For Monday: What’s better than a one-day rally of your stock? A four-day rally! Within one week the indexes recovered the blip to make new all-time highs. This is a super strong market. However, this week we have the mother of all earnings week. GOOGL, FB, AAPL, AMD, MSFT, and AMZN. As a reminder, if you have positions in names that have earnings, take care of the risk. From the OS scan here are a few names we like: LRCX, VALE, and BK. Have a great Monday!