) and the GLP1 drugs.

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Insights from the portfolio

Video of the day

Today’s video is on AirBnb $ABNB ( ▲ 5.15% ) the short term rental company.

Deep dive of the day

Good setups for swing