Monday’s rapid fire: Tyson Foods, Micron, U.S. Steel, Johnson Controls and Robinhood

All right. Why don’t we do rapid fire start off with Tyson Foods. It was up initially pre market off a better than expected quarter a nice EPS bead but then they said third quarter could be weaker than the fourth quarter. Yeah that seemed to reverse the, I mean I thought that we were going to be in a situation where Tyson had finally gotten it together. The last quarter was good. I think the last story has not been written yet on Tyson semis are roaring today you have Micron upgrade at Baird added to its list of top semi that I upgrade. It’s basically just says listen we know we’re late to the party but we think it’s good. This again is high performance bandwidth. High performance bandwidth just so we know is NVIDIA. OK, so NVIDIA is being read through as part of this upgrade as is by the way the Tesla says they want to be more robot and the robot is powered by NVIDIA. US Steel upgrade to Morgan Stanley. They think the transformation is still on track even as a stand alone new core didn’t deliver a good number. So I don’t know why these guys would deliver good Johnson Controls downgrade at UBS and neutral weakest they have HVAC. You know to not to screw up an HVAC is really extraordinary because we saw how well train is doing and we we saw. David Gitlin is doing incredible carrier, so they must be taking share from Cliff Johnson control and then Robin Hood. They received a Wells notice from the SEC. What’s a what’s a Wells notice? That’s where they’re. They’re put on that they’re put on. It’s basically a way to put a company on notice that they are indeed being investigated by the Justice Department and get ready, preserve your data. It does not necessarily mean, of course, that they’re going to go after them criminally because obviously if you go after Broker’s criminally, that’s EF Hutton and it’ll close. I think it was. It’s about crypto. I think they’ll reach a conclusion that will be positive and that’s why Robin Hood is. Not down, but actually up on a piece of news ahead of when they put the quarter that normally would knock something down.