DavidMarlin
08-20

Q2 Earnings CRUSHED it.

60% of companies beat EPS forecasts by >1 std dev, the highest rate in 25+ years (outside of ‘09 & the COVID re-opening).

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Apple(AAPL)$ $Amazon.com(AMZN)$

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PS: My Core 4 holdings are heating up 🔥

The market is rewarding leadership.

These are the 4 names I believe are the strongest coming out of Q2 earnings. 👇

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