Shopify, Roku, and other Winner stock

Hey Guys,

This is not going to be a detailed post, but it’s been a weird week.

Looks like we’re heading for the first two week loss of 2023. Yet the ARK Invest type stocks still had a good week or at least some of them.


ROKU 2.94%↑ up 11%.

Consumers streamed more than expected. Roku posted $867 million in revenue, greater than the consensus estimate of $802 million.


SHOP 9.79%↑ down 16%.

Revenue was up 22% from the same quarter last year, but Shopify said the strong U.S. dollar weighed on its sales, according to the stock price in Excel.

"The company did not disclose an updated annual merchant count, which could indicate weaker growth or churns."

Outlook just really looks soft and vulnerable.


TWLO 1.61%↑ up 14%

The communications tools maker reported revenue of $1.02 billion. Analysts polled by Refinitiv were forecasting $1 billion in revenue.


Bitcoin is up 9% in the last five days now nearly $24k.


Zillow, as one of the best value stocks, is up 30% in the last few months. Revenue and adjusted EBITDA beat expectations.

Intuitive Machines

LUNR -2.64%↓ is up 251%

What the heck is it? It’s a Lunar technology company and a SPAC with very weird action. Intuitive Machines announced the SPAC deal last September, telling investors that the huge injection in capital would help it accelerate its plans to kickstart a lunar economy. That’s going to end well.

AI Stocks in China to Watch

Inflation Bites

“Super core” services inflation, which is key for the Fed and excludes food, energy and shelter, rose 0.2% for the month and was 4% higher than a year ago.

Inflation that continues to be high over a prolonged period of time is known as persistent inflation.

Here’s a look at how much costs for selected services have risen in the last year, as of January:

Consumer Debt is Getting Serious

The 2023 rally has been significant so far, but it may have some mean reversion here in February. The NASDAQ 100 is still up nearly 15% YTD.

About 64.4%, or 166 million, of U.S. adults reported having no money left over at the end of the month in December 2022—just shy of the 65.7% who reported living paycheck to paycheck in March 2020, according to the latest edition of PYMNTS' New Reality Check: The Paycheck-to-Paycheck Report.

While many say we dodged a recession for the first half of 2023, many believe we will still have a shallow one later this year. Earnings haven’t been great and tech layoffs continue.

A.I. Chip Stocks

With the A.I. hype I’ve been digging more into the A.I. chip stocks and again Nvidia and now Cadence Design Systems CDNS -0.37%↓ really stand out. Speaking of CSND, Earnings were good and strong momentum since 2020 for the stock price.

Broadcom, a company widely considered as one of the best growth stocks, is also really doing well since 2020. It’s a bit crazy to be honest: AVGO 2.26%↑ They aren't talked about enough.

Speaking of A.I. in drug development, I still have my eye on BTAI 0.57%↑ that is up 15% in the last month. It doesn't even have revenue yet but you can feel the anticipation.

This week the media soured on ChatGPT clones like Microsoft BingAI and Google’s Bard related to Search. This might mean the ChatGPT hype is indeed short-lived which we might see a reset in the markets. Microsoft is still up nearly 10% YTD.

To research other stocks that are not in this list, check out