GOOGL & MSFT EARNINGS LIVE – GDP DATA
all
righty are we
[Music]
live there it is good morning ladies and
gentlemen I hope you’re having a
wonderful day if you’re watching this
and it does not say live at the bottom
of the screen unfortunately you’re
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course but ladies and gentlemen oh my
goodness it’s a wild Friday Junior you
have no idea man I’m telling you there’s
a lot going on we started off with very
poor meta earnings Mark Zuckerberg in
the credit card and the spending and a
little bit of the worry some fears it
claps some things you were down a lot
already on the futures tech stocks gave
up IBM started going lower they’re down
10 you have given up a lot of earnings
from last quarter and all of that was
weighing on the market and then the data
holy crap dude the GDP data mindboggling
there’s a couple of things a lot of
juggling if you saw the market right
when it came out it was pretty wild and
there was a huge Miss on GDP and now the
awkward part is that this Miss on GDP it
would have been good however there was a
price component that rocketed up so you
had a huge Miss on GDP and that’s
showing the economy was not as strong as
people thought but then all of your
price pressures rocketed up so that has
people kind of Meandering a little bit a
little bit more worried about
stagflation exactly but it’s brought the
bonds down a new low since November it
made the loss even worse and now you are
now pricing out rate cuts for December
so we’re going to get a lot of action
here it is a crazy crazy Friday Junior
we’ll see what leads into tomorrow but
chadad Donia I hope you’re ready and
like the video I’m sure there’s going to
be a lot of pre- earnings and post
earnings plays by Tad
Donia good morning how are you baby what
up sungrown winning loser blizzy B
Walter Wright Mark J Carissa ni good
morning good morning Naj wolf Haw B
Stone Joshua gunar Z Monica battleborn
baby good morning what up Chris how you
living Christina what’s up brown Tom
crows good morning Kedrick good morning
agent of chaos energy Marco Jo Chase
baby roio Asel big curly baby Kurt mcart
a a chaos hypnotic good morning what up
qxa how you living Marshall what’s going
on Jeff K what’s going on Tony good
morning baby happy Friday Junior William
oh I see you see money I see Gary aari
baby good morning 707 Canan xrp Frankie
B Dizzle I a casket candy good morning
baby oh lucky s what’s going on baby how
you living pru Armando me Noto Cellini
Dino Mis budha Tim Whitman Troy lenman
oh my goodness chadad Donia happy Friday
jior what up Todd dub L Rahul and my
chat just crashed said austinn now they
they don’t want us to turn up they don’t
want us to turn up in the morning bro oh
good morning well chadad Donia I hope
you’re locked and loaded it’s crazy I’m
telling you man the last couple of days
what we have been dealing with now you
got bonds and data and real stagl data
and all of it man so we are going to see
but in the meantime let me get you Josh
AI to open up the morning for you okay
sound good sound good baby sound good
let’s get it good morning like the video
like the video I’ll just saying like the
video stocks hit as us yields Spike
after economic data stocks sank in early
trading as a handful of big Tech sold
off with data showing a significant
economic slowdown amid persistent
inflation pressures Equity Futures
signaled the S&P 500 will extend its
April plunge with meta platforms Inky
tumbling 15% on plans to spend billions
of dollars more than it previously
anticipated amid its artificial
intelligence push treasury two-year
yields which are more sensitive to
imminent Federal Reserve moves Spike to
4.97% gross domestic product increased
at a
1.6% annualized rate according to the
government’s initial estimate the
economy’s main growth engine personal
spending Rose at a 2.5% Pace a closely
watched measure of underlying inflation
Advanced at a greater than expected
3.7% clip the first quarterly
acceleration in a
year corporate highlights American
Airlines Group Inc said it expects a
second quarter profit greater than wall
Street’s expectations as the carrier
navigates still high fuel costs and
capitalizes on travel demand while some
competitors pair domestic flying
Southwest Airlines is slowing growth
ending service at four airports and
offering voluntary leaves to address
significant challenges in 2024 and 2025
created after Boeing Company again
reduced the number of aircraft the
carrier will receive this year Royal
Caribbean Cruises limited boosted its
full year profit forecast as demand for
cruises continued to Surge prompting
record price hikes caterpillar Inc
report reported first quarter results
that showed machinery sales dipping from
a year earlier and warned its second
quarter figures are also expected to be
lower International Business Machines
corpa weak Consulting unit sales
disappointed investors overshadowing its
acquisition of software firm Hashi Corp
incom Ford Motor Company rapidly
retooling its electric vehicle strategy
in a decelerating market for plugins
posted first quarter results that beat
expectations on strong sales of work
trucks Merkin company raised its annual
profit and revenue forecast as the
Blockbuster cancer drug K truda
continued to dominate the treatment
landscape Harley-Davidson inc’s first
quarter Revenue beat estimates despite
High borrowing costs and Tighter
consumer budgets First Citizens Bank
shares Inc which scooped up Silicon
Valley Bank after the lender failed last
year lifted its guidance for Lending
income for 2024 Hertz Global holding Inc
reported a loss that was nearly three
times worse than analysts expected as it
accelerated sales of electric vehicles
to reduce its Fleet of Tesla Inca models
that have weighed on profits for the
past year XL Energy Inc is taking a
first quarter charge of $215 million
related to its role in the worst
wildfire in Texas history service now
Inc provides Ed an outlook for sales in
the quarter that fell just short of
analysts estimates suggesting that
corporate budgets for software purchases
remain tight the shares declined about
5% in extended trading CVC Capital
Partners increased the size of its
initial public offering by 500 million e
536 million and is likely to price the
share sale in Amsterdam at the middle of
an initial proposed range indicating the
depth of investor demand for the long
awaited listing BHP group limited
proposed a takeover of anglo-american
PLC that values the smaller minor at
31.1 billion pounds $ 38.9 billion in a
deal that would create the world’s top
copper producer while sparking the
industry’s biggest shakeup in over a
decade Tech problems technology stocks
LED decline in US Equity Futures
Thursday after Facebook parent meta’s
disappointing Outlook highlighted the
limitations of the AI fueled rally
meta’s spending forecast coupled with
slower sales growth than anticipated
sent the shares tumbling as much as 19%
in extended trading alphabet which
reports earnings later along with
Microsoft also dropped in early trading
earnings rush and elsewhere Traders are
processing a deluge of corporate updates
on the busy iest day of the earning
season in Europe her Shares are falling
even as the firm bucked a slow down in
luxury goods while Nestle dropped after
it was hit by Cooler demand in North
America Unilever and astrazenica led
gains in the UK after reporting strong
results while there was more mixed news
from banking Giants Barkley’s Deutsche
Bank and BNP as well as the tech firms
mentioned earlier Bristol Meyers Comcast
American Air Intel and snap are among
those reporting earnings in the US of
mining merger the most significant
company news of the day didn’t stem from
an earnings report though in a move that
could spark the biggest shakeup in the
mining industry in over a decade BHP
group proposed a takeover of
anglo-american that values its peer at
31.1 billion pounds the deal would
catapult the combined companies copper
production far beyond its Rivals Anglo
shares jumped 133% in London on Thursday
morning to
£4.91 a piece for a market value of £3.5
billion while BHP fell
3.7% Yen watch in the world of FX the
yen is still the biggest story with the
currency extending losses after
weakening Beyond 155 per dollar for the
first time in more than three decades on
Wednesday the drop heightens the chances
of intervention ahead of Bank of Japan’s
policy decision Friday when the central
bank is forecast to keep its interest
rate settings unchanged top overnight
news the South Korean economy grew at
the fastest Pace in more than two years
in the first quarter beating all
estimates with a pickup in domestic
consumption and robust exports but the
market questioned if the recovery was
sustainable GDP for the January March
quarter was
1.3% higher than the preceding 3 months
on a seasonally adjusted basis the
sharpest expansion since the fourth
quarter of 2021
rtrs French president Emmanuel macron
who is instrumental in making Ursula
vanderlay in the European commission
president 5 years ago is now in talks
with fellow EU leaders to find a
different candidate such as Mario dragy
to fill the top job BBG BHP has proposed
a 31 billion pounds takeover of
anglo-american that would bring together
two Global mining companies and rank as
one of the industry’s largest
transactions in years ft Ukraine is set
to increase long range attacks inside
Russia as an influx of Western military
aid aims to help Kev shape the war in
much stronger ways the head of the UK
military has said ft danz Israel will no
longer pursue an allout assault on Rafa
but instead proceed gradually and in a
more targeted fashion so as to limit
civilian casualties W J pivotal GDP data
looks set to confirm an ongoing economic
boom last quarter adding to pressure on
the FED to keep rates steady GDP
probably Rose at a 2.5% annualized rate
with consumer spending seen advancing 3%
that would mean the fastest growth on a
four quarter basis in two years BBG
White Collar hiring is stalling out
across much of the US hiring in
Professional Services finance and Tech
is running at 13 the rate of the overall
labor market wage growth for high- paid
workers has also cooled BBG Micron is
poised to receive $6.1 billion in Grants
and as much as $7.5 billion in loans
from the US government to build new
American factories BBG Mark Zuckerberg
rekindled investor fears that he would
not control costs at meta after vowing
to increase spending and turn the Social
Media Group into the leading AI company
in the world sending its shares tumbling
more than 12% in pre-market trading on
Thursday ft Boeing doj aims to determine
by late May if Boeing breached an
agreement shielding it from Criminal
prosecution over 2018 and 2019 fatal
crashes Reuters reports families of
victims urged prosecution in 5-hour
meetings on Wednesday separately Boeing
said it was disappointed at not
advancing in the US Air Force’s
collaborative combat aircraft program
but remains committed to delivering
NextGen autonomous combat aircraft
including mq2 Stingray mq 28 ghost bat
and undisclosed proprietary
programs oh come
on I thought there’ be
BBG yeah Japan said just said that
they’re considering measures to reduce
their government Bond purchases so yen
is making a move now I mean again today
if you guys are not familiar that data
there in the morning added to bad uh
Facebook earnings that’s where you are
getting a lot of your pressure but we
still got a couple more headlines this
is crazy spy is down 1.2% Thursday
Market uh pre-market trading near lows
after higher price data in the morning
on q1 GDP report came in comes after us
equities put in a mixed performance on
Wednesday with earnings driving the more
meaningful price action S&P Eed out
again to end higher for a third straight
session treasuries are weaker across the
curve with yields up for a second
straight session dollar is down by 0.2
gold is flat Bitcoin up by 0.2 and WTI
is Up by. 3 uh disappointing Tech
earnings is the early overhang on
sentiment while pullback exasperated by
stag fation hints from this morning’s
economic data q1 GDP came in softer
denting one of the more prominent
bullish talking points former US growth
backdrop in addition no bad news is good
news price action for risk assets with
rates pressured Higher by hotter pce
reading in the report ahead of the March
date out tomorrow latest draw down also
likely to trigger some new renewed
concerns about systematic sell triggers
uh first read of q1 GDP came in below
consensus at 1.6 with release noting
increase in consumer spending but weaker
private inventory investment consensus
had been looking for 2.2 however a
bigger Focus was on the q1 core pce
rising to 3.7 after the Q4 2.0 with q1
chain price printing above consensus no
equity prices took another leg lower and
treasury yields jumped after the release
with Market expectations dropping back
to 1224 red great cut March core PC
inflation out tomorrow with the street
looking for3 month-over-month increase
from February and pushing the
year-over-year rate down to 2.7
elsewhere ini and continuing jobless
claims or a light of consensus pending
home sales coming out later this morning
also 44 billion auction of 7-year notes
this afternoon next week brings fomc on
Wednesday and April employment report on
Friday uh meta was pressured by ramp up
investment cycle now only rais low end
of fouryear subscription Revenue IBM hit
by softer Consulting and confirm plans
to acquire
hcp however te beat uh with AI
reiterated demand to Tailwind CMG up on
strong comp and TR transaction growth
Ford beat on strong inro and said full
year iida tracking the higher end of
guidance O’Reilly comps up in EPS missed
Yuri beat with help from better Fleet
productivity and Rental margins a line
Beat and raised in notable stable macro
outside of earnings BHP made a all stock
offer for
AAL a in Great Britain not American
Airlines don’t worry but there’s
more there is more meta q1 earnings
triggers worry about AI spending as US
tech Mega caps continue to report meta
Zuckerberg ask investors for patience on
AI push that triggered concerns about
spending BHP and offer for
anglo-american and bid valuing the minor
at 39 billion must seize the appease of
the market by steering back to cheaper
cars after 40% Tesla slide uh Micron set
to get 6.1 billion in Grants up to 7 and
a half billion in loans and Us chipa
rewards deuts Bank quarter one profit
highest in 11 years and amid Investment
Bank recovery Ford beats q1 sales
estimate on high commercial Trucking
demand Boeing mishaps slow down and lead
to mounting cost for Airlines food
companies seeing consumer demand
shifting to either premium or cheaper
products Bank of Japan feels heat from
Yen weakness complicating pursuit of
easy monetary policy Yen weakens past
155 fueling more intervention risk ahead
of Bank of Japan ECB schnable warns Last
Mile on deflation may be bumpy higher
for longer rat stay in Australia as
inflation remains sticky Economist note
Economist upgrade China 24 growth
forecast but warn deflation risk remain
us White Collar hiring running at a
third of the pace of overall job
creation German gfk consumer confidence
hit two-year high as Berlin raised his
forecast European real estate deals
slump to the lowest level since 2011 on
higher rate backdrop South Korea q1 GDP
growth beats estimates though markets
question the uncertain Outlook uh
blinkin ask China to provide Level
Playing Field for American businesses
and manage ties responsibly Israel ped
to evacuate civilians in Gaza ahead of
plan Rafa offensive and then Hamas
officials suggest group willing to put
down its weapons in exchange for a
two-state solution using 1967
borders wow wow
wow that’s it baby that’s it those are
the headlines everything is just
earnings too so I have a bunch of
pre-market movers like I was telling you
guys last night a lot of companies this
morning a lot after the Bell same thing
even coming into tomorrow if anything
actually just more after the Bell today
so pre-market movers I think literally
all of these except for TJX TJX was
upgraded to buy all of these are
literally earnings so keep that in mind
TR uh they’re up by 8.7 BCS Up 77 deuts
Bank up 72 Unilever up by 63 car up 59
Em Up 59 Astro zenica 53 EQ andr up 43
Al line up 49 SNY up 46 UNP up 45 KDP up
36 Chipotle 32 AET nothing mobile ey 28
RCL 27 MC up 26 STM up 25 TJX they got
the upgrade 2 three honey well up 22
earnings Ford 1 n vo8 Waste Management
17 M mo2 and lrcx by 0.1 off earnings
ibrx trading down 7% uh or up 7% overall
results of quilt 3.05 study tal up 67
off earnings American Airline 52 off
earnings CLS earnings hcp 49 to be
acquired by IBM AR 38 earnings ACR 29
signs framework agreement air up 48 off
nothing optn 26 off guidance ulbi 17 off
earnings cdtx 16% reacquires rights to
CD 388 240 private placement rrgb up 10
Craig hium initiates buy acrv up 74
initial clinical data for ACR 368 and
then gold stocks trading a higher and
select mining stocks meta trading 15%
lower earnings IBM down nine off
earnings txt down 8.9 love down 8.1 now
down 40 caterpillar down four mnst JP
Morgan downgrades to neutral down 34 IP
down 31 Toyota down 3 March production
O’Reilly down three off earnings BHP
down 28 confirms all share proposal to
anglo-american nvo down 23 off nothing
smci down two off nothing arm down one n
off nothing Britto Meyer down 1 18 off
earnings gev down 18 earnings Elite Auto
down 17 Barclays downgrades to equal
weight valet down 17 earnings iot down
17 Comcast down 10 off earnings agti
down four Opera down 42 Vis down 38 Qs
down 27 visco down 1 n Goldman initiate
sell and then hzo trading down 12.8 off
of
onings wow wow last warning oh I know
you got to get the likes in there I’ll
just how about this if no likes at a
thousand then we just don’t we just you
know all the plays will be on the watch
list you know what I’m saying all right
sounds like a deal baby good deal but
Chad that is the plays we got a little
bit of time honestly I don’t know if we
have enough I’m only watching IBM meta
Microsoft Google and then now and then
Intel leading into tomorrow there’s a
couple of plays there but Chad Adonia we
got a little bit of time actually I
think we got I’m going to go to the
bathroom like the video God bless you
and I’ll see you in a little bit I’ll
see you in a little bit given the amount
of uncertainty that there okay I mean it
would be quite shocking if we going to
cut everybody surprised in December time
when we got such a doish pivot I’m
curious to know what Morgan Stanley
thinks is the biggest tail risk as we
square away lack of rate Cuts going from
s to 3 to two to one but the IMF warmed
on Energy prices I know the war premium
is dissipating now what’s your biggest
tail risk I think reacceleration in
inflation uh would be a significant T
this is not our base case our base case
is that we will see a gradual decline in
the pace of inflation or the course of
the year um especially shelter inflation
um but uh the the our Hill risk scenario
is here we see significant re
acceleration of inflation that upsets a
lot of the lot a lot of the assumptions
that we make so the so I think from the
markets in generally speaking um you
know I think the markets especially the
credit markets can handle fewer cuts
that arrive later where the Market’s
biggest challenge would be is if the
next move is not a a cut if the next
move is actually a hike that would be
very challenging uh outcome from the
market but we think that the bar for the
next move to be a hike is still very
very high okay vishy thank you very much
he ain’t want to he ain’t want to stop
at the music man oh my goodness yeah the
GDP data it would have been good for the
market if there wasn’t pce price data
that had issues so realistically the
data today was extremely stagflationary
you had a big slowdown in the economy
and then a big increase in prices which
was kind of random again if you really
think about how the data has played out
I I definitely think think today’s data
got you off guard that’s why I mean
again we are down 1% not to mention what
you had to deal with with meta but Chad
Adonia we got a couple of minutes you
got the news you’re here right now tell
me what is the first play of the day
baby what do you got for me what do you
got for me let’s
[Music]
go spy puts CL and s holding two
standard deviation meta spy calls spy
puts QQQ mnq calls short Mees spy put
snap calls QQQ tqq meta think it sell
off sqq puts on everything meta nvo djt
share spy puts wec call GM Microsoft
call JBL put Nvidia call still holding
uix more yum China Nvidia Nvidia Nvidia
puts Tesla puts chewing Tesla TLT long
hit the like average down spy put short
Netflix Nvidia smci Yin calls Micron
long Tesla AMZ Jesus calls JP Morgan put
FTX calls LNG good morning Panter
shorting Armen Netflix closing meta
chewy for the longterm AMD Apple Boeing
lurking sitting on cash Micron Microsoft
Nvidia and the final
[Music]
plays Micron calls love you calls Nvidia
and sqq and cdtx long baby there you go
end it with a long I’m
down beautiful so Che I already told you
my place I have a couple again it’s all
earnings mode and I I hope you guys
realize that bro these last 48 hours
insane reactions off earnings those
plays are big and then now we are
juggling the data and bonds right near
five but IBM meta Microsoft Google keep
your eyes on all of those uh service now
I’m going to watch that as a post
earnings and then we’ll see what Intel
does but catonia it’s bigger than the
plays it’s bigger than stag FL in it’s
bigger than all of it and if you’re not
familiar here at the cult before we do
anything before we try to chase the
dollar before we try to enrich ourselves
we must pay homage to a very special
group of people that has made a
sacrifice that most of us never have and
never will and I’m talking about the
veterans of the United States of America
so on behalf of the cult the people here
the people not here I want to give a
huge special shout out all the active
servicemen past servicemen anybody who
has served this country even the
families for real thank you thank you
thank you I know there’s things you
didn’t agree with but you still made a
commitment for your country and your
brothers and we have often times
overlooked it throughout our society so
the least we could do is say thank you
here this morning God bless you all and
big shout out to your families as well
and big shout out to anybody else out
there who giving back to their local
communities all the doctors nurses
teachers firefighters police officers
the janitors the garbage men the coaches
any body making their Community run baby
that’s what I’m talking about but ladies
and Gentlemen please
rise place your right hand over your
heart say it with me I pledge allegiance
to the flag of the United States of
America and to the Republic for which it
stands one nation under God indivisible
with liberty and justice for all baby
seven of the
[Music]
JS oh it’s game time
baby
[Applause]
horn oh man so chatt Adonia I hope
you’re locked and loaded we got 2
minutes if we don’t have 1,000 likes we
won’t have any plays for the rest of the
day my I guess that’s the new it’s the
new that’s it if Joe Biden raising
capital gains tax and long-term taxes
the Karissa Hines 1K tax has now gone up
I know I’m sorry I’m sorry good morning
but Chad Chad the main story of the day
awful earnings earnings fear stagflation
fear from the data more data tomorrow
and then more big earnings after the
Bell so remember what happened yesterday
halfway through all of a sudden what
happened
we started going up in those final
couple of hours there as everybody got
ready for the earnings so we have a lot
that we’re dealing with now I think the
first couple of hours are going to be
crazy and then after that we’re going to
start settling in cuz remember there’s
Big Data tomorrow and there’s still
going to be a couple more of the
earnings I mean in a weird way you do
have War headlines but I it that’s the
beauty of the market I do think today’s
data uh is probably going to be the main
story even leading in in tomorrow especi
that’s what I’m saying is that if that
pce data tomorrow if it shows what we
had today oh that’s going to be dirty so
Market doesn’t like it I mean when was
the last time you opened up down like
1.3 so yeah we’re down 1.2 but Chad we
got 30 seconds you guys hit that 1K
likes easy
wow now we’re talking baby now we’re
talking so good morning I hope you guys
are ready we have 20 seconds like the
video make sure you’re subscribed post
any plays you have any questions you let
me know and uh let’s let’s have a good
time you have a newswire as well too so
you shouldn’t miss anything oh IBM we go
from in the money to it just shoots up
$3 oh yeah get ready for the cuckening
all right get ready 3 two
1 round
one
fight all right literally bro those ibms
were just in the money and it popped
$4 $4 on the last minute of
pre-market and then I’m checking the
meta puts
honestly they went up 200% yikes let’s
see it’s not bad though I if I if I did
that debit spread those would have hit
no no they went up a little bit more
they were going for like a120 now
they’re opening up at four so we
actually might be able to get a couple
of these but honestly the premiums it’s
kind of like Netflix so you still kind
of have like a weird move on The Meta so
there’s no pre pre- playay yet we need
to wait till that moves around M Mo up
nice they had earnings I surprisingly
didn’t hear much Ono they were just up
by three no those premiums scammed heavy
it’s not too bad though but like I’m
saying it’s good if you if you made the
play you got like 200 to 400% but if you
want the double dip I mean they’re not
really that much cheaper but there is
downside on meta again 408 407 or even
399 is the next level for meta apple
green IBM’s going up I think our plays
went green for a little on IBM I hav’t
check IBM yeah IBM says they break even
they hate you that thing was $2 in the
money literally 60 seconds
ago Intel oh I forgot about Intel 440
meta put up
500 so I’m going to be watching them I’m
waiting for a bounce otherwise I don’t
think we’re going to be able to get uh
post earnings they’re still kind of up
there and then uh 30 398 400 is the next
level all right there’s the ibms ibms
just woke up I guess the IBM contracts
weren’t open yeah there you go I was
like that’s
stupid and then meta though I really do
again meta we made big money on that one
on the post earnings last time but
unfortunately I don’t know I don’t think
these options are too favorable just yet
again at 155 Apple IBM getting wild
candles Microsoft on the low and spy you
guys realize we are down 2.2 on the
NASDAQ let me say that one more time you
are down 2.2% on the NASDAQ right now
alphabet down five Amazon down four
Microsoft down three spies hitting a new
low 5033 on the
futures djt on the high yeah
49998 so that’s it chatt Adonia you are
below the danger zone we were a little
lower I guess but you’re back below
5,000 and then the danger zone from
yesterday that 5038 you’re below it so
there’s still a little bit of Gap to
fill got like 40 points I mean it’s not
a new low but take that as you please
there’s Microsoft meta still at the low
though there’s T do that thing barely
moved un Anda
H
Kalo Intel’s going up on the high IBM
again contracts are up but they’re kind
of all over the place uh Proctor
Gamble’s
moving yeah Proctor Gamble’s on the high
for some reason and then spy still going
lower os’s up by
one and then meta still
dropping emo
and then gold I mean Gold’s barely down
right
now let’s
see yeah ultria
be EPS was 115 vers 115 Revenue 472 vers
471 uh they authorize 24.4 billion share
repurchase program
yeah so I think just slight beat on emmo
I think too crazy all right first bounce
on meta let’s see what
happens bro meta’s a jacked up dude even
the calls on meta are disgusting so I’m
I’m mainly looking for puts but even if
I’m looking at the calls I’m like bro
even if you want one of these bounce
plays is not
cheap you’re spending bro meta is
actually messed up Nvidia bounce
Amazon got clapped I mean they’re all
just connected that’s the the crazy part
they’re very different but I think it
was just more fear that brought them all
down once Zuckerberg and the gang start
talking spending money and then these
weirder guidance numbers I think broader
fear just hit all of the tech stocks CU
they all dropped and then IBM as well
too they’re already down yeah Proctor
Gamble’s running up our old Proctor
plays are coming up the ibms came down
but still green
JP Morgan going
up meta on the low so honestly you’re
getting the
continuation so good luck I don’t think
there was plays they they already kind
of doubled up you’re getting another leg
on premium now that might have been the
opportunity if they weren’t going to
have a bounce so give it another like 15
minutes we’ll find out here but Nvidia
premiums just took another and then
Netflix on the high spy bouncing off the
bottom again we are right near 5,000
you’re right above 5,000 and2 low of the
day
4997 Tesla is on the
high okay there’s meta literally they
just W Wick those premiums high and then
green shoot yeah Nvidia was bouncing
there again smci was down for and no
news but they were underperforming most
of them Micron is getting whacked and
then intel was up early earlier Dash on
the high again snap don’t we have
Snapchat holding XPR halted due to news
pending Snap On The Low arms on the high
XPR nvo I think well I mean what price
do I really like it I would prefer it at
like $60 or something but other than
that I mean like 120ish kind of where
it’s at now I mean I think at any price
if you’re not buying a discount on nvo
you’re going to have to buy it again
because it’s going to move around and
it’s you’re not you’re not buying it
cheap but I’m kind of down with the top
tick that’s what I’ve said a couple of
times 18 damn that’s spot candle so
literally green shoot turn red you’re
back down to the low so literally you
just popped up like Five Points there
off the low and then literally within 30
seconds you’re right back down hitting a
new low the yields are up it’s not
unemployment claims it was because of
the GDP price index so and the even
quarter over quarter pce so we had GDP
data come out today but there was price
elements to it and even though the the
economy was way slower than people
thought it literally it was just it was
awful it was the it was the pricing that
shot up that got people scared so slower
economy higher prices that’s literally
uh stagl
and then the bonds were already weak and
then that you know got them moving right
near
[Music]
5% yeah if the that’s the thing I said
in the morning if if that GDP number
came in if that number came in and then
the pricing aspect did not move
negatively I think we would have ripped
I think we would have rallied if you if
you got slower than expected and then
people like yeah the jobs Market’s going
to cool down now and then now there you
go it’s not hot and then the price data
dropped with it oh man I think the
market would have loved it but that the
other the opposite what we have today is
just it’s absolutely awful it was not it
was that that it’s borderline your exact
definition of stagflation you know a
very sharp decline in economy that
wasn’t expected and then a very sharp
rise in prices
yeah Tesla’s starting to go up back to
break even Uber and Amazon remember
Amazon was down like four or five so
they’re coming up a decent amount
they’re only down 34 now only that’s
still a ton and then spy at the bottom
meta as well meta hasn’t hit a new low
in four minutes there kind of held the
PIN for 10 we’ve only been here for
eight so I don’t know how that’s
possible and then gold trying to come
back up here where’s oil
oil looks just like gold right now on
the
intraday Oracle on the high they’re down
13 Amazon is waking up and then
Verizon and then AT&T even got up there
Mo Googl so they were down
34 or 43 I think they’re down 39 right
now and then spy right there at the
bottom though you’re not out of the goog
just yet
5,000 flat crazy bro literally at one
point yesterday you were 10 points away
from
5100 now you’re it’s not over for the
Bulls no no no no no if anything if I
could speak to any of the Bulls out
there uh you know your your your lord
and savior will be the first good
earnings so no the Bulls are don’t
underestimate them but clearly I mean
you see what’s happening this whole
month and and rates and now earnings but
do not underestimate imate the mo the
moment you get one good earnings they
really do have a they have a
shot that’s why I even said with the
premium just wait once there’s a good
earnings every option is going to get d
double the price even if it’s dog [ __ ]
but you just lately though it’s it’s
been a lot of pessimism and nothing has
swung the pendulum again even today’s
data it could have but then you know it
had just had to have bad price data
Nvidia breaking out now
earning yeah no earnings has hurt the
market this time it’s not like the
earnings have been that bad but
everybody just ran so much after the
last earnings you got to you have to
justify a lot of things and that’s I
think kind of what’s biting Us in the
ass Nvidia is still going Dash spy still
at the bottom meta this is what I wanted
man and I’m sorry if you hold puts but
we’re waiting we want to decline on
these premiums so we could actually get
a double dip on
that want to get meta I wanted him I
told you guys literally what happened
the whole Theory remember I was telling
you I was like Mark’s going to spend a
lot of money I’m not I was telling you
guys yesterday I was like everybody kind
of ignored it but I’m afraid Mark
Zuckerberg spending money might come
back and sure enough that’s exactly what
happened but I didn’t take the play I
just I didn’t like the premiums I wanted
like thousand percenters but those I
mean it was still a good couple hundred%
for the morning but now we’ll see but
I’m waiting how can you double dip well
I guess no double dip since I didn’t
make a play but just like I did with the
Netflix just like like I did with
everything else you know I’m I’m waiting
to uh I’m waiting till the premiums die
and then that’s
it you only made 300 it’s a good gain
but that’s literally what I was talking
about yesterday think about it it
dropped
17% and it only made 300% which is a
good gain but like I’m telling you if I
wanted to make a big Grim Reaper play I
couldn’t justify it just because the
amount of money I would have put in
but we’ll see if these get cheaper now
it’s starting to bounce we might be able
to get it and like I was telling you I
was even looking at calls this morning I
told you I was telling you calls right
here it’s up almost 10 bucks those calls
are dog
[ __ ] and then spy getting a green shoe
and bonds
yeah so now two standard deviation plays
are they’re up 200% a little further is
up only 100 on
meta I’m just I’m waiting though I want
these cheaper I mean let me see the
daily I don’t want a daily though
dailies are starting to give back
up daily you could kind of get at
previous days
price yeah so the premiums are starting
to die now on meta Nvidia is on the high
the data was uh the GDP and it also
Incorporated prices and core pce quarter
over quarter but essentially it was very
uh it was uh very
uh very bad bad and
stagflationary that’s the today today
said simply is
stagflation and bad earnings
Tesla big green Nvidia as well there’s
meta GE on the
high yeah Tesla’s not bad we still got
that Free Play From
Yesterday coin
Jaye Jay on the low djt I keep seeing
that hey there’s meta let me
see so that was the high that was the
pre-market high on meta this is like
where it dropped it could go 430 to 438
it’ll probably top out at
440 if it doesn’t top out at
430 but again the contracts are moving
slow the only contracts that you could
get decent are dailies those are the
only only ones now that are cheaper than
yesterday
unfortunately oh I still do have the
Google random play we should sell
that after that drop
those are
awful okay I found one play but it’s
it’s still pretty awful it’s just a
place
marker if you don’t want to I didn’t
make it yet but I’m I’m going
wait snap earnings is today yeah I
believe
so I’m checking the
random that’s crazy that Google random
is only up
40% but yeah we do have that till May
unless Google had to have had a decent
bounce
here that’s crazy man the premiums so
honestly I’m surprised the random play
on Google and I think we got it before
the drop oh I think it’s CU it had that
bounce and then there’s meta
chips in play pulling the
market okay
all right I did two I’m a jackass I’m
sorry I did two meta plays I’m going to
try it out I spent about a hundred bucks
for
two oh [ __ ] wait did they fill I think
yeah
how much I spend on that
one so again
4:30 if I’m wrong on the timing on this
one meta is going to go up another $10
and then we see what it does from there
so this is one of the first resistance
levels I’m going for but I did something
a little weird so not a recommendation
you will lose money I grabbed a meta
daily contract a weekly I grabbed a 400
for
53 and then I grabbed a next week 375
put for 53 or 60 cents too so it’s been
about like 100
120 those plays are the only ones that
kind of came down so here’s the one for
next week has slight gain compared to
the day before and then the we is just
as risky as hell but this one actually
went break even so literally we got to
get in there no premium so it’s a risk
we’ll find out how it is but like I’m
saying it’s either going to top out here
or it’s going to rip up go 440 and then
we’ll get the pullback but then that’ll
destroy those
contracts but let’s find out let’s find
out maybe I’m a little I might be I I
might be impatient because if you wait
another 1020 minutes and that does go
440 those plays are going to be half off
if not you’ll be able to get the real
good ones like closer to the
money all right spy going down meta
still holding bonds have lowkey just
been recovering but it’s not recovering
since they’re murdered literally meta
all over the high ticker Dollar near the
low the earnings that bad I think it was
just again the talks of spending
and you know how much they were up but
and then Oracle introduces new AI
capabilities to help organizations boost
sales new capabilities in Oracle Cloud
include generative AI assisted answer
generation
that’s from
Panter yeah no real reaction on that spy
near the
LOM let’s see where these take
us djt I feel like that thing be going
up 9% randomly every day and then it
just still stays the same price I’m like
What’s Happening
buy the dip or just go
surf uh maybe go surf by the time you’re
coming back everybody will be getting
ready for earnings so I talked about it
on the watch list even this morning I
think today is going to be a little bit
like yesterday you’re going to have you
know one element responding to this
morning and everything and then by the
end of the day everyone’s going to want
to start positioning uh for the other
stuff
Tesla spy holding VW up I mean it’s
crazy cuz the gap down was bigger than
the intraday
move so like I mean I guess we have
moved 17 points but dude that Gap you
gap down 60 points and then we’re still
holding here again right above 5,000 so
it’s either death and destruction or if
we hold this long enough I mean it it
will do its little bounce
thing smci good for the long term it’s a
big company I mean they’re doing a lot I
think it’ll be here in 10 years I mean
the only issue with them is price you
know and valuation
spy there it is flusher Rooney so you’re
below 5,000 Now 4997 new low of the day
I mean quite frankly this is where you
broke out from on Monday so again we’re
right back up to there but now you are
getting into the Monday opening and then
four I mean this is actually a pretty
big
level I then you’ll go like 4993
and then 499 88 you guys should remember
all these
numbers still going a little bit
lower for CH
clay jabil card on the
high oh back to
34 to lakian oh
UNH human again k
oh wow they’re down two maybe it’s part
of day Micron popping again Micron had
news this morning but they were just
trading lower
earlier the ghetto spread on Snap
because it’s too cheap no you could
ghetto spread anything it’s just a
matter of like you know what’s it
offering right like how much do you get
on the back end like what’s the risk the
reward all that good stuff
3M after this spin-off I’m just holding
it so we got our shares of Sol ventum
and then I have Nidia on the high again
Micron started moving
up
the oh you said bigger companies you’re
saying the ghetto standard deviation not
the ghetto spread so ghetto spread is
just a way to take profits and protect
yourself so you could do it in anything
the ghetto standard deviation it is
better with bigger companies
yes a line
flipped was the other one service now
they were down too lrcx
they’re barely up and then spy near the
low Spotify coming up M Mo coming down
and then meta is just chilling
there Nvidia going against because
Nvidia is just it’s a weird one I mean
the days where we look like we’re
getting relief they’ve been selling off
going back below 800 and now Vice Versa
we dumped 2% Nvidia is up 2%
and then spy still at the low here it’s
honestly not flushing too heavy I mean
this is only a couple of points here so
but you are literally looking over the
edge right now again like 4993 is and
then 9
4988 you shorted meta don’t know whether
to close now or give it long did you do
shares or did you do uh puts
because if you did shares and like you
shorted it and like sometimes you don’t
know when to close
it I and I don’t like it too much right
now on meta you would have to really
look for the prices but if there’s a
call cheap
enough you could just go buy the calls
to kind of guarantee it so some of y’all
use stop losses I just buy a call at the
level because then if it does bounce you
could guarantee a level and if it keeps
flushing then you know you have some
protection and then hopefully make more
off the
equity so that’s what I did on Nike on
the last earnings a quarter ago and
FedEx I
believe not a recommendation you will
lose
money fer they’re down 128 and then vix
on the high oh [ __ ] the vix is at seven
I was just telling you guys yesterday
the vix wasn’t even worrisome I mean
this isn’t as bad as it was earlier but
low ke I thought the vix was going to
die the last couple days but he found a
way to get
revived I don’t think Apple puts too
early but there is a lot of fear right
now so you’re not you’re not you’re
you’re going into the premium not
against it if that makes any sense
so like if anything I think Apple calls
are probably the better deal for now
everything sold off for a month and then
now after these earnings and stuff if it
just I would look at the premiums and
make sure they’re not too
expensive vany already set up to sell
shares to Jeff yeah I think it was
yesterday we talked about that uh when
the news came out they already have
their private placement and uh uh at the
money offering ready to go so it’s both
good and bad I think they’re going to do
good on the data but then they’re ready
to
dump upcoming pending home sales for
March estimate expected to be
1.6 lgm and then spy Wicked into another
low turned into the green we’ll see if
that holds T-Mobile on the low and then
Spotify back on the high
no I sold out of sound a little
beginning of the
year
VRT yeah meta I mean it’s four bucks off
the High I mean we’ll see it’s either
going to bounce from here and try to do
that 430 or it’s going to fail Yellen
says GDP data shows strength in consumer
and investment
spending Yellen says are you ready for
this yell and
quote there could be revisions to GDP
data and then first ship passes through
new channel in
Baltimore I know of course they’re going
to revise it elb
daddy does he work for the
BLS these guys are crazy Janet Yellen
doing shrooms revising
data I don’t know more cheating cheating
cheating
cheating Netflix pop
Yellen says I still see an underlying
core drivers of economic activity
considerably
[Music]
strengthen enen says US economy shows
robust growth firing on all cylinders
Yellen says still see core drivers
considerable
strength Mar pending home sales
78.2 versus
75.6 so that came in
stronger where is
it up by 04 or 3.4 estimate was
04 so that was strong again
yeah expected to be 0.9 came in at
3.4 I don’t know then year-over-year is
still
down oh don’t know
man hire for longer narrative getting
Steam I mean today this morning we
priced out the rate Cuts so there’s no
more rate Cuts I mean right now I think
we went back to one it was going back
and forth after the data but essentially
December cuts are on the fence right now
so like lowkey one one more bad set of
data it’ll be cemented zero rate Cuts
priced into the FED
Futures and then spy going lower now man
that’s not again you got a little bit of
hold up here but it’s crazy crazy
because this range is so small but I
don’t know I think you could feel the
pressure here as we’re going lower and
lower but 4992 now so that’s baby level
number one otherwise
4988 and then again I mean I was calling
these prices out for you just the other
day so you should be familiar again like
4988 that’ll be the next level and then
I think
4979 then 69 and then
67 so 49 88 and then 4979 TSM on the
high the December Zaza at the lows yeah
that’s
nuts and then bonds kind of dancing
around Yellen says I have no doubt that
housing contribution to inflation will
be coming down this
year Yen the economy continues to
perform very
well my background in finance uh it’s
pretty poor uh I studied political
science and philosophy I mean I just I
got into Investments like both real
estate and stocks before college and
young so I just had good success as an
individual investor but I never uh I
never really studied it or worked in a
uh like a financial setting I did have a
fun job for a little bit with a a good
family friend uh who we set it up with
but then I had to leave because I did
YouTube
I went to college at U OFA bro there was
I met somebody BR it was crazy there was
this guy and like I play 2K with this
fool all the time and and then we were
in a game and he was talking to someone
randomly and he was from Arizona and
then he was in Tucson and then we and
then we were already friends and I was
like man we just I had a I had a nice
College
flashback yeah Bear Down Baby
they’re always so nice to everybody in
Arizona bro is
great all right new lows
baby new lows 4990 so again 4988 4978
those are going to be the other two
4990 all
right I need to go to the bathroom it’s
only me 30
minutes oh yeah they’re talking pending
home sales all right follow me on
Instagram at the trade in fraternity oh
I have something cool to tell
y’all I I’ll see I kind of have a a
scavenger hunt I forgot to tell you guys
all right I’ll be right back I mean you
look at reactions right now so we had
disappointing earnings and now
disappointing uh figures when it comes
to the economy and what’s going on with
inflation a lot of big questions for the
FED a lot of big questions for people in
your seat portfolio managers how are you
thinking about markets at this
juncture it it Katie it always goes back
to no what you own when you look at the
uh keys of cash flow earnings and too
often forgotten the health of the
balance sheet and in 2024 we’re going to
see free cash flow growth for the s P
500 of 14 to 15% that’s still a very
good backdrop for uh for portfolio
management even in the face of slower
GDP higher inflation a Federal Reserve
monetary experiment that we’re three
plus years into we still don’t know
exactly how it’s going to turn out when
fed when the FED grows money supply at
25% and then has negative M2 money
supply for the last year it’s still
playing out in the economy but I defer
to uh companies still generating ample
cash flow and double digigit dividend
growth so is that the real Focus for you
the real ticket that cash flow growth
versus earnings growth for
example it it is uh simply because cash
flow is a a much cleaner metric a lot
can happen between revenue and earnings
per share on the income statement and in
particular particular free cash flow
which is after you do your Capital
expenditures for a company how much they
can allocate to the shareholder and
companies are still very good allocators
of capital they’re growing the dividend
they’re buying back shares and they’re
creating shareholder value in this
period where Global
uncertainty can lead investors to seek
the asset class of putting the money in
a mattress that doesn’t work that
doesn’t work so take that analysis and
that focus on cash flows to of course
big Tech to the Magnificent seven uh a
lot lies on their shoulders this earning
season when you think about them
powering the rally so far this year what
are you expecting in terms of what
you’re going to hear when it comes to
cash flows there cash uh the free cash
flow margin for that often
touted is still meta is breaking out now
440 would be the next level if that
holds up IBM flushing no
way yeah IBM plays back up to
300 so that’s
good not whirpool 52 we low yeah I think
we’re in the money are we about to be
that stupid pop at the
morning The Meta put it filled at Watch
the watch list or I’ll only say it when
I make the play that’s that’s that’s the
new rules
sir first obligation is set monetary
policy to be consistent with price
stability I was like what’s mpaul
well that’s I don’t know do you guys
want me to tell you though I I I kind of
have a scavenger
hunt it’s a it’s a really weird story
but it’s kind of
cool all right well here’s the
deal no it’s it’s kind of like the prot
track it’s a little weird broadcom meta
Panter Uber uh liter all the tech names
are starting to run right now NASDAQ
still down 17 Russell and DOW 17 as well
spies the best on the day that was weird
you got again High ticker lot of names
but now low ticker getting a little
juice meta 432
now so here is your guys’ scavenger
hunt I will give you I don’t know I’m
thinking like 200 or
500 $200 or $500 to the first person
person who could
find and take a
picture in front of the Colt
billboard staff is
popping but right now in
America somewhere in the United
States there is a
billboard with the cult on there
[Music]
mhm you got to find it if you find it
and take a picture I got I got cash for
you I got cash for
you no no no it’s a real billboard it’s
it’s honestly it’s very surreal it’s a
real billboard on the side of a freeway
[Music]
here I’ll I’ll tell you the
story there was uh it was a friend of
lending tips and then like I met this
guy like in
passing like a while ago and then he’s
like and apparently he owns
Billboards and then he was like hey do
you want a billboard and I’m like what
do you mean do I want a billboard I’m
like I’m not going to pay for a bill
billboard he’s like yeah yeah yeah I
know I got one for free and then he
pretty much just gave me a billboard at
one of his underperforming
Billboards so I got a free billboard but
now there’s a cult billboard on the side
of a freeway somewhere in America a
pretty big city so if you could find it
God bless you
Bank of Japan to consider measures to
shrink jgb purchases that was in the
morning there was a pop off of
[Music]
it billboard billboard billboard
billboard Hamas official Sami Abu zeri
Hamas will not be swayed by us pressure
on issue of Gaza
hostages what does the billboard say it
says
repent no but I wanted to I wanted
to I asked him if I could do other
things he rejected like nine of my
ideas Chris has it well email me I mean
you got my email if you have it let’s
see it that boj headline hitting again
Nvidia on the high yeah that gg gg Mo
went red weird considering again Philip
Morris now even Philip Morris gave up
too big
pump data dog on the high yeah data dog
kind of riing still down two again
service now and uh was the other one Al
line they had moves but then they gave
up here
you worked MCA as Miramar for years
let’s go baby thank you for your
service VRT Nvidia and TSM but again I
think Nvidia is like insane you guys
realize we are down one six we were down
2 point something and Nvidia is
literally up there and then five more
dollars till Netflix or meta gets to the
next level but that’s been doing good so
far yeah fizer’s been getting murdered
it was down it was just hitting 25 like
2599 last time I saw
it they scammed with meta oh I mean
again I that’s what I was worried about
so
unfortunately like coming into it you
know we had some ideas we were worried
but then and it hit but that premium
wasn’t good enough but we’ll find out
we’ll see if there’s any followup other
than that though IBM
that one was good but still that was
kind of trippy in the
morning popular markets bet stumble spy
going up we are getting near the high of
the day so again new lows broke below
5,000 back above it I mean if we can
make a move cuz look how much time you
spent Here Without Dying like we were
saying that could kind of build some
things up
but not so bad still very bad
coin recovering bonds breaking out
that’s kind of good all right there’s
meta so then those puts are going to get
clobbered unless there’s a fat pullback
but otherwise wait for 440 and if it
gets through 440 I think meta is back
he’ll be good just like Netflix remember
the 480 or the 580 on Netflix Netflix
did reject it but I do think
440 440 is going to open up the door to
get to the bottom end post earnings but
440 I think you go to
455 Nidia still going
and then there’s spy you’re getting near
the high it’s crazy because remember we
have a 60 point gap down today so
whatever looks like a high in day I mean
there’s still a lot of work to do Micron
on the high WDC still going up arm in
the red so I think N Video is the only
one oh yeah your long term is down
because of
meta I forgot about that we do we do
have meta in the long term we have a lot
of meta
someone who never uses Facebook it blows
my mind that people still do bro some
people like love Facebook like some
people still love Facebook they love the
marketplace they love posting political
stuff like you know what I’m saying like
they love liking photos and but then do
you have Instagram or do you use
WhatsApp cuz like that’s the thing where
a lot of people fail to realize like
you’re right there like the demographics
have shifted on who uses Facebook but
like everybody still uses uh Instagram
low
key you love Facebook yeah man it was
cool I saw Facebook the other day I saw
something on Marketplace and I like
scrolled through Facebook I was like
this is cool man I was like I remember
it gave us felt nostalgic in a weird way
Yellen should only intervene in exchange
rates in rare
cases what’sapp is essential overseas
than used in every country no it really
is it’s hilarious so like any any
clients that I work with that are
foreign like real foreign like you know
what I’m saying saying not just like oh
they’re backr I’m talking like China
other places even in Europe too man
Argentina all these PE everybody’s
WhatsApp you can’t do anything without
WhatsApp they used to make fun of me
they call me American I’m like what’s
wrong being American mother cuz I would
never I was like who has WhatsApp but
now I eventually got WhatsApp
even Switzerland even my girlfriend uses
WhatsApp meta the only play I made today
was on meta I waited they already got
clapped here a little bit they still got
kind of a shot I mean they went up 100%
now they’re down 30 the weekly went down
50 honestly not too bad but that’s the
only play here on the day and then I’m
going to be looking at some intels
that’s about it apple on the low now and
then spy still holding up man so that’s
that’s a kind of interesting turn apple
is green they flip red now Microsoft’s
coming back up I guess Amazon’s or
Apple’s doing the best compared to all
the other
techs
Google fizer I think just one of those
days of fiser down two until it pops or
dies Netflix back on the high again they
had a crazy selloff yesterday spy still
going up again arm and Nvidia Nvidia
back at 820 arm is about to go green I
think intel was already green earlier
yeah they’re starting to climb up a
little
bit again meta 437 so you’re right near
that 440
now I wish those contracts are cheap
dude
dude so even if you wanted the 440
contract at the bottom that would still
cost you like 200
bucks added Nike to the long term
nice Yellen says outright seizure of
Russian assets is justifiable by
law my
goodness and then spy just Wicked into
another high I’m checking fizer by I
don’t think there was any news fear and
greed 37 at fear 59 so technically
you’re part in the first candle this is
new high intraday but Cash open or
pre-market you were trading lower is a
high for the Cash
open Where’s
fiser uh Saturday FDA PFA estimated date
fidic coene Ella prar bla for
hemophilia that’s the only I don’t see
anything else on fiser but they got an
approval over the
weekend and then and they declared their
dividend yesterday they they declared
dividend as
well and then you had uh oral approval
or treatment of uh oral approval of oral
treatment Privia Piva
fi meta again meta is a150 like I’m
telling you meta this is either where
it’s going to top out at 440 but if you
break 440 you could get back up to the
lows of earnings why do I say this I’m
going off of pre-market yesterday so
again 440 flush Zone you get up here
you’re back to 450 455 that’s the low of
the previous earnings
everything else you are you are just
there
already so big spot there for meta so
uup fizer’s dividend should be in a
month S&P says Boeing’s Outlook revised
to negative on delay of credit metrics
restoration bbba 3 rating affirmed S&P
Boeing faces height in production
uncertainty notably related to quality
issues affecting 737 Max
yeah dollar red spy still going up man
Nvidia
TSM they’re still playing along bro TSM
is All Greens do you guys see this looks
like a straight computer All Greens on
the volume and then look at all those
wicks 50009
and then oil just
flushed so oil just hit a new
low Yellen were concerned about
overdependence on one country for total
Global Supply of this product of this
range of
products Yellen us Europe and other
countries want the ability to produce
clean energy
that will be the guide I think it just
has to get back to earnings or not so
again you’re above 44 I I really think
this 440 level maybe
40455 but so far I think that’s it I
think those puts might get there might
not be a shot unless it does what the
Netflix did but at that point this is
it’s good for them that’s a good
recovery meta literally recovered 7%
inaday so now I’m very glad I didn’t
make any of those other
plays yeah so now these are back to the
price when we were talking about it
these were like just outside of two
standard deviation
scammers spy going higher there’s meta
442 sorry I don’t I don’t think the uh
the puts are gonna unless we get a fat
pullback but now like I’m telling you
above here if they hold that’s actually
a very good sign Valero sees OPEC output
ramping back up by third quarter or
fourth
quarter Mara on the high Riot check out
the coin plays again TSM I know Nidia
has been taking the spotlight but TSM
they already reported and they’re just
going straight
up
baba ah some of the China names trying
to wake
up and Tesla spy near the high excuse me
bonds and spy too I guess high of the
intraday remember Carnage premarket
Bond rates the yields went up today
which is bearish because again the DAT
the data is not
good anything is
possible H yeah Japan it’s Japan andless
they just surprise and that’s funny too
by the end of today you’re probably
going to get a leak from the Niki
something regarding the bank of Japan
and then the yen is going to make a big
move either end of today or middle of
the night we will have a live watch list
tonight so that’ll be
fun but I forgot about that you do have
the bank of
Japan met a double kill triple kill kill
t
flag Tak it flag drop flag take
it thank you for the wisdom and
knowledge made 500 on The Meta deviation
Play Let’s Go sunny
or hey man that’s what I’m talking about
I’ll take it
man and then IBM still low MTC bonds
breaking out Tesla new high and then spy
trying to work work its way up meanwhile
meta as well doing very
good last dude last week’s live watches
was crazy it was an honor you know it
was a blessing that that we were live
and we got to do that was just that was
just a
trip the Denver Lakers games playing you
won’t be at the watch list that’s cool
man so you would rather watch the Lakers
get blown out that’s fine you know and I
say that as a Lakers fan I even love
Lakers I’m so disappointed with my
Lakers man I don’t know you have this
this just
not just that’s weird
man some help you guys want to know dude
you you ready for this I heard the
funniest tin foil and apparently there’s
a
Theory there’s like a real theory behind
this do you guys want it do you want the
LeBron I have LeBron James
tinfoil said not enough Talent gez man
it’s crazy not enough Talent they’re so
talented you want it all
right so there’s an
interview and apparently like LeBron
says this line so apparently LeBron in
interviews he said says these like this
line where he’s like oh like people
score so much he was like in this
interview he says I wish I could go back
to
10,2 and he talks about the year
10,000 and now there’s a group of
people that
believe LeBron James is a time
traveler so hear me out there’s a whole
tin foil you could go research this but
there’s a whole rabbit hole that says
that LeBron is a time traveler and that
we may even be on the third
LeBron and then here this is where it
gets super nutty they’re like you never
know that like scenario where they’re
like oh like you have to like who would
you pick if like Humanity like to make
the jump shot you know and like they
they talk about it on ESPN and they’re
like Andre guala said it he’s like who
would you put to save and like that’s
the 10 FL they’re like what if LeBron is
a time traveler and he’s really from the
year 10,000 and then we do have to save
the world with one jump shot so now he’s
like going back in time to warn LeBron
number three of what needs to happen and
like you know making sure that he’s
prepared I heard this the other day I’m
just relaying the info I don’t know if I
really believe it but yeah that’s the 10
that’s the 10
get away from the screen from time to
time I mean Believe It or Not uh I
didn’t like I heard this while I was in
the gym uh I had headphones my Tik Tok
was playing but I was I was working out
so I was getting and I I went on a nice
walk I had I had a good outdoor walk
yesterday that was
great next level for meta 4050 light and
then
4055 4055 is the real money level but
even then 440 like I was telling you
that’s that really was my Line in the
Sand Yen we would be prepared to use
authority to sanction Chinese Banks if
necessary you think Tik Tock is going to
die uh maybe I don’t think China’s going
to sell it that’s the and but and I’m
that’s the only thing I just think that
I don’t they’re going to try their
hardest but I really doubt China is
going to sell it so I think China’s
going to be like we’re not going to sell
it if you want to ban it go ahead but
we’re not going to sell it that’s that’s
where I’m looking at it
but without the algo but then yeah I
think they without the algo though then
it’s just uh I don’t know just a just a
app
template what caused the bounce oh
nothing baby nothing like I said the
last couple days your bounces and when
it bounces off of no reason you’re going
to call it relief and then if it drops
for no reason it’s blame bonds as long
as yields are above four or five so
sadly the last about week and a half two
weeks has been characterized by intraday
fat Swings with no headlines behind any
of them and then again it’s it’s ever
since we’ve been dealing with this Bond
plut pressure but then like you know
your your random pops and relief uh you
can’t really put a finger on them so I
wouldn’t read too much into it
Israel intensifies air strikes on gaza’s
Rafa before ground operation Google on
the high now
TLT uh still down three quarters TLT is
not doing [ __ ] there’s a seven-year Bond
auction today
yeah and it’s only it’s only 7:30 man
we’ve only been here for an hour
chatton so good morning volume 17
million pretty active it’s actually much
more active than the last two days
gold going up watch oil their charts
looked very similar
today gold actually looks a little
better now and I still want some of that
oil AMD well we’re going to find out
after Intel today and a couple of others
nobody knows what to think I’m telling
you you had the weird chip freak out in
the beginning and everybody got calmed
down 2 Days Later
but then like all of these reports I
mean they all have something you know
whether it’s it’s either you you smash
it or you’re beating and then missing in
one area that’s getting people to
question why they they bid you up 30% in
the last
quarter then spy at the top bonds came
down a little bit Tesla’s still going
meta I mean still 444 doing very good
Honda to build 11 billion electric Hub
in
Canada I don’t know man even the was it
the Ford
numbers like it’s kind of crazy Ford be
losing 1.3 billion either a quarter or a
year on all their
EVS so like Ford is literally just
losing billions of dollars just like
rivan on all these
EVS it’s
crazy So Meta back below
440 that plays out
and then spy again that’s a weird VW
move Ln on the high GLD
candle I’m going to keep my eye on oil
but it’s gold yeah Gold’s breaking out
right now
22345 it sold off 2350 yesterday hit
2016 uh pre-market like like midnight
and then just bounced up now through
pre-market and now they’re breaking out
from
oil and spy going down
why make them if they’re losing money
well I think tax credits and I mean they
just they want to get in the
business going short here going for the
greedy short I mean it’s right at open
Tesla laid you off
no I’m
sorry isn’t that funny dude that one
slipped in the other day so after the
Tesla earnings the head of investor
relations
resigned so like the guy who’s like
responsible on the conference call he
ended up resigning afterwards too
there’s another one holy R just candles
I mean again today was very bad on the
gap down I I do think that bounce was
kind of nice here it was a decent amount
of points but like bro yeah this this
was Carnage from the morning pure
Carnage and then the range Inay is
smaller this widened and out but there’s
still a lot writing and then before we
know we’re going to be sending up for
the other one what time I live we’re
going to be live if you stay on this
channel it will take you to the live but
it’s going to be around 6 p.m. Pacific
Time on youtube.com/ the training
fraternity and then if anything breaks
out we’ll be there if any war or
anything we going to be there
baby yeah J gold is running I have oil
on I want oil I have that oil on my
other screen but I do want it cheaper
no one more flush on oil we’ll buy
it yeah go gold literally just went nuts
right there that’s out of nowhere so
like I’m saying where was it yesterday
this was that move I was telling you
about we sold off
2350 went down to 2016 or 2316 in the
morning popped up here we’re here around
the am. sold off looked like oil up
until here and then literally oil stayed
down about 10 20 minutes ago or 30
minutes ago and then gold just took off
that’s weird again just in context of
the
day could be the dollar down
too that’s another thing the dollar is
dropping and then spy still dancing
around bro meta just sold off 12 bucks
so again I thought the meta play was
going to be done but said not so fast
yeah can’t can’t can’t be a good guy get
good to down and you’re not going to
he’s going to trickle down let trickle
come on he’s still in here Josh come on
got keep your heading the game we got to
tough it
out hbm R
gold oh y
H I know they’re trying to low tick me
lower ticker you like that joke huh I
know Chris he’s been loving it Chris
likes it but the Democrats not so much
they want to cheat they want to do a
Witch Hunt said Josh where’s the twitch
I don’t know maybe ask Joey maybe ask
Joey I don’t know
a gold play bro just just go look at the
gold chart from when we were talking
gold man I saw that the other day I was
like man I remember I was like
hesitating in December to buy make those
gold plays and I’m like damn that’s just
15%
lower but it’s moved up a lot but we had
some I mean we were on the gold early
now it’s just a matter of musical
chairs I’m moving my hands when I do it
yeah the Trump I mean it’s funny I’m I
love it though I think the Trump voice
is getting better and like it’s getting
to the point where like you know how
like when I would do the Biden voice
like random Democrats would just get
pissed
off the Trump voice is now doing it with
Republicans I love it it’s I never like
cuz I I always just thought the
Democrats were just a little more soft
you know but turns out like if you hear
anybody impersonate your political
Party’s candidate that does rub people
the wrong way sometimes I know I know
they don’t like it they think it’s a
joke I’m not joking I’m
working I know [ __ ]
you
China worst impression I ever heard so
Chad like I’m saying if you look over
here exhibit a he’s a a republican in
the wild do you see what I’m saying he
does like so desp the comedy surrounding
it the E you know what I’m saying he’s
but it’s still rubbing him that way do
you see it like I told you guys live in
the wild it’s amaz like you go look at
that
mhm I’m telling you it’s fascinating
four more years four more
years uh chatt Adonia going a little
lower now Nvidia giving up cattle signed
strategic cooperation agreement with
Beijing Honda day cattle Beijing Hyundai
future EV models will use cattle
batteries and then Hamas insist Gaza war
end for any hostage deal says won’t be
swayed by us
pressure impressions are pretty good man
thank
you the long as you know just don’t I
hope your political sensitivity doesn’t
get triggered by it you know because I’m
just I’m living in it town you know it’s
good
don’t spy coming down uh let’s see I
mean if meta gives up that 430 I’m
surprised Meta Even came down I’m
surprised meta went up and I’m surprised
after going up above those level levels
it gave it up so quick and then spy
about to be back below 5,000 or testing
5,000 once again
Mo
ttgt that’s on the high MO is on the
high too neutral on the low Airbnb
meta’s coming down and Nvidia remember
Nvidia has been a very big outperformer
today Biden will probably speak
randomly I’d
assume I would assume
let’s see I know Yellen was just
speaking she might still be
speaking I do
Obama I mean I can
now although we do Trump Obama started
it
all I must say American people we’re
strong
courageous and we always give effort
now I don’t know why if you vote for
Donald you may be a
jackass Joseph been with him for a long
time good
guy I haven’t done the Obama in a while
I got to work out we got to bring him
back got to bring him back back there’s
a lot bro I don’t dude I just found the
Trump one just a couple weeks ago like
you know what I’m
saying and uh American
people exactly and uh for at once like
the
video okay thank you
Google back on the high that sucks that
random play didn’t go up it did but 30%
after a 5%
drop and then I’m I’m waiting on oil I
think I may not make a play on oil but
if it drops enough oil is probably going
to be the play of the day
you want Trump supporters to look at who
he’s hiring democracy isn’t part of
their agenda well with that comment it
just reminded me of something that I I
heard and I agree with it unfortunately
we’re [ __ ] both way ways and I mean
that in the best way possible but sadly
you are either going to be faced with
Trump 2.0 or Biden
2.0 and I like what you said uh Farah
but I wouldn’t uh apply it just to one
side if that makes any sense and that’s
that’s why I’m saying I’m kind of cons
I’m not really concerned as much as
aware of the uh sad reality but you you
have 2.0 of both both of those
individuals and both of those
individuals are wild debt spending
deficit extreme policies on one side or
the other so
unfortunately there’s a lot there but
you know I I think the same applies for
both parties
unfortunately and that’s why I do think
a I don’t know man RFK RFK
you agreed but not at the same level
that’s
terrifying there’s no uh I don’t think
there’s a gauge towards it you know what
I’m saying like there’s not like a love
like because you said right it’s not
about democracy there’s not like oh I’m
kind of not about democracy you know so
it’s either you do it or you don’t uh
and I sadly I think both do
unfortunately I cannot do an RFK
impression
I think that’s
rude you know and like honestly I said
it man
RFK it’s it’s kind of crazy I don’t know
if it’s the human mind or what cuz I
said it bro the first time I ever heard
RFK like homie got me like you know I
was like what the like I was like whoa
whoa whoa like what’s happening but like
I’m telling you when I listen to RFK now
like I don’t even like process it like I
can’t like he just sounds normal to me
now it’s I don’t know how to describe it
but you know he has his his own little
thing but at first I was really like
whoa it did get the first time I
couldn’t I was like
damn he’s doing a bunch of interviews I
didn’t see the Theo Von one I saw a
little clip he did the interview with
the Jesus guy from Logan Paul the George
jenko I saw he did one it’s it’s weird
man because I feel like RFK is just
getting in the way of both Biden and
Trump but like lowkey he’s like the only
decent candidate that I’ve actually
liked but I sadly I will say I’m very
unfamiliar with all of his
policies this is straight off of just
like everyone’s a jackass he’s the only
one that seemed kind of
normal the Jesus guy from Logan Paul
yeah that’s I like George jenko yeah
that’s his name
you saw RFK sticker wow I never seen
that it’s wild that all the geriatrics
are the prime candidates it’s
not the the thing that they’re old is
not the mind-blowing part the thing
that’s mind-blowing is that they’re all
radicals and they’ have radicalized the
American people and they’re all radical
individuals with extreme plans for both
budgets and policy and Futures and we’ve
wound up in wars and it’s just that’s
the insane part so one thing to be n to
be a 90-year-old radical that’s wow
that’s
[Music]
itm how is Trump radical genuinely so
it’s the thing I have a problem with and
I hope you guys are fair with it and I
hope you see my view is I do view the
money okay and I look at the money and
quite simply both Trump and Biden are
radical on that front and they both have
responsibility I would blame Biden more
than Trump if you made me choose but at
the end of the day they both from tax
policy to money Printing and what we
have seen in this last four years I mean
unfortunately it’s hard to to say that
that that’s not radical again the
deficits like I told you maybe I’m just
becoming a boomer because I used to not
care about debt and [ __ ] but you know
what I’m saying like now I’m like oh wow
so it’s not how we use radical Cally no
I I think it is I think it is radical I
think it’s extreme again the changes to
policy and leading you know monetary
policy and what we’re doing to money
allowing people to buy homes and all
these things it’s nuts and it’s it’s
both sides lowkey so you like I’m saying
I I do think that’s why I mean Trump 2.0
or Biden 2.0 there’s there’s effects
there’s going to be huge monetary
effects with both of them that’s it you
the Biden can hurt your currency and
assets same thing with Trump they they
have different things I think the Trump
Strate either Trump dollar and assets
could get clapped or they rip up and
then Emerging Markets get destroyed by
that policy and then Biden we either
repeat this we get debasement of
currency again and then hyperinflation
or stagflation or you get a bounce and
then again Emerging Markets get
destroyed so it’s like there’s there’s a
lot of this uh when when you look at it
but I I do think both of them are not
looking for a moderate
approach that’s everybody is still like
we have to respond to the covid and
we’re postco and we need to recover and
then this guy did this so we got to do
this and now and then to set up and then
new world and then environment and then
this but it’s just like all all of these
are are are really radical for debt
spending and future generations and what
it means for for monetary policy and
even the value of your money so but
that’s where I’m on I’m not anything
else maybe I I hope it doesn’t you know
give you too much to read into but like
I from a monetary standpoint I think
what I’m saying it could bother people
but I I do think it’s on on the money
they’re both wild oh everybody is I mean
that’s that’s why I’m like man we have
given a lot of power to people uh on
both sides and I’m I asked this
yesterday I’m like I wonder when people
are going to if we ever have a
generation that would react a certain
way cuz like even the tax news yesterday
with Biden like raising some of those
capital gains tax getting rid of the
stepup basis like you guys got to
realize that’s whatever political side
you’re on that hurts people who saved
money who made businesses if your
parents left you something and they
passed away you’re going to lose half of
it off of C off of those things you know
what and like that’s this this is just
money stuff and that’s what I’m just
saying like all of these things you have
to kind of be aware because like the
effects on people some they’re huge and
it’s like man we I wish they would have
just done other things like spend less
money I don’t think that’s wrong though
I I do I think I think if you wanted to
raise taxes you you definitely could but
you know I’m just telling you like that
stuff yesterday where they’re like oh
we’re going to raise capital gains it
may they probably going to spin it to
say that they’re going to tax rich
people but that will end up hurting more
middle class and average Americans than
rich people like I’m telling you if
people pass away your 401ks all your
stuff of retirement you imagine getting
quote unquote inflation gains right
they’re like oh it’s not even real gains
because it’s inflation you’re just
you’re tracking with inflation and then
you have to pay taxes on it even more
and then now your liability is higher
and then you don’t have the same
protections as the earlier generations
to let assets pass down through history
on a long term that’s insane and and
like I’m saying is that going to hurt
Bill Gates is that going to hurt Jeff
Bezos no it’s going to hurt you guys who
just built a long term it’s going to
hurt the families who had a longterm 20
years ago and then just passed away
passed it on to their family and now
they’re getting charged 50% when it when
that wasn’t the case for every other
generation so that’s what like some of
this stuff is radical these these are
big changes these haven’t happened again
I think the last time they tried to get
rid of the stepup basis was in the 70s
this is all this was the tax policy
yesterday so yesterday uh Biden said
they wanted to raise the capital gains
tax and like I’m saying I I’m fine with
the tax raise and it’s going to say
capital gains it may sound like tax the
rich but it’s not and that’s that’s what
I’m telling you is like if that step up
basis gets affected and then those
long-term tax rates it’s going to factor
into way more average Americans than any
any rich people rich people will get
affected but like I’m saying the ones
who are going to feel it more will be
your average
person short-term rates well I think I
don’t know I think for me even after
that change like my capital gains in
Cali if if so if I made a capital gain
in Cali like through all of that like I
think I’d be at
69% or 59% I think
60% would be my total like tax rate for
capital gains if that does get
approved that’s cuz I’m in California as
well so like if I flip a house um
they’re going to take 60%
when business gets well you’ll get
punished that’s yes and no I mean we had
this talk yesterday but quite Frank L
that’s not the issue that’s what I’m
telling you everybody is going to like
when watch the news cycle everyone be
like capital gains tax it’s going to be
to do this and everyone’s looking at
business that’s not the issue I’m
talking about dead people I’m talking
about long-term and passing on assets
they’re going to elim that’s going to be
so difficult now it will force a taxable
event at the death that means everybody
is going to that means any assets to get
passed down are going to get taxed the
government’s going to get their hands on
it right away 50% of it
44% no this is a stepup basis it doesn’t
matter how much you make that’s why it’s
it’s it’s tied into all of this that’s
why I’m saying everyone’s like oh I’m so
why I can’t get ahead I’m gonna work I’m
like that’s not the real issue think
about it you make the big money is is
Big property and holding for a long time
and then securing low tax rates on those
assets and then passing them down you
could set up Generations you see what
I’m saying this is going to make it more
difficult for every single one of you to
set that up because now even if you did
build up your longterm and passed it on
your kids are going to get taxed 50%
when that wouldn’t have been the
scenario there would have been a stepup
basis where they could have held the
asset just as you held it without
creating a taxable sale
event so like I’m saying this does it
will hurt some rich people and it will
generate tax revenue and it’ll stop some
people but in the long run this is just
going to put a
dagger and it’s going to make it a lot
harder for generational wealth to be
built off of the you know asset assets
being
Acquired and the money was already taxed
when you made
yeah stop spending all
wars but yeah
man I don’t know I just think I’m
getting older that’s it I’m sorry you
guys
you that’s how you know I’m getting all
I’m like yeah debt government debt and
then the radical B both sides and what
they doing fiscally let me sh you I tell
you guys tax policy and look at what
they’re [ __ ]
doing so my bad my bad
would it pass though it’d be very
difficult uh they tried to in the 70s I
think’ 67 or 76 they passed the bill to
eliminate the stepup basis and then it
was so difficult to like actually work
it that they they canceled it even after
the bill got approved and they never did
it so it’s a difficult task but
literally they’re throwing it back on
the table 40 50 years later
now and then bonds man I hate this
because every day like look at like all
day today it’s like it looks like the
bonds are making moves but like dude
they’re still down 3/4 it’s nothing they
are just knocked H
sale uh Hawaiian elect who’s going to
buy them though how much liability do
they have that’s keep eye on that H sale
that’s what Troy
saying sale of American Savings Bank
okay okay I going to say be careful but
that they’re selling off a unit I was
like no way I was like who buys them
with that liability so it looks like
they’re they’re they’re selling an asset
try to try to get a little bit of money
and then Amazon Prime to become the
video or Amazon Prime video to become
home of national Monday night NHL games
in Canada starting in 24 and
25 there you go Canada and Amazon Prime
y’all got NHL
games the capital gains unrealized 1
million in assets 400 cash I think so
but again that doesn’t
matter I’m just telling you like let the
rich people deal with the higher taxes
whatever right you know but it’s it’s
not about that all I’m saying is if
you’re a normal person even if you are
extremely wealthy that step up basis and
you know what I’m saying in your long
term and how it affects your family and
your future and and that is what you got
to that is what is a threat to you
directly no matter how much you make or
not
I have to buy Prime next year Kook fan
you watch
hockey I still need to get a hockey game
I want to play NHL like 2K
hockey is my passion hell yeah I like to
hear that passion is good I do I have
FIFA I don’t play it that much
though all right they went down h a
little pop again just selling the unit
now it’s liter early on the low
ticker and then meta came down but now
it’s just burning
premium oh I forgot you reminded me damn
it I did [ __ ] you said You’ play FIFA
with me when I got my real estate
license I’m GNA cash in now all right
add me we’ll play literally only because
you got your real estate license [ __ ]
you I don’t want to play but I do I do
remember saying that I’ll play with you
I’ll play a game of FIFA
you did it you did and you got it fast
honestly I was very impressed with what
you did with your real estate license so
I’m I’m down I’m
down I get Ronaldo what is that what is
that Ecuador
Portugal I want to see how good you are
I mean I’m telling you I’m good at every
video game y’all just don’t
realize I was a nerd before anything
that’s all I had was I love video games
you have no idea y’all keep playing
me how difficult to get its real estate
license it’s a weird topic because it
really just depends on how bad do you
want it cuz like for some people it
could take years if you just like delay
you don’t really want to do it you know
what I’m saying and like you do this you
do that other people like again I’m
telling you I think Ray did it in like
60 days 30 or 45 days you could do it
pretty fast if you just if that’s if
that’s what you want but it’s generally
easy it’s not like it it’s just more of
a
commitment it’s like going on a diet you
just got to do something every day for
like a month and like really care about
it and stay disciplined to it then
you’ll get license and then the whole
job itself is another
aspect Advantage if I get my real estate
license in Cali and my wife gets hers in
Colorado and she’s living there I mean
you guys just have access to both
States I don’t know I think Cali and uh
California they may have like a a pass
through where if you get licensed in
Cali you could just take the test in
Colorado you don’t have to to do the
prerequisites if my wife’s Grandma
leaves her house when she passes what
will happen in Kentucky would we Face
the tax situation well if they they
don’t pass that right now you’re good
but and I don’t know if this is too
morbid or not uh but sadly it’s the
conversation uh but you just as long as
the house is actually like willed to her
that’s what matters because if she
passes away and it’s not then you’re
going to have to go through probate and
then that’s going to be the nightmare so
but as long if the house is willed to
her and it’s like passed down to her you
you’ll you’ll just go through the normal
tax stuff now which as you you will face
taxes when you sell it but you shouldn’t
get taxed as much because again based on
her price but then again I would argue
why do why do you guys want to sell it
because if you could take it over with
her step up basis in a fair price it may
have a lot more advantages on the back
end than you think
and then Bond still going up but it’s
tiny and then spy r at
vwap avoid
probate yeah if they have a if you have
a will it’s easy you’ll figure I mean
it’s it’s just something about tax code
at that point but if there’s not a will
uh unfortunately it’s it’s a pretty suck
like shitty
process would you even recommend buying
right now with interest rates of course
baby cuz I don’t I don’t know if you
were the one last time and they were
like no you can’t buy I just it all
depends on the price that’s that’s what
really matters so like I put offers in
on houses yesterday yesterday they
rejected
them but like I had I had there’s three
houses I offered on three different
houses yesterday and I got rejected on
every single one of them but I did put
my offers in because at at that price I
knew I would win so I didn’t get the
deal but that’s generally how I go about
all my deals you know uh you at the
right price it does not matter what
interest rates are at right now uh
because again depending on the value of
that property I mean there may if
there’s a lot of value I I would the
rates will change you could always get
around that in the future but you know
you make your money on the buy if you
get a good price that’s all you
need wholesaling it’s good good way to
make money especially if you like want
to get into real estate don’t have the
time or Capital to like do the flips I
mean it’s uh it’s great you can make a
lot of
money cash offer in my case I offered
cash on these ones yesterday just cuz
like I was trying to incentivize it and
make it faster but they they even said
no instead of inheriting why don’t you
buy the property off your grandmother
because then you’ll pay more in
taxes this is why I’ve been telling you
this whole little talk I I hope y’all
understand the system but even what you
said there like the only winner in that
situation is the government because then
you’re going to buy the house at the new
price and then the tax rate will be
attached to that new price not 70 or not
30 40 years ago
and then even if she sells it to you
dirt cheap the tax rate today is way
higher than back then and then it’s just
like you’re all you’re going to do is
pay higher or pay for the house and then
the government’s now just going to be
entitled to tax you probably double or
triple whatever your family was paying
for that in the whole history of owning
it that’s what I was saying like so when
I flip that house in San
Fran do you realize how much the
government made off of that I made a lot
of money but oh man the city of San
Francisco the state not only did they
get my capital gains tax but like bro
that property the lady who sold it to me
she owned it for so long that the state
was only charging her
$300,000 property tax like that was the
value of the property right so the
moment I bought it from her I stepped up
the price to 3.4
million so let me give you an idea of
what I’m talking about here like I’m
telling you the government’s the only
winner so like 300
Grand let’s say her tax rate’s one and a
half%
right so up until she sold me the house
cuz she lived in there her whole
life she was paying
$4,500 a year
okay so this lady this is a house you
can go see the deal too it’s there’s a
video it’s how I made a million dollars
in a month and I bought this house but
prior every 12 months she would pay the
government
4,500 a year in
taxes right right when I bought the
house from
her for 3.4
million the new yearly tax now on that
property oh [ __ ] I did that
wrong my bad is it 48,000 no or 4
million so 3.5
million
015 now the property tax on that
property is 52,000 a
year that’s just after I bought it
what’s the
problem anybody know the
problem you’re you’re you’re missing the
problem so again her taxes were $4,000 a
year the minute that I buy
it the taxes go to 52,000 a
year but yeah you guys are forgetting I
flipped the
house and I didn’t sell it for the same
price I bought it
I sold the house for 4.8
million so now the tax rate is
72,000 so the person who bought it from
me the same house this is the same house
that sat there in San Francisco for
years the government for the first 40
Years of that property they were getting
paid $5,000 a year on it
right in a month of right right when it
gets sell right when it gets sold and
you do all that instantly now they’re
making it went from 52,000 to 72,000
they’re making over that’s that’s insane
that’s 10,000% or over
1,000% but well it doesn’t affect the
proper I mean that’s just taxes but
that’s why I’m telling you guys this
Step Up basis and then that’s why even
in this case homie’s like oh I’m about
to inherit a property and like will I
sell it I’m like yeah you might have to
pay taxes but just don’t forget there’s
other things related to the ownership
cost that when you own and hold you get
way better benefits and one of them is
taxes so again if you’re locked in at a
tax rate and a price of the property and
you sell it if you don’t sell it that
that doesn’t change but if you do then
there you go and that there’s different
laws in Cali too but it’s very Stark
what happens in
Cali so B Yeah by selling the property
and and doing that we did the taxes did
go up that is just a taxable
event but that’s what I was saying man
there’s only one winner but then someone
was like oh what if I just buy the
property from my grandma and then I’m
like why would you buy it you’re just
going to pay more taxes it doesn’t make
any sense so that if you remember the
longer you hold the asset the less
riskier it becomes so with some of the
protections and stuff that exists now I
mean if you have a old asset or could
inherit one that’s probably going to be
one of the safest assets with very very
low cost Associated for all of the
reasons when you look at
it they adjust the property taxes but
depending on how long you’ve owned it
and your state and local of course
there’s different like of how much they
can adjust
it so they can only do so
much that’s why you can’t get your
parents to leave Cali yeah cuz it it’s
it would be stupid if they left
Cali you’re telling me they bought 50
years ago they’re paying nothing in
property taxes their house value is
probably worth 50 times more and you
know what I’m saying so everything else
may suck but even if they wanted to sell
their house right now and move to
Arizona move to Florida move to a
cheaper area they’ll probably get less
house or the same amount of house and
then their taxes are going to be 10
times more on that new property and it’s
just like
why
T and then spy coming down meta a little
bit too I mean here’s the crazy part
it’s not even Euro Clos we got 15
minutes left
they do reassess the value to update
taxes but that’s what I’m saying
depending on when you o like the
ownership the your your assessment
changes so if you’re a new owner you
just bought it but like in Cali it’s
like if you bought before a certain
amount of time or you’re above like a
certain age there there’s a limit to how
much that it could go
up the the 25% unrealized capital gains
we talked about it a little bit but I
don’t want to because I’ve been telling
everybody like that all of this stuff is
used to distract you from the real point
that all that stuff it doesn’t matter
let them tax people unrealized tax the
rich people that’s not what I’m tripping
about it’s the stepup basis and it’s all
the other stuff related to how assets
will get taxed and passed on that’s the
real
one everything else is just to make it
seem like they’re going to tax rich
people and people who have money but to
me it seems like a trojan horse of
taxing generational wealth for
everybody thanks for the levels I got
you
man who’s this guys this is service now
I need to go to the bathroom have an
open platform where we integrate with
meta but this guy he looking sharp he
got the transition all the other Market
leading companies
trom want to reach into large language
models and we teamed up with
Nvidia probably our greatest partner in
this category is running small language
models for us and large language models
with their compute power let me give you
an example and let’s think about
employees and customers think about gen
deflect I don’t know how to this dude an
crushing work him in doing cul
virtual agents do the work that people
used to have to do think about sofware
engineers increasing their productivity
or their speed of innovation by nearly
50% never mind they play the music the
back in natural language and turning
that into software code and there’s
several other examples but the point is
small language models are selling today
we’re making a lot of
money which was announced last night in
conjunction with ears what do you think
of the the price the Strategic fit do
you like
it I’m unfortunately restricted
um talk about that particular thing
sorry about that that’s okay thought I’d
ask overall um at the top of your rating
spectrum is Microsoft Live there or
where does it place in in the ladder it
it is definitely with especially with
the sell-off we’ve seen in the stock uh
not just today but really over the last
week or so definitely the risk reward qu
is very appealing especially in the the
context of rates maybe not going down as
quickly and if the Market’s going to
continue to be focused on dividends and
quality and capital preservation I think
this is as good of a place to be as as
anything and we also like Salesforce
service now Adobe on the large capap set
into it but Microsoft today especially
today on a day like today we’ll see what
they cash we’ll see what we get tonight
uh busy evening for you I’m sure we
really appreciate the time thank you
cash rang over at Goldman Sachs by the
way snap also report after the Bell
tonight and Evan Spiegel will join us
here on money movers tomorrow later this
hour Panera Bread founder and Cava
chairman on his outlook for inflation
and consumer spending kab’s up nearly
175% since its IPO in June last year and
speaking of IPOs we continue to await
rubrics First Trade priced at 32 as you
know that was above the range still
indicated 37 to 39 we will take you to
the floor after a break
good time good timing there’s a
IPO Sam alman’s worldcoin partnering or
eyeing Partnerships with PayPal eyeing
Partnerships get it no okay
[Music]
PayPal PayPal is actually getting some
volume off that spot Palladium down
three and then spy man you’re right at
open telling you Carnage in the morning
bro meta was disgusting and then that
data there just stagflation
AF flipped out of Staff please refer to
your rubric I didn’t know there was an
IPO
what data there’s no data to data this
morning was GDP and some core PC data or
on the quarter and there’s going to be
big PC data tomorrow but the data on GDP
and prices was bad GDP was really bad
and then uh the uh and that wouldn’t
have been too bad but the prices shot up
and that was just surpris you just
literally out of nowhere your GDP since
October November GDP was uh that was the
number one thing that was like everyone
was like the economy strong it was
surprising it showed how powerful it was
but like that just came in surprisingly
low but then even though it dropped it
did not bring down prices and that got
people thinking
stagflation pg& sees two and a half
billion dividend payout over next four
years
rookie you got meta paid out 1.25 in a
quarter yeah that does explain the
crappy day I mean there’s still a lot
cuz even then you know you will have a
point later in the day where we set up
for earnings but even now today’s big
enough like dude even if you dump even
more even if you run up like you’re
still going to be in yesterday’s range
in this like weird spot now was in
between 5,000 and
5100 yeah Dell’s on the high where’s M
cron M cron was doing
[Music]
good nvda still holding up and spy
trying to get up there yeah dat pce
tomorrow and literally just after today
too I just ISM data or pmis got us
active and then now GDP gave you a big
reaction so pce probably going to be
pretty big tomorrow especially if it’s
hot like today like with what we saw on
the GDP then we’d have a we have a real
big
problem spy coming up yeah you got Bond
auction I think in an hour and a half
it does sound like the making of
stagflation it really does this was the
first
like that that was really stagflationary
there’s no uh every other data you kind
of have to like extrapolate and assume
it but this one was like
literally big unexpected drop in GDP and
then big unexpected rise in prices that
just does not really correlate with
anything else but stagflation and we
haven’t seen that any other data sets
like even the ism or the PMI whatever it
was uh that dropped and prices dropped
with it everything that would come down
drop in activity you’d get a drop in
prices but we finally got surprise drop
in activity and then a surprise rise in
prices so that’s PC tomorrow we we’ll
see what that confirms or
not well people are still saying soft
Landing that’s still I I think the
consensus almost but the funny part is
just that’s turbulence
right we we still like we have time
we’re gliding we’re still in the air but
like definitely that data and the last
couple of weeks you’ve been getting
turbulence so people still think the
turbulence doesn’t mean it’s going to
crash the plane but I mean it’s hard to
ignore the shaking I would say at this
point shout out the four five bonds you
know yeah the quarter over quarter was
hotter on pce it does indicate hotter
and there’s a GDP price index that also
went up too so the quarter over quarter
was hot too but yes you people are
already assuming pce will be a little
hotter on
that drq on the high o is on the high
[Music]
let’s see let’s get a breakdown how’s
everything go looking everything has to
be r i we’re down 17 on the
Nasdaq all right all right all right all
right all right all right all right all
right all ladies yeah what’s longer than
long long
time Dow Jones seven names in the green
MC United Walmart Koch Proctor gamble
Chevron and Intel 23 names in the red
NASDAQ 100 25 names in the green Astro
zenica Kurig and Tesla the top and
Nvidia and then 76 in the red meta the
leader on the downside and then S&P
500
396 in the red 104 in the
green put meta back you dying to see how
it plays out well I’m so I’m I’m I’ve
been shocked on it so many ways already
I didn’t think it would even get to the
440 then it broke was about to do the
450 then sold off and now this just
killed the premiums but I mean it still
has room to flush to a new low or room
to bounce back up and make another
attempt at getting back to the previous
earnings lows it is possible Microsoft
can bounce them it can help out a lot
and just on a sheer Market impact sizing
level if Microsoft goes up I will have a
good impact on the spy and that’s I
think we’ve seen a lot of that lately in
the reverse with all the other names but
yeah a good report is going to be very
favorable I was saying that today you
know I’m like even the calls I’m not
scared of calls even for options plays
or earnings because the moment we get a
good earnings a lot of things will start
to wake up but for unfortunately that
just has not happened in the last two
two and a half weeks now we just haven’t
not every the only good earnings was U
that was it that was single-handedly a
good earnings a good guide up way better
than expected stock went up 20 stock
went up 30 and that was it every other
earnings one good one bad this was good
this was bad Gap up hit the range sell
off and then that’s it but you haven’t
really had a breakout uh of any
sort but I do think uh the first good
Mega cap is going to it will do a lot to
sediment
caterpillar they’ve did bad here on
earnings it could be a good
recovery again but they were they’re
just up a lot they have mad premium but
if you’re into that I mean it’s a good
6% haircut if you think it’ll do the one
day flush and then
bounce The Meta puts printed for a
little bit but then they came back down
they’re not down as much though I’m down
on a daily I’m down 30% but literally
that’s a daily contract and then the
next week’s down 16 and then they were
up as much as like 120 at one
point yeah TSM been running Vicks on the
low so that’s good Vick surprisingly got
back to 17 again we’re near 5’11 High
Cash open high is
5014 I grabbed the puts in the morning I
think I grabbed them right here and then
they went 100% off of that move and then
they went down and then now I’m still
like I said they’re barely down
surprisingly for how weak of contracts
they are they’re out the money with low
time
premium insane they’re that’s the the
shitty part premiums are very high this
quarter every play has had high premium
even even meta it’s like I don’t know
it’s kind of shitty everything I told
you about meta yesterday it lowkey
happened and then even down to the puts
like I could have made money if I made
the play but I would have been
disappointed it’s not as if like you
even got paid out a
lot so again like that’s actually
insane these are the two standard
deviation
puts like you made 100% if not break
even depending on how it moved here in
the last
hour so unfortunately like Microsoft’s
probably going to be expensive but it
doesn’t necessarily mean like or even if
you think one way just if it’s pricing
in 8 to 10% like you’re not you’re going
to need a major move to like make 1,000%
if you want big money off of it
otherwise it spend a couple cou hundred
to make a couple
hundred kex on the high spy coming down
a little bit that apple on the low
again yeah remember that was Green in
the
morning well in this case meta two
standard deviation did not hit actually
so remember the stock was pricing in $40
you’re down 60 right
now so you’re right in the
middle yeah Euro close in play so those
first two candles off the top that was
your op and
close my goodness but ladies and
gentlemen boys and
girls we’re live Monday through Friday
30 minutes before open drop your thumbs
up on the video make sure you’re
subscribed you’re on Mobile Press Hot
Chat X Out the chat hit the Thumbs Up
Button second link for the nightly watch
this in main Channel first link for the
scream alerts boot camp and real estate
course but ladies and gentlemen boys and
girls we’ve been here for 2 and 1 half
hours we got four and a half hours left
to go sitting is the no smoking I need
you to get beside your desk and do 10
push-ups can’t do 10 you do five can’t
do five you do four can’t do four you do
two can’t do two you do one can’t do one
get her knees push a plank the worm
anything but get the body moving then
homet recommendation stare the object 10
20 30 ft away blink a few times go BL
blink relax those pretty little eyeballs
BL oh
yes wow I needed that now drop the
shoulders please it’s for you it’s not
for me just like relax your shoulders
for real I want you to clear your mind
and only think about letting your
shoulders drop feeling relaxed even then
drop your shoulders to the point you
start feeling your neck and ears relax
you know what I’m saying you got tension
in your
ears it’s the morning baby yeah don’t
scrunch up those trauma traps why you
holding in all of that trauma it’s the
am no one’s attacking you just
relax there you go there you go then
legs in front of you chest to the sun
Flex the core tuck the hips in boom baby
that’s a good posture right
there man spy coming down Euro close
three candles back down to V back down
to opening
candle then finally relax your jog on
breathe in really deep go breathe out
with your tongue out do the dragon
breath
go Chad let’s get the body moving oh
[ __ ] I need to do push-ups today I did
back and biceps yesterday so my back
stretches I don’t know if we could get
those in I’m sore bro
good week I know it
happens I mean today was just bad bro we
had the two days of remember we had it
looked like three days of relief
yesterday yesterday closed
green and then even though we Clos green
10 minutes after the Bell you’re trading
negative after hours and then you wake
up to data on top of a bunch of big Tech
sell-offs from IBM to meta so
unfortunately Ely it was just it’s been
a wild 48
Hours Bond B it’s been that’s what I was
saying I don’t like it because like
bonds look like they’re doing something
but they’re not like all these little
tick UPS like it looks like it’s going
up but dude you’re once again down
three4 of a percent so it’s not like the
the big move in the morning is is is
speaking all of it it doesn’t even
matter what it does unless it
green let me hit this pushup that’s
it oh I need to do a trip
workout there we
go do I have a dumbbell oh I don’t know
if I
tricep extensions with 25s I don’t know
I might get I don’t I’ll just use the
resist
hes Apple remember been underperforming
but it was outperforming this morning
while we were red and then it just gave
up so everyone else is doing worse I
don’t know if that helps
Amazon thir added to the
Dow I forgot when does that take
effect diamond push-ups for
triceps I could do
that Nvidia intraday
Trend Nidia was a weird one Nvidia
really
outperformed so Euro close we’ve been
down since Euro close a little lower
we’ll see I didn’t see how
did so let’s find
out uh Europe footy 100 went up by 04
but then the stocks 50 was down by 1%
Germany was down by 1% Niki down 7 hang
sang down
05 and yeah and then the
currencies so yeah Europe was bad again
so last anytime we’ve had bad Europe we
kind of followed along with it and then
same thing with good Europe
cuz remember yesterday was bad Europe we
dropped then popped but then we did come
back
up my
PSN uh and I think stock market live I
don’t know that’s my 2k name I don’t
know if it’s the same one
though I’m gonna try I’m GNA try tricep
extensions of 25s I’m
scared okay it’s not
bad soldja boy wants to buy Tik Tock
nice oh that that was kind of tough
that’s kind of tough
all right let me get that one wall
stretch and I’ll be done chest and
triceps is less I do more back
workouts that was good I got some
push-ups in got some tricep
extensions let’s hit a wall stretch and
we be good to go I let you listen to
some of this I’m like kind of breathing
hard I feel like a fatty basis for its
audience to be as big as chat GPT is
here in the us and that isn’t
Unthinkable um if you consider how
prominently and permanently meta AI is
displayed across the apps and then in
terms of monetization you know that is
going to be a big factor in determining
who wins the AI race and meta has a
competitive Advantage there we don’t
really know how um gen is going to be
monetized but like pretty much
everything meta does it’s likely to be
an ad play and this would be connected
to its powerful ad ecosystem um and so
so I could see it emerging as an
unexpected winner though of course there
is a lot of competition and and a
crowded Market still to face M sh’s off
session lows but we’re still down more
than 12% Jasmine urg of Insider
intelligence it’s always great to have
you on the program thank you um I just
broke this story with Bloomberg’s Kurt
Wagner we just published it on the
Bloomberg terminal Elon Musk is going to
be deposed on Monday as part of the
first arbitration hearings uh in the the
legal process where former Twitter
employees uh have basically brought a
class action against Elon Musk the
former Twitter employees say they were
cheated out of severance pay when musk
bought the social media company in
October of 2022 law firm lton and Lis
rorden will be representing almost 2,000
former Twitter staff in individual
arbitrations as well as more than a
dozen class action lawsuits overall in
the courts that story just out on
Bloomberg I’m sure it’ll be online soon
as well stay with us we have so much
more ahead on the program this is
Bloomberg
[Music]
technology technology the
pass I
know I’ve been deposed I know what it’s
like Elon they’re going to try to trap
you they’re going to try to trick you
then they’re going to lie on you say you
bought Twitter
to incite violence if you see my tweet I
told them I said peaceful no fighting no
war but they don’t listen it’s a Witch
Hunt bro those tricep extensions man
let’s go I’m excited let’s go all right
Chad well it’s 11:40 10 minutes after
your old closed you had a Little Euro
sell off but now you’re back up I don’t
know how you feel because it kind of
looks like the market is going up but
dude we’ve pretty much gone nowhere
these first couple of hours and then
once you pull the chart back you’re like
wow today was Carnage again a mix of bad
earnings plus bad stagflationary data in
the morning also the hype of more
earnings after the Bell that could play
along the same and the data we got a lot
man and the bonds are murdered it looks
like they’re doing something but just
like the market you pull it back out I
mean it’s once again Clapper
roed Roku on the high ticker is actually
pretty active there though if you look
at the
RPM Google on the high that one’s still
going again they were down like three or
four dead cat balance well I think that
was two days ago no remember I was just
telling I was like the relief is real be
very careful so whatever this is I mean
I wouldn’t call it a bounce I I think
we’re still just testing the low again
and then we’re going to work it out it’s
just going to be a matter of how much
lower do we go or higher until everyone
starts setting up for
earnings nothing has changed in terms of
Feb
policy what’s going to stop it from
coming on nothing I mean the data is the
data and it doesn’t even have to do with
the FED as much as just finally and
that’s part of today like you had data
come out surprising the data actually
moved the data that we got today was not
status quo so on top of everything we’ve
dealt with for the last couple of months
on top of it none of the data that you
had today like this this does not relate
to what you’ve seen in almost 6 months
you have not gotten to see you know a
sharp decline in GDP and then we haven’t
we’ve seen sharp rises in prices but not
with sharp declines in activity
add more fizer I’m I’m think I’m down
like what 60 cents or something maybe a
dollar
now yeah so like a like 90 cents and but
I get my deposit next week so we’ll see
if it goes a little lower like I still
do like fiser they do have earnings
coming up so I’m sure it’s going to make
its move
Comcast I think I saw that in the
morning down
64 we have a seven-year Bond auction in
about an hour 15 I
think give or take a couple
minutes ptrb frog there’s
Qualcomm Intel to the long I mean
probably low
30s like 30 flat or maybe
27 the PayPal had that world coin pop
still kind of holding and a got and spy
near the high but we’re still 15 minutes
off Euro
close I’m still in those shares of
Intel and you still don’t watch the
watch list which is a shame it’s a damn
shame you know what I’m saying it’s a
damn
shame was the last 10-year auction good
I think it was and the two-year but the
fiveyear was a little bad yesterday but
could have been worse and then we’ll see
what the uh seven-year
does but realistic I mean the bonds of
have already moved into the the death
Direction bonds are dropping now but
like I said all the move happened in the
morning so these intraday Bond moves
just don’t even they don’t even have
anything
sadly 10 year saing it is 30-year and 10
year both hit highs since like November
then again I mean that’s it this is the
March towards five you know we’ve
already got past 4 five now we’re
holding like higher prices but I think
it’s getting to the point where this
this is the death march towards five
sadly
srpt and then VRT they were
down Airbus earnings are out Airbus
confirms 2024 delivery goal Airbus
expects to deliver 800 aircraft in
24 oh sorry
Bing what’s their
ticker E A
DSF doesn’t really trade I was going to
see if Boeing made a move but it
didn’t I’m boing boing back back C Cali
and spy still holding the Euro close
again this is airbus’s ticker and then
srpt had a pop there NASDAQ still down
six Russell down 14 Dow down 15 and S&P
down one2 Airbus to increase output rate
for a350 to 12 a month in
2028 yeah they’re killing it
man those delivery numbers are a lot
bigger than Boeing
Airbus big sell on spy about Hershey no
I didn’t see it you want to throw in
some I like it they have earnings coming
up I mean Hershey’s is one of those like
on the multi-year it’s up but in the
last few years it’s given up a lot but I
mean worst case scenario it’s that’s a
high quality name I don’t think her
shees is going
anywhere analyst had for cuss Airbus net
profit of
631 and then adjusted ebit of 78
three again just see if Boeing starts
moving off of that otherwise that’ll
have an effect on Europe up
tomorrow oh and then Ray yeah I got I
have your gamer tag Ray I I blocked you
on my PlayStation Ray I forgot so we
will play our FIFA game but I have to
find out how to unblock you I blocked
you because you would keep sending me
friend requests but then you would keep
sending me the personal friend request
to try to get it to reveal my name you
don’t remember that so honestly I think
you might have just voided your FIFA
contract now that I know that’s you yeah
you don’t remember you don’t remember
that I think you sent me about 15 of
them and I would decline them all and
then you would keep sending me personal
friend
requests and then I had to block you
eventually because I said oh wow this is
not
stopping this is not mhm
but I’ll see if I could try to unblock
you you said cap not even 15 it was like
three well multiply that by five you
know what I’m saying that’s 15
I didn’t show it says that it says
requesting personal requests will show
all your I’m like why does he keep
requesting this I declined it I thought
you’d send a normal one and then you
send another one I’m like all right man
this is not he I know I won’t accept it
I only want a private one I want a
personal request it’s the art of
negotiation I learned it from Josh I
have my real estate license now I’m not
no I’ll send a another you’re going to
accept it I’ll make him accept it he’ll
build it don’t
worry
what a
deceptic
[ __ ] you know it’s okay it’s okay man
you got your real estate license that’s
you what I’m saying that’s all I know
Ray is like if you didn’t get your real
estate license Ray and you didn’t stay
committed to the plan and follow through
none of these conversations would go
this
[Laughter]
way okay so I just I hope you realize
the doors that that your work ethic and
real estate is already opening up for
you okay just don’t ever forget that
seriously there’s another world there’s
another reality where you didn’t get
your real estate license you did not
follow through with it and you don’t
have it real so I’m like what do you
mean play FIFA what do you mean unblock
you what do you mean play what do you
you see so let’s go
[Music]
baby Bond oxygen at 1 so about hour and
10
minutes don’t give Josh discount on
buying houses yeah you don’t have to and
then if you want to Discount selling it
I have a hundred friends of mine who
could help you so whatever you want to
do let me know but I could tell you what
your house is worth and I don’t ask for
anything in
return so sound like a good deal I don’t
know I don’t know I’m I’m down with it I
think we could win either way
you mean 10 mins oh did I I thought I
said an hour or
10 if I gave you address can you tell me
how much my house is worth yeah I could
give you a general
idea and then two and like if it has
pictures or if there’s more information
include that as well too right because
like if you owe money on it if there’s
other loans if there’s literally bad
quality good quality maybe you just
added a pool maybe you you know all
these things factor into it but I could
definitely give you it uh you shouldn’t
post your address in the chat I think
you should email it to me but that’s
fair you’re like confident as hell bro I
like it but I don’t there’s a lot of
weird people in the chat sometimes it’s
not even it’s like two people and they
just take the opportunity sometime you
know that’s how we got banned on Twitch
but yeah that’s
crazy my email is trading fraternity
gmail.com um but that house I don’t know
that one’s interesting you have some
interesting
comps like literally
depending on condition if it’s in bad
condition less than
160 and then if it’s good condition and
you’re lucky you might be able to
squeeze out 200 for it
you sent me a wedding did you email me I
don’t remember that
I remember somebody told me about a
wedding I as long as like there’s no
pictures I’m kind of down I have to
check your it send me a link to your
YouTube too so I could see your like
chat if you want me to come to your
wedding yeah I I need you need to send
me your YouTube channel so I could go
through your chat facts
you have an appraisal tomorrow but it
has to come in high enough for our offer
price can I send you the address to
check comps I mean I can’t do anything
about that what you should be doing is
slipping a $100 bill to the appraiser no
I’m
kidding but like I can’t so
unfortunately if you need it to come in
high I don’t why do you are you are you
selling the house so you want they
offered good and then you want it to
come in high but otherwise it doesn’t
matter what I think sadly it’s it’s is
going to come down to that one appraiser
and then if they if they don’t give you
a good appraisal just try to negotiate
for a like a second
opinion well I think it’s illegal to
bribe them
but I think there’s like a loophole I
think you could give them like a
vacation if that makes sense or like you
could like hook them up with tickets to
like a game but it can’t be
conditional so you could say hey man
here’s box seats to the Padre game
regardless on whether or not this comes
in at a low appraisal which would be
disappointing but we you could still
have the tickets you know what I’m
saying
you say I’m using three appraisers for
this one unless I like you that’s a good
one Trump is in court for that now
honestly unless your last name is Trump
you usually don’t have to worry about
it that’s unfortunately you know what
I’m saying like well that’s it if you
gave a I don’t know don’t even don’t
even get me started with quit Pro quote
quote quote quote quote Pro quote [ __ ]
Ukraine I got to go I know I know it’s a
Witch
Hunt everybody does it but Donald they
want to go after me okay quid GoPro Joe
you forgot about
that
okay do I need to get an appraisal uh
before listing it no let them pay for it
eventually the buyer is going to have to
get the appraisal it would it would be
help to have but you could save out with
you could save without
it but like I told you Randy uh either
you have an agent or hit up one of the
cult guys but your house you need to
list that [ __ ] you need to get top
dollar for that so just make sure just
because the other stuff attached to
it but the house is beautiful too by the
way I don’t know good good pickup man
shout out
AZ Pi on the high
spy did break out there yep we’re going
higher can we get much
higher by
puts what
5015 so somehow this top candle is 5018
I don’t think I think that’s just a
level but we’ll see where it
goes I thought it might be our forever
home after kids thoughts have changed
I’m sure but that house is big though
how many damn kids did you have that’s a
big
house Randy you have like eight more
kids or something that’s
crazy oh yeah Zachary I forgot I met I
met Zachary he is in
Arizona but yeah I don’t know do you
want me to forward your email Randy I
can but or email me again or email them
or I could forward you to Zach now but
either way just list it though sell it
all I’m saying if you are going to help
out if you’re going to help out Randy
make sure he gets as much money as
possible and hook him up on the fee so
that he could conclude his next project
but he was down to sell it to me for
cheap but I’m saying he top ticks it and
call it a
day spy still
going someone say cheap
oh let’s run
it race Ferrari rumor to sign Adrien
newie as he set to leave Red
Bull 57 so 518 is a level and I think
it’s back to the 50 33s
no yeah
5018 and then 50
2325 and then 28 and then 33 and 36 a
lot of baby levels honestly so it may
just start ripping through them or just
get resistance real
quick we’ll find out but still barely
above 5,000 I mean ear you were just
under it not too long ago and then
NASDAQ down5 spy down 10 NASDAQ or Dow
down 14 and then Russell down 13 and vix
is
up fly to Arizona Friday spend all week
next week there enjoy it Arizona’s nice
it’s
chill always a good time bro always a
good time
Chad asked about red fin not really they
got clapped a little bit a lot of bit
but
no and then 30-year mortgage rates rise
to
7.17 Freddy Mack 30-year rates rise to
717
nvda still
holding and then bonds have chilled out
there in the last couple of minutes and
then we’re a little higher since Euro
close again we just hit a high not too
long
ago what’s lore lool oh is this no no no
what’s the other one wasn’t like docket
or something was IPO in today
lore Holdings opens at 45 priced at
28 rubrics that’s what it was I said I
say docket I knew it was something some
sort of document
rubric and then spy still going up
roblow on the high again L brand new IPO
with a premium kind of came out of
nowhere
I’m trying to use this 10K you need some
recommendations to get $800 a month
that’s a lot sir you’re looking to get
8% a
month you know what I’m saying that’s
like 72% a year I think a little
more so honestly there like the only the
closest thing I’m thinking of if you
really had the Finesse you could turn
that into a crib but that it’s only
going to bring you like 200 bucks a
month 300 a month if you pull it off
perfectly with the low amount but other
than that I mean that’s that’s pretty
hard to consistently guarantee you know
800 a month off 10K that’s that’s a lot
that’s why like lowkey if you find 10K
use that leverage that to a cheaper
property like one of those 150,000 ones
and then if it’s already rented out and
it has a good cap rate and yield like
I’m saying you could put the 10K down if
it’s already rented out pays for itself
and then you’ll just get a cash flow of
200 bucks and then the equity then if
the equity goes up then you’ll just get
lucky and then you could just sell the
house if you didn’t want to hold it
we’re still going up and then Netflix
and then you got a new
IPO meta breaking out again oh it’s
still 433 but yeah see if that does wake
up put the 10K on black you can do that
it’s always an
option rubric IPO I don’t think so that
was the first one I saw and spy still
working its way up high ticker
absolutely gassing right now and then
again meta it’s interesting because if
we go up and meta goes up usually on
these earnings days it’s the opposite
the company that’s down when the market
goes up they’ll sell off and then when
they sell off this will go up
Nordstrom’s on the high too been seeing
that one
move TSM that one looked really
computery off the morning lore about to
break out again I don’t have much info
on that IPO just interesting we’re
seeing IPOs
what news just pce and it’s big now I’m
telling you today was nuts the the price
I’m I was shocked this morning a lot of
people even if you were watching like
Bloomberg they were confused a lot of
people were because you really would
have thought a low GDP number would have
helped us out a ton but the fact that
the price pressures came up that really
made it confusing and that’s why now pce
really just got that much more important
tomorrow
stagflation is inflation going up price
price is high and growth coming down
honestly this has kind of been the
ultimate fear we talked about it a
little bit more a couple years ago
things started looking good everyone
forgot about it but now it’s just it’s
kind of hard to ignore what some of the
data has been
showing Marx opens up at n that’s
another that’s
crazy excuse me
Merck opens up at
1950 priced at
19 wabbits
cstl bro wab High ticker is nonstop so
starting to feel like yesterday when we
kind of started building the relief
after that dump but then again remember
just like yesterday we spent a couple
hours doing nothing and then we do the
breakout this time we’re leaning to the
high side kind of looks good I’m telling
you the momentum you got a lot of stuff
starting to tick up and there’s a lot of
room of red for things that were red to
go up green but yeah Tech is moving up
nicely all right 57 here 5,570
laws are printing mag seven Catalyst to
the downside I mean it starts like that
but again like all the tech names NASDAQ
was down 2.2 in the morning but then
once those names start ticking back up
they also have the ability to save
you got me on during the morning bike
ride nice
let’s go breathe make sure you breathe
you
know let go for you AMD
Pop I
dizzel oh yeah
08
until I don’t like how the bonds look
either I mean it’s it just a like I
would usually be worried because like
you would think the higher rates would
impact the market now but they’re not
the thing that got me worried about the
bonds is that it’s in the fact we’re not
reacting it just it’s kind of like
almost guaranteeing higher than 5% so
that’s all just the way I look at bonds
and rates right now and how the Market’s
taking it it it it seems like it’s
almost guaranteed we’re going above five
and and the Market’s not freaking out
yet but unfortunately it just seems like
bonds have they have zero hope compared
to uh what you saw in like December and
any ideas of R going
down however the data may not be as bad
as looks as surgeon portfolio management
costs go up with S&P accounted for the
full upside surprise in core
inflation so they’re saying GDP went up
because of cost on like financial
investments or
Services I mean we’ll see tomorrow on PC
that’s interesting take you got a Raul
though out of nowh where he said
hi you hate this earnings it’s hard to
play Wall Street watch their
videos no I don’t the it doesn’t Wall
Street can’t stop the two-standard
deviation you have nobody knows what’s
going to happen there’s a reason why I
haven’t made as many plays today or this
earning season so I think I’ve only made
three out of like 50
plays if you think about it so far like
again we’re almost wrapping up 40% of
the S&P I played IBM GE and
UPS you know and that’s and that’s it’s
what I’ve been telling you when I’m
going over the pre I’m giving y’all the
info all of these premiums are jacked up
so that’s it it just there’s a lot of
hype and people are willing but like if
you know how to read the chain it’s
telling you everything it’s it’s telling
you how expensive it is like I had that
whole discussion yesterday on why I
think meta could do bad why it could
surpris with spending and that happened
but I was just telling you I was like
the prices I have an idea and I’m like
oh I could YOLO I’ll put I wanted to put
10 grand down but then I was like wait a
minute even if I did do that my break
even I’m like it’s too expensive cuz
usually the firls it would be like oh
yeah there’s like an idea that could
materialize but then the premiums are
only 5% 3% in this case every single
earnings except for like a couple of
them they’ve been pricing in five to
seven five if it’s a small mover 7 to 10
if it’s a big cap but even then it’s
still just it’s it’s up there so in a
weird way this two standard deviation
will save you because it it it’s
screaming to you don’t buy it every
single one of these plays the strategy
is screaming don’t don’t touch any of
them and wait till afterwards that’s
sadly it so so it may Force patience out
of you but I don’t I don’t think it
could be gamified as easy that’s what I
mean like it can it’s harder to use this
strategy against you than it is just
telling you info and being willing to
use it that’s that’s the thing so I
could give you the info but exact if you
the discipline level to listening to the
premiums that is more objective than
subjective you can sell premium but why
not sell the premium you can but there’s
also the risk on the back end you know
like I’ve been saying here the one
earnings that does hit it’s you’re going
to be paying on the back end but it’s
expens very expensive but you only have
to pay for that if you’re not
aware you see what I’m saying it’s only
expensive if you don’t know what
expensive is right or it’s only
expensive if you have no idea what’s
going on right if you’re like oh I think
it’s going to go down I’m G buy it yeah
then it’s super
expensive but if you could read the
premium what’s price in and then go and
look at the two standard deviations it’s
it’s right in front of you it’s like 20
30% moves for $100 you know you should
know damn well that’s not going to hit
unless it’s a big surprise and that’s
what’s going to happen one of those will
hit because you’re going to be oh wow so
and so reported
surprisingly but as of now though too
there hasn’t really been major surprises
so not only have prices gone up there
hasn’t been a major uh shocker that is
except for U was the again the only one
that really got people
there roblow on the
high oil 30 Cent drop from the
high this I thought my
d three
5,40
Cesar let’s go baby oh
no damn it’s already
9:15 I swear we just did push-ups all I
need to go the bathroom though so I was
like damn I thought I’d make it to the
hour I was down I’m down in the waters
man it’s a big day big day but I love
you
hernia wait that’s crazy it’s already
9:15 yeah all right I’ll see you in a
little bit BRB
changes that you’ve seen particularly
given that you have such a close ear to
the ground I think it’s you feel more
coming I think they were uh they were
afraid in the beginning I think when uh
when it was still during the primaries
but you feel more and more people coming
uh surprisingly people who would never
have said that before come up to me and
say you know I’m thinking about it
because they really don’t like
immigration I mean they just immigration
is just something like who talks about
immigration at dinner parties the answer
is these days everybody talks about it I
mean you have it in New York everywhere
you have it in San Francisco everywhere
so immigration matters and and just the
things like today with the Federal Trade
Commission I mean it’s just you know
it’s just big regulatory push so I think
I think business is moving more towards
uh the Republican side surprisingly more
towards the Republican side than they
were before but I think it’s going to be
a tough forward election I really think
it’s going to be
Dead Heat close Dead Heat close how do
you think that translates to volatility
into the markets throughout the year and
into next even given the challenges
you’re seeing around the world and given
the challenges you’re seeing in the US’s
own economy starting to come up I think
big volatility come the end of September
going into the election I mean the the
uncertainty well investors tend to put
their hands in their pockets when they
don’t know what’s going on right when
you have a good confidence of where
you’re going in you go investing so I
think volumes will decline a bit and
volatility will rise because people
won’t know which way they’re coming or
going so I think October is going to be
a just a crazy time because people won’t
know what the heck is going on and the
election you know what’s amazing about
elections in America once it’s
settled markets go right back to normal
so I think once it’s settled I think
you’re going to have a much better
Market than you’re going to feel in
October another volatile asset Bitcoin
you have been very vocal in your kind of
constructive view about Bitcoin
particularly as it’s used around the
world interesting though you did say
that it would be uh benefiting and
rebounding this year but you didn’t say
that the ETF would necessarily bring it
there would you be a buyer of Bitcoin at
these levels I think uh so Bitcoin just
haved right which means that the work
you do to get a Bitcoin the price is
twice as high so that is theoretically a
benefit for the next four years for
Bitcoin so I think over time Bitcoin
will rally even from here over the next
four years so you bring me back four
years from today I think the market will
be will be higher and I think these
these things it has a place in the world
and uh and it’s not going away so I
think that’s sort of the the way to
think about it you’ve spoken about your
optimism around tether as well I’m
curious about your view on this because
recently S&P analysts have said if the
latest us stable coin bill passes that
us companies would no longer be able to
hold or transac in tether because it’s
run by a non- us entity how do you
prepare for something like that well I
think first off Americans stable coins
in general there’s two big ones there’s
tether and there’s Circle okay and
Americans should have nothing to do with
these things I have dollars in my pocket
I have dollars in my bank account I have
a credit card in dollars I can venmo you
payal zel these are all simple things
for Americans we have no business being
near stable coins but I tell you what
Argentina turkey Venezuela if our money
right if our bank account we woke up at
with the uh you know the Turkish L which
was down 65% last year we’d be doomed so
you want to hold the digital dollar so
that’s where tether really flourishes
it’s in the Emerging Markets so the
concept of
trading stable coins in America I I just
don’t get it so I don’t think it has
anything to do with America I think what
we care about as Americans is that the
dollar is all powerful in the world do
you worry ever that there could be the
use of Bitcoin or tether being used to
evade us sanctions given the use of it
around the world particularly coming out
of Russia I think I think the key to
digital is that it’s always digital you
know dollars you remember when we went
into uh Iraq they found like room of
four billion dollar on pallets that you
can’t trace but digital money you can
trace I think the firms like Circle and
tether have to work deeply closely with
law enforcement and grab it because
remember these are digital money all
they can do is move around and the
blockchain always keeps track so think
of the AI and think of the tools the
government’s going to have they are
going to get better and better the way I
describe it is government moves
reasonably slowly but it always gets
there there sooner or later they’ll get
there so they’ll have great AI tools
they’re going to use their AI tools any
criminal he wants to use just circle or
tether is going to get caught it’s going
to get seized because it’s digital so
mean you can’t really hide it it’s on
the blockchain you can follow here here
to here so I think he’s the headed CEO
of oh they’re using it like this and
this but they’re all going to get caught
they’re all
working working closely law en show
tial a regular dollar at least a dollar
in their pocket they can hide how can
they hide a digital dollar that’s a joke
uh Howard we thank you so very much for
breaking your big news with us
congratulations on getting this venue
off the ground and for all of your caner
that is caner Fitzgerald chair and CEO
Howard letnik
stick
M you want to work at caner fits so bad
do it do it man you know that can y’all
all my young guys bro like please listen
to me right now if you want to do some
of this stuff nothing will ever stop you
okay and like I’m telling you if you
want to work in finance and like it’s
not you’re not going to be a Trader
[ __ ] okay listen up like you’re not
going to be a Trader you may develop
into a Trader one day but like if you
want to work for one of these companies
and you want to work for a big ass Bank
a hedge fund you can do do it and it’s
easy it’s really not that hard but like
like you go out and like go apply and do
it and why I’m telling you guys this is
cu remember I told you this morning I
had a I I I was playing 2K with these
damn kids bro and I played with them
they were just good Shooters they were
all my friends list and I would play
with them right and I found out that
they went to UFA they went to my college
and they were telling me that they
graduate in two weeks and we were
talking all about U OFA I was talking
with them and it was just funny because
they were telling me about where they
were applying to and they were in the
business school they were in Eller it’s
actually a very good business school I I
wasn’t even in Eller I wasn’t even in
business school and like and I was
telling him cuz he was telling me where
he was applying to he was he said he was
going to go work for uh where was it was
it Milwaukee tools and I was like what I
said so you did all the business stuff
and then you’re going to do that but he
said he wanted to do sales and then we
and I was talking I was like dude go
apply to Goldman go to apply to one of
these Banks if you really want to do it
you know what I’m saying and like even
then if you’re telling me right now I
want to work for caner I’m like bro all
of you in here especially College you’re
about to graduate maybe you already
graduated maybe you just don’t like your
job and you’re like oh I want to do this
it’s different than trading stocks it’s
not you’re not going to be investing but
like if you want to work in the
financial world and get involved in that
and it it develops into a lot of
different things you’d be surprised I
would I would apply don’t tell me the
job Market’s tough yeah don’t tell me
it’s tough when I tell you how [ __ ]
great it is every day just go after it
go after it just apply is what I’m
saying you just got to look and try
that’s it that’s all I’m saying most
people just don’t try most people are
intimidated especially with financial
[ __ ] man especially like honestly if
there’s anything about my my language
how I speak what I show you somebody was
asking my background today at the very
least I hope all of you can just realize
any of you could get into this stuff uh
you know I was able to break into it
with very limited experience background
knowing people and I’m like you can do
the same thing but a lot of people get
intimidated by financial industry and
financial stuff but I’m just like dude
it’s trust me especially if you go to
college and you’re already doing all
that other stuff and you got the the the
resumes and the checks on your box bro
just apply if that’s something you want
to do so it’s all
there and I’ll just I’ll tell you right
now listen I don’t know man y’all keep
telling me nobody hiring and jobs I’m
telling you man every day they be
advertising how good the jobs are but
I’m not even going to talk about that in
a weird way I just want you to know
everybody is always hiring all the time
oh yeah
no y’all don’t even know what I’m saying
y’all don’t even feel me right now you
don’t even feel me you don’t feel
everybody is hiring all the time and I’m
not telling you that there’s a lot of
jobs available I’m not telling you I’m
not talking about non Farms I’m not
talking about jols jobs
openings they don’t feel me
Chad what am I saying I’m I’m hiring all
the
time all the time what am I saying
yeah you got part of it you do need to
learn how to sell
yourself but
two there is always a need for value and
if you can effectively show you have
that value and you can provide it you
even if they’re not hiring they’ll hire
you does that make sense I’m telling you
you’re like oh the job’s not available
getting interview make an impression you
know be consistent be persistent stand
out it’s going to you you would be
surprised there’s if you have your let
your talent shine through people see
that they’re like I I want that I let’s
go let’s try it if you come in with that
ambition as well I don’t be worried
about if they’re hiring or not like I’m
saying what you what you need to do is
take the shot what you need that’s what
I’m saying here that’s where all of this
started from at the very least you just
need to throw the shot up there and then
go from there but like don’t I wouldn’t
be worried about who’s hiring and not if
this is an industry you want to get into
you need to just start getting in front
of those people and if you really got a
passion for it and you want to be in
there let it shine through and show it
even don’t I’m telling you they’ll hire
you a kid with Talent a kid who’s hungry
they’ll give you a shot trust me
especially if it does stand out and it
is something where like you know show
that you want it show that you’re really
out there trying to get it I mean it’s
it will be there but everyone’s always
hiring everybody is you see the right
person you’re going to hire them and
that’s why you got to make sure you get
yourself in front of
people last three jobs are at places
that were not hiring I feel you Tick
Tock owner bite dance to prefer shutting
down of loss making app rather than a
sale if it exhausts all legal options
sources say algorithms Tik Tok relies on
deemed core to bite overall operations
making sale of app unlikely says Reuters
that’s a source by
Reuters you can know nothing about the
business but if you can convince them
that they need you you’ll be good I man
I’ll give you one
better you can know nothing you don’t
even need to convince them that they
need
you just get them to like
you they could just like you I’m telling
you you would be
surprised you see it every day in the
market people put real money down on
potential that’s all I’m
saying if it walks right into your
office and is like hey I want to make
you a lot of money
and there’s at least some potential
you’re like I like it you would be
surprised so wild I cannot operate in
this Society no you can you can you just
got to just be willing to deal with the
[ __ ] like and that’s what it is I
mean I’m a ugly weird looking dude I
know how the game works I don’t
appreciate it
but like I’m saying though if I and I
know damn well if there’s a job or not I
sadly people and and
again this is kind of shitty but like
the Book of Proverbs will tell you this
thousands of years ago this is just how
humans behave humans are very very weird
we are weird people and how
opportunities presented and how you get
it and how people will show you favor
and how sometimes they won’t uh that’s
human nature and if Sam bankman could do
it so can you I don’t know Sam bankman
honestly that’s you just he wanted other
things he was motivated that’s the crazy
[Music]
part where do you find these jobs though
to be explor where do you want to
work you see what I’m saying that’s a
different question don’t tell me where’s
the job available I’m asking what do you
want to
do once you know what you want to do
pursue it where would you want to work
do you want to work at Goldman I could
give you 15 numbers and emails to
contact and hit up all of them apply on
the LinkedIn apply there try to talk to
someone find some find the [ __ ] Co on
Instagram comment on every one of his
pictures I’ve been harassed people have
gotten my attention I’m sure y’all could
do it for a job that has like a hiring
Division and you know what I’m saying
but start with where you want to work
and start there and go from there that’s
but that’s what I’m saying especially
with these F Finance related
jobs you want to start your own hedge
fund that’s easier than you think but
that one requires raising Capital so you
just need money any [ __ ] could get a
hedge fund all you have to do is raise
Capital so you’d have to do the private
placement for like forms so you might
have to if you have accredited investors
or not but I think it’s like you raise
20 or 50 million and then you get
whatever you register as a company
licensees and then if you can’t raise
enough money to do a hedge fund you do a
mutual fund and then different
requirements easier to raise
money but that’s it’s that’s capital
raising so if you wanted to do that you
would need to just show your trade show
history of your Investments and then you
would need to raate know people with
money and then but then again instead of
having an intervie interview it’s the
same thing people would either have to
like your Investments or they’d have to
trust you and like you and then you
raise capital and then that just like
starting any other company believe it or
not
is the well that was different for them
so again they just wanted they needed a
isda to trade certain types of
Securities you do not need I don’t you
don’t need a isda to make a hedge fund
again there’s small hedge funds I think
thousand thousands or I think it’s a
couple hundred a year the number has
slowed down but there’s couple hundred
new hedge funds created every single
year it’s it’s not like it’s easy to
make it it just has the name of it
sounds like prestigious you know but
like if you really wanted to make a
hedge fund any of you could do it
tomorrow you file file as a corporation
have whatever money in there and and
there you go again most of you would
probably would if you wanted the hedge
fund title you just need more money but
you’d probably be running a a baby
mutual fund at that point
[Music]
pitch to Pension funds yeah but again
that’s just going to be you know people
at that point it’s just raising
money you’ve applied almost every Bank
in Boston you need help networking try
the one that you really want to work at
and even though you’ve already applied
start reaching out to the people like in
every random ass position at the heads
start calling them like I’m saying you
kind of got to be annoying and put
yourself out there but that’s how I
would go about it it’s like you just got
to get in front of people you got to
have conversations you get the right
conversation the right person that
that’s literally it and you sadly that’s
easier said than done and how it usually
would
work again Word of Mouth networking like
getting jobs just by talking to people I
feel like that happens a lot more
or maybe even just as much as applying
or at least in other
companies yeah get out it is I mean the
method is getting out there but like I’m
saying too though like you guys can do
it all and like I think you could
definitely display what you know in your
skills to people and and you you you
guys could hang and it’s just but you
have to you know it’s just like
opportunity it’s like if if you only
have one two shots to get seen like
that’s a that’s like buying one lotto
ticket you know what I’m saying like you
got to really and if it’s something you
really want to do oh just dive in get
immersed get out there but before you
know like I’m saying you will you will
look back and and realize how how easier
easy easy it was comparatively and
especially if the reward was what you
wanted to
do should my decision of keeping stock
in longterm be affected by their payout
ratio yes and no I mean the higher the
payout ratio the riskier that stock is
going to become but
hopefully you know you had an idea of
where that stood when you made the
investment like I guess how did it
change that much from when you bought it
till now to where you’re like I don’t
want to do it anymore Joby partners with
Abu Dhabi to establish electric air taxi
ecosystem
it to 150 yeah why
not I mean Tesla both ways Tesla was
weird the earnings were bad and they
loved it so just like Netflix remember
Netflix had that they had the pop and
then came down but I think one 150 but I
mean you got to get down to like 158 157
is
first but anything’s possible I mean
this really depends on the data at this
point
and that’s from earnings to
econ Tesla forecast no I think the only
thing good on Tesla was the margin and
then the talks of the robot car I think
or not the robot the cheap
cars pushup time I’m down baby it is
I took my bathroom break earlier I
should have told you to do push-ups then
but chadad Donia it’s time Markus going
towards the highs nor strums high ticker
full gas Spy is below 1% now and NASDAQ
is down by 1.2 but very wild day and
then you got your relief it’s not over
and way way way way too many events
coming up here still but chatt Adonia
we’ve been here for 3 and 1/ half hours
we got 3 and 1/2 hours left to go
sitting is the new smoke King I need you
to get beside your desk and do 10
push-ups can’t do 10 you do five can’t
do five you do four can’t do four you do
two can’t do two you do one can’t do one
get our knees to pushup plank the wire
man but get the body moving then
optometer recommendation stare at the
object 10 20 30 feet away blink a few
times relax those pretty little eyeballs
go
BL wow the eyeballs you got to relax man
come on you’ve been staring at that
screen come on come on then drop the
shoulders chest to the sun Flex the core
tuck the hips in legs in front of you
good posture baby there you go sit up
straight there you go like you deserve
to be here you know what I’m saying like
you want to be here there you go you
that’s how you should look when you go
into the interview stop it come on and
then drop the shoulders too though no
one’s attacking you it’s the morning
you’re good bro you’re chilling right
now just drop the shoulders clear the
mind all you should be thinking about is
how low those shoulders can go
that’s it that’s
it there you go then breathe in relax
the jaw
first breathe in really
deep breathe out with your tongue out do
the dragon
breath
oh just like that see it’s beautiful
oh my
goodness my goodness all right I gotta
get my push-ups
in I don’t know burpees are crazy I
don’t do the burpees no more I’m GNA get
my push I’m doing the push-ups because I
did back and biceps the other day
pushups sounds good all
right I’m G do those those tricep bro I
was breathing heavy on the last one I
don’t kind of embarrass you I didn’t
think those triceps would get me like
that how many pull-ups can I do I think
like 20 I haven’t done them in a while
but that’s what I maxed out out
I was the only thing I beat LT at when
we did our circuit I think I don’t did
we post that video I don’t know I think
we filmed some of it me and LT at one
point we kept talking [ __ ] I wasn’t as
strong then though this was like when I
just started kind of like getting back
into the
workout but we did like a circuit like
we saw who could do the most bench
pull-ups and then one more but he beat
me at two out of three when I I [ __ ]
him up on the pull-ups cuz he big that’s
why so a lot he had a lot to pull
up caring approves all
resolutions AGM
all right one more set and then wall
stretch and we good these ones don’t
take as long these ones don’t take as
long am you trying to go right
again goog and goel I like trading goel
and I’m pretty sure that’s the one with
economic and voting rights but pretty
much one of the shares does not have
voting rights so goog I’m pretty sure
has no voting rights and then goal has
economic and voting rights I’m pretty
sure but that’s the general idea so if
you own one set of those shares you
can’t vote in the company but the other
one you get to own the but you still own
part of the company your shares just
don’t have voting
rights do you use your home gym yeah
that’s what I’ve been doing this whole
year
that’s why I haven’t gotten sick I’m
telling you I got to do one more
set
but yeah I started working out at
home every time I go to the gym bro just
I go in the bathroom it just smells
stinky and then the next day I just be
[ __ ] man people nasty bro people nasty
agba breaking
out expected move on Google I do not
know yet
you get
inoculated I mean maybe it did help with
my immune system but I don’t know man
maybe it was mold cuz the gym I would go
to was kind of old but I’m telling you
bro that gym would mess me up I missed
it though it’s nice
[Music]
all right let me hit the wall stretch
there I was just getting a check up
still holding up man it’s like dead
holding up though remember anything
you’re seeing today it just you’re not
you’re missing the 60 points of Gap down
so like even then you could do this
whole move four times almost and we’d
still be down I think so we’ll see you
know it’s interesting Jason because a
lot of folks look at the cruise industry
this tremendous rebound since Co and
this idea that yes a lot of people have
come back you boosted your forecast a
lot of people are coming back how
convinced are you that this boom can
keep running and at what
pace well of course it’s great to be
here chal thank you for having me on
today um obviously you we we feel really
uh bullish about the demand that we’re
seeing from our customers and the
sustainability of our of of that demand
and I think it’s in a few different ways
one of which is the cruise industry is
it’s about 65 65 billion a year in
revenue and that’s a fraction of the $
1.9 trillion uh travel um um economy uh
that’s out there and so so we think that
this is just because we’re just such a
small sliver there’s just a lot of
opportunity then when you kind of get
into consideration to how we trade
versus landbased vacation there’s still
a pretty steep discount or value play um
on on a cruise but when you start
getting into the demographics and
secular Trends um on the secular Trend
side um you’ve seen now experiences
outpace um spend on stuff and and that
and that rate has increased twofold um
coming out of covid so people are
looking for experiences
multi-generational travel which very
much um supports the demographic
traffics that are going on and we happen
to be uh in the experience space the
last point I just want to make on The
Experience side of it is that one of the
things that you that you really see is
that our guests are looking to walk away
with great experiences and great stories
and we really have focused our business
on making sure that we’re competitive to
landbased Vacation um and we’re closing
that Gap to landbased vacation on both a
pricing standpoint and also beginning to
pick up on on gaining share from Land
base which is a very high priority for
us you have new customers something I’ve
been wondering all right good all right
we good man push-ups done see that’s was
a lot quicker a lot
quicker really out
here really really out
here Google potential to be back over
two trillion after
earnings Market’s waiting on events not
making moves yeah it just the range is
just going to be wide that’s all you
know 60 points on the Gap even yesterday
there’s a gap and then it sells off and
then bounces you know so there’s just a
nice range but more or less you wait
till the next move and we’re going to be
moving in burst but this is typical of
earning season that’s why we’ve been
saying you know if you have been here
you guys have lived through a lot of
these uh that’s why we’re saying like
fully just a couple days ago you felt it
you were just in full earnings moan even
in the market selling off even when
there’s fear you know what I’m saying
it’s just like watch the earnings other
companies in their own world start going
up you start seeing how the premiums are
and then it doesn’t help that this week
just had a [ __ ] ton of event risk
because all the data and everything else
were leading
into no LMT would have hit did they go
up oh I forgot they had earnings
though that one ax the other day that
one was
killer but yeah I it’s moved up a decent
amount since since those War head it’s
crazy how it’s already been it’s one
week that was last week we had the live
watch list and then it was like two
weeks before that when the more tensions
were picking
up I don’t think we’re confident in
Google at all Google I can’t say as much
for Google again yesterday I was just
I’m telling you I don’t know I was I
came back and I was thinking about it I
was like man I’m worried about Mark
Zuckerberg spending money that I just I
didn’t want to forget that but Google
quite frankly the only worry with Google
is their AI program falling behind and
then maybe YouTube falling off but
YouTube found a way to recover last
quarter which was good but the only
other issue people have is like people
were worried about uh uh what’s it
called what was it with
Google not falling
behind oh I just blanked I just saw the
Google plays W up that’s I was like oh
[ __ ] those what up rubric opens at 38
instead of 32 oh the ad business just ad
slowdown be because of meta that’s it
that’s the only thing people would have
get worried about besides the other
stuff is just now after yesterday you
know you literally had meta kind of give
you some weakness on the next quarter
guidance so that was it but like I said
AI other AD segments not doing too bad
that’s it baby reindeer it’s pretty good
but it’s drama no I saw I didn’t watch
it I’ve still I’ve been using this Hulu
[ __ ] man I’ve been using my one month my
of Hulu my girlfriend got me that’s it
I’m like what’s up but no what what did
I watch the other
day I watched something oh no fallout
Fallout was probably like the best show
I’ve watched this year I think Fallout
is probably my
favorite that and then I like that Asian
Show on Netflix not the finding the
king’s favor but the one with the
brother s and the one of them’s like an
assassin the like woo brothers or
whatever that was a really good show but
Fallout I think his Fallout was probably
my my uh my
favorite brother Sun yeah I love brother
Sun that [ __ ] was good I like brothers
Sun a lot I think that would be my
second favorite show of this
year but Fallout has number one for
me I never even played Fallout believe
it or not that’s the C I’ve always knew
what Fallout was but I never played
it I just started buying real gold
instead you know like I played Halo but
I never was into like the Fallout game
by the time I would have started playing
Fallout I just got into real life tin
foil and was buying gold and water and
[ __ ] you know what I’m saying I was like
nah [ __ ] that like we need real
resources cattle they got a deal cattle
had some deal with Hyundai I think this
morning or catl
a huge fire has engulfed a warehouse in
south of Tran according to Iran media
reports never seen it but the show got
me looking right I love the show that
[ __ ] was that was
amazing Shogun was good as Fallout
what’s is Shogun on Amazon or Netflix
oh
Hulu FS
[Music]
Hulu it’s really good all right I will
watch it you guys if you guys like
it do you know any TR at Goldman Sachs I
might I know one but he does not work
there anymore I might have him come on
an inter I know one guy at Goldman who’s
insane I think he’s yeah he’s Goldman he
doesn’t work there anymore he got fired
but this dude is insane I’m I’m actually
like I was just I talked to him uh end
of last year but I’m I’m going to try to
get Hunter Brook is short WMC oh 39
minutes I think they might have done the
first time so Hunter Brook had a short
report earlier ago remember when we were
talking about some of the tin foil how
insane like world world known this
dude’s Super Famous like super famous
but
like like I don’t know fall from Fall
From Grace but definitely like well well
known and well respected he’s insane
he’s insane
oh way more famous than Hugh he’s he’s
lit this guy’s like extremely famous if
you don’t know who he is you’ll know
what he was tied to you definitely knew
like yeah it’s it’s just Insanity I I I
only got to meet him a couple years ago
and then I he needed me he asked me for
something weird I try to help him out at
the end of last year yeah rubri is going
up 25%
why does it look like this come
on how many shares did they
offer 24%
how many 23 and a half million damn they
need to do 12
million I don’t know hubby
be it’s been one two three four five six
minutes 5
million you need to do like 12 million
I do some cord no I’m not going to tell
you who it I’m because I I’m gonna do an
interview with him so I can’t ruin it
for you guys but you’ll know when I put
out the
interview but it’s definitely I want to
see what he’s going to do with something
that’s why I think it’ll be a good one
but you’ll you’ll know you’ll know in
the future my brethren
but yeah he couldn’t he might be able to
get you a job but I’m telling you just
hit everybody up and don’t ask them to
go to Barona unless they’re down with
that unless you find the person who will
just hire you because he wants to gamble
with you that happens too but you know
initially you got to feel out the Vibes
till you get to that point you know what
I’m saying like you got to
know on April 24th Cardinal Health got
warning letter from FDA oh no
[ __ ]
cardal no reaction spy going
higher 5032 but like I was saying it
just opens up the range you’re like oh
we’re not going to move till the next
data set you’re 100% right but it’s like
we can move 60 give back 30 or 40 it’s
like at the margin you’re only you’re
barely moving it’s like giving us some
movement M but then it is wait till the
event but you could still move within a
very wide range pretty much since Monday
I mean our range is 4970 to
5089 so it’s literally either 4,900 4950
or 5100 pretty much has been our 150
Point range spy going up even more H I
don’t know if you’ll fill the Gap dude
it’s tough It’s Possible though but this
is how it happens I mean what time is it
right now it’s already 10: so you’d have
to hold up this whole hour good pretty
much get a little pullback and then hit
the next set but it’s possible but
that’s still remember we were down a lot
and so far your only pullback was
briefly in the morning there we just got
off to a slower
start nice test slot
greedy shorts at the bottom oh I forgot
about that somebody did a greedy short I
didn’t even think about that lowkey cuz
that’s that’s not one that’s like three4
of a percent yeah you you’ve already
moved up as much as you were down as
much as you’re down
now but that’s what sucks because it
doesn’t even matter that’s what I’m
saying no matter how much you move right
now it’s just all going to move off
after Google and Microsoft and then my
5:30 tomorrow morning is going to make
another move and then you’re either
going to be 150 points closer or further
from the mark
makes sense because we sold off to good
earnings well it will until we go down
like I’m telling you every random pop is
off of nothing you’re going to probably
Circle back to one easy answer maybe it
will be that oh the earnings and maybe
it’s not as bad whatever the data even
otherwise the one when we randomly drop
the answer is going to be bonds or or
the dollar again so unfortunately this
is just the earnings mode but I would be
prepared for a wide range with a lot of
moves not based on any sort of headlines
or anything in between
Wells Fargo on the low when was the last
time you saw a bank sell
off I died two weeks two years centuries
ago March
23 dead capat BS well all relief isn’t
real I think just patience that’s it you
just got to wait Market’s going to go
and burst the range is going to be wide
a lot of speculation a lot of
opportunities to get punched in the face
I would have you know a a swing trading
mentality more or less because what
happens today is not no trend is
guaranteed because of the data and and
Just Vibe with until unless we see the
pendulum unless it’s obvious data very
good data very bad earnings you know and
that’s what we’re waiting for the thing
about earnings right now and this
happens every earnings and I want you
guys to realize this is that we haven’t
picked a A vibe yet this happens every
single earnings when it like at some
point it will become objectively every
earnings was good every earnings was bad
are you guys
following think about every earnings
season you’ve been in it’s like a couple
weeks in after a certain amount of
reports or a certain amount of like good
or bad ones before you know it the whole
attitude is going to be like yeah
they’re all really good or oh they’re
all really bad and then you’re going to
see obviously you know you’re going to
cherry-pick the individual stories
depending on what stood out but it’s
still early remember this is like week
number two three right you know we’re
just getting Netflix right that was
couple days ago or last week we’re just
getting uh what was it yesterday meta so
there’s still couple more coming down
but we haven’t really figured out an
idea and wow when issued 4.71
so 7-year Bond
auction it’s happening now it’s funny
nobody said anything prior just kind of
cool but now now the action is here so
give it like two minutes we’ll get the
results but 4.71 six $44 billion 7-year
auction higher is bad lower is good and
remember even yesterday 5year auction it
came in higher but it was a small margin
and rates have moved a lot already so
keep that in mind where anything near
the the when issued probably is not
going to cause anything any big
movements away from the when issued
higher or lower that’ll probably move
the market and then I would still expect
it to be shortlived whatever happens
here at the auction I do think your
earnings and your data tomorrow morning
are bigger so I’m I’m not I wouldn’t bet
too much on it I wouldn’t be looking for
anything too nutty
Fisker tells employees that four
automakers are in talks to buy the
struggling
startup what is it is it
fsrn I mean it’s kind of
popping did I trade fiser what was that
penny stock I
traded there was one that we traded and
it was a car company and I flipped
it I don’t know you might get a day
trade on that if you
want I’m considering it but honestly I’m
quite
content but it just didn’t move but then
again I’m pretty sure the end means
bankrupt that’s why I don’t want to get
involved on the screws 4716 so auction
literally came in the same Fisker
popping 10 now
there you go it’s starting to pop
no it wasn’t goe
V was it
Fisker it was another auto company or
was
it it wasn’t Neo it was the Asian one
xang or xev I
think no which one was it was it Lucid I
did this this year remember I flipped
some penny stock car yeah Mulan Mulan
Mulan that’s what it was I flipped Mulan
I made a couple hundred bucks on it I
think $1,000 remember it was a quick
flip I think it was when Mulan was in
the
pennies unless it was Fisker maybe it
was Fisker I did one of
them but yeah that thing’s up 20% now I
was just tell I didn’t move at all I
wanted to but not so
bad I think I did flip fiser I don’t
know
Fisker on Nissan deal then yeah that
that was
it I made good money on that though last
time but that is moving we got that
early good [ __ ]
Troy there you go again 25 now bigger
pop Fisker now in talks with four
automakers for possible that I think
it’s hitting more you’re going to get
get a bigger reaction it’s already up 25
you had a chance to get that at 2%
literally you had 2 minutes of that not
moving hitting red now well there you go
Troy had that
early and then spy going up now even
more
5035 uh [ __ ] 5036 dude remember this was
that danger zone I was telling you about
yesterday or 5038 you guys remember when
we were coming down and I was saying
that was the Zone well we were below it
now and then you’re going to do this
little dance again very interesting ccj
on the high spies W now it’s I mean it’s
recovered as much as it’s down so you
were down like5 in the morning 22 on the
NASDAQ nasdaq’s only down one spies only
down 7 Russell down 10 it was near 2 in
the morning and then Dow down
111 so those guys are kind of struggling
a little bit
50% on
fisar Pi on the high Tesla still holding
but not at the high Nidia is going up
and meta’s trying to make the 440
attempt good and then Pi what is this
impinge up 28%
damn hcp puts are up because of the
buyout yeah it’s stupid yeah I wouldn’t
buy unless you think the deal is going
to fail but they just announced it at
their earnings yesterday it would it
happen that one you fsrn is
Fisker they delisted the other one and
then that’s why I didn’t I don’t know I
I worried about the financial position I
put that in the Stream alert but now if
you trade fsrn it’s like they bankrupt
version of it I
guess I don’t know something in the
middle you know
what good well wild day we gap down very
big off of meta earnings and then in the
morning you had GDP data
surprisingly came in lower and then you
had the price index of it that shot up
and then everybody kind of freaked out
you could trade fsrn on TOS
yeah I think it’s pretty exess I don’t
you might even be able to trade it on
Robin
Hood did we erase the data move I didn’t
even think about that good call out yeah
because remember we already G that’s
crazy so you already had a little bit of
the gap down just before the data even
hit in the
morning nuts
that’s
crazy so this is the spot of where GDP
data came
out fsrn is not on Robin Hood oh no way
that’s up 60 though man that was a great
call
out it’s a dub
bro bmy down 8 and a
half oh they had earnings those might
have hit Bristol Meer don’t move
Masonite holders approved transaction
with Owens Corning D and
OC
dur
D ni night
where’s
meta rumble on the high
Cisco I mean I think Cisco give me one
second but if the chart before I put it
I’m pretty sure the chart says the story
I’m pretty sure Cisco is pinned correct
me if I’m wrong yeah it’s low-key pinned
you see that that’s kind of the PIN for
the last two years so unfortunately this
is both really good and really bad
because I can’t give you the answer cuz
this thing is pinned so this is probably
going to be a pivot it has the potential
to be a pivotal earnings they’re either
going to break out of the pin and be
able to you know turn around this last
threeyear two-year story or damn this is
a five-year no
way or they’re going to finally have the
earnings that fails and then yeah same
price as $1
1999 that’s the only issue with it it’s
kind of hard to uh to make the
assumption
Baltimore’s trapped ship start departing
as new channel
opens
Boston oh no Baltimore
I’ve not gone over the earnings place no
no
no first I’m going to indoctrinate you
with encourage ment and then I’m going
to go into the earnings
place so but until then you might have
to wait what time is it it’s 1011 yeah
so we might be getting into that moment
soon nice
nice right those crypto names have been
coming up
Bond’s auction came in right at the
screws when issued was
4716 results were
4716 so no real reaction uh you just got
some news there with Fisker and then we
are now which a great call out from the
chat we’re like right below where we hit
right where the GDP data came out so if
anything we’re just holding up the level
of bad earnings now and then where the
data came out in the
am am a am so high everything is a haa
for me dream of the days of a drop fire
B that can go to pop for me you can
never tell me that I’m not hungry if you
ever felt what’s inside my
tummy good
song you trade you click on the high
ticker and it opens it yeah as long as
you connect it to the to the chart
all right all right all right all right
all
right okay let me go p and then uh let’s
see where the day takes us follow me on
instagam legislation including criminal
laws but pretty much everything else is
fair game except if there’s an as
applied challenge which is very legal
ease but basically it means that
otherwise the president um can be
criminally liable if the facts suggest
one thing that I thought was extremely
interesting that came out today was um
several justices notably Amy Cony
Barrett questioned Trump’s lawyers very
closely about the indictment from Jack
Smith and said okay let’s go through
some of these acts you know would he was
trying to um assuming the indictment is
correct um and that was an assumption
that Trump’s lawyer had to do when he
was trying to find these votes when he
was trying to um get this fake slate of
election
was that an official presidential act or
was that a private act and Trump’s
lawyer did concede that several of these
indicted actions were private and not
official even under their definition and
what that means is that the trial could
go forward even if Trump’s argument
about official Acts were to be accepted
and I’m not sure it will be really
important it’s very important now the of
course the question then gets to timing
but I thought it was really important
that there was that concession that the
trial could go forward at least in some
way well and it’s worth keeping in mind
that while we did see specific
questioning around the case here in
Washington he’s claimed immunity from
prosecution in the documents case as
well down in Florida which is another
federal case so how are all of these
things potentially tied together what
implication could there be not just for
the case in Washington but the case in
Florida and then also I’m assuming this
doesn’t apply to the state cases like in
Georgia for the election subversion
because there’s multiple criminal uh
cases that that we’re dealing with here
yes it’s a little hard to keep track um
but for sure so he’s also claiming
immunity exactly right in the documents
case in Florida um you know I think one
of the things that’s really important
about this case especially in terms of
the timing is that um if it isn’t
finished before the election and if
Donald Trump were to win reelection
because it’s a federal case presumably
once he took over for the justice
department could make Pard yes that is
not the case of course when it comes to
this newest Arizona indictment or the
New York case that’s um currently
underway because those are state
criminal indictments so that’s an
important distinction it absolutely is
as we spend time with Elizabeth widra uh
president the Constitutional
accountability Center Supreme Court
litigator we have a voice of experience
here at the table and I want to ask you
about history precedent here 2020 the
Supreme Court rejected Donald Trump’s
claim of absolute immunity to what
extent could that lead us to a decision
here yeah I mean I think you know the
court has on many occasions pushed back
on the most extreme legal claims that
Donald Trump has made you know he has um
often whether it’s the election fraud
so-called election fraud claims that he
did bring before courts over and over
again and he was repeatedly uh rebuked
on those even by judges that he himself
appointed so he’s often lost on these
major legal claims that he’s brought
before they seem to be questioning that
today though are you are you sensing
that this is a different conversation
than we predicted or expected I think
what they are you know concerned about
is Drawing the Line I think in some ways
the indicted actions here the alleged
actions in this particular case
subverting uh the will of the people
trying to stop the peaceful transfer of
power which go to the very heart of
American constitutional democracy that
seems pretty clear that it’s not within
you know the President’s duty to take
care of the laws to violate them um but
I the presidential
laws oh man I hope you guys stretched a
little bit we still got a long day ahead
of us and this day don’t even matter cuz
the earnings after the bill
oh
cadonia
[Music]
chadon it’s
time it is time for felo I don’t know
it’s good h honestly tell me this ain’t
the perfect time for felo you know cuz
in a little bit the Market’s going to
get ready for earnings like I’m saying
the range is big enough you know what
I’m saying no matter how we move during
this felo it is all going to change
after hours and then tomorrow morning oh
come on baby so honestly I think this is
blessed I think this is blessed and I’m
excited I have a good felo for you today
man but you know there wouldn’t be a
good felo if we didn’t have the felo
warrior bro for real man all of y’all
who have been participating encouraging
me encouraging each other taking it and
making it real bro I absolutely love it
man and I’m grateful for many reasons
man so thank you U thank you to all of
you who have been a part of it man and
really you know make it make you know
ask you ask me what felo stands for and
I’m just I’m just grateful I got I I
can’t really give you an answer but like
I have people that could reflect it you
know
and n man for real so it’s honor and
today uh you know I’m I’m thankful for
you guys because you know we’re we’re
we’re riding and we’re going to go
through some stuff man we already gone
through history but we could we could
talk about some real [ __ ] man and today
oh
buddy oh but I I don’t know man I’m this
one might be a little too real for some
of y’all I will need your permission
okay today we I’m going to need it again
I’ve been asking your permission lately
you know I’m I’m not giving y’all
warnings I’m not giving giving you
disclaimers I tell you thank you now but
I am asking your permission uh because
you know
today I I am G to the we’re going to
we’re going to talk deep but at the same
time like you know y’all let me y’all
will y’all will let me keep it real with
you and tell you some of the
hard-hitting stuff okay you would let me
tell you some hard and stuff and I and
I’ve noticed that some of you like like
you want like David Goggins to like yell
at you you know you like to hear the
hard stuff but then when it comes down
to the encouragement you shut it
off okay so listen if you are going to
take in the hard stuff you know what I’m
saying and you going to be on I hope
that you legitimately though can give
the same respect and and I hope you
could listen and open your ears to the
same words of encouragement cuz today
that you know somebody just asked me
when am I going to do I said bro I just
want to encourage you so I am going to
hit y’all with real stuff it today is
encouraging but oh man there’s a there’s
a lot in it okay but I do I do have some
good news and I hope that if you are
going to accept the tough stuff I I hope
that you don’t say no to the
encouragement okay but today man oh I
don’t even know how to start this you
know that I don’t even know how to begin
this cuz cuz there’s there’s a lot and
and the example that I want to use
I know it make people squeamish you know
the only there’s a good example I could
use and it’s going to make people
squeamish it it kind of has to do with
lust uh you already get weird some of
you going to make jokes about it see I
already know you going to get weird
about oh man oh
man it’s it’s it’s many things but it’s
not just the it’s not about just lust
it’s actually something about something
bigger and act you know I’ll just tell
you what I’m trying to tell you
bro
everything comes down to
despair I need you to understand
this everything comes down to
Despair and what I mean like that bro is
that you can make
mistakes and just look around I don’t
know if you believe what I believe and
then look around at the world man sadly
like bro you’re forgiven and now you
know why I say sadly you are forgiven
bro there’s no
condemnation dude look around we just
live however we want and what I’m saying
bro people already treat stuff lightly
you could repent and say I’m sorry any
to anybody anything whenever you want
come on yes or
no stop
it how how many of y’all apologize and
you was never
sorry or even if you were you knew that
even if you did something you ain’t
really going to get in trouble and even
if you did get in trouble you still knew
it wasn’t going to be that much TR oh
come
on so guess
what I’m here to tell you that it has
nothing to
do with whatever you’re
doing that’s why I saying lust comes up
because it’s a great example it really
is it has nothing to do with with with
what you’re doing your actions you’re
like oh I keep making a mistake I keep
no no no no no all that matters is
despair the goal of the enemy isn’t to
get you to do something
wrong stop it Chad are you
listening the goal isn’t to get you to
do something wrong if the enemy knows
that you are forgi it doesn’t
matter if I know you could bounce
back I don’t I’m not trying to just get
you to to do something wrong do you hear
me the enemy just wants you to be in
despair that’s what the that’s what he
wants he wants the thing you’re doing to
lead you to feel
hopeless not that you that you
participated but that you feel hopeless
because you participated because you did
this and then you did that and then you
did the idea is to get you into
despair do you know what despair
is it is literally
hopelessness the idea when once you fall
into despair that’s that’s how you get
taken from things that you
love you don’t give up things that you
love unless you were in despair go look
at your life have you ever had to give
up something you
loved where was despair In This Moment
you know the funniest part I wanted you
to look up
despair like like go look up the
definition and here’s the this is the
funny part man I I ain’t never heard God
like you know I don’t hear voices I know
y’all think I’m crazy and I got all
these sounds I can make and all that but
I never heard a voice but man I think
God was God I think God smiled at me cuz
you know what do I do I am I like it’s
funny because I I have a educ
you know and I believe it or not like on
paper my criteria is unreal for some
like like language and words I like
words I’m good with words but I I say
words however I want and sometimes I’ll
just spell them however the hell I want
to I does that sound like a Josh
characteristic to you
abiv so like I said I wanted you to look
up the word
despair and in the I I I Googled it real
quick and I search despair but me being
me I spelled it
wrong but ironically enough I saw
another
definition it was
dispair it literally said the exact same
thing I was
meaning it blew my
mind because like I told you despair
will take you away from things
to dispair is to literally to
separate it’s different than despair to
be
hopeless but ironically enough it would
sound the
same
ah so
Chad I’m I I hope you are educated in
this what I’m telling you man is the
strategy of the
enemy this is why some of y’all got to I
don’t know if you think it’s just corny
but the fact that you still have that
attitude that has not LED you into being
hopeless is a
blessing I hope you can recognize that
you know that you may be making mistakes
and you may keep making the same damn
one but do you realize falling into
despair or not really is going to be the
big
difference and that is why I’m telling
you I hope you know this so you could
fight against it so that you could hope
I hope you value that that attitude that
you that you’ve been carrying
and I don’t know if you thought it was
for nothing and you be looking around
you be like oh it feels like Society
only rewards this
well n those people falling into despair
left and right and you know it and you
see
it oh don’t don’t don’t take for granted
that’s sanity that it has given you
don’t take for granted the lack of
hopelessness that you could still feel
right now in this world oh how are you
feeling me
Chad but it’s but it’s bigger than that
when it’s all said and done that’s all
nice and that’s why I’m saying I hope
you can be encouraged by this I hope you
feel equipped like stop don’t play
around with it you know go make your
mistakes but don’t don’t play around
with that hopelessness for
real cuz that’s what the goal is the
goal is to get you into despair to
separate you and to make you feel
hopeless to separate you from
Hope but like y’all got to realize the
other advantage in this I’m tell this is
what really blows my
mind cuz all these things bro if you
could just pray it away oh I’m
sorry like what’s the point
then y’all gotta like this is this is on
a spiritual level man this is where
things can get
developed you go through
situations that don’t make you hopeless
or they supposed to and you
don’t bro these are the things that make
you really pray the things you’re like
why can’t I get get over this why can’t
I do this it’s to make you really pray
you’re going to learn something real
about
that you’re going to want something more
than whatever it is that you keep going
after but until you want that you won’t
know what it really feels like you see
what I’m saying that’s why I’m saying
this you don’t know until you have
something that you’re like God just take
it away and he’s like no and he won’t
ever take it away
ever that’s a different prayer dude you
going to really get on your knees and
cry you’re going to actually really like
and and you won’t unless you really want
it and then if you don’t there you go
and until you get pushed to that point
where you want something more it’s
simple as that oh but it’s
powerful so I don’t know how many you
could take it very deep spiritually you
could just take the first part but like
I said man for all of
you I I really hope you watch out for
that goal of Despair that is being
sought out and keep that hope keep that
positive attitude and understand bro
these situations and sometimes know is
the best thing to get like a real
experience you know what I’m saying you
want to know it’s really like a real
like that is what it’s giving you the
opportunity
for but like I was telling you man for
real I don’t know if y’all be liking the
fear porn and all that cuz some of y’all
like to hear the bad stuff the tough
stuff and you like it and you take that
in but like I’m saying man I really hope
you’re encouraged and I want you to walk
walk away encouraged and keep that dude
I’m telling you bro these
attitudes you have no like seriously I’m
thankful and I’m thankful for your
attitude too cuz I’d be I’d be done I’d
be gone if I wasn’t like this you know
that right the world would have already
chewed me out and spit me out I would
have been going full Kanye on you the
wind shifting all this that oh my
goodness I could have fell in despair a
long time ago on that’s the only I’ll be
praying to God telling him that I know I
know it’s there for a reason honestly
you don’t I think some of y’all are like
that for a reason you did not you are
not obnoxiously positive for no damn
reason you know what I’m
saying but for real
man like like I’m telling
you the failure isn’t the
ACT you know that that’s why I say like
I I brought up lust in the beginning
because this is something people always
struggle with and lust is very powerful
and people be doing stuff based on lust
they feel bad off of it especially if
they want to believe in certain things
and do stuff certain ways but it’s like
it’s the
Despair and how it leads you into things
God could take that Fe those feelings
and desires from you in a second but you
won’t really learn anything until you
and then you’ll find out what you really
want honestly that’s the crazy
part but it’s dude it’s about how
actions lead us into things life is
going to teach you you are going to fail
you are going to
succeed but I’m just telling you and
cautioning you to watch out for the
despair created by Falling short and I
don’t know what your standard is I don’t
know what you define as right or wrong
and I’m not here to judge you but but I
am saying watch out that if you don’t
meet your bar and I’m not telling you to
aim lower but I’m telling you to to try
again and try it again enthusiastically
and excited you see what I’m saying
go about it be strong with it but do not
be in a despair over whatever it
whatever it was whether you failed a
thousand times at it or one
time so Chad like I said man I hope
you’re encouraged by it but I hope this
is one you could really take to the bank
but that is your philosophy ladies and
gentlemen make sure you guys are
subscribed we’re live Monday through
Friday 30 minutes before open drop your
thumbs up on the video you’re on Mobile
Press hot chat out that CH hit the
Thumbs Up Button second link nightly
watches my Channel first link
scream
EST man that’s it
bro that’s it
man big man speaking through you nah man
honestly it’s just it’s everything I got
to go through as well too bro this [ __ ]
be you know and if it is it’s just me
saying God thank you cuz I I Amen to
that felo I only share it with you cuz
it hits me and I know damn well if it
apply to anybody it going to apply to me
man and like I’m say that’s why I said
bro I’m thankful I don’t know why I got
this dumbass attitude you know what I’m
saying a good sometimes I got a bad
attitude but I told you I’m obnoxious
but like dude it’s a blessing cuz I’m
telling you you fall into despair that’s
the goal and that’s the only thing
that’s going to take you out of the game
it really really is you can make the
same mistake a million times and you
will find a real power and can turn that
around believe it or not but if you fall
into despair no and and it’s it’s just
crazy it’s just I’m excited by it man
guess me
excited oh where’ that go all right
man run it
it’s a c baby it’s a
c all right guys listen
[Music]
to hell how you doing I’m that
[ __ ] guy had a call I had a put
now I’m already mck fly and q/ get my
pronouns right if I’m throwing hands up
this finger to the sky throw me in the
fire then I’m coming out alive boy i’
been here for a while I don’t need to
tell five five years running how the
hell haed not inspired yet they edit for
the insta but I do it for the life put
it on my life I don’t think twice
Instinct on Beast had to learn it to
survive if you think I’m cheap you ain’t
give the right PR I would never love a
lifestyle more than I love my life
always been a boss I don’t never need a
break always been on sty you can put me
with the grace big man milk we can talk
about the r z to my ride got it all in
one place all in one tap I don’t want
the B shout out to my nephew Manny got
my hardest stay shout out to my mama she
know I’mma keep the faith and don’t
forget about my girl so pretty like face
why they mad at me talking about the
fallacies my life is fantastic yours are
just a fantasy hat trick with the assets
I ended up with Equity ain’t [ __ ]
with you fast the ownership is Set Me
Free and God too don’t forget how God
move only need a little bit that’s the
way the god prove [ __ ] you ain’t
feeling it sh the US for my sh living in
this silhouette it’s hard for me to act
BR I am that dude put them in a bad mood
only time you see me out as if I’m
buying bedrooms I don’t really stress
Dude tell me what they get you like I’m
meeting out I’m just trying to get the
chat stop backing like you know me homie
you ain’t got the vi care re cuz a demon
need a rise a li to she I with the find
the pride be careful the things you
thinking
speak Mone money money I don’t give a
[ __ ] about it 2020 homie already had the
bag without it ha to love it you ain’t
even know the half about me but I take a
half and double that I keep it 100 homie
on the Mind P sound like money make them
all involved don’t see it but they feel
it that’s what happen when the landing
hard sleeping while we eating I don’t
know who should be more a money is a
servant more worthless when treated as a
god
[Music]
thank you Uncle thank you Uncle and then
Intel on the
high don’t see it but they feel it
that’s what happen when they landing
hard I haven’t Intel play on shares uh
my only question is whether I’m going to
get a put on it or
not but I really think Intel has been so
clobbered it has to be better than
expect or it can’t be that bad but then
again it can be I’ve seen a lot in my
life I’ve seen a lot so but Intel is
going to be very pivotal because that
think about it I mean you haven’t really
had to like a real name brand chip
company Intel is going to be uh that’s
that’s as name brand as it gets to a
degree but they have been in the value
bin yeah all those are on Spotify that’s
why I had the Spotify up there
baby okay well I don’t have a press
briefing but I have Jona
Hill so you guys get to hear this guy
hate his job and just yell at people
want us for about 10 minutes while I get
you the earnings previews for today
determining a durable uh I’m telling you
bro he hates his like I’m tell it’s like
honestly kind of entertaining though I’m
like I thoroughly enjoy listening to
while I’m getting these previews cuz
like I’m chuckling you’re just a few
blocks away from here Rick the
consequences of what happens in this
building of the of US foreign policy are
being played out on on the campus of
George Washington University is there a
sense within this department that spy
breaking out right now there is you know
some people are and this might be
perhaps too far reached but you know
this is a Vietnam he said I’m reaching
among this younger generation of
Americans directly related to US foreign
policy is there any kind of influence
that’s happening bro spy Intel again X
was already on the high meta right under
440 high terer is going insane
absolutely uh when it comes to the
voices within this Workforce who uh may
have dissenting or differing points of
view okay Chad I think you’re above the
5038 this is the D the door is now open
6047 504
and then 50 and then Gap
engaged you fell below the danger zone
and back above it I guess it’s not that
dangerous various components of uh our
employee groups for
those uh the Foreign Service or civil
service including um those who might be
appointees we have prioritized not just
engaging with these various um Subs
sectors of our Workforce but also
unlocking and showcasing and
prioritizing resources that might be
available for these various um for our
Workforce to help uh cope with and deal
with uh what we all know and find to be
a very deeply um troubling and
challenging uh time um in the world uh
as it relates to what is happening on
college campuses of course uh we see uh
what what’s happening there too um but
we’re also not uh naive to the fact that
when it comes to any of the foreign
policy that
Hill 100% of the population is not going
to agree what we’re trying to accomplish
but we are cleared in the fact that
you’re ripping right now again you just
you’re above this every time you’ve gone
above 50 38 you squeeze or flush so
literally this morning you were down 30
points below it things now you’re back
up I me that’s a pretty good sign for
now a two-state solution increased
humanitarian Aid further Regional peace
and stability when it comes to the
Middle East all of these things are in
the interest of the American people and
we are continuing to pursue those lines
of efforts that is why secretary has
been uh going back and forth between the
region meeting with Partners in other
parts of the world to talk about these
very challenging issues and how we are
going to work collectively to find a
solution that’s what all of this is
about go ahead glasses the uh Gaza civil
service today held a press conference
this morning which was t ized and they
said that evidence showed that many of
those pulled out from the three Mass
Graves that they found including uh
children were tortured before being
killed some even showed signs of being
buried alive along with other crimes
against humanity that they accus uh
Israeli forces of they called for an
independent forensic
investigation this Administration
repeatedly says that it asked Israel the
Israeli government to investigate itself
as a mediator for peace between Israelis
and Palestinians how how does it ever
make sense that the United States ask
the accused party to examine itself and
provide reports that you have previously
said that you actually trust what’s
wrong with an independent scientific
forensic
investigation I mean if the if the if
the results of such an independent
investigation proved the accusations to
be
baseless then that that would be in
Israel they wouldn’t even let you do
that for um as it relates to the
continued reporting about we’re seeing
about these Mass Graves National
Security about this yesterday we
continue to find um these reports
incredbly troubling um and that’s why uh
uh yesterday you saw the National
Security adviser call for this to be
thoroughly uh investigated uh we want to
see these facts looked into and
simultaneously we’re continuing to press
the government of Israel for more
information the IDF has spoken to this
um uh in some sense already but we are
continuing to press them for additional
information but why not why not have an
independent forensic s which the
Palestinians are calling for we think
this does need to be thoroughly
investigated but in terms of the
modality we continue uh to want to see
uh some additional information from the
government of Israel before but you’re
asking the accuse to investigate itself
uh we believe that through a thorough
inves ation we can get some additional
answers we’re also hoping to continue to
get more information from the the
government of Israel on this go ahead
under humanitarian of this subject is
there a vetted a list of vetted NOS that
can deliver um Aid through the uh via
the Mediterranean route right now and
the reason I’m asking is because
apparently the freedom uh flotilla was
uh delayed for a few days uh over there
although apparently now they do have a
date to um deliver their aid and it was
said that it the delay was due to us and
Israeli and also German pressure so
first when it comes to humanitarian
Partners in the region there are a
number of those um that um have been
operating uh there already and have a
full sense of the scope of the situation
on the ground whether it be uh bodies
within the UN world world food program
Etc uh as it relates to the freedom
flotilla um look we welcome any country
or any entity um wanting to do more to
help alleviate the suffering in Gaza uh
we just believe that uh this kind of
assistance that is ultimately destined
for Gaza uh it needs to be transmitted
through the legitimate Crossings and
established channels uh that is uh the
best way to ensure uh the Safety and
Security of not just the aid but also
the Safety and Security of the workers
uh who are involved in the
implementation of this delivery and
ensuring that the aid gets to the places
that it needs to go uh Michael go ahead
thanks for D um first I want to thank
you and your staff for putting together
a great um take your child to workday
program this morning it was really
appreciated our pleasure by a lot of
people and with your Indulgence and as
we discussed I have a question take your
child to work we’ll have a second
question yeah is that National or is
that just house yesterday house Speaker
Johnson said on a talk radio show that
he had received is that just at the
defense department that’ be crazy naal
security advisor Jake this is where we
monitor our ongoing
Wars an assurance press the button
that’s a drone Congress in the
supplemental restricted from an Israeli
battal did y Take Your Kids To Work uh
being considered for uh penalty under
the L he law so got you got a little CH
next to you right now La Assurance by
the White House that would uh restrict
the terms of any Ley law finding uh that
the department might a month year old no
I didn’t why you holding him back sure
so uh first to speak to the specific
about uh our correspondence um with
members of Congress we’re only down half
a perc I mean lowkey we are kind of
above the squeeze level is not I think
you’re back to yesterday’s lows almost
security relationship that we may have
with a particular we could reject it but
if we could get above there found
violation of the Le law what it is is a
restriction of the provision of
applicable us assistance on that
particular unit or component Under the
Umbrella of that security apparatus so
um uh whatever may or may not happen uh
is not uh uh does not have bearing on
the long-standing security relationship
we may have with that country it would
be uh if if we were F to find a
violation it would be a restriction on a
particular unit or component uh I think
you’re Junior Riser might have a
question yeah with the Indulgence of my
colleagues Calvin do you want to ask a
question
um I know we’re talking about Gaza right
now but um what like kind of weapons and
do they have like does Ukraine have
enough weapons to like defend thems for
like Jesus that’s such a great question
that’s such a great question great
propaganda question so glad you asked
that Calvin I think your dad missed the
Daily Press briefing yesterday but
that’s all right uh damn you going [ __ ]
on his father right your dad clearly
missed the
briefing I think I don’t feel bad about
telling y to watch the watch list
anymore you know that honestly y’all
need to go watch the watch list and like
the damn video to announce billion y’ be
getting all you’ll get me this fool just
disparaged this man in front of his
child and the whole news media and the
whole government for not going and
listening to a press briefing
what
were small arms and additional rounds
High Mobility artillery rocket systems
um 105 mm artillery rounds the [ __ ]
seven-year-old is like y do they got
enough weapons things Calvin are part of
our longstanding effort that has been in
place is February of 2022 he just knows
the stats of every baseball team def I
don’t think he even knows Ukraine [ __ ] I
don’t think we’ propagated
yeah at all actually he just let him
enjoy sports and [ __ ] while he’s still
young before the
world oh can we so I think we got a
couple requests to stay in the Middle
East and then we’ll come back right Jah
Hill got no chill at all just two things
I’m trying to get an answer for
um one of the thing is this this country
prided itself on the First Amendment
freedom of expression my nephew is just
like an alpha what we see now
polarization and the protest movement in
the universities how can dude you have
no idea my death he’s 6 years old and
he’s just an alpha Chad you have no idea
I’m scared of him I told you he’ll like
go for my knees and try to like armar me
and like no he’s just too much of atic
things that’s his problem no he’s not an
only child who criticize Israel
considering that most of a large number
of the demonstrators are Jewish the
Jewish voices for demonstrating in in
the universities whether it’s in colia
or in in in DC or elsewhere so this is
the message that been used by um
lawmakers in in Congress and also when
some other people here whether you hear
it on TV or in American Media so how can
you send a message to say that it is
legitimate to criticize Israel but it’s
not obviously everybody condemned
anti-Semitism or islamophobia as it
stands this is it’s not even open for
question this is we know this is the
message that been repeated over and over
again but how can you separate the two
that’s what I want to get to the Bott
well uh Nadia uh we believe that the two
issues are incredibly separate um uh let
me just say though that uh what you’re
asking about is not uh totally or
necessarily in the remit of the state
department I’d certainly understand your
question uh and in answering yours and
your colleagues questions um about
thetion and protests that were it’s not
even 11 got a little bit more than 2
hours all right 5050 bro Gap Phill is in
play now you might go green you at least
hit green for a little bit and then
maybe we’ll do the little selloff like
yesterday why we’re ripping I
mean back to whatever that as part
of there’s a general narrative answer to
that Happ various places again this is
this is just earings mode and then what
we’re again after today after hours is
going to change everything you guys
remember that is rooted in anti
anti-Semitism we’ve also seen things
don’t act like y’all didn’t see what
happened yesterday islamophobia or the
targeting of Arab Americans acting
that’s not hyperbole that 12 hours ago
point you any further than the of what
we’re seeing at as these demonstrations
it is totally fair and on the level for
anybody to use their uh uh First
Amendment rights to express their point
of view peacefully on a particular
foreign policy that the United States
might be pursuing that any government on
the face of this planet might be
pursuing uh but it is also uh a a moral
imperative to ensure that in the midst
of those demonstrations and in part of
that process uh uh charged offensive
language does not become part of that
discourse sure and finally how can you
avoid being accused of double standard
if you condemn the Iranian regime for
cracking down on peaceful demonstrators
and you refuse to condemn another leader
in this case a friend an ally Israel
who’s calling on you to crack down on
the US to crack down on Peaceful
demonstrators look Nadia again uh as it
relates reles to these calls for use of
the National Guard whether it be a
foreign leader or from others
within Boeing is on the high now
decision again everything’s ripped up
NASDAQ was down 22 it’s under 1% right
now spy you have hit the support level
where now you got a potential to uh test
break even on the day you’re still down
half a percent and then Russell and DOW
still down the most uh I will also say
that there is not any moral equivalence
between what we see the Iranian regime
do um they are one of the biggest
abusers and perpetrators of violations
of human rights um going back decades
versus a foreign leader uh opining on
things that may or may not be happening
uh in a country which is something I do
from up here the secretary does the
president does Matt does all the
spokespeople uh in this Administration
who speak on topics of foreign policy
are asked about topics
uh happening in other parts of the world
um sure sure David
safield d s in his last appearance
warned that you know there’s a strong
possibility of famine in the north of
Gaza yesterday uh Gian Carlos Siri the
head of the wfb he says we are six weeks
away from famine are you aware of these
reports and what is what is the position
of the United States in terms of having
some sort of urgent plan to deal with
this well s i I’m pretty sure I’m aware
of these reports because I was standing
right there when uh David saterfield
said them um uh you saw the Ambassador
speak uh uh pretty clearly about the
positive steps that we are seeing on the
humanitarian um ecosystem things that we
believe are moving in the right
direction some gates opening up some
ports opening up um some additional
flows of trucks uh but uh I cannot
stress this enough
and I’m sure if the Ambassador was here
with me he would not he he would say the
same thing more needs to be done
absolutely more needs to be done to uh
uh avert this uh pending
crisis uh we need in day you still have
not filled any Gap but this is still
holding up you’re literally nonstop no
headlines I know some of you want
them make this make sense in isra will
continue to push other partners and
other humanarian
I will also just use this opportunity
that to to note that just this morning
video is still going again another
breakout on Grande as our new special
Envoy for Middle East humanitarian
issues uh she has uh more than decades
experience um on working and then we’re
going to do uh challenging large scale
complex operations uh she’s done so for
the United Nations she joins us uh just
coming from the US Institute of Peace uh
were’re very eager for her to get
started immediately I believe today was
her first day uh and I know she will
continue to build on the foundation that
Ambassador saterfield and his team laid
would she be contacting wfb on this very
issue I have no doubt that she will be
engaging directly and immediately with
the variety of humanitarian partners
that we work with uh on this uh go ahead
thank you sir a few months ago we were
told that the United States is waiting
for the internal investigation report by
Indian government on assassination
attempt of gasu in New York um now when
this report is out India admits the
involvement of their agents in that
assassination attempt but we don’t don’t
see any trial or punishments uh what is
your comment on this report and how
would you make Indian government
accountable of these crimes so uh I’m
not aware of of the report that you’re
referencing but uh look we have uh this
is ultimately a a a Department of
Justice matter and I will uh defer to
them uh and let them speak to this so
about uh Australian journalist says she
is being pushed out of India uh aani Das
said that she had been denied a Visa
renewal for weeks because of reporting
on six separatist movement do you have
any comment on the Free Speech in IND so
look um the the government of India can
speak to its own Visa policy that’s not
something I’m going to aine on from here
uh broadly uh we have been clear with
countries around the world the uh the
integral role that a free press plays in
in the fabric of democracy um that’s why
we uh come up here and take questions
regularly uh but I will let the the
officials in India speak to last
question you allow me sir after these
sanctions on suppliers to Pakistan
ballistic missile program uh we can see
some kind of tensions in both the
countries we have seen some like uh very
harsh statements from Pakistani
government officials is there something
going on us and Pakistan right now
absolutely not uh you’ve heard me say
this before Pakistan continues to be uh
one of our uh most important Partners in
the region uh there continues to be a
lot of cooperation that we have with the
government of Pakistan especially in the
security space especially in the trade
sector um as I think it was you that
asked about a week and a half ago about
the Finance Minister who was here um
holding consultations with members of
the state department this is a robust uh
relationship and we’ll uh look to
continue strengthening it Alex go
ahead the region if I may sure before
that on housekeeping on this
Department’s Global engagement Center uh
it’s funny they make it through the
supplemental what’s the Secret’s view on
that are you guys trying to reauthorize
it or where is the policy so uh the
first the the global engagement Center
my understanding is that it is another
um uh congressionally mandated um entity
of the state department they continue to
do um uh important work uh especially in
the face of combating uh disinformation
and misinformation in um other parts of
the world uh as it relates to additional
Congressional engagements about um uh
funding levels for programs within the
state government I just don’t uh I don’t
have that level of of technical
breakdown for you take it for me sure
yeah what the level of concern on um
potential Russian um uh attempts to
disrupt European elections you know we
just recently had Czech Republic
uncovered you know Russian operation
inside Czech Republic and targeting you
know elections across Europe now
elections are coming up in conc
on this is something that we have um uh
engaged directly on with our partners uh
in Europe on particularly our partners
in the EU about being uh cleare eyed
about uh when it comes to any kind of uh
potential election interference from um
adversarial actors like uh the Russian
Federation I don’t have a a specific um
assessment um to offer for you Alex but
this is something that both we and our
partners in Europe um have been uh
engaged on directly thank on kelvin’s
question supplemental sure I’ll let me
finish out then I’ll come to you and
then probably got shortly after
that s medal that Kevin asked about um
portion of it is about frozen assets and
you already probably have heard about
Russian deput ass Deputy foreign
minister today a threat the United
States by saying that but if you follow
through that law then we’re going to
shut down our Embassy in Washington DC
if they want to leave a time for the US
to say be my guest I I I appreciate you
giving that that opportunity Alex but uh
uh let me just say that uh when it comes
to to to Sovereign assets these are
things that we’re continuing to pursue
through uh our our partners in the G7 we
are assessing what uh options and
avenues are feasibly possible um in the
various legal and uh Judicial Systems
that exist in the uh the various
countries that that make up our our
Coalition uh and I just don’t want to
get ahead of the process we’ll leave it
at that Georgia go ahead Georgia thank
you today the European Parliament voted
to reject opening EU accession talks
with Georgia while the Russian draft law
is in place and also urge the EU and all
its Partners to consider sanctions um as
I have information there is a serious
discussion in Congress on how to react
uh to the actions of the Georgian
government as well can you confirm that
or do you have any close and real
serious discussion with the Congress on
this matter so uh I’m not going to
comment on uh any consultations on
Congress but look we’ve spent a number
of weeks now talking about this draft
law uh and I will Echo what you’ve heard
me say before we find uh the contents of
this legislation incredibly troubling um
it is uh akin to the kinds of
legislation that we see uh in in the
Kremlin and in other uh countries in the
world who have a track record of
cracking down on media organizations
cracking down on civil society actors
cracking down on nonprofits we think
that this um kind of legislation is uh
inconsistent with the eu’s own stated
goals which uh is something
aspirationally uh Georgia itself has
stated um it’s interested in go ahead
yeah how has the signing of the law
yesterday which included the the Tik
tock uh measure uh changed the secretary
and and State Department officials
conversations in China or has it uh I
would say uh it’s not the it’s not
changed because this has been a
long-standing position of uh not just
this president but also secretary
blinkin the contents uh are the the
specific legislative Contours of that
provision uh we’ve been clear about the
substance of our uh National Security
concerns uh and I just want to reiterate
this is not about uh uh uh the American
people using Tik Tok it is about uh
ownership of Tik Tok by the People’s
Republic of China and that is why uh we
agreed with this call for divestment um
because uh it’s clear that we have to
ensure that um the data uh the privacy
of the uh American people is not owned
by uh an adversarial um actor that could
potentially uh use it against us uh but
look uh behavior and actions like this
from the PRC um have always been part
part of our conversations in our ongoing
relationship with them um and I have no
doubt that these things will continue to
come up but this has been a
long-standing position for you I’m
pretty sure you saw the president came
out almost very quickly after this this
provision was first introduced um
basically saying that he would uh sign
this should it passed which he obviously
did does the US think that the prc’s
position or objections to the potential
of banning an app uh somewhat hypocrit
somewhat hypocritical uh I’m not going
to uh opine on it or categorize it from
here but our view is that uh there’s
some clear uh Runway here uh on what uh
Tik Tok is should be able to do uh it
provides for 270 days for a qualified
divestment with a potential extension
for another 90 um uh and as it relates
to the prc’s claims that uh they they
wouldn’t allow something like this to
happen we believe that it should and we
believe that this uh divestment uh
should move forward Goyle go ahead as
far as Tik Tok is concerned India had
banned already two years ago why is
taking so long for the United States
when everybody knows that this is
national security threat and if anybody
from the Department have spoken with the
Chinese Communist party or Chinese
leaders about this and what’s behind
there’s a Lobby or somebody is
benefiting from this and that’s why they
don’t care about the National Security
issues in the US so um I will leave it
to our our partners in India to speak to
their own um efforts but what I can say
about the the United States is that
legislation is not the only um sort of
uh Safeguard measure that we have when
it comes to protecting um things like
our privacy and
cyber government devices and government
assets uh there has been a long standing
policy of the inability to use Tik Tok
on those kinds of devices uh to ensure
safety
um in the cyber security and Tech space
so there’s a number of things like that
in place um all right man thanks Jonah
Hill game time chatt
Adonia ladies and gentlemen boys and
girls that wasn’t too bad honestly you
guys like I I think you guys have been
enjoying him a little bit more than
Karin I have too that wasn’t honestly
that that’s been kind of nice I know the
topics in the war always gets people
going but you know it’s been it’s it’s a
little refreshing here in some different
but chatt Adonia it’s that time if
you’ve been here you know exactly what’s
about to happen if not I’m actually
really glad that you’re here uh cuz
you’re going to get a lot of information
and hopefully uh you can learn something
that will prepare you for every single
earnings for the rest of your life now
what we’re going to be doing here is
earnings previews no no no it’s not
push-up time but push-up time does apply
too that’s very good and life-changing
but what we’re going to do now is go
over the companies that are reporting
today I have most of the previews I am
going to go over what analysts are
expecting or what the company has for
info how they’ve moved at their last
earnings and then we’re going to go over
the option chain and see what the market
maker has priced in to know how the
stock is going to move leading into
tomorrow for earning so if you’re
unfamiliar with that there is a tutorial
how to price in options you will learn
everything I’m going to do half of it or
3/4s of it in real time today so you’re
going to get to see it but if you want
to know where the plays are going to
lead to you’re going to need to watch
that video and learn a little bit baby
but it’s a good time uh there’s a lot of
risk involved but I do think I’m going
to be deferring that to you to figure
out some of the plays but at the very
least you will learn what is expected
from these earnings hopefully you’ll get
some info that you could apply into any
strategy and and honestly in a broader
sense it’s pretty exciting cuz we’re
going to see where the market
goes so Chad don’t gamble don’t be dumb
money that you need is cursed okay baby
it’s cursed so honestly these are low
probability plays if we end up taking
them and I had a nice discussion here
today and I’m I’m telling you the beauty
of this strategy is that it tells you a
lot of info and quite frankly compared
to last earnings 2 weeks in we were
already hitting left in right thousand
percenters so far there’s really only
been one big earnings this season and
does that mean that the strategy doesn’t
work no it means that if you’re actually
listening to the information that is
being
presented from the from the option Jane
it is actually telling you not to play
some of these because there is a lot of
high premium involved so we’ll figure it
out here hopefully you can make some of
that determination but again that
discipline and decid to make the play
that’s on you man so be smart don’t
gamble but now chatt Adonia are you
ready for the first one so I do have
most of these I have uh for after
hours I have uh Microsoft Google Intel
snap Roku Western Digital I don’t have
Dexcom I have T-Mobile Gilead and then
no American Eagle and then for the
morning uh I made a decision here in
honor of Greta and like I’m not going to
do Exxon and Chevron because of climate
change so due to climate change and
their effect on the world and you know
y’all just cuz I drink water bottles and
got like mad V8s and [ __ ] not like the
not the juice but y’all get mad at me so
you know as a show of my support for
climate change and my fight against it I
am going to boycott a preview on any oil
company okay so there you go there you I
I feel I got y’all I got y’all you know
that’s that’s for you
Greta so but I do have abiv V and then
Colgate and then if you guys want HCA or
Charter ACM we could talk about them or
even sen uh but otherwise the one’s on
Friday morning not not two nuts not two
nuts how dare you no man I they stop
fossil I feel you stop off fossil
Finance I’m not going to do their
previews you know I’m not going to
remind you how much money they make and
go over those previews in honor of
climate change I got you I got you so
that being said let’s start with that’s
no that’s that’s that’s not it okay this
is it sorry false alarm false alarm
first
alarm all right
Microsoft so they’re expecting
60.83 billion in Revenue uh productivity
19.5 vers 19.3 azour 26.2 to
26.3 so literally this is all that
matters you know that there’s a lot on
this preview but realistically it’s sad
that this is such a big company and it’s
so big but all that matters is
intelligent cloud and aour so all that
matters is the number here the guidance
they give and then the year-over-year
growth that’s it sadly but I’ll keep
going gross margin expected to be 69.2
operating expense
15.83% one operating income 26.2 billion
EPS
$282 cash from operations 26.5 billion
share repurchase 5.09 billion and ending
deferred revenue 45.02 billion next
quarter expecting revenue of 64.5 7
billion gross margin 68.8 operating
expense
17.88% billion uh share repurchases 5.2
4 billion ending deferred revenue
59.26% s and xlk is down by 3.8
near-term options imply 4.3% move last
four quarters loss of three gain of
three loss of four gain of seven Revenue
has beaten 18 of the last 20 quarters
and EPS has beaten 19 of the last 20
quarters Microsoft
so there’s only one thing that stands
out only one thing besides what I
already told you so Azor is literally
all that matters for guidance and how
they did as sad as that may
sound why only Azor because and well
Azor and intelligent cloud is AI and
their Cloud business the you know
literally the other driver that was the
Big Driver besides Ai and co-pilot and
all of that so those are the two things
only two things that have been like the
real growth drivers everything else is
generally solid stable I mean Computing
demand may be of interest but I do think
other Ai and then cloud-based stuff are
have been the main drivers of growth for
Microsoft over last couple of years and
especially the main focus as of
lately but there’s one thing that stands
out besides
azur does anybody
know it is underperform forming a little
bit so now let’s see what the mar what
they price in we’re going to do the
normal one standard
deviation 8 what is that
19 2050 that’s 2090 that’s 20 I like it
we’ll go
2050 divided by
39851 Chad so it’s pricing in 5.1 %. so
the market maker thinks Microsoft will
move
$20.50 either direction after the report
that is what’s priced in so after the
report comes out if it moves $20 that’s
expected so if everything’s in line
nothing is a surprise on the release you
should expect the expected move or
less FCC approves T-Mobile purchase of
mint mobile that’s good news they have
uh earnings after the
Bell so the thing that’s
interesting is what I’m showing you
right now so the thing about Microsoft
the preview said
4% right now pricing it in it says five
so that’s a little bit more but if it
was going to price in like three or
4% I was going to say that’s not a lot
but then again Microsoft surprisingly
does not move that much on earnings
however Microsoft has gotten beaten down
recently so Microsoft is not a big
earnings mover but Microsoft has also
dropped 5% just in the last like couple
of weeks so 5% is not the biggest
considering I feel like there’s a little
bit more at stake but we’ll see $20 so
one standard deviation move would be
between like 378 and then like what 41
18ish 420
is so we’ll see but that is Microsoft
the next one another Big Dog go
go honestly they’ve held up pretty good
and then our our premiums are up 50%
actually too so the play we made
yesterday that one actually went up so
the again they’re actually holding up
pretty nice in the earnings again they
got affected by meta yesterday so that’s
why too some of you asking why we’re
going up people buying Google could be
an answer think about it they sold off
scared with Meta Meta got a little
rebound and then they’re like Okay
Google will do better they buy Google
ahead of earnings that could be some of
what you’re seeing here but as far as
the preview they’re expecting
78.75 billion in Revenue uh Google Cloud
9.3 billion other bets 45.8 hedging
gains 14.9 million Tac loss of 12.74%
share cash from operations 28.1 n
billion capex 9.87 billion free cash
flow 18.2 billion since last quarter uh
January 31st Google is up by 13.1 S&P is
up by 4.6 and xlk is down by 0.2
near-term options imply a
5.5% move so not too bad not too
bad
and where is it last four quarters loss
of eight loss of 10 gain of six break
even so they’re pricing in 5’5 in the
last two earnings they moved almost
double that I think we hit on Google but
briefly we got lucky on Google we only
green for like an hour and we got out
and then it popped up uh Revenue has
beaten 14 of the last 20 quarters EPS
has beaten 13 of the last 20
quarters let’s see if it’s pricing in
more or less than in the
preview so tdmr
trade they say
1090 I’m getting
1080 we go
1080 so
$10.80 divided by the price of the
stock 6.9 yeah so that’s why my premiums
are up so literally this got a pre-
earnings uh juice so there literally
juice on the option chain
today so this one says 55 right now real
time I’m getting
6.97% that’s a lot so like I was telling
you Google moved 8 and 10% last
times so very interesting that’s getting
Juiced up there but Market maker thinks
that Google will move about what $10 and
80 cents either direction
okay the next one
Intel so the chip maker man I think this
one’s going to be big honestly if you
don’t play Intel just think about it
there’s a lot of other chip earnings
that have not reported yet these again
AMD would come in close even to video
but they’re in their own little world
but like I said depending on how the
chip earnings wake up or not you’re
going to watch the next wave of
companies pretty much come out here
so keep that in mind uh but Intel
they’re expecting 12.8 billion in
Revenue versus guidance of 122 to 132 so
a little bit on the higher end but below
next quarter uh Revenue oh wait nonap
margin 444 for this quarter non Gap
operating 49 EPS 14 cents vers guidance
of 13 next quarter expecting revenue of
13.61%
so due to recently announced reporting
uh cannot reach accurate consensus of
Revenue segments we look to include
consensus next quarter I think this is
from the
company so yeah this guidance is this is
going to be a weird one probably they’re
going to have some weird
[ __ ] and then since last quarter January
26 Intel is down 21.1 S&P is up by 36
and xlk is down by 2.5 near-term options
imply 6.7% move last four quarters loss
of 12 12 gain of N9 gain of one gain of
four Revenue has beaten 17 of the last
20 quarters EPS has beaten 17 of the
last 20 with one in line forward quarter
Revenue has beaten 14 of the last 20 and
forward quarter EPS has beaten eight of
the last
20 Uber on the high ticker gassing and
honestly Spies Like right there so Intel
I have shares on this I don’t have puts
on them I think I might hold my shares
honestly it just seems like one of the
cheaper chip plays I’m down down 5% on
it it’s a lot better I dude I was down
like I think 9 or 10 earlier it’s kind
of crazy so that little 3 4% balance
helped out a
lot but if I’m going to play the chips
for the rest of the year I mean these
are the discounted one but they I don’t
know I am a little worried about their
uh that whole new reporting structure
thing they might have some weird stuff
that they come out with so TD saying
$240
cents I’m getting 248 this 246
we’ll go
246 so divide that by
35
16
6.9 this was saying 6.7 so it didn’t
really go up or down too much even
though the stock gapped up too again the
Google options and the Microsoft got a
little bit more juice
there so that one’s
interesting but yeah Market maker thinks
Intel will move $2.4 up or down by
tomorrow and then that’s the first chip
then next
one oh good old Evan Spiegel
man good old Evan sple I don’t know man
you guys don’t know what’s GNA
happen you don’t know I know exactly
what’s going to happen with
Snapchat oh look that’s a good look at
that little green shoe man little
tiktock B everything know you don’t know
what’s going to happen with uh with
Snapchat oh
man Snapchat bro they gonna come
in and then they gonna beat earnings by
like
50% no they’re going to kill it they’re
going to beat earnings by
50% but then they’re going to warn on
guidance and then not disclose guidance
no no no they already had the war in
Israel you already had Boeing playing
you don’t know oh you don’t know not the
Tik Tok man you don’t know what they’re
going to use this
time a they already use Israel Lan no
they already used that you don’t know
you already forgot snap they keep up to
date with the world and what’s been
affecting their business no not race how
dare you forgot this has been a big
issue for SNAP this quarter the
Baltimore
Bridge how dare you yeah that’s it they
going to warn about the Baltimore Bridge
they be like the bridge collapsed the
supply chain we’re worried about we
don’t know how so we we don’t have any
color on the guidance for this quarter
so although we did well we still feel
like that we yeah the bridge man that
was a big event they gonna use the
bridge the bridge you can’t that’s a big
event big bridge
[Music]
man then they GNA say on top of the war
and then on top of the doors on
Boeing
mhm they might might even bring up the
natural disasters they’re going to be
like Taiwan has had 55 earthquakes too
and we’re worried and how it affects our
advertisers the bridge is
over well you clearly don’t understand
the advertising
business we’ve seen a lot over the last
C at least for
Snapchat Evan do you hear that Evan he
said it’s over Evan
that’s crazy yeah this is sarcasm if you
guys are not aware so hopefully you
picked up on that but anyways Snapchat
they’re expecting 1.12 billion in
Revenue vers guidance of 1.09 to 1.13
eida loss of 67.9 million verse guidance
of loss of 95 to 55 million loss EPS
loss of 26 Cents a share uh Global daily
active users
42.4 million vers guidance of
420 average revenue per user
$267 a share cash from operations 89.8
million capex 45.3 next quarter
expecting revenue of 1.22 billion ibida
of 15.5 million EPS loss of 19 cents a
share Global daily active users of
430.52 284 since last quarter February
6th Snapchat is down 36.2 S&P is up by
1.1 and xlk is down by 3.7 near-term
options imply 20% move last four
quarters uh loss of 35 loss of five loss
of 14 loss of 17 last uh Revenue has
beaten 12 of the last 20 quarters and
EPS has beaten 12 of the last 20
quarters with one in
line nice team on the hot
Google now that was Snapchat so that’s
Snapchat Market maker oh wait did I
price it in no no no I was already to
get into the next one I was like I don’t
know man it’s pricing in 30 I don’t even
think you’re going to play that it’s
pricing in 25 or something this just
seems I mean it’s always ridiculous
remember we hit Snapchat last time
believe it or not so we actually even
though it was pricing in a lot we hit it
last time but remember what happened it
was like $10 into 60 bucks so you could
play them small or I think it was like
was it yeah it’s like 10 to 60 or 10 to
50 so still a good gain but it was like
it’s just pretty small it just doesn’t
pay out that crazy CU it’s still all
very small and then that was off of a
35% move so if it don’t move like that
then yeah it don’t move like that you in
trouble 11 and a half so it’s pricing in
260 that says 250
again if you have I’m going with the
number that ends in the middle so
there’s this number this number and then
the number that I price I’m going which
whatever number is in the middle so in
this case it’ll be the 249
250 divided by
1151
21.7% a little less than what the
preview said so that came down a little
bit not bad not bad but still kind of a
decent amount
is gold going
crazy is
that now gold is actually it’s up on the
day but barely it did move up a lot
higher but then chilled out but 2345 so
it’s literally a dollar above where I
had my gold short that was
terrorizing that’s a finicky price isn’t
it ain’t it ain’t
it but yeah Snapchat’s insane so good
luck on that next one is
Roku
roian oh wow they kind of got a baby pin
a little
bit little bit so Roku is expecting
8435 million vers guidance of 850
million uh gross margin
44.3% iida 2.9 Million versus guidance a
break even eidon margin. 3% versus
guidance a break even EPS loss of 61
cents a share active accounts 8.16
million streaming hours 30.59 billion
average revenue per user 4.24 million
next quarter expecting revenue of 9265
million gross margin 45.5 ibida 23.3
million eida margin 2.5 active accounts
82.9 6 streaming hours 30 billion
average revenue per user 4
111 EPS loss of 48 cents a share since
last quarter Roku is down 149 S&P is up
by 13 xly is down 34 near-term options
imply 13.2% move last four quarters loss
of 24 gain of 31 gain of 31 and plus one
Revenue has beaten 17 of the last 20
quarters EPS has beaten 15 of the last
20 quarters with three in line fourward
quarter Revenue has beaten 12 with last
17
quarters
so this one is underperforming the spy
in
Tech and it’s pricing in less than the
last two less than the last three
honestly I don’t know Roku this one
seems
suspicious what is that
445 +
475 920 850 880 920 we’ll go with the
880 880 divided by
62
29
14% CFR big selloff conference
call I don’t know man that one’s that
one’s weird CFR is
dropping so pretty I guess it’s because
they’re down they’ve moved a lot too
Boku Market maker thinks they’re going
to move
$880 in either
direction so not bad but that is
Roku this next one I can’t even read my
home handw writing I think I know what
it is I think it’s
Dexcom but I did do it a little I think
I I think the text some of my writing on
these started to get a little
nuts oil Spike again gold was trying to
tick up there
[Music]
too oh no I need to
preview so Dexcom I played this one last
time and I think it moved but but the
play didn’t hit I actually really really
like it I’m writing Arabic no
McDonald’s uh that spy kind of drilling
right now and that CFR Troy said they
got a conference call right now and they
took a candle down I don’t think any
news on the Spy I’m seeing Airbus CEO
comments that’s about
it FCC approves the mint
acquisition yeah nothing else just
natural movement bab remember it’s
earnings earnings in an hour and a half
no matter what happened today it all
changes in an hour and a half and in the
morning so Dexcom they’re expecting 3.37
billion in Revenue verse guidance of 3.2
to 34 non-gaap gross margin 23.7 versus
guidance of 22 to 24 non-gaap operating
margin of 4.7% eps 22 cents a share
versus guidance of loss of 10 to gain of
20 next quarter Revenue 3 . 71 billion
non-gaap gross margin 27.6 non-gaap
operating margin 11.2 EPS 89 cents a
share since last quarter January 26 WDC
or no what this is the wrong
preview I don’t have Dexcom this is for
WDC I’m an idiot forgive me it’s okay
just imagine you were looking at WDC
chart yeah no no no no I forgot I don’t
have
Dexcom I don’t know why I I wrote
Dexcom I failed
myself are these all correct the other
ones are
right coming your way no no no it’s okay
don’t worry don’t worry we don’t need
the diabetes actually it’s kind of
considering OIC but this is for WDC
ignore this Arabic tattoo but yeah WDC
they’re up 15.5 S&P is up 24 and xlk is
down 37 near-term options imply 88.8%
move last four quarters loss of three
gain of seven gain of one loss of two
Revenue has beaten 14 of the last 20
with one in line and EPS has beaten 15
of the last 20 with one in line oil’s on
the high right
now so Western Digital
70 274 plus 246
520 so this says 516 490 we go
516 divided by 69 and then WDC I don’t
know I feel like the earnings never hit
74 so it’s pricing in less than the
preview but literally in the last year
it only had one one earnings it went
crazy
on so Western Digital Market maker
thinks they will move
$516 in either
Direction all right so the next one is
T-Mobile and then they just had news
that they were approved to buy mint and
again they’ve been killing it I don’t
think we hit I don’t think we played or
we tried to post turnings on T-Mobile
but then that one ended up not working
last
earnings so revenue for T-Mobile
expected to be 19.8 billion core
adjusted eidos 7.56 billion EPS $187 a
share cash from operations 4.88 billion
capex 2.7 billion free cash flow 3.27
billion uh total Wireless net ads 1.15
million fouryear guidance eav 313 to 319
price history since last quarter
T-Mobile is up by 06 S&P is up by 37 and
Communications is up by 47 but that
includes like meta and Google uh last
four quarters break even break even gain
of one loss of four near-term options
imply 2.8% move so they don’t really
move too much on earnings and not really
pricing in a lot Revenue has beaten
eight of the last 20 quarters and EPS
has beaten 17 of the last 20
quarters so T-Mobile this is 535
I’m
getting three I’m getting
535 so my numbers matches up exactly 535
it
is 16
4.33 3.2 so a little higher than the
preview but probably one of the lower
ones we’ve seen today but then again
they don’t have a big earnings history
but crazy outperformer lowkey they’re
under performing Communications but that
includes a lot but then again as far as
like communication stocks and like
Telecom nobody do as good as
T-Mobile so there’s that next one’s
Gilead and then again spiesman we did
the same sort of drop towards end of the
day but still hour and a half till the
close 30 minutes till Power Hour
[Music]
you guys know what you could always
do since I’m telling you how to price in
the one standard deviation you guys as a
Chad can all come to a consensus of what
two standard deviation is you know no
one’s stopping you from posting that you
know what I’m saying do your thing 21 do
your
thing so Gilead they’re expecting
revenue of 6.36 billion milon uh product
sales
6.35 a lot of HIV products and then
oncology and liver disease expenses R&D
1.42 billion sgna 1.35 billion EPS loss
of a151 a share Gilead since February
6th is down 135 S&P is up by 23 XLV is
down by 21 near-term options imply 3.7%
move last four quarters loss of four
loss of three gain of four loss of two
Revenue has beaten 16 of the last 20
quarters and EPS has beaten 13 of the
last 20 with one in
line Gil they got murdered I think we
hit on Gilead actually it was a
continuation we played it ahead of time
but it ended up working but they were
pricing in less I think I think Gilead
was pricing in 2% when we played
it yeah can the Chad multiply by two and
can y’all I mean yeah haven’t figured
and post the strikes you know sometimes
people would post the plus or minus and
they would like get it but it would be
wrong so I don’t know maybe you guys
could all come up to consensus I’m not
going to comment on I’ll let y’all do it
but if that’s what your prerogative is I
don’t
know
Gilead so so they’re at
6536 what is that 221 227 220 we’ll go
with
221 3.3 so not bad they’re just not a
big mover they are just they’ve moved a
ton but then so is Healthcare I don’t
know there last there’s a lot of gap on
there that’s the only one I could think
of that’s only to justify that but
that’s the again on the smaller end of
what we’re pricing
in but that’s for Gilead Mark maker
thinks they will move
$221 a
share oh this one I don’t judge me so
wait wait that being said oh man my
handwriting gets so progressively work I
didn’t drink at all today you know what
I’m saying it’s not like I’m hammered or
anything but like I don’t know I don’t
know like it’s starting from the Dexcom
one my like my that was the totally
wrong one my handwriting gets like
progressively bad on these it’s like I’m
riding with a mouse too oh it’s cuz I
sped up my mouse speed I don’t know if
you guys have noticed have you guys
noticed my mouse is really fast I’ve
been trying to get used to a lot faster
Mouse speed I think I could handle it
but now like bro I could go from like
four screens to one real quick literally
ready I just went four screens in back
did you see that you see this like look
at this is where I’m at I just went
through all of them right back I’m right
back is that
crazy yeah bro I got some speed on there
so I could go to these chains I could
click on these headlines I could do a
lot of things very quick bro very quick
it
works but
that being said don’t judge me about the
uh don’t judge me about my handwriting
but that is all of them for after hours
so I think I keep closing out the other
list
so we did all of them except Dexcom I
think that one’s in my email
thanks to
Troy but other than that this will be
the last one for after the bell and then
we’re going to move into the
morning Dex I like Dexcom I always like
him San
[Music]
Diego so Dexcom uh first quarter
adjusted EPS estimate is 27 cents a
share uh EPS 26 that’s not adjusted
Revenue
99.3 um yearly Revenue estimate 4.33
billion adjusted gross margin
637 um what are they April 16th they had
a transition May prevent guidance boost
21 buys three holds one sell Target
average price Target 14939 88.8% upside
from current price and then implied one-
day move following earnings 6.8 Shares
are up 10.9 in the past year while S&P
is up by
22.3 oh you did Miss felo
yes so that one’s
interesting and what I think is
interesting it says it’s implying
6.8 but it reminded me about the price
targets I forgot
some of these names depending on like if
they have a really big skew from the
average price Target those are the ones
that have made like really big
moves is oil still going
nuts uh yeah damn oil’s almost at 80 I
should have played it again bro telling
you it sells off and goes up San Diego
this spread is
terrible all right well it says it’s
pricing in 6.8 for Dexcom let’s take a
look I like it but I I forgot they’re
trading near their price Target that’s
the interesting part
138 is that
10:30 970 990 then 1030 we’ll go in
999
999 divided by
138 90 or no
30 7.2 so pricing in a little bit
more Intel I don’t remember I think
intel was pricing in six intel was like
250 it was 220 or 250 I no or
251 see how good my memory is I think
it’s 251 251
Bob I don’t know who Bob is I don’t know
why I’m on prices right I should have
said Alex for Alex TR back rest in peace
but Dexcom is pricing in 7 .2 Market
maker thinks Dexcom will move
$9.99 either answer or either either way
either answer I’m reading the chat and
talking but yeah so that’s after hours
after hours for them all the place
unless there’s any but I think I got
most of them literally I’m missing am
that’s a gold play and then that’s it
all these other ones I mean there’re all
there’s some other ones that are not
there’s smaller names out there but
these are all the big important ones for
today okay and then like I said now
coming into the morning we’re not going
to do the oil plays to boycott uh oil
plays because of climate change off
fossil
Finance uh and then I’m going to go and
then I’m going to start with the fan
favor abvi but please do not judge my
Arabic handwriting that’s abiva I don’t
know what happened you could kind of see
it it’s like there’s the A and then the
B got up and then the B got drawn lower
and then the V I don’t know I wrote from
top to bottom I I I it’s the language of
the Transformers if you’re familiar with
the offs
spark I don’t even know if it’s called
offs spark people get mad that I call it
that but you know what I’m saying it’s
just a little it’s top to
bottom but you’ll figure it
out but yeah abvi man this is our
favorite this is our
favorite so Revenue expected to be 11.93
billion versus guidance of 11.9 Humera
22 Sky Rizzy 1 n vinok
1.04 uh expenses sgna 2.96 billion R&D
1.74 billion adjusted operating margin
43.4 EPS 226 verse guidance of 218 to
222 full-year gu guidance Revenue 54.2
billion EPS 1097 to 1117 since last
quarter February 2nd uh why don’t even
have Abby V up
here I got to close I got to close all
these other
ones ABV
okay good so there’s their
chart so literally since last quarter
they’re down by 0.5 S&P is is up by 23
and XLV is down by 0.5 near-term options
imply 4% move last four quarters gain of
one loss of four break even and gain of
five Revenue has beaten 15 of the last
20 quarters EPS has beaten 17 of the
last 20 with one in line and forward
quarter EPS has beaten five of the last
16 with one in
line offs Spark is what powers Optimus
Chad was somebody like seriously
inquiring that’s how you know it’s
earning season and mother effer is
getting fomo off plays they’re like Josh
what’s offs spark what’s offs spark how
do you what’s what’s is Sam with Wiki
what’s the off what’s how who’s that the
CEO that’s
crazy oh my
goodness what the all spark I think the
offs spark is the one you could get off
stockx it’s like the designer
version if you know you
know what is a 6
660 670 I have
670 so
abiv
4.0 so pricing in a cool 4 % on abiv so
not bad again uh everybody they might
come out with some higher guidance but
all that really matters is Sky Rizzy and
renok growing and then Huma not getting
a hit there was one more thing and then
how the dilution through the acquisition
stuff and then there’s one other thing
I’m missing on
abvi that one’s interesting ah we said
pricing in
660 all right what’s the next one
that was ABI okay Colgate I think this
might be the last one unless you guys
want any of the other
ones up to you man up to
you glob life on the
low so
Colgate they’re expecting revenue of
4.95 billion organic growth
5.1% operating income 1.0 oh I remember
Colgate we were supposed to hit on this
one or no no that was Clorox and it
didn’t and
I operating income 1.02 billion gross
margin 58.8 operating margin 20.7 eps 81
cents a share full-year guidance revenue
of
19.65% move last four quarters gain of
two loss of two loss of two Gain of two
oh a lot of two two two two I think it
was still like that last time Revenue
has beaten 15 of the last 20 with one in
line and EPS has beaten 15 of the last
20 with five in
line Colgate I thought this isn’t no no
no no I played Clorox like yeah CLX is
Clorox but I thought I confused that
this one is Colgate like Palm
Olive so I think this is uh is this
toothpaste in
soap I believe right I don’t know and
then Clorox is like bleach and to and
and
ChapStick I’m serious they own Birch
bees that that’s what I learned last
quarter I didn’t know that till last
quarter is that
crazy you’re not playing energy earnings
to protest climate
change um I I said I’m not going to go
over the previews to protest yeah
because I don’t support climate cuz in
to bring awareness to climate change and
my beliefs cuz y’all don’t think I
believe climate change so I found an
area where I could show my support so
this is for all my climate change people
I’m not doing any oil previews in
support I don’t know I thought you guys
would be more
supportive okay I think I got like 9.8
miles per gallon this week driving
around so I thought this could alleviate
some of my sins but this is why like if
you think you’ll be saved off actions
alone it’s not enough you know what I’m
saying it’s by grace so amen but at the
end of the day I do I did want to show
y’all keep saying yall you know I don’t
tell me I don’t believe in climate
change no more I’ll be like where was
XOM earnings preview
huh I know how much that I could get it
I could get the XOM preview but I’m not
you know what I’m
saying I got you I don’t know if you
guys want HCA or I don’t know
HCA that’s expensive I don’t think we
played that last time so we could skip
that
what’s the other one acmr and then
CNC let me acmr is a re right I’m just
going to see which one’s pricing in the
least if it’s pricing in the least we’ll
go over the preview but if they’re
crackheads then
though I don’t have a preview for
acmr so screw that next one is going to
be
ball ball
and then sentin you know these guys
too so these guys bro nobody ever says
it that too I had to start doing deep
Dives on mpw’s [ __ ] tenant list but
you guys know the number two tenant now
technically it’s their number one tenant
is centine for mpw so mpw gets I think
like 20 mil a month off
them but they’re they they make up like
20 or 30% of their revenue
ball is pricing in
6.7 we could double check that and it’s
outperforming so I don’t know and then
let me check
CNC sentin pricing in 36 but it’s move
five and then the other warnings it
barely
moves see yeah yeah I don’t
know Mas and
Jos all right I think that’s going to be
it Chad now it’s time for the plays so
we went over all the
previews um I don’t I I have a Google
Play oh actually I want to do
something I I want to do something
oh maybe you guys might like this you
tell me I want to try something but I
have a I have a great idea I have a I
have a beautiful
idea and then reports US military
vessels have started building Pier for a
de
Gaza I I had a fascinating idea I wanted
to share with you guys so are you
ready you know what I want to do this
earnings I want
to I want to sell every
play I’m not going to sell them
early but
ideally if we get a good gain on them
before earnings I’m going to take them
every single time I want to this
earnings I want to take profits on all
of
them so because again I have I still
have to get the I have it all I mean I
could I could show you guys I wanted I
have the video I was waiting on like one
more week and then I lagged behind but
where is it let me pull it up for you I
have every single play from last quarter
written out and the profits and
everything and how it ended up so we
ended up positive so from December it
was even crazier but it wasn’t like that
crazy it was like an additional after
the 7,000 we ended up making like an
additional four grand after everything
after all the earnings place so it’s now
that I have that data though too I want
to see what it would be like if we just
take profits on all of them but some of
them I might play with shares like Intel
I’m already in that so I’m going to run
it but I was thinking that and
then and if that’s the case I would just
tell you which plays though but I I
might not even play the play but other
than that let me let me do my work now
and let’s see what we have you let me
know what the I don’t know that’s just
an idea I had we’re going to Flo oh we
get Pat writer I think this guy these
are always fun to listen to my question
is on Tik Tok there a lot of going on as
far as a US National
Security First and you got Biden it’s a
part of own oh no you need Joey Boy
party
in so I told
youut down I think they got to Jos 22000
local I think Josh is a
Democrat anytime he could play Biden
he’s play bid Nationwide the speak for
itself Rob to hope he’s a Democrat but
not on my watch thanks to investing
we’re making in America I don’t even
think Joey could read
reform America manufacturing is
back new factors are going up all across
the country and communities like
Syracuse are writing a great American
comeback story that’s what is a comeback
story creating new jobs new businesses
New Hope today
folks when folks see shovels in the
ground in these projects people going
back to work hope they feel the pride
that I feel pride in their hometowns
making a comeback pride in America pride
in knowing we can get big things done
when we work together that’s why I’ve
never been more optimistic about this
nation’s future we’ve just have to
remember who we are for God’s sake we’re
the United States of America and there’s
nothing nothing nothing beyond our
capacity
to get done when we work together God
bless you all and may God protect our
troths this is a big deal day
congratulations syc
congratulations thank you thank you
that’s
it no no
no he saluted and pointed I love it [ __ ]
yeah my guy it’s my dog [ __ ] yeah man
I’m out okay where the [ __ ] this door he
better be here [ __ ] you we did it pretty
sure y’all I
know you’re voting a guy who can’t walk
off a
stage it’s a shame the fake news the
media that’s all they show they show Joe
actually walking he can’t you know he
can’t all right sorry back to humanarian
assistance so as I understand it the
Israelis have shared uh some of their
thinking in terms of of what a Rafa
operation could look like uh but those
conversations are still ongoing as we
still have concerns uh about how they
would go about doing that and taking
into account the large number of
displaced people and their safety so I
know that uh at the highest levels uh
Israeli officials us officials will
continue having I’m just trying to make
some plays no quiet Friday Junior we
here baby oh or no Bradley FR Linda P we
[Applause]
me oh no no no no no I’m making oh
bro it’s cuz my option chain is like
right next to the Chad so like my I
could see like a chat and options at the
same time and I saw it I was like what
the [ __ ] oh it’s insane the the in terms
of they opted to not I hope it blesses
this play tax for a couple of weeks
that’s something I’m mad I found to play
but then it just all that volatility
here in the morning our Focus hasn’t
shifted I’m angry at how it moved
Partners to ensure the freedom of
navigation through the Red Sea uh and so
as long as there continues to be a
threat uh to international shipping into
the the lives and safety of mariners
transiting uh the Red Sea will continue
to work with International Partners to
degrade and disrupt houthi capability
are Channel talks going on I don’t have
any I don’t have anything thing to talk
to on that t on um on going back to
Ukraine how confident is the Pentagon
that um the Ukrainian military can make
up for what’s being how weirded I was by
the first speech I do remember you know
while Congress I thought Bradley was of
russan thought he was going to try to
tickle me or something are you confident
that at first I was
nervous going to be able to make up for
that time well look it’s a tough
situation right now he chill at first
you know I was like I like this I like
this Bradley guy the peach at first I
was like ah I was like man maybe I gave
him the wrong impression you know but I
don’t know but secret as Austin has said
uh you know Ukraine matters what happens
in Ukraine
froms not only Ukraine but European
security and International Security so
we’re going to continue to support them
uh not only to defend the territory uh
that they’ve defended from Russian
occupation but also to take back their
Sovereign territory and we’re going to
do that for the long ha all right yesz
thanks um going back to the humanitarian
pier in Gaza um just to clarify you said
that a pier itself the us is going to
build or is building is out of the range
of the mortar fire but what about the
causeway well again what I’m saying
right now so there was a this mortar uh
uh attack uh today on Shore right so
what I said is that uh initial
construction has begun of the causeway
and the temporary Pier at se so they’re
they’re not constructing that anywhere
near the shore at this point in time if
that makes sense okay and you said there
were no damage to any us assets um were
any Israeli assets damaged I’d have to
refer to the Israelis on that sir thank
you General uh two questions and uh one
is uh my colleague already asked here
two days ago uh us and South Korean uh
having the discussion on the sharing the
cost of American troops in South Korea I
think they finished the talking so do
you have any read out on that discussion
and also uh I think I got why uh you
guys having this discussion at this time
is someone drinking water
um I appreciate the question I don’t
have anything in Fr you let me take that
question and we’ll get back to you okay
on China actually this is uh secretary
brinkin is on the trip to China right
now and expect it to uh give a warning
to the Chinese side not commercially
supposedly building the Russian defense
Industries uh from point of view uh do
you have any specific uh concerning
areas of the coordination between Russia
and
China um you know I won’t get ahead of
secretary blinkin and and anything that
he may be putting out as you’ve heard us
say and as as you heard the president
recently say uh we are concerned about
some of China’s activities as it relates
to supporting uh Russia’s defense
industry uh and again essentially uh by
doing so enabling them to uh conduct or
to develop capabilities that are being
employed against Ukraine uh in their
occupation of Ukraine so yes sir and
I’ll come back thank you General uh a
couple of questions the United Nations
uh representative to Syria says Syria
has become a focal conflict Zone among
superpowers so how do you see the
situation in Syria now well look I mean
Syria has all right Chad not a
recommendation we went over the I’m
doing the plays right now and I told you
I’m going to let you guys know and this
one I like it so here’s the deal you got
to figure it out I I I was it’s a very
[ __ ] up chain excuse me but I went
with Roku calls I only grabbed one I
didn’t spend that much I did go a little
further than two standard deviations and
I grabbed extra week of time but the
Roku chain I I’m interested in it the
the literally it’s a very uh it’s a that
is the that chain has caught my
attention does anybody know why we went
over the preview it’s a really weird
play but I like it that’s the and I said
I’ll tell you guys I could I don’t know
the the only thing that sucks is that
all of those plays were [ __ ] dead in
the morning that’s why I had to go
further than two standard deviations and
I had to push it it’s already the plays
are already dropping down too so that’s
the only problem with it because it’s
literally this morning they were Dirt
Cheap so that the premium sucks intraday
there’s this weird volatility with it
but this option chain it’s pricing in
14% which is a ton it’s a lot usually
that would scare you away but the
difference is that literally the last
three earnings Roku has moved
30% so two standard
deviations has
happened three times in the last
year that’s why I’m like in a weird way
and then it sucks because those plays
were cheap if the price was if you got
it in the morning before this little gap
down and run up you know what I’m saying
like that’s what ended up getting you
killed the alerts not right what I put
on there
uh no it
is no it’s good that’s it it’s I well it
was like about 40 bucks it’s cheaper now
so honestly that liquidity brought it
down you’re welcome for the
sacrifice uh but it it works it just you
could have got the real play for the
right price in the morning or yesterday
that’s the problem that’s the only thing
I don’t like about it but I’m willing to
put $40 on a stock that like I’m saying
it seems as if the option chain is more
conservative than any other company
that’s what I’m telling you why because
why is Roku pricing in 14% when it’s
moved 30% several times and then all
these other companies that haven’t even
moved 10% are pricing in 10% you see
what I’m saying that’s all it’s
attractive uh but I only have have $40
on it but out of any of those that’s the
first one but that’s the first play in a
while where it’s compelling it’s
interesting but I I wouldn’t bet the
farm on it oh and Pat Ryder’s over oh
well I have two more there’s two more
I’m looking
at Apple Pop I only went with the call
side so remember Roku we hit Roku last
time I only went with the put side so
this time I’m only going with the call
side I do think there’s more upside than
not the downside there’s a little the
puts are expensive though on the
downside and then I mean we hit the put
last time and I thought we would barely
hit I don’t think I could do it twice in
a
row and then spy coming back
up round table with CA Harris wow this
might be the only thing we got I didn’t
know she does anything
they got no no Fat Joe always will do
better but
just Second Chance month check weed
stocks again last time we saw any
anything like this wait is that Kim
Kardashian out snacks meals and you know
I think that’s in just just
encouragement that you can always do
good is that Kim Kardashian before I was
texting with mayor I think that’s Kim
Kardashian sirs so there you go I guess
you kind some some of you that like if
my girlfriend would be like oh let me
watch this I your
name yeah that’s Kim Kardashian all
right well there you go let me find some
more plays you can watch Kimmy K and uh
and
C it is has two missions one is to
provide access to healthy and affordable
food options which is located in a food
desert uh we also provide inter
internships to kids in the community and
we teaching social skills etiquette
financial management how to operate and
manage a small business and culinary
skills and anything that prevents that
kid from graduating uh even to the
extent to where Mom Mom’s car breaks now
mom loses her job we get mom’s car
breaks and it’s uh make get Mom job to
keep that kid in school so they don’t
drop out and have to get a job and then
they fall into the system and then they
have those kids fall into the system um
and the other part of that story is that
that store was a store in 1992 when I
was 15 years old where I sold my first
Dy bag of marijuana so I tell people
we’re not pushing dope we’re pushing
hope we can go in any direction tell
let’s let’s talk about uh
Tuesday when you found out you’re
getting paron what was was what was what
was your what was your
action sure I was in the process I was
in my office typing up a contract for
off on the property and when I got the
phone call it was like I forgot what I
was doing I ran downstairs and I almost
fell through the window trying to get to
my wife and my kids just to let her know
you know it was exciting but um man I
don’t even know what to say about that
it’s just that overwhelming gratitude
for being one of the few that they did
partner in this is it’s real important
and happy and exciting and all those
other great words that I can’t think of
right now but it sitting at the table
with the VP and Kim
K happen so I’m I’m ecstatic did you go
back the contract oh yeah
definitely let me intervene for a moment
because it didn’t just
happen you made it happen and and
perhaps you can talk a little bit about
not only your journey that qualified you
for the pardon but what you did
affirmatively because we talk a lot
about a lot of the spirit being behind
your story is about self-determination
mhm which is an
individual finding their power to make
choices and to to to chart away
including what you did to apply for the
part right can you talk a little bit
about that because I think there are
plenty of people who don’t really know
that they’re they might be eligible yeah
I didn’t know either it was actually a
friend of a friend that brought it to my
attention he brought the packet to me he
knew somebody that knew somebody that
knew somebody in politics and when he
gave me the packet I went through it I’m
like damn this a lot but when I took the
time and went through it and gave it to
him I felt relev that okay I finally got
all of this out let’s start the next
process and um after hearing how long
they waited my four years seemed like
six bucks so I’m actually you know glad
that it happened so quickly so I thought
it would been longer but it’s greatly
appreciated I love it but um I don’t
think it was a hard process it’s
definitely worth it now I’m able to take
this and then apply for um I want to be
a probation officer in with the US
government so I can assist other people
in similar situations who need um more
access to different I guess networking I
have a large Network that I can
introduce them to and to show them how
to do other things cuz just as a realtor
I do extremely well as a realtor with
the conviction so just to be able to
pass that on to them and knowledge so
they don’t feel pressure to go back to
where they come from and try these other
things thinking they can beat the system
I’m giving them something tangible that
they can do to go make more money and
not ever have to look back to do that
all over again so I’m looking forward to
it so putting the word for me with that
probation off so I can you know make it
happen I picked up but you were
drafting
definitely man awesome maybe the same
question your reaction on Tuesday and
then and then maybe how you got to where
you
are I was actually in um want two old
all right word anyways chattoni I made
two plays so very small very very small
the Roku about $40 the other play I
decided to do was Gilead this one right
on the money two standard deviations and
I only went with calls why big outper
underperformer on the market just take a
look at the chart you’ll see Guild and
then it’s kind of pricing in a lot they
do not have a good history of moving so
this play I know I got lucky on Guild
and I hit the put last time but I’m not
really expecting anything too crazy out
of this one so you that’s why it was
like 20 bucks or something uh but I only
went one direction of the calls side to
standard deviation not a recommendation
and then abiv this one is going to be a
little difficult for you to find uh but
I went with the abii only for the call
but I spent $7 that’s it I don’t even it
was two it was further than two standard
deviations I thought it was comp in I
wanted to take a look at it but I only
grabbed one for $7 cuz it’s cheaper than
a Chick-fil-A sandwich and Abby V last
earnings I was waiting for a surprise
again I do want them that 180 level is
dangerous for them uh but maybe we get
lucky but it was just Dirt Cheap so I
put $7 down on a next week play calls
side only not a recommendation you will
lose
money and that is it that is it good
luck good luck we did Google I’m not
playing Google actually no I am well
that’s what I need to get out of the
plays actually I have Google out of the
monies they’re up 35 cents 35% I’m GNA
sell those actually we’ll get out of
these I bought these yesterday if you
guys like the video you would have known
I told you it was a Google Play I just
didn’t tell you which ones because you
didn’t want to like the video it was
really weird I was like man well this is
not ajy all right just sold out they
were up 50 or 70% earlier so they came
down but I sold those out for 35 only
made like 20 bucks
Roku is expensive if we got it earlier
yesterday that would have been a great
deal and then
I grabbed the
Google yeah the Amazon that’s
it and then I’m and then I’m going to
ride the Intel lowkey I’m going ride a
lot of shares there that’ll be fun uh
let me check the puts on those now but
Intel I just have shares that I’m down
on my Shares are at 38 so I’m down 5% a
th000 shares but it’s pricing in six I
think it could do more I’m cool I mean I
was down on it a little bit more I I
thought I was buying the dip so I’m I’m
kind of down to push
it covered calls oh you know the the
premium is not that high I didn’t even
consider it I could look at the 40s I
could get back
ooh that might honestly I might get
lucky because of earnings that’ll be
interesting I could get back all my
money I think if I sell the 40s no I’m
still down by a th I would have to sell
uh I could sell the
39s get all the money I’m down on the
shares so I’m down 3K on them I could
get all the cash back right now and then
I’d have a $500 Max upside and then I’d
still have to pay for downside but then
that’s only till next
week H that’s not bad not a bad idea let
me I need to I need to go I need to
think on it I need to take a piss we
have 45 minutes you know you know I got
to stare away from the screen a little
that’s not a bad idea though I
appreciate
you you sell iron Condor for earnings is
highy yeah I have I mean there was one
play there was a big play I sold a IV
for earnings on does anybody remember it
was dope actually I think I made 2,800
or
1,800 I think or maybe or 3600 one
something with the a multiple of
eight you guys remember that it wasn’t
it was like a year or two
ago no it wasn’t FedEx I did it at the I
did a straddle I sold the premium I sold
the
Condor it wasn’t s wasn’t
airb I was thinking about this the other
day I remembered it so it is it’s
Testament of if you want to use the
options to the other direction you can
sell these premiums if they’re jacked
yeah it was netf
this was like a year ago maybe maybe
longer but I sold at the money remember
Netflix was pricing in something crazy
and I sold the premium and then it ended
up cucking and then we got full cash
payout but that cover call idea is not
bad it’d be better if I wait though if I
could wait and then those calls like do
that crazy move into the bell I might
end up going with covered calls on Intel
it’ll limit my gain but then again I
don’t know if it’s it’s such a small
limit it limits me and I’ve already been
down on it but damn it’s good cash good
cash so we’ll see but I’m going go to
the bathroom follow me on Instagram at
the tradein fraternity and chat Adonia
spy is near the highs and we got 42
minutes remaining see you in a little
bit is in part from the reduced
deliveries of these Boeing planes where
else can we see the Boeing challenge
start to Ripple into the airline
industry
well so United should have it but I’d
say you know United used to be less
focused on their domestic business and
they used to use smaller gauge airplanes
on it so they’ve been increasing size
which has been helping them and they’ve
been sort of bridging some of that gap
between them and Delta in in fairs um so
you should see it there but you don’t
because again of this change going on at
United Alaska’s another one I I get
concerned about they’re very big Boeing
shop taking a bunch of deliveries oh
Alaska showed some pretty good results
this quarter and it and it was driven by
you know what they called a nice return
in California business travel and we saw
Southwest tell us the same thing and so
that tells me that uh Alaska might be
getting a bit of a bump from maybe some
better West Coast Trends Alaska does
have some premium seating too that helps
but those are the ones I worry about the
most right they’ll be Southwest they’ll
be Alaska they’ll be United are the are
the big uh boing customers here North
America George we have to leave it us we
have to leave it there thank you so much
for your time and for all your analysis
this week on a very busy earnings week
also for the airlines of course that is
George Ferguson of Bloomberg
intelligence and coming up next we’re
going to talk about tech because
artificial intelligence and Cloud
infrastructure are top of mind over at
Microsoft we’ll preview what to expect
for the third quarter report this is a
close on Bloomberg
[Music]
[Music]
good stock
music Canadian bonds priced more tightly
in terms of credit spread than any
five-year US dollar
Bond issued in the last
year hey man that was kind of quick
let’s see see we’re running though ging
actually Rod Stewart Tonight’s T bro
you’re about to go different things just
like yesterday everybody’s on to Rod
Stewart today I don’t get it they’re
optimistic all right we are just getting
started here on closing bell and up next
here’s a meta you might have heard about
them having their worst day and over
year but one top believer is pulling a
monkeys he’s still a Believer going to
make his case after the break we are
live for the New York Stock Exchange on
this Thursday we’re back after this
they Ain G no love man that’s cool we’ll
take it closing
bell brought to you by
Tesla bro spy new high man that’s kind
of shocking but not really cuz we’ve
done this every day remember yesterday
bro the the only difference is that
yesterday we didn’t go green but you
made up a lot of that move after kind of
selling off we like oh and then you just
sold off this time way more sustained I
mean we are into the close right now the
earnings I do think buying the dip on
Google after it had the knee-jerk
reaction to meta I mean those are
intraday have been Wicked but I think
you might go green or you might at least
touch it you’re only down by three but
either way like I’ve been saying all day
here man by the end of the day all of
this is going to change again Microsoft
Google you ain’t playing with nothing
small
Tesla those Teslas came back up so did
the GE my
goodness uh where is it oil dude I I
said I wanted the oil I just won’t go
lower and then it it’s like gold oil is
these Commodities man oil is just just
crazy and then even then Gold’s back at
2345 about Nvidia I mean today was it it
was up today even while we were down 2%
it was the leader but I mean Nidia is
going to react off Intel and their
earnings is a little later but you know
a lot of people are really on this uh
you know they’re focused in on the big
events just right like right in front of
us you know Google Microsoft it’s right
here and then by the time we wake up
even tonight I think maybe while we’re
live we might get Bank of Japan so we’ll
see maybe I’ll have to do it at 7
o’clock but that might be too
late we’ll
see the data the data from this morning
was very bad inflationary but remember
there was one part of the data that I
told you
about the bad part was the prices but
remember that GDP dropping is good uh
you know in terms if you really want
inflation to calm down but then it
didn’t because the prices went up but
that’s why Friday you know will be the
the dagger or the Savior but you’re
running here now as far as today though
it’s going to be a question of either
barely red or barely green into the
earnings and then these earnings are
going to determine whether or not we get
a gap up or gap down you know you’re
either going to give up all of this if
they’re bad run if it’s good and then by
the morning pce will that that will give
us your final taste for the end of the
week pce is tomorrow yeah bro Tesla’s
going crazy those plays are back up so
the plays are back up to almost 100%
that one we bought yesterday made it
free went back down to negative and then
now it’s back up to 100% so those things
are nuts
[Music]
not bad dude Tesla is kind of and Intel
again remember Intel’s down a lot
speaking from experience so those
bounces are pretty
decent more people buying Tesla stock
than
cars no I mean isn’t it like the number
one
[Music]
selling Tesla 174 dude
170 that’s I think no we sold out at
82 I’ll tell yeah Tesla’s going nuts
right now again a couple of the even
Intel 2 is getting a big bid but even
the volume and remember Tesla’s earning
I I like Intel I hope Intel does what
Tesla what Tesla did I hope Intel’s
earnings are bad and then it Rockets up
20% that would be the best case scenario
I would like good earnings in Rip but
then again if the earnings don’t have to
be good I mean I’m cool you know what
I’m saying I again Tesla I couldn’t tell
you why it’s still running off of the
the run from earnings it held up pretty
decent
what a range so 5056 now again you just
you’ve made it back anything above here
that’s all I cared about from yesterday
on the low side or the high side but
that level does cause big moves up or
down
5036 very wild day it’s only going to
get crazier it’s not over just about to
begin like we said man it’s the the last
three days whatever you have seen in
tray has been wiped out because of
earnings
literally every single time when it when
whether it was Netflix even the JP
Morgans to a degree but JP Morgan Tesla
so far or not excuse me Netflix JP or
Netflix and Tesla whatever the market
look like right after the earnings
minutes later it completely changed so
that’s why this is this is it’s just
even more wicked but it’s size today
NASDAQ was down 2% now you’re down 04
spy was down one and a half now you’re
down 0. 29 so like I’ve been saying the
range is just
Wicked so good
luck trillions on the
sideline I mean like I said the other
day man uh everybody says trillions on
the sideline but
like you don’t the assumption that they
would buy stocks I don’t I don’t know if
they have
to that’s the thing about
it Amazon will benefit yeah cloud and
Microsoft too and then Microsoft is
going to be all about the cloud
Microsoft’s kind of compelling too if
for earnings play just cuz they moved so
much
recently that’s it but it’s still
pricing in four and four is like one of
its biggest moves Microsoft doesn’t
surprise too much but again just the
size of how Microsoft’s moved lately but
then again if they’ve moved a lot from
the bottom like those Roku those options
may just not be the best deal
much time we
have
5:26 1526 30 minutes almost almost 30
hold making sure all right
perfect holding any sympathies
no I mean I have plays like GE still I
have the Tesla uh we’re still in the IBM
that one was up way more in the morning
should have taken that got rid of the
Google pre-earnings and then I did Roku
Guild and
abiv missed the days when this was
considered an average volatility
day yeah I mean we were you there was a
time just a year or two ago I mean the
vix was living literally made a home at
20 every day every day for a year you’d
wake up the vix at whatever you were do
in the market the vix was at
1920 every day quite
wild I think of Riley 65% short float
the volume’s been crazy there’s a lot
with that story so I think it’ll be
extremely risky I mean so far most of
these banks have came out you know like
they ended up not getting totally
clapped but at the end of the day it’s a
it’s a story there’s a lot to that story
you got to follow along and then if
you’re willing to take the risk they did
just give that didn’t they just come out
with the 10K that was delayed or
something like that so I mean it’s just
part of all the the banks and those
Regional Crisis and playing that dip
where we
at 49 so 60 point day 60 points down 60
points up just in you haven’t filled the
Gap but yeah equal and opposite reaction
h no new be proud HH no cuz look 60 down
60 equal off no okay I guess not people
no m m lore l r that’s IPO from this
morning snap calls if they’re up a lot I
mean I want to see I think I think this
quarter if any Play If I do a pre-
earnings and it like just I’m just going
to take all of them if they run up like
a lot I’m and like they’re really really
just killed it ahead of the pre-
earnings I’m just going to take
it kind of want to sell puts the put
premium dropped a little bit I like and
now the calls are up I like the sell
calls idea with the share
but I’m just hoping it kind of rallies
here in the close CU if those calls Gap
up enough I could get a nice amount back
or the
40s but I’m also kind of down to just
hold it again Intel is down 30% on the
year literally 20 something of that
happening in the last couple of weeks so
I don’t know the way I’m I might just
hold the shares because I’m like if I’m
going to play the chips any other point
this year I like the value but they
better not drop the ball which already
have
been
Chipotle is it Chipotle
CEO you know the thing that I think
we’ve just done even better of late is
bring that experience to people in a
fast way so you know one of the things
that also makes our brand really special
is the customization that you can get
with all these great ingredients and so
uh we’ve been working hard to ensure
we’re staffed we’re trained we’re
deployed uh so that our team members can
uh get people exactly the burrito or
Bowl experience that they want at a
pretty meaningful speed so that people
can get on with their day so I think
that’s what you’re seeing is the power
of great food great culinary great
people and now also some great
operations around food put can you talk
to us a little bit Brian about the
general state of the consumer I think
this stands out as a very strong success
story but also in the midst of a lot of
skepticism with respect to how much the
consumer can continue to spend and the
General Health of the consumer what do
you see from your consumer is it
Chipotle specific or do you generally
see a very strong consumer out there
yeah look when we do the research on a
broadscale basis we definitely see that
uh consumers um are feeling a little bit
of pressure on the economic side of
things right gas prices are elevated
they’ve been dealing with inflation for
a while uh fortunately the wage Market
has been strong and unemployment has
been really
so news is there wages are there but
they are feeling pinched on um you know
kind of their
budgets Paul just does he sound like Po
the feedback we get is the value
proposition has never been stronger so
maybe when pow was younger this guy’s
young I mean bro Pal’s
old you saw chipot Lake catchup in
Kroger I’ve never seen that
oh bonias went up I don’t know I feel
like today was there’s a broader some of
the gains aren’t that big but you did
get broader lift there towards the end
of the day what time is it 32 so ramp
Capital effect and the final 30 minutes
remember most of the day it was dirty in
the morning most were down now you have
11 names green on the Dow 19 in the red
NASDAQ 100 47 green 54 red I mean I
think it was only it was 60 at one point
and then spy 214 green 288 red at one
point it was like 106 green so 100 names
106 names found a way to go green
throughout this little rally that were
read of the
[Music]
morning make it free or not well so
here’s the deal
it’s up to you and I think you should
make up your decision now like obviously
if there’s some plays you’re going to
want to play I would play them but at
the same time I think you should decide
whether or not you’re going to go for
the bigger gainers this quarter or if
you’re going to just go for the gains
and like I I need to make you the video
to show you but I think either way is
going to produce you profits if you if
you stick to it and again assuming you
don’t have the bad luck of hitting every
other play except the right ones which
can happen but like I’m cuz again if you
play enough of the big plays and you
play a [ __ ] ton of them and then it
takes a couple of Misses couple of burn
ones you’ll still make gains but it’s
not going to be that much like I’m
saying it was a couple of thousand
dollars that we made if I limited extra
plays with the gains I would have made a
lot more but then also too there was
some crazy pre- earnings runup last time
and with the sheer quantity of these
plays I’m looking at the numbers if you
even just got all of these gains off of
this many plays it should add up to
around the same amount of hitting all
the big ones and then playing all the
other ones while still losing too so
either way I think you could go either
direction but you have to make your mind
up that’s why I said I kind of want to
try this time around I think I’m going
to sell all my pre-earnings and I’m
again I’m being very picky but I’m not I
didn’t want to be picky this earnings
but literally every option chain make is
making me be picky
because they’re just really expensive so
I’m kind of down to sell because we’ve
got some pre- earnings already and I’m
kind of down to hit them and just take
them and we’ll see if we do that a
hundred times what happens and if not
I’ll have get to compare
them but definitely this season’s
already different than the last starting
season I’m sure some of you are astute
enough to notice
it’s on R I just answered that question
my friend so there’s a lot to that story
time we got 30 I’m not playing Microsoft
no they scared to play snap I mean it’s
pricing in 27 and it’s moved 35% on the
last 30s and like 20 did 27 on the other
ones I did not play Google no go I did
pre- earnings on Google and I just took
the quick profits on
it but no Google
Play App learning oh that’s the one so
apple is just going to be a play if any
earnings end up good apple premiums are
going to
Skyrocket cuz they’re probably I don’t
know but then again today [ __ ]
everything up that gap down and pop
messed up all of the call options so
even if the call option should be cheap
it’s probably expensive because of
today’s move isn’t that [ __ ] up well
that’s why I’m telling if you go look at
some of the earnings plays you’ll see
what I’m talking about but this little
gap down and move up it lowered all the
contracts and then it just raised them
back up so now they have a new floor new
Range some even cheaper but then they’ve
now you’re you’re paying even higher
than yesterday and you’re trading
lower so lowkey that move did jack up a
lot of things
unfortunately go Google effect meta if
Google does good assuming it’s not like
a competition effect it’s like oh yeah
they’re going to fail now then yeah it
should be able to
this guy still talking that chipotle guy
no snow plays para dump par Mount Sky
Dan is closer to a merger as key hurdle
looms spy coming down a little bit but
man you got 22 minutes par is dumping
pretty big 3% now in those
candles not
bad now it’s down three where is he
Apple though well literally I like the
idea have apple calls but it just sucks
you could have got them cheaper they’re
they’re more expensive than yesterday I
guess technically it’s green
check for
ice sun board approve Rec previously
announced stock
split all right all right all right all
right all right all right
all right I made a play I did it I’m
down this one’s very risky this one’s
like pretty much it relies on the
earnings I said the premiums are high
but I’m kind of down with this one we’ll
see how it plays I I went big on it
because I plan to sell ahead of earnings
but you only have till Tuesday I grabbed
Apple May 10th 205 calls I grabbed a
hundred of them for 5 cents so 500 bucks
again a little more expensive uh but the
idea would be if Google or Microsoft is
good I’ve been saying this Theory all
day all of these earnings are going to
just jack up if there’s a good earnings
if there’s a bad earnings I’m going to
get murdered I just lost the PlayStation
5 so we’ll see but not a recommendation
you will lose money their earnings are
on Tuesday so you get hype from
tomorrow’s earnings tomorrow then Monday
three days of pre- earnings it’s a
decent amount of
Runway and then it is the most beaten
down bigger name out of all of them and
in a weird way the premium’s the same
price as when you were here so I’m kind
of down but it’s just
tricky if bad earnings today you’re
clapped that’s it hands down if
Microsoft Google fail you fail
markcus just
turned but we’ll
see there will be a live watch list
tonight I don’t know uh I wanted to do
it at 6: PM but the bank of Japan is
tonight so if I do it later we could do
Bank of Japan but then if I do it later
I’ll be staying up you know I’m an old
man you know what I’m saying I can’t I
got to go to
bed close the gap we’re down I mean 047
it was a little closer earlier but still
this whole entire like you guys see it
the answer is that this whole entire
move just jacked up all of the premiums
ahead of this earnings
lowkey all righty
oh where is it
yeah I’m I’m scheduling it now so that
right when the stream ends so if you
guys just stay on this channel it’ll
take you right there after we end the
live
stream I did Roku calls
yeah new Boeing situation bad
LAX uh oh Chad’s saying that I don’t see
that anywhere anybody else look into
that chipotle Brian yeah new challenges
on no challenges on chicken Supply okay
that’s
good Dam the chicken
Supply a Boeing messed up again in LAX
Ted do oh I looked at it earlier was
dumping did they bounce today actually
with everything else no so they just
gave up the move from yesterday that
news had no effect wait till their
earnings though if you want to play
it but like I said the pin Roku there’s
a couple of there I don’t know
somebody’s saying something’s happening
with a Boeing at
LAX not seeing anything check
Twitter but I don’t see anything on that
either 747 carrying 345 people bounces
on LAX Runway during hard Landing
uh hard Landing
three hours ago all right well there you
go there’s a
video doesn’t seem that bad doesn’t seem
that
bad Happ
yesterday you guys hear that
someone’s riding a dirt bike in my
[Music]
house do you hear that because I hear it
usually I don’t hear it you hear that
right it’s Extremely
Loud I’m supposed to be in a soundproof
container oh you don’t hear it
that’s crazy all right then good it’s
doing its job because I’m like that’s
odd oddly
loud how would you describe the
resiliency of the stock market
Inay uh have you ever seen episode of
cops where they try to arrest somebody
on PCP
I somewhat similar to that experience is
how I would describe it I mean there’s
many I could give a lot of descriptions
to be honest with you but that’s the
first one that comes to
mind no but you try to arrest someone on
PCP though God bless your soul dude God
bless your soul
that’s in that’s like a did you you
probably like unlocked an achievement
afterwards I feel like the Xbox app just
like if you did that yeah that’s insane
if you ever done that thank you for your
service sir see
man why did you arrest him just was it
just because he was on PCP or did he
what did he do on PCP to incite the
arrest
you guys don’t hear that I’m like
tripping out right
now running around naked overheating and
freaking out on train
tracks okay that’ll do it yeah that’ll
do
it I think you might be skitso I feel
you on that but this one’s real
man you know what I’m saying I still I
got a little bit of a grip of reality
but like this one is real I’m 99% sure
you know what I’m saying I don’t know I
still have a weird sense of awareness
like but I’m pretty sure this one’s real
man yeah I know when the other ones are
fake but this one’s
real dude I hear it it’s like
my room is
vibrating oh
[ __ ] I think it do something just hit my
window no one’s
Whispering this is a two-stroke it’s a
weed
whacker oh much you heard
that market on close 320 million to the
sell
side it is my yard guy but usually he
never gets this
close I think it’s mine it has to be CU
usually I’ve never heard this in my
life I told I’m tucked away man I’m in a
cave Take
It Well Chad you guys know it’s only 10
minutes left right
I’m sorry I’m distracted I can’t even
that’s why I’m I guess I pretty
OCD it’s like this is just I can’t I’m
just I’m
Justa okay we good we good for now
Paran new low I Ted do up here someone
ask about that fizer new low too
2528 yeah peris down four spy again
eight minutes left you guys that’s it
man your day is almost
over your day is almost almost
over my
goodness get ready where is it so Google
and Microsoft that’s all that matters we
just made the Apple play that’s about it
and then par is down but I might have to
Google the Microsoft man it’s crazy
because they were down a lot this
morning so they got to recover a little
bit but [ __ ] and then Azz as but
Microsoft is on the high again both of
their premiums these two premiums Got
Juice today Believe It or Not don’t let
the chart fool you uh there was one more
that didn’t it actually did that no not
every company was like that but we’ll
see it’s six cents now on the ask yeah
it did go up a little bit those are
going to move weird one cent at a time
Apple moves very slow on those contracts
but we’ll
see we probably triggered a sweep on
that CU nobody had those plays so the
open interest on that contract was 800
and it had like 40 in volume before I
bought it so that probably it’s one of
the biggest on the Chain
now that one’s going to move slow we’ll
see though that’s it we just get luck
that’s our luck we get lucky off
earnings or no
there’s somebody right now in
America and they they they subscribe to
some service and they that just came
across their
wire and they’re like somebody knows
something meanwhile I’m telling you it’s
a pure gamble okay that’s it you would
just get lucky off earnings or not
nobody knows [ __ ] that was just that’s
it that’s all that
happened mhm I know I know
it’s funny but it’s very accurate it’s
the truth behind that somebody’s like
yeah that’s Apple Apple somebody knows
something someone always
knows yeah that guy I know that guy you
think that knows
something he’s probably on YouTube
people think he’s
schizophrenic he has voices he has
people but we’ll see they they charge
you the fakeing news fake news media
don’t want to show the Mad mango I like
mango I thought it’s a good name yeah
shut up
sco hey
guys Zoom USC protest circulating
now uh oh going shut down USC too USC
cancels mainstage
graduation that’s attended by 655,000
people due to safety measures wow
damn but oh wow look at the time well
chatt
Adonia God bless all of you I hope
you’re ready man it’s been a great day
but we’re about to start another one man
you know what I’m saying that’s why I
hey man we are about to That’s it man we
about to do a lot that’s that’s man this
this a lot baby because the day is about
to start here after the bell with the
earnings so I hope you had a good one I
hope you’re ready to make it even better
but it’s been a great day so far we have
a lot more on the way and you guys have
been so great so I want you to end your
day on a good note and that’s why I’m
letting you know the new gu is about to
get on here and it is about to get
extremely loud in here so when you hear
me say earm muffs that is your warning
to mute your speakers because if you
don’t know I was informed that loud
noises on YouTube when people are
uninformed causes a wide host of
problems both Health mental spiritual
it’s ruined people’s lives relationships
it has hurt their self-confidence it has
made people think that they are a time
traveler it has made them more gullible
and worst of all it has given them
dormant BBB and you know there’s many
mutations of dormant BBB so you got to
watch out you got to watch out and you
guys are good people and you don’t
deserve any of that honestly you likeed
the video you showed love you held it
you don’t deserve any of that so when I
say earm muffs please protect yourself
and take this warning seriously okay
sound good sound good it’s going to get
loud ear muffs ear muffs it’s not a
drill ear muffs this is not a drill ear
muffs
please right ladies and gentlemen we’re
making our Final Approach as we make our
final approach you guys are holding on
to any bags uh please sto them in
overhead bins above or firmly beneath
your seats we’ll be coming through the
eyes with the trash bag if you like to
dispose of those bags but as we make
this Final Approach we’re going to be
landing here into the second link
terminal second link terminal
description that’s going to be your
nightly watch list in main Channel
layover around 400 p.m. Pacific time
then we’re going to be taking out prly
around 6: a.m. out a sunny San Diego
California see make this Final Approach
in San Diego na on airports about 64°
sunny on and off partly cloudy but
looking like a good day if you thought
the options would screw everybody and
just buy the dip baby but still got
earnings after the Bell and the good
news is we’re are no longer the co
guidelines until the election so no Mass
are required but we do ask that you exit
one row at a time and drop a GG on your
way at as always we appreciate you guys
in business if you’re interested in the
co rapid Awards program card please
flag down or flight attending and we’ll
get to that as soon as possible as
always thank you for flying with the
coat and hopefully have a wonderful
evening chatt Adonia it’s time to bring
it home it’s time to wrap it up baby you
know that you better wrap it up right
now that’s it this is it it’s a new day
starts in in damn 1 minute 1 minute in
20 you have no idea bro a new day begins
and then another one at 5:30 the action
happens more Mega cap earning so Chad I
hope you’re ready locked and loaded you
only
have
one minute
go go go go go go go go go go go go
go ladies and gentlemen boys and girls
it’s time to wrap it up bring it home
finalize those plays I’m telling you a
new day begins as we get the earnings it
has unwounded all the progress will it
add to the progress today we find out
very shortly but if it’s an option play
you have only 20 seconds to finalize it
otherwise it shares in furch otherwise
you wait till the morning Bell still got
some data but you have less than 10
seconds chatt Adonia bring it home
finalize those plays that’s it 5 4 3 2
[Applause]
[Music]
[Music]
1 no let’s go
oh Chad Adonia we did it we made it 7
hours in the books I don’t care if you
just got here or not we’re going to stop
this once the earnings come out but I
need a good game in the chat right now
let’s go drop that GG it don’t matter if
you when you’re lost I know you learned
something everybody that contributed
brought something to the table playss
Vibes personalities good questions they
answer questions they posted
the they were part of it baby God bless
you way to hold it down oh I think we
got Microsoft there it is pause pause
pause good good game good game Microsoft
it is out Microsoft I have it here it’s
the only one that came out so Microsoft
Revenue
6.98 let me get the comparisons it looks
like a beat so I hope that hooks up our
shares there but first one and remember
Microsoft had moo they had room to go up
so they were already down four so
Revenue oh they beat on Revenue 619 they
were expecting 60.8 EPS 298 uh they were
expecting 282 never zor went up
31 oh that’s it I told you that’s all
that matters aor shot up by three so
here’s the deal I think Microsoft yeah
that’s a beat they don’t come out with
guidance till another hour they don’t
Microsoft does not give aor numbers
until then oh Intel oh Intel murdered
M Intel 18 cents they’re down two and a
half after being up two let’s get the
next ones Intel adjusted EPS 18 cents so
again Microsoft’s a beat you got to wait
till the conference call though Intel
where’s EPS I don’t 14 they beat there
that’s all I have let me get more it
looks like they beat on EPS but I don’t
know if that’s again accounting or not
hold on Intel’s not totally dead
Amazon’s oh there it is Intel Revenue
12.72-ounce
process uh adjusted EPS was 10 says was
this
adjusted no they H it doesn’t seem that
bad but then again they’re just not
doing good so anybody else who reported
like this was murdered so is Tesla but I
mean Intel just seems at the at the
money right now doesn’t seem that crazy
I don’t have the full guidance numbers
though Google’s taking off oh alphabet
is out Google is
out uh Microsoft hold on let me get it
yeah Google is out they’re on the high
all right I think our apples might
hit uh Google’s up five right now let me
see what I got there yeah alphabet we
have some on alph did this stop
working no alphabet’s right here let me
get the
estimates oh you guys have oh you have
Microsoft ones but I have to pull up
this one for Google I have the numbers
though EPS was
$189 uh I don’t know what they they were
expecting 151 Revenue
23.66 I think they were expecting
22.1 so EPS 189 vers 183 20 cent a share
dividend yeah I think Google beat I
don’t know where they’re at on uh
anything related to their cloud is small
so people don’t care as much but just
YouTube really and then the conference
call Traffic acquisition YouTube ads 8
point YouTube seems weak 8.0 Roku oh I
see Roku on the high is coming up now
too all right we got Roku
out Intel nonap I’m Intel’s still dying
again Intel seem to just meet
expectations but they died every other
person got to go up that’s not
fair uh Google’s still going what was
the other one Roku and then again
Microsoft good until guidance call so we
don’t but again aor killed it uh roku’s
up it remember 15% was priced in so
you’re going to need a little bit more
than that it has has to really really be
a good
beat Nidia took off I mean it’s yeah it
seems like some of the I don’t think the
chips earnings was bad for Intel I just
think it’s bad for
them if that makes any sense and then
again everybody else is getting a lift
off all the big Tech and remember your
progress you’re moving more right now
after hours than like half of the day so
far so this is what I was telling you
guys so keep that in mind by the morning
tomorrow in the data you’re going to get
something there
Google
dividend is that for all the sh oh they
didn’t have that before huh no [ __ ]
way they’re taking it out of their book
yeah Google did declare 25 cent a share
dividend oh
[ __ ] well well well I want to play that
but I feel like I’m going to get trapped
but that’s good any other time bro every
single one of you you have to wait till
the conference calls that’s the only
problem I should have held those calls
no yeah they declared 25 cent a share
div I overlooked that it was there but
yeah that’s part of
it Intel more lows Google more highs
Roku up under 10 right now yeah Intel
they hold it that sucks they’re going to
have to either come up with something on
the conference call or Intel it might
hit 29 so I think that’s the next one
yeah intel was 18 cents excluding items
oh some people had a higher estimate so
they did kind of miss so I think they
beat the Bloomberg estimate but I see
some estimates at 128 on Intel and then
guidance was 10 cents a share versus 25
cents estimate was 12 to 38 and then
Revenue 125 to 135 estimate was
136 so no they [ __ ] did awful no
Intel did awful no that guidance number
is really really bad they were at the
lowest end of all of it on L they’re not
down that much that’s [ __ ] crazy so
lowkey cuz I thought it was a I thought
they were a beat but I think Bloomberg
was a little bit more favorable towards
Intel I’m getting other numbers that are
really
bad alphabet repurchased another 70
billion in
shares Roku going up no Intel is pretty
terrible we just had Microsoft up let me
switch Intel to bottom left
oh yeah what happened to snap dude
Google is killing it Microsoft’s killing
it but Microsoft doesn’t move a lot
technically Microsoft’s up six they were
down no up four they were down two and a
half runan all right anything above 15%
those plays might get lucky I don’t know
if snaps out yet I don’t think so that’s
crazy it’s only been seven minutes and
like I’m telling you you’ve moved Five
Points after
hours you didn’t even do that all
day so 497 to 50 that’s like the whole
move all day you just made after hours
in s minutes and not all of the names
are even out
yet
hi yeah Amazon might go nuts because of
the
cloud so does that make sense because
again Azor was killer if Azor has good
numbers Amazon’s going to take off
but it’s already up a little bit
2% Intel coming back down again snap is
not out Roku running and then again
Microsoft Google were
solid yeah apple I mean we should wake
up good honestly even if Apple doesn’t
move a lot after all the earnings just
went good now everybody’s going to now
start speculating and gambling on
earnings plays so I think those apple
plays will do good we have a couple of
days hopefully but then again we’ll find
out you never know if this
if the do you want me to say it or do
you want me to shut up right now I could
shut up right now just let me shut up
right now but if I I I I could say
it I’ve I’ve you’ve been here
before you’ve been here
before a guild I think the earnings came
out Nidia all over Google micros I want
Google I really want a top tick Google
you have no idea but I’ve been trapped
on Google on a top tick before
tell say
I bro we just moved more in seven
minutes after hours than the whole
entire day today and today was a massive
day you have all these earnings people
feeling away they’re going to start
speculating getting ready for the next
earnings unless pce just totally just
shits on us tomorrow in the morning so
don’t forget all of this can be wiped
out by the
PC sorry I know
yeah my bad
yeah Microsoft’s coming down first Intel
still clapped again everybody all the
chipmakers ran off of Intel so everybody
but then again I think they ran more off
of Google and
Microsoft again the cloud stuff
everything is looking
good I just sold my Googles
man Microsoft isor another service of 31
year over year that’s fire bro yeah and
Google announced dividend and 70 billion
buyback and then Google strong financial
results from first quarter Revenue
across company delivered revenues 80
billion of 15% year- on-year and
operating margin expansion of Sketchers
repurchase 60 million there’s Gilead
another
snap oh what adjusted EPS positive three
adjusted hold on Snap daily users snap
beat yo I think snap just beat hold hold
on yo yo yo yo yo yo snap numbers where
that [ __ ] go daily active users beat for
sure but I think that EPS just came in
positive adjusted EPS came in positive I
don’t know if that was supposed to be
negative and then they see Revenue 123
to 126 estimate was 121 so they guided
[Music]
up oh I didn’t even know that was in the
vocab Evan just wait till he warns about
the Boston Bridge like I thought it was
Baltimore he’ be like I know I’m worried
about Boston what makes no sense yeah
snap daily active users up
10% uh 305 million loss on first quarter
what does that compare
to uh they seems like they lost way more
than expected though hold up what am I
missing here
so I don’t think this quarter was that
good they they beat on Revenue this
quarter they actually beat by 100
million so they beat by
10% adjusted dps3 estimate was a loss
that the unjust so that was a beat then
users and then they guided
up and they see adjusted
ibida at what 45 million an estimate was
lost so that’s good yeah so now they see
a positive instead of a loss that’s
that’s the kicker right there first
quart eida 45 million estimate was yeah
that’s the kick they made money when
they were supposed to lose and then they
raised guidance up
nice we’ll take it that was the first
good snap earnings in probably two
years again I’m that that first quarter
loss is staring at me there but other
than that the eida I’ll take
it in a while it’s not like it was like
M like they’ve beat Way by bigger
margins but that’s the first time you
got to guide up in a
while so we’ll take it up 24 yeah
remember it dropped 35 on the last
one so they got a lot even then that’s
not even filling the Gap
there hi TSM again spy still holding up
Intel finding a home
3233 Gilead already came out I think
Robert Half alphabet announced April
consolidating teams yeah Gilead uh backs
full year product sales 27 but they cut
full year
view so sales were 665 versus estimate
of
63 royalties were 39 versus 50 expenses
14 vers 142 sgna 13 vers 135 so they
sold more and spent less
EPS was 345 to 385 excluding
items expected to announce SEMA Bay
prior guidance was 685 to
725
huh so yeah they guided lower on full
year and then products on
EPS but they beat on this quarter but
then guided lower Autodesk intends to
take steps to regain compliance with
listing rules soon as
practicable oh Guild starting to move so
they beat on this quarter guided lower
on EPS because of a closing transaction
and then full year Revenue expected to
stay the
same got snapping Roku let’s go baby I
hope they open up there Roku came down a
little bit I want that one to do good
Disney high after hours little bit
yeah and snap’s still holding again it
was a good report I mean better than
just some [ __ ] every time so we’ll
take
it man a lot going
on there snap spy where’s other ones
just want to see if Intel’s the first
one to do bad and not go
up no there’s been a lot that did bad
and went down Microsoft and Google
they’re killing it again Google came
down a little bit but still 10 new
dividend big buyback and they
beat again Microsoft killed in on
Microsoft guidance though that’s another
part of this but by the time there’s the
wa oh wait the watch list will be live
so there is going to be a live watch
list huge earnings dump right there it’s
not stopping jeez so you had just a
whole another set erri AVB Midwest one b
y h g g LP I Cube F CWS
Sam my
goodness everything’s up after hours
we’re still going Apple kind of came
down after that little
pop all
right not bad chatt
Adonia not bad
how do you
feel if PC is positive we’re going to
have a great day tomorrow I think you’ll
see one of your biggest rallies in two
months if you have a positive day
tomorrow good Microsoft good Google
[ __ ] good
Snapchat even meta found a way to not
flush that’s it as long if you have pce
hooking you up that’s it you’ll be
you’ll have a great day tomorrow but if
PC is bad it’s just going to make make
everything that much
worse and then Intel is going to be go
loed Intel I mean Intel could get saved
by conference call maybe Microsoft but
that’s it was bad guidance it was really
and they’ve just been guiding down for
two months I don’t know how it’s
possible especially after they went up
so much with all the AI stuff
and every honestly it’s kind
of Intel is just complaining about how
Wall Street doesn’t give them credit but
like I got to give him credit for being
that amazingly dog [ __ ] because that’s
insane how do you guide down that much
that fast after just guiding up that
much that what the they really cannot
hold anything so hey man I don’t know
but we’ll see like I said earnings or
conference call uh either from Microsoft
or them to save it otherwise it’s
oh think I’m
[Music]
crazy Josh getting sour yeah Terra just
immensely sour about it it’s good
though good better
though y’all used to say that about
Airbnb you know what I’m
saying I’m I’m going put you in a
special category of people part
you’re the guy you the you’re the
earnings guy you know what I’m saying
you’re the guy on earnings you always
got something to say about the earnings
you know what I do to y’all I just ban
y’all so I love you but no not
salty but you’re the guy sitting there
you have a bigger play than me my play
on intel was big though but you probably
got a bigger play on me and if I just
tell you what happened with the earnings
you ATT tribute it to my emotional
state that’s why I that’s it any other
time seven hours I ain’t see you
but yeah man we’re going to have
to know you know me you’re fired you’re
banned going I have to fire him got to
get rid of him fake news fake news
media what kind of guy am I you’re out
of pocket so like you’re chill like at
times but then when you do it you go out
of pocket you got crazy out of pocket I
Eric Nan I feel like if I say the name
Chad even knows what I’m talking about
M you either Vibe with the conversation
or then then you’ll just take it out of
pocket you you go you tow the line
though not enough to get banned but then
like sometimes I would but then I’m like
ah his other one was good so then it’s
just I don’t know you always Towing in
the line man snap at 15
35% it has recovered the past earnings
not the amount but the gain so this was
35% down this is 35% up but now you’re
still down oh
I know Intel again so they’re
flushing we’ll see him on Twitch we
don’t have a twitch that’s the weird
part now
too that’s I made a place for the ban
people and then they reported themselves
fing
[ __ ] you know what I’m saying like I
gave him a home I found a place to put
you know get Second Chances you got a
safe spot to be in and y’all [ __ ]
snitched on
yourself that’s
in so I don’t know man I don’t
know Gilead beats earnings after Rocky
quarter best earnings coverage on the
net baby thank you Josh F the TW oh wow
ER said he Came Out Swinging baby
man oh
[Music]
no you could trade byy 20 minutes after
yeah or 15 minutes or 30 I think I gotta
double check but
yeah so now Intel is back this is to
what it was pricing in so that’s the
crazy part that whole little drop there
it wasn’t even the price in move till
like right about now so this is your
earnings mode from this morning again
and they had a 2% gain but they were
pricing in oh no so it’s moved a little
more I think it’s 8%
now going to Twitch two years that was
your home I know man it was a good place
so we still have it like I said I’m just
you know it’s I have to put my own ban
on there after all of it but like
legitimately if out of every place I’ve
been like no one had an issue with
anything that day except the twitch they
they they hurt themselves man they hurt
themselves is weird so I don’t
know what do you do with Intel shares
you uh average down sell or cry mix of
both I’m going to hold mine here like I
said the conference call because like I
I I was saying this ahead of the play I
was cool with holding it one I was down
prior but more so I do think I’m going
to play the chips at some point by the
end of the year and I know I’m going to
go for the value play so I’m probably
just going to keep averaging on Intel
until I could get out of it because this
I don’t think it’s done done but at the
same time they have to have one recovery
after giving
up 38% 36%
don’t group all y’all twitch wasn’t it
two or three but the twitch is small
it’s a small group of people and like
that’s just the attitude y’all just
would argue and fight all day and it
finally just led
to it finally led to a culmination of a
of an attack we had you had your own
little war in there and then y’all and
then y’all took it out on me which if
that’s not the moral of the story every
time and then it’s all I’m like come on
that’s why I’m like man it’s the poetic
justice of all of it but that’s what I’m
saying I mean it’s I just got to do my
thing man I got to do my thing on it cuz
now I got it Disturbed my habit it’s
easy handling one chat it’s easy
handling one OBS I could do all all
these you know I have it as a backup
still so we’ll find out
[Music]
I don’t think there’s a call right now
is there
I don’t think there
is are the lunatics going to gamble you
still I mean when let me see Microsoft
might be in an hour but Microsoft that’s
the thing you guys got to re we’re not
done yet for now most of the earnings
are good yeah Google they start soon
Intel’s they going to be bad but so far
the chips are benefiting off of the
other good news but you’re going to be
dealing with uh the conference call for
Microsoft so don’t forget that’s where
they give their guidance and that’s
where it’s going to make another move so
all the gains can still be given up here
in about an hour and then if they all
hold we’re going to Gap up until pce and
then that’s it and then if pce is good I
I think it could be a very big day
tomorrow and then if PC is bad
then you might just give up all the
earnings and be in a weird weird
Zone Roku good unless they came down and
then snap was good a lot of earnings
were good today even Guild they had a
slight EPS guide down but I was
generally a beat PC is 1 hour before the
Bell
PayPal oh
good I I was looking for
[Music]
Roku he tells you fake news these guys
the market makers they drop it up they
bring it up they sell it off the
earnings the options
elbag Daddy he died like a dog and so
did
Roku it’s a
shame no R Cuts we’ll find out tomorrow
no R
cuts are you g to get runs in the wreck
today hit me up like like
are you talking like 2K or are you
talking like real
basketball I’m still not fully
following but that’d be nice that would
be nice but Chad I think that’s it man I
think we might call it unless I don’t
know I’m not going to we’re going to
have a live watch list man I’m gonna be
I’m Gonna Be Live a lot today you know
what I’m saying so we might we might
have to wrap it up we might have to wrap
it
up Google sales accelerators ad and
Cloud all
right
[Music]
baby all right guys listen this to Blues
RI and be watch me for the changes and
try and keep up okay hello how you doing
I’m that [ __ ] guy had a call I
had a put now I’m Marty McFly and q/ get
my pronouns right if I’m throwing hands
up this finger to the sky throw me in
the fire then I’m coming out alive boy
I’ve been here for a while I don’t need
to tell five 5 years running how the
hell haed not inspired yeah they Ed it
for the insta but I do it for the life
put it on my life I don’t think twice
Instinct on Beast had to learn it to
survive if you think I’m cheap you ain’t
give the right price I would never love
a lifestyle more than I love my life
always been a boss I don’t never need a
break always been on sty you can put me
with the grace big man milk can we could
talk about the race Zan Tim my ride got
a do one place all in one tap I don’t
want the bait shout out to my nephew
Manny got my H State shout out to my
mama she know I’m going keep the faith
and don’t forget about my girl so pretty
like her face why they mad at me talking
about the fallacies my life is fantastic
yours are just a fantasy hatrick with
the assets I ended up with Equity ain’t
[ __ ] with you fashist the ownership
is Set Me Free and gu too don’t forget
how God move only need a little bit
that’s the way the guy prove [ __ ] you
you ain’t feeling it shake the D some my
shoes living in this silhouette it’s
hard for me to act Pro I am that dude
put them in a bad mood only time you see
me at is if I’m buying bed rooms I don’t
really stress D tell me what they get
you like I’m meeting now I’m just trying
to get the chat backing like you know me
homie you ain’t got the VI careing for
reest cuz a demon
need careful think
speak don’t give a [ __ ] about it 2020
homie already had the bag without it
hater love you ain’t even know the half
about me but I take a half and double
that I keep it 100 homie on mind P sound
like money make them all involved don’t
see it but they feel it that’s what
happened when the landing hard sleeping
while we eating I don’t know who should
be more a money is a servant more
worthless when treated as a
[Music]
god a man baby a
man yeah so pretty like her face man you
know that a m bro he man I felt Uncle
what he said I said that you know I love
my girlfriend you know that I do I love
her she cute you know she hot but that’s
not all man a man she love the Lord she
love the Lord that’s it I’m I’m grateful
man you know that she ain’t she ain’t
doing she ain’t putting me in weird
situations you know she just she loving
she nice that’s it so amen man amen the
soul baby it’s the soul they don’t know
about the soul man they don’t know about
the soul baby
that’s sh don’t worry man the twitch I
mean I don’t know we’ll see tomorrow man
the twitch might come back but like
listen I want you man to like I want you
to love and like I I hope you love this
home as much as I do you know what I’m
saying and I hope you all really do have
the love like for real man I wake up
early and I do whether it’s twitch or
anything I don’t care man cuz it’s like
dude I do it cuz I want to be here and
i’ I’ve said it so many times there’s
not too many people I I don’t want to
charge you anything go ahead we have our
things we don’t have it doesn’t matter
I’m going to give it to y’all even the
player I’ll tell you what I like what I
I’m going every single day and I’ll give
you resources you like where do you you
want where do you get this man I tell
you where I get it they GNA ban it and
this and that I give it to you though
I’ll make sure you get it I have it f
anything you want all and I don’t want I
don’t ask anything you see what I’m
saying but it’s just like I really hope
though that like you love the community
the same way I do and I hope you just
treat it the same way that I do you know
what I’m saying both everybody in it and
both things and like in the chat you
know what I’m saying it’s like it’s all
fun it’s like some people want to call
out problems and you want to be the
person to like call out and like low key
like expose something like if I made a
mistake you get more pleasure calling it
out in the Chad rather than trying to
protect the Chad from like a frivolous
ban or getting in trouble for no reason
when I’m like yeah it does does affect
me but at the same time like I’m telling
you I’m like if you guys get something
from it too I’m like yeah it does have
an effect on me I’m that’s sad I don’t
get to be there you’re telling me other
people are missing out and doing I’m
like yeah and that got taken away from
me for what it didn’t get taken even
equivalently across the board and that
that’s just to show it and that’s why
I’m like man so I really do hope though
you know and that’s why I’m saying like
I do hope the absence and you know again
familiarity breeds contempt but that’s
just I mean I don’t know I I do hope
though that attitude wise that you know
it’s not even about a hater too it’s
about if you really like you know I hope
you all love it and protect the
community and are are involved in the
same way I am and like when stuff is
going down like that I you know I I hope
you have the communities back or not
because at the same time you see how it
is and and for what cuz people just
arguing and what happens I get banned
and now people at least a couple hundred
people oh this oh I need this can you
put this on I can’t now without this and
then do and like you know think about it
and it’s like why and then we’re and
then you make it a big deal of like why
it’s so important and if it is that
important then we need to from you know
from the GetGo I hope we we hold that
importance to it you know what I’m
saying and that’s that’s what it comes
down
to so yeah but it’ll be there soon you
know inshallah we’ll see baby we’ll see
we’ll see baby roku’s coming back up but
Chad I think that’s the day and snap
drops too oh man oh man oh man but Chad
That’s it man we got a live watch list
tonight it’s going to take you there so
right when I end the stream if you stay
on this channel it’s going to take you
there it’s going to take you there you
know what I’m saying so it’s going to
and I don’t know maybe we get action
last live watch list was absolutely
insane it was absolutely insane because
we had that event this time we have the
bank of Japan again so I don’t know man
let’s see how it plays out but I will
see you there I know today felt like a
Friday but no and we have so much more
by the morning bro so honestly you
better still rested up you better have a
little bit more in the tank cuz I don’t
know if today drained you but you better
have a little bit more in the tank baby
we got a lot
more so Chad I love you all go read the
books richest man of Babylon Proverbs
New Living Translation and The Strangest
Secret in the world
and go check out the link Say it’ll take
you there fill out the prayer request
wall and then I’m about to shout man I’m
like prayer request wall and I’m about
to shout out the Dono and then the Doo’s
name is left sack so fill out the prayer
request wall and shout out to the
donation shout out I appreciate you man
I’m G pray I’m praying for you I’m
praying for all of you and y’all pray
for me man for real and listen man stop
it I love this community I love y’all I
hope you some of you either know it or
not and if you don’t get it and you
don’t feel it and you don’t Vibe with it
you don’t reciprocate it you’re just a
baby back be and you ain’t done that to
anybody even the people that raised you
in life anyway so it don’t matter don’t
worry I ain’t tripping that’s for God
but listen you know I’m not saying all
that what I’m trying to tell you is this
I hope y’all encouraged that’s it that’s
why and I have a message here baby and
above all else don’t ever forget man I
don’t care what you’ve done go ahead
just don’t fall into any despair ever
ever bro and you know that this attitude
you know having a positive attitude no
matter what we take punches and keep
rolling no matter what baby don’t ever
fall into despair make your mistakes
that’s fine have your struggle that’s
fine and remember real struggle will
bring out real Spirit it really does you
ain’t pray you ain’t really prayed until
you really wanted to get rid of
something until you really wanted to and
that’s an opportunity okay but above all
else I don’t care what you believe I I I
hope and I hope you could claim it
literally accept nothing less don’t
accept any despair cuz this this spar’s
goal is to try to separate you you got a
purpose you got a goal dog that’s it
that’s it and that’s all I’m
trying so Chad that’s [ __ ] man I love
you all okay drink the water stay
hydrated healthy all that good stuff but
don’t forget why we here why we keep
going why that faith hope and love ain’t
ever going out of style and why you know
there may be M may be mistakes but we
watch out for the despair baby why baby
why finger to the sky baby to God be the
glory and through the grace of God Alone
amen amen
no oh Jatt
Adonia so let’s see man I’m exced
excited this is still just all crack you
know that there’s crackheads everywhere
I’m telling you by the conference call
by the morning we still have so many
more events and we get another round
next week so get ready chatt Adonia I
hope you’re locked and loaded but I love
you guys and for real thank you again
have a good one finish it you better
wake up and drive and finish on 110%
minimum okay but I’ll see you in the AM
and peace out
hey J it streams at 6 PM Pacific in the
in the pacif in the one where the
Atlantic Ocean where they have this
where by Japan you know that’s the
Indian Ocean I think Indi the Indian
it’s Indian I think is know Texas is
that the it’s the Indian Gulf that’s
what it is it’s called the it’s the
Indian Gulf yeah that’s what it’s called
yeah match Pacific I got to be I’m a
president I want I reap today huh
Dominos what don’t get it anyway you see
Kim yeah [ __ ] Kim kard Kanye wife
she’s at the White House H she I so
cool yeah
okay I’m I froze all right I gotta
go exactly
now I you’ve been getting a little bit
of Donald you you guys are all been been
wanting to hear
Donald and then then all you’ve been
watching is Peter Pan and earnings
time how come the market maker it’s like
99 Cent Stores there’s no more 99 cent
options it’s 9% priced
in I don’t understand it and then the
capital gains tax is it about rich
people or is it about dead people mhm I
reclaim my time have a wonderful evening
goodbye no not quite not quite yet don’t
leave so fast they don’t want to zoom
out they don’t want to show the crowd
look it still 2,000 people in here you
know that 2,000 people I wow that’s
amazing that’s 2,000 people the fake
news media they don’t want you to see
Josh has the earnings
he gets it fast he gets it quick and
it’s good it’s accurate I know Reuters
those guys at Reuters they’ve been wrong
more than Josh I’ll tell you that much
and the look they don’t want to show the
people look how many people wow well you
have a good day Chad have a good
night
okay what do you do now
horn you tell him bye you stupid Donald
or mango you say goodbye like a normal
human you prick you tell him bye and
good morning it’s [ __ ] 400 p.m. you
say but good morning and happy Hanukkah
bye good morning
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RULES:
1. Love thy CHAD as you love yourself. Be positive. Respectful. Remember treat yourself that way.
2. No rocket ships. If uncertain of this rule, avoid rocket ships at all costs.
3. If you get banned, you must be reborn, your sins are forgiven however you must shed your old name. Everyone is always welcome to learn and contribute, everyone will be treated the same, you will often notice despite the name the same behavior/disrespectfulness/rudeness will always get banned. We ban the behavior not the person.
4. DO NOT FLEX GAINS. You can if you post the trade before hand and overall just mention the thesis towards it. Indiscriminate flexing results in a ban.
5. DO NOT FLEX LOSSES. Same as rule above, we do not encourage a culture of glorifying losses or hyper focusing on the negative.
6. DO NOT JOKE ABOUT FITNESS / PUSHUPS. During our holy hourly exercises it is extremely encouraged to only discuss what physical activity you have done. Joking about or joking around this time is a zero-tolerance zone. I am telling you now, your joke about it already isn’t good, exercise extreme caution in what you say during this time.
7. Be respectful during the 11 @ 11. You are not the one speaking in front of everybody, you know nothing about these people. Any side eye or shade during a phone call will result in an instant ban.
8. None of these trades are a recommendation to make a trade or financial investment, even if I say this is a recommendation I am talking to myself or one of my personalities. Stream alerts are not trade alerts, they are literally alerts of what is happening on stream. Copying my trades will most likely result in a loss. You can make the same trades as me, sure, but you are not me and your mindset is different, assume I am going to lose on every trade.
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10. If you simply follow rule #1 it encompasses every single rule and you won’t have to worry about anything. If something is wrong with the feed or you have suggestions on stuff that should be included or done differently, constructive criticism is always welcome. Complaining is not. We like solutions not focusing on problems!
11. CALLING PEOPLE OUT: Keep it positive and respectful. If someone else is breaking the rules or you disagree with what they are saying or have any differences whatsoever, IF YOU CALL THEM OUT NEGATIVELY you will get clapped.
This is all live and in real-time, feel free to ask any questions about trading. If I don’t answer it is probably because I am in my zone trading given the current market environment, I will get to your question whenever I have an opportunity. Good luck trading and understand this stream is for educational purposes. Do not copy the trades. Option trading is really risky and you are more than likely going to lose your money copying anything you see on this stream or channel. Consult with a professional before making any financial investment.
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DISCLAIMER: These videos are for educational purposes only. Nothing in this video should be construed as financial advice or a recommendation to buy or sell any sort of security or investment. Consult with a professional financial adviser before making any financial decisions. Investing in general and options trading especially is risky and has the potential for one to lose most or all of their initial investment