Netflix: apparently a great quarter; I came to the conversation on "Fast Money" late, but panelists are using some strong adjectives to describe NFLX
- the quarter's subscriber growth of 4.4 million was a solid beat over the expected 3.84 million
- beat on earnings
- came in line with revenue
- is trouncing competitors
- Netflix is beating Disney when it comes to younger demographics and gaming
- the meme is that Disney has the lock on this demographic and gaming; turns out to be not true
- and Netflix is growing that advantage
- this is so funny - it was a lark a decade ago (?) that my very first "the next big thing" was Netflix
Bitcoin: continues to surge.
- first ETF approved by SEC today;
- up another $2,765;
- now trading over $64,000;
Covid-19:
- pregnancy: folks may want to google news in past month; I'll get back to this later with links;
- vaccine rollout: have the numbers peaked? preliminary data suggests Biden's mandate is crumbling;
- Southwest airlines: blinks
- US Supreme Court: trifecta; three out of three; won't stop mandate; first-time state mandate challenged; anti-vaxxers fail; but court has not made "final" call
Apple:
- the reviews and stories are still coming in;
- one word: revolution
- will take awhile to get caught up
United Airlines
- shares popping after hours
- a loss for 3Q21 -- but less than expected
- won't know when the company will turn a profit
- loss, 3Q21: a loss of $1.02 vs a loss of 1.67 expected
- revenue: $7.76 billion vs $7.64 billion expected
- fuel cost up 63% since last year -- let's go Brandon
- can't pass full cost of fuel to consumer any more?
- perhaps some / most of the cost but not not all
- looks like fuel surcharge coming
- negative margins
- up 2.2% in after hours trading
- still with huge debt problem
Mexico:
- to energy companies in "USA SW": adios, hasta luego
- to energy companies in Texas: hola!
- link to Platts; maybe more later
Cramer: opening monologue -- telling folks not to freak out with regard to inflation; he thinks there are four sectors that are inflation winners:
- energy
- financial
- technology
- drug companies
energy:
- first four or five were his first four or five; "if there is a down day on the market and you don't buy three of these, you're an idiot (or something to that effect; I forget the exact word he used):
- Devon
- Pioneer
- Cheniere
- Tellurian
- EPD -- Cramer says he absolutely "hated" pipeline companies and said he would never invest in them again; now, he says one can't ignore the pipelines, giving special mention to two
- Williams
- Coterra
- Schlumberger: gold standard; after HAL's numbers today, expects good numbers from SLB later this week;
- Chevron
- Halliburton
financial (banks):
- BofA
- Morgan Stanley
- Wells Fargo: a wild card; turnaround play
tech (he had two groups):
- first group
- Adobe
- workday
- salesforce
- AWS
- Microsoft
- second group
- Nvidia
- AMD
- Lam Research
- Paloalto
- Applied Materials
- Snap,Inc
- Crowdstrike
- Cloudflare
- servicenow
- Snowflake
drug companies (those with new products):
- Lilly: new Alzheimer's drug
- JNJ
others:
- WMT
- Proctor and Gamble: ability to raise prices
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