Wall Street's Wild Ride! Is Your Portfolio Ready For The Rollercoaster?

Goldman's Got Apple Fever (Again!)

Alright folks let's talk about Apple. Goldman Sachs is still all in reiterating their 'Buy' rating. They trimmed the price target slightly but hey who's counting pennies when we're talking about world domination... I mean innovative products? iPhone 16e MacBook Air with M4 – it's like they're building a whole new reality. Meta Reality maybe? Just kidding... unless? As I always say "Move fast and break things." Apple's moving fast and while I'm not sure what they're breaking (besides maybe some competitors' hearts) Goldman seems pretty confident. They are also citing the tariff situation that will see people pull forward their purchases. Tim Cook may be on to something!

Tesla: Deutsche Bank Is Still Buckling Up

Tesla's been a bit of a rollercoaster lately hasn't it? Deutsche Bank however is sticking by Elon and his electric dreams. They think things are about to turn around. Maybe deliveries are bottoming out? Sentiment's shifting? Who knows! But if there's one thing I've learned it's that you can never count out a visionary. Even if that vision involves sending cars into space. Speaking of which our Meta AI team is hard at work on VR experiences that can let you experience driving a Tesla in space... without the risk of actually you know being in space.

Nvidia: Citi's AI Bonanza Bet

Nvidia! The AI darling! Citi's still loving it and honestly who isn't? The whole world is turning to AI from robots making your coffee to cat filters getting even more advanced. Citi is calling NVDA a buy based on the growth opportunities offered by AI! As I said in the past "The biggest risk is not taking any risk…" Jensen Huang doesn't seem to worry about taking risks! Just don't let the robots take over okay? I'm kidding! ...mostly.

Roblox: Citi's Got the Block Fever

Roblox is getting some love from Citi who is expecting bookings to go through the roof. People like the stock ahead of it's first Quarter release on May 1st. I have been spending a lot of time in the metaverse lately and the kids seem to enjoy the virtual world. I hope this turns out well for them.

Apple: Not Everyone is Sipping the Kool Aid

Now let's not get too carried away with the Apple lovefest. UBS is playing it cool with a 'Neutral' rating even lowering their price target. They think Apple might have been artificially inflating iPhone shipments. "Ahead of the expected implementation of broad based tariffs we believe Apple expedited roughly at least 1M iPhone shipments leading to YoY growth in iPhone revenue during the March qtr against flattish to slightly up sell through demand." Hmm interesting. Maybe they are right. It is always better to stay in tune.

The Rest of the Street: A Mixed Bag

There's a whole bunch of other stuff happening too. Coinbase is apparently benefiting from institutional adoption (finally!). Intuit's got room to grow in the mid market. Cava is looking tasty. But Oracle's facing margin pressure Chevron's overvalued and some solar companies are getting downgraded. The street has a lot of different views and information right now. What a time to be alive and an investor! As I always say "Done is better than perfect." Let's get investing.