Microsoft is mentioned as a "boring" stock that could be used for covered call writing to generate extra income.
Source Post
This Earnings Season Changes Everything (Get Ready Now!)
Jul 22, 2026
The creator discusses market mean reversion and the impact of earnings season, anticipating strong growth for the S&P 500 and individual stocks. They highlight Super Micro Computer and Bloom Energy as examples of stocks that have been unfairly punished by short sellers and market reactions, arguing that their recent dips present buying opportunities due to strong fundamentals and growth prospects, particularly in the data center expansion trend.
Linked Mentions
Tickers discussed in this post
Kroger is cited as a "boring" stock that could be used for covered call writing to earn additional income.
Procter & Gamble is mentioned as an example of a "boring" stock suitable for covered call writing to generate extra income.
EQT is not recommended due to declining sales and earnings forecasts, and negative analyst revisions, despite a history of earnings surprises.
Apple is acting very well, with potential for a blockbuster hit if it releases a folding phone, and is expected to benefit from continued growth.
Nvidia is a strong performer with tremendous growth, expected to reach $300 by year-end and $500 by the decade's end, boasting 70% operating margins.
Oracle is mentioned as a major customer building more data centers and using Bloom Energy's fuel cells, reinforcing Bloom's growth prospects.
Brookfield is mentioned as a significant user of Bloom Energy's fuel cells in their data centers, supporting Bloom's business.
The creator anticipates 30% earnings growth for the S&P 500 this quarter, suggesting a strong recovery and positive outlook for the index.
Virtu Financial is mentioned as one of the specialists that writes call options on hot stocks to collect premiums, sometimes leading to market manipulation tactics.
