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Sleepysol’s Newsletter
Weekend recap- Thoughts on NVDA, AMD, TSLA, CEG, Software stocks, WBA and PTON.

Weekend recap- Thoughts on NVDA, AMD, TSLA, CEG, Software stocks, WBA and PTON.

Let's talk Utilities and Telsa

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Sleepysol
Oct 12, 2024
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Sleepysol’s Newsletter
Weekend recap- Thoughts on NVDA, AMD, TSLA, CEG, Software stocks, WBA and PTON.
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On Thursday I jotted down a few notes on things I wanted to cover. My list was pretty boring. Pepsi? AMD 500b/Intel, WBA? It was a pretty meh list. Then the Tesla event happened, and we got the CEG affected Ohio news on Friday morning and boom! Something interesting to talk about.

The Constellation Energy (CEG) move today seemed to indicate that a lo…

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