Monday, February 2, 2026

Investing, Part 2 -- February 2, 2026

Locator: 49882MARKET.  

At / near the close:

DIS: worst performer on the Dow. Dropped 7% today. Evenso, it's amazing how much time CNBC spends on DIS. Now, on top of everything else, Bob Iger is checking out. Lame Duck.

AAPL: huge day.

PLUG: for me, this is the second biggest story of the day.

BYD: this is the biggest story of the day. The day the music died.  

GLW: up $8.55. I still remember how I discovered GLW. It was watching Apple (AAPL).

CAT: up $34 today. P/E: 37. Rule-of-forty: 31%.

MU: company’s rule-of-forty has recently exceeded 50 - 60%.