Jul 1st Stock Market Update - What are good 2H 2024 target stocks?

$PDD $SOFI $EXPI

Market

“Apple stock surged 3% for the day as most of the mega cap stocks that underperformed in 1H of 2024, started positive for 2H” 😆 😉 

Good strong start to 2H 2024, across the board for all the indices

Looking at which startups might do well in 2H 2024, I looked at the bottom performers with increasing sales growth and net margin growth. They are $S $AFRM $SOFI $DUOL $ZA $PDD $MELI $DKNG $CYBR $COIN $NU

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I would not read too much into the Technology sector drop today

Microsoft, Amazon and Apple led the NASDAQ higher, which bodes well for Q2 Earnings coming up in a few days.

Insights from the portfolio

Video of the day

Today’s video is on PinDuoDuo $PDD the China based eCommerce company that’s growing faster than $BABA and $JD

Deep dive of the day

Good setups for swing