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• Post-Fed, tangible over immaterial but Santa Rally already on tap… few days too early but it will succeed…
• Evercore ISI…big call holiday season survey…analyst Mark Mahaney… slightly negative Amazon (AMZN)Take a look at these things Adobe (ADBE)Mistakes: Bringing down all the cloud-kings
• It was so bad! Lennar (LEN) really?
• Nucor (NUE)It was excellent I told club membersYou should definitely buy.
• Unusual rally PayPal (PYPL)…
• Shopify (SHOP) upgraded by Evercore ISI… makes money…will  it hold up?
• Wayfair (W)Bank of America holds to sell… Cites poor near-term data and difficult comparisons… But it’s profitable… Williams-Sonoma (WSM) better?…
• RingCentral (RNG) contest— Goldman starts with a buy, but Morgan Stanley downgrades… fast growing revenues, but loses money… MS says no near-term catalyst to change the narrative…
• Huge call AT&T (T)updated hold to buy at Morgan Stanley… but they like all of telecom so don’t get too excited… good analyst  Simon Flannery…
• Airbnb (ABNB)RBC downgrades buy-to-hold…money loser…
• Booking Holdings (BKNG)Upgrading hold for RBC…money Maker…
• DocuSign (DOCU)Morgan Stanley… Buy to Hold…EARLY CALL
• Veeva (VEEV)…72x eps…downgraded Buy to Hold Morgan Stanley
• Medtronic (MDT)Wells Fargo – Buy To Hold…real execution problems here…
• Goldman’s Rangan starts Zoom Video (ZM)With a neutral, despite high penetration with consumer and enterprise… taking a very large share of the market but not what you need here…
• Toast (TOST)Morgan Stanley holds to purchase… but it won’t work after Fed… Just a brand now ?…
• Eli Lilly (LLY)…everyone loves after investor meeting… JPMorgan goes from $300 to $325 on price target says decent pipe—I think that’s not true—it is better; Alzheimer’s and diabetes…Bank of America goes to $300 from $285…  BMO – $320 from $311… Cantor- $335 from $315
• JPMorgan loves semis: Broadcom (AVGO) and Marvell (MRVL)…
• JPMorgan on Robinhood (HOOD)…cuts PT $26 – $17…sell rating… Bank of America starts with… says perfect storm is over…
• Bank of America enjoys Schwab (SCHW)Buy rating…
• Wells Fargo offers a $19-$25 PT rate Ford (F)…likes General Motors (GM)Also, $67-$74 PT…
• Buy banks—all up… rate increase buy Bank of America (BAC) JPMorgan says… asks if loan volume picking up…

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 Jim Cramer Charitable Trust was long PYPL and AVGO.