Salesforce is framed negatively in comparison to SanDisk, implying it's a less desirable investment.
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TOP 5 STOCKS TO WATCH THIS WEEK
Ricky GutierrezMay 11, 2026
Ricky Gutierrez discusses the upcoming week's economic reports, including CPI and PPI data, and their potential impact on the market. He notes that while many companies are reporting earnings, they are smaller and more speculative, with the exception of a few he'll watch. The primary focus is on inflation data and its influence on whether the market continues to hit all-time highs or begins to correct.
Linked Mentions
Tickers discussed in this post
STX is mentioned as a firm that could be considered cheap but lacks reversal confirmation.
Western Digital is mentioned as a firm that could be considered cheap but lacks reversal confirmation.
AMD is mentioned as a recipient of investment flow amid a market rebalancing.
Meta is falling behind peers and approaching support, with money potentially rotating out.
Caution on SanDisk due to its massive 4000% run-up, expecting a correction or crash.
Service Now is not a buy despite a 61% drop, as its P/E ratio remains high at 53, with concerns about revenue growth and AI competition.
Expresses no interest in SoFi, similar to Robinhood, implying it's not a good investment.
Dismisses Robinhood as a cheap stock, expecting revenue slowdown and struggles during economic downturns due to its business model.
Disney has been struggling and may not have found its bottom.
Intel is a semiconductor stock that has seen significant gains, but caution is advised due to market irrationality.
Micron is a semiconductor stock that has seen significant gains, but caution is advised due to market irrationality.
Oklo is a speculative investment with significant downside risk due to no revenue, high losses, and an unsustainable valuation.
HIMS is mentioned as a speculative company reporting earnings this week that the creator has low interest in.
NBIS is mentioned as a speculative company reporting earnings this week that the creator will pay attention to.