In short: Terranova's final trade — momentum at a 52-week high, with the revenue offshore. "Expeditors International of Washington is a $25 billion company with over 68% revenue exposure overseas and hitting a 52 week high today as we speak." The mirror image of his AppLovin rule in the same hour: buy what is making highs, not what is near its lows.
Expeditors is a freight forwarder — it doesn't own planes or ships, it arranges shipping and customs clearance for companies moving goods around the world. More than two-thirds of its revenue comes from outside the US.
Terranova's pick is a momentum trade: the stock is at a 52-week high on a day the market is falling. It is the positive version of the rule he states about AppLovin in the same show — buy what is proving itself, not what is sliding.
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