[QPL 20231115] CDNS PANW NOW ANET ADBE / DECK MSFT AMZN

 

QPL은 모멘텀 투자를 재밌게 하기 위해 관심 종목을 랭킹으로 정리하는 개인적인 기록입니다.

 

Stock Screener - Performance AAPL,AMZN,LLY,AMGN,LMT,MSFT,NVDA,NOW,TSLA,COST,GOOGL,META,BRK-B,V,ISRG,ABT,LULU,ADBE,PANW,CDNS,MOD,

---

 

알림

 

---

오늘의 순위

(Tue NOV 14 5:24 PM, Finviz.com 시간 기준)

 

---

 

1부 리그

 

Top 5

 

1. CDNS o

Today 11:09AM	Cadence (CDNS) & Autodesk Partner for Intelligent System Design Zacks
Nov-13-23 09:00AM	Cadence and Autodesk Collaborate on Smart Product Design Business Wire
Nov-10-23 09:30AM	Is Cadence (CDNS) a Buy as Wall Street Analysts Look Optimistic? Zacks

 

2. PANW

Today 09:30AM	Wall Street Bulls Look Optimistic About Palo Alto (PANW): Should You Buy? Zacks
08:17AM	Palo Alto Networks Deepens Commitment to Top 2,000 Customers With Exclusive Unit 42 Rapid Incident Response Offering PR Newswire
08:00AM	Six Of The Year's Top 10 Stocks Aren't In The Magnificent Seven Investor's Business Daily
02:01AM	Palo Alto Networks (PANW) Q1 Earnings: What To Expect StockStory
Nov-13-23 02:40PM	Morgan Stanley's 5 Stock Picks for 2023 Insider Monkey
01:06PM	6 intriguing stocks investors should consider: Piper Sandler Yahoo Finance Video
11:54AM	Palo Alto Networks Stock Gains. Analysts Are Upbeat Ahead of Earnings. Barrons.com
09:21AM	Morning Brew: Microsoft Ignites AI Buzz, Tech Bull Market Begins GuruFocus.com
08:57AM	Palo Alto (PANW) to Report Q1 Earnings: What's in the Offing? Zacks
08:00AM	Palo Alto Networks Adds 'Bring Your Own AI' Capability To Cortex XSIAM AI-driven Security Operations Platform PR Newswire

 

3. NOW o

Today 10:13AM	5 Best Q3 Earnings Reports That Crushed Estimates Insider Monkey
Nov-09-23 03:22PM	NOW Stock In Buy Zone As It Hits New High Investor's Business Daily
Nov-08-23 10:17PM	Baron Funds is Optimistic in ServiceNow (NOW), Here's Why Insider Monkey
09:00AM	Aston Martin Aramco Cognizant Formula One Team announces ServiceNow as its official Intelligent Platform Partner Business Wire

 

4. ANET

Nov-13-23 09:30AM	Brokers Suggest Investing in Arista Networks (ANET): Read This Before Placing a Bet Zacks
Nov-10-23 08:50AM	Arista Networks Stock Falls Following Investor Day, Updated Outlook Investor's Business Daily
02:01AM	Analyst Report: Arista Networks, Inc. Morningstar Research
Nov-09-23 09:00AM	Arista Networks Unveils Zero Trust Networking Vision Business Wire

 

5. ADBE

 

Today 05:03PM	Steven Cohen's Point72 Asset Management Adjusts Portfolio, Notably Reduces Adobe Stake GuruFocus.com
12:30PM	20 Most Valuable IT Companies In The World Insider Monkey
09:31AM	5 Stocks You Can Confidently Invest $500 In Right Now Motley Fool
09:30AM	Why Adobe Systems (ADBE) is a Top Stock for the Long-Term Zacks
07:43AM	Adobes $20bn deal to buy Figma faces fresh challenge in Brussels Financial Times
07:25AM	Adobe faces EU antitrust warning over Figma deal, sources say Reuters
Nov-13-23 05:45PM	Why Adobe Systems (ADBE) Dipped More Than Broader Market Today Zacks
04:12PM	13 Best Tech Stocks to Buy According To Billionaire Laffont Insider Monkey
04:03PM	Chuck Akre's Investment Strategy Leads to Major Changes in Portfolio with Adobe Inc Exit GuruFocus.com
04:03PM	Akre Capital's Investment Strategy Leads to Major Changes in Portfolio with Adobe Inc Exit GuruFocus.com

Wildcard. DECK MSFT AMZN

Today 08:55AM	Deckers Outdoor (DECK) Thrives on Customer-Centric Approach Zacks
Nov-10-23 01:15PM	Plenty Of IBD 50 Companies' Earnings Impress, And Some Remain Actionable Investor's Business Daily
06:09AM	Bull of the Day: Deckers Brands (DECK) Zacks
05:20AM	2 Stocks That Are Running Circles Around Nike Motley Fool
Nov-06-23 12:00PM	Deckers (DECK) is a Great Momentum Stock: Should You Buy? Zacks

Today 04:21PM	Plexo's Lo Toney previews Microsoft's expected AI developments ahead of the 'Ignite' Conferenece CNBC TV
04:02PM	Investors expand bets on tech stocks as sector still fuels market gains -filings Reuters
03:26PM	Three-Stock Lunch: Apple, Alphabet and Microsoft CNBC TV
03:10PM	Elon Musk and Jane Fraser Are Just Some of the CEOs Hoping to Woo Chinas Xi Bloomberg
02:10PM	Microsoft and Apple Can Make a Big Difference in the Movement of This ETF TheStreet.com
12:30PM	20 Most Valuable IT Companies In The World Insider Monkey
10:03AM	Frank Sands' Strategic Moves: Microsoft Corp Takes the Spotlight in Q3 2023 GuruFocus.com
06:44AM	UPDATE 1-Microsoft, Google will not challenge EU gatekeeper status Reuters
06:15AM	Is Microsoft Stock A Buy As Software Giant Touts Artificial Intelligence? Investor's Business Daily
05:27AM	Billionaire Bill Gates Says 1 Thing Will "Utterly Change How We Live" Over the Next 5 Years. 3 Stocks to Buy and Hold If He's Right. Motley Fool

 

Why retail medical offerings can't transform care: Expert Yahoo Finance Video
05:09PM	Amazon reportedly partnering with Snap for shopping feature Yahoo Finance Video
05:03PM	S&P 500 Gains and Losses Today: Enphase, Other Solar Stocks Jump After CPI Report Investopedia
05:01PM	US FDA warns Amazon against sale of unapproved eye drops Reuters
04:54PM	C3 AI Shares Jump as Firm Expands Artificial Intelligence Collaboration With Amazon Investopedia
04:23PM	Amazon integrates same-day grocery delivery, loyalty with Weis Markets Chain Store Age
04:19PM	Snap Stock Jumps On Reports Snapchat Has Amazon Deal Of Its Own Investor's Business Daily
04:17PM	Nvidia, Snapchat with Amazon ads, Airbnb & AI: Top Tickers Yahoo Finance Video
03:57PM	Investors expand bets on tech stocks as sector still fuels market gains -filings Reuters
03:52PM	Amazon releases new Buy with Prime customer service features Chain Store Age

---

2부 리그

 

---

리그 관찰

 

예상보다 낮고 지속 하락하는 CPI를 발표하면서 연준의 긴축이 끝났다고 시장은 판단했다.

원래 그리 판단했지만 확실한 증거가 필요했는데 소비자물가지수가 그 역할을 한 셈.

나스닥은 2.37% 상승했고 다우와 S&P 500도 높은 상승을 보였다.

장 초반부터의 상승이 막판까지 힘을 잃지 않았다.

 

일라이릴리를 제외한 1부 전 종목이 상승했다. 그중 손절 매도했던 테슬라와 모딘은 6% 넘는 상승을 하며 손절했던 주가를 훨씬 뛰어넘었다.

매수한 다른 종목은 그 정도는 아니더라도 상승했고 현재 보유한 종목은 소폭이라도 평균 매수가 이상이 되었으니 괜찮은 흐름이다.

 

시장의 방향이 이렇게 바뀌고 쏠린다.

하루하루 너무 민감하게 대응하려고 하면 더 어렵다.

기준과 원칙의 적용폭을 다시 고민하게 된다.

요즘은 좀 느슨하게 적용하느라 신호가 나와도 일단 관망하고 있는 중.

 

---

이전 순위

[QPL 20231114] PANW ANET CDNS NOW MSFT / DECK LULU AMZN

---

탐색

 

• FN
• LRN
• DAKT
• CLS
• SNPS

 

---

• 종목 추천이나 소개가 아닙니다. 투자의 책임은 본인에게 있습니다.