What stocks are retail investors trading, right now?

Swaggy’s Top Stonks. We compile and analyze data from multiple sources bringing you the top trending tickers from around the internet. If you haven’t subscribed already, please do so below.

Swaggy's Top Stonks

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Today's Letter

• Most Popular Meme Stocks - February

• Most Popular Stocks Among Retail Traders - February

• Earnings SZN

• Closing Thoughts

Most Popular Meme Stocks - February

Average Return (Feb): +6.6%

Closing thoughts will be posted at the bottom of the newsletter.

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Most Popular Stocks Among Retail Traders - February

Average Return (Feb): +7.6%

Closing thoughts will be posted at the bottom of the newsletter, below a brief message from our sponsor, TrackTheta.

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Earnings SZN

What am I watching this week?

Monday

FuboTV (FUBO): 

• Beat on EPS -($0.39) vs -($0.71) est.

• Beat on Revenue $319m vs $285m

• However share price dumped after-hours on stock offering.

 Zoom (ZM):

• Beat on EPS $1.22 vs $0.81 est

• Beat on revenue $1.12b vs $1.1b est.

• Stock flat on earnings trading.

Tuesday

Target (TGT): 

• Beat EPS $1.89 vs $1.39 expected

• Beat revenue $31b vs $30.7b expected.

• Stock up 3% in trading today.

AMC Entertainment (AMC):

• Beat EPS -($01.4) vs -($0.21) est.

• Beat revenue 990m vs 978m est.

• Shares traded down 7% for the day and down an additional 1% in after-hours.

Wednesday

• Nio (NIO) - Before Market Open

• Salesforce (CRM) - After Market Close

• Snowflake (SNOW) - After Market Close

Thursday

• Best Buy (BBY) - Before Market Open

• Costco (COST) - After Market Close

• C3.AI (AI) - After Market Close

Final Thoughts & Why It's Trending

Not many "meme stocks" per se in the meme stocks category. Growth is kil, but a couple did sneak through near the bottom of the list. I'm looking at you BOIL (wtf) and ABNB.

The rest of the names revolved around current trends:

• Semi-conductors: NVDA, AMD

• AI stocks: C3.ai (AI)

• and classic FAANG names + Disney (DIS)

It seems traders are shifting a lot more towards what is comfortable versus trying to find that 10-bagger when we compare back to over a year ago. Hardly any growth names making the top lists (for now).

Even on the most talked about stocks list outside of WallStreetBets we see a lot of the similar names + a few dividend ETFs for stability. The general list only out-performed meme-stocks by 1 percent, however, performance was strong when looking at the SPY's -1.22% return for February, or the QQQ's +1.16% return.

My opinion is that growth names will pick up against once we see more price stability in the markets. Volatility continues to increase in-line with inflation expectations.

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