Shopify's (SHOP) massive pop after earnings is just the latest flex of Consumer Discretionary's strength, according to Roxanna Islam. The sector has grown 20% year-to-date compared to Consumer Staples. She talks about how customers keep spending and looks into her top picks in the sector through Carvana (CVNA), Hims & Hers (HIMS), and Maplebear (CART).
Morning Trade Live
12 Nov 2024
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