stock picks
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Reevaluating Costco? Good Signs for Linde
final.CNBC’s Investing Club recap notes that U.S. stocks rose on expectations of a 25‑bp Fed rate cut, with the S&P 500 above its 50‑day MA. Nvidia may sell H200 GPUs to approved Chinese buyers, potentially yielding $25‑30 bn annual revenue. Linde’s CEO bought $1 m of shares, signaling confidence. Costco lagged Walmart, trading below its 200‑day MA amid margin pressure. Cramer highlighted CVS, Toll Brothers, Marvell, Campbell Soup and PepsiCo, keeping long positions in Home Depot, Nvidia, Linde and Costco. Club alerts enforce 45‑minute and 72‑hour delays to curb front‑running.
