Momo Buying Ahead Of CPI, iPhone 15, And ARM IPO; Auto Worker Strike Likely
Portfolio Pulse from The Arora Report
The Arora Report suggests a high probability of a strike by United Auto Workers (UAW) against General Motors (GM), Ford Motor (F), and Stellantis (STLA), which could negatively impact the U.S. economy. Tesla (TSLA) is expected to benefit as it is not unionized. The report also highlights heavy buying in TSLA stock due to Wall Street's positive outlook on Tesla's Dojo supercomputer. Other notable mentions include the upcoming iPhone 15 launch, which historically boosts Apple's (AAPL) stock, and the oversubscribed ARM IPO. The report also mentions positive money flows in Amazon (AMZN), Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG), Meta Platforms (META), Tesla, and Apple.
September 11, 2023 | 2:08 pm
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POSITIVE IMPACT
The upcoming iPhone 15 launch is expected to boost Apple's stock.
Historically, Apple's stock tends to rise leading up to the launch of a new iPhone model.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Tesla is expected to benefit from the potential UAW strike as it is not unionized. Heavy buying in TSLA stock due to positive outlook on Dojo supercomputer.
Tesla is not unionized and thus would not be directly affected by the potential UAW strike. Additionally, the positive outlook on Tesla's Dojo supercomputer is driving heavy buying in its stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Potential strike by UAW could negatively impact Ford's operations and stock price.
The potential strike by UAW could disrupt Ford's operations, leading to a potential drop in its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Potential strike by UAW could negatively impact GM's operations and stock price.
The potential strike by UAW could disrupt GM's operations, leading to a potential drop in its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Potential strike by UAW could negatively impact Stellantis's operations and stock price.
The potential strike by UAW could disrupt Stellantis's operations, leading to a potential drop in its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100