Notes

BREAKING: Stanley Druckenmiller, Duquesne Family Office, has updated their portfolio: Added: $XLF, $RSP, $EWX calls, $AMZN Amazon calls, $EZ, increased $GOOGL, $CPNG, $NAMS, $AA, $ENTG. Decreased $ROKU, $FIGR, $NTRA, $TEVA, $SEI, $EEM. Full port here:
$XLF $RSP
+10.2%
$EWX $AMZN
-0.44%
$EZ
+1.33%
$GOOGL
-0%
$CPNG $NAMS $AA
+4.27%
$ENTG $ROKU $FIGR $NTRA $TEVA
+3.71%
$SEI
+0.28%
$EEM
28
Here are some Druckenmiller's Duquesne 13F themes. 1: single quarter profit-taking in $MSFT, $GLW, $ILMN, $ESLT, $CC, $ENTG, $XLF, $GS, $AVGO, $EWZ, $HAS, $XPO, $VKTX, $BLDR, $TMO, & $DHR. Find these on the "Closed" tab by looking for lines with one bar: https://t.co/4HpZuwZNJm
$MSFT
+0%
$GLW $ILMN $ESLT $CC
+0.97%
$ENTG $XLF $GS
-2.78%
$AVGO $EWZ $HAS $XPO $VKTX $BLDR
-30.32%
$TMO $DHR
46
#Upgrades - Sep 16, 2024 $ACRV: Ladenburg Thalmann Upgrades to Buy from Neutral $AEE: Mizuho Upgrades to Outperform from Neutral - PT $89 (from $82) $BHP: Bernstein Upgrades to Outperform from Market Perform $BLDR: Truist Securities Upgrades to Buy from Hold - PT $220 (from $165) $BNTX: JPMorgan Upgrades to Neutral from Underweight - PT $125 (from $91) $CHCT: Evercore ISI Upgrades to In Line from Underperform - PT $18 $CMPX: Ladenburg Thalmann Upgrades to Buy from Neutral - PT $5 $DK: Mizuho Upgrades to Neutral Underperform - PT $26 (from $28) $EGP: Evercore ISI Upgrades to Outperform from In Line - PT $204 $ENTG: Citi Upgrades to Buy from Neutral - PT $130 (from $119) $GTLS: Morgan Stanley Upgrades to Overweight from Equalweight - PT $175 $KMI: Morgan Stanley Upgrades to Equalweight from Underweight - PT $24 $OKE: Morgan Stanley Upgrades to Overweight from Equalweight - PT $111 (from $103) $ORCL: Melius Upgrades to Buy from Hold - PT $20 $SFM: Evercore ISI Upgrades to Outperform from In Line - PT $120 (from $96) $SLG: Evercore ISI Upgrades to In Line from Underperform - PT $66 $SPG: Evercore ISI Upgrades to Outperform from In Line - PT $172 $ZG: Wedbush Upgrades to Outperform from Neutral - PT $80 (from $50)
$ACRV $AEE $BHP $BLDR
-30.32%
$BNTX $CHCT $CMPX $DK $EGP
+7.82%
$ENTG $GTLS $KMI $OKE $ORCL
+2.77%
$SFM
-3.04%
$SLG $SPG $ZG
76
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