Jesus ASAP 70% on a map calls nice nicely done thank you for the first time chat Jonathan greatly appreciated I always like seeing people like comfortable to chat for the first time
yeah Microsoft huh look at this this is just impressive Wienermobile saying thanks for the first time chat by the way joining biontech gang today. Careful. I mean long term listen long term I'm very comfortable with that stock but I think we're entering a new phase kind of in the pandemic and we'll probably talk about that. So I would be cautious the 1% Thank you for the first time chat and first live stream welcome. Thank you for thank you for joining me. Thank you for joining us Cristalle and thank you for the prime sub. Seriously very grateful. Hey fourth.
Or and I guess it's the more correct term summary. Yeah, we had fuck it Friday. Corfo what the CEO of DraftKings on CNBC blaming the NFL for not having any upsets
that's a new that's a new one. Just call your bluff No problem. Hey better abort threat level midnight at the regulars coming in that's always good to see Yeah, folks pocket Friday Okay, fuck it Friday is on first time chat from Giovanni saying he's here for the gang bang so yeah, better spit on your hand. It's coming in is Applied Materials a good buy right now? I don't know. I mean, I love the company. I sold a lot of my positions yesterday and Applied Materials and I'm questioning when I'm getting back in but they do earnings I believe not next week but the following week. God TFC I hope so. Like a vote happening today would be a good thing or else yes to be tardes will be will be bleeding from some orphanage from some offices. deviated thanks about the cue calm earning thanks for the first time post. Do I think they're still a buy after today's run? Yes. I'm not sure when you buy. But Qualcomm the same argument that's driving them higher than they were last week says they should be even higher than they are now. black raven for the first time chat saying hello. Well, hello, Brock. Raven, thank you for joining us. Chopper asks, and he thought some coin bases er coming up? I have no clue. I don't I don't know. It's a very fast. That's a very valid question. Ganga isn't asking. You know, do I think infrastructure will take place today? I hope so. I really do. What I think could happen. I'll probably talk about it a lot more later. I think there's a chance the infrastructure bill gets detached from Bill back better. It's not. I wouldn't, I wouldn't say it's likely to happen. But there is a chance if anybody on the progressive side or the centrist side was looking for an argument to have it happen. The fact that the CBO says they can't score the bill until Thanksgiving gives it credence and makes it possible. It's not like the progressive side hasn't already you know, kind of capitulated on quite a few of their demands. So what's one more demand right? Ooh, fate bow playing MGM Airbnb and Timmy steel. Excellent. I'm sure everything they'll be soon your false advertise it losing money. Oh, I'm Shinya scheme yellow Africa. Wash them with the exciting new pill Do you think what do you think is a good entry to get some Pfizer shares right now don't feel too comfortable buying with the recent run up. I'm not sure if I would buy immediately today, but I mean long term Pfizer is a good play and it's also a Divi stock so particularly for kind of comments or shares. I probably wouldn't buy now. I don't know when's a good time though. Okay, honestly, I don't I wish I had probably a better answer. Well, oh, Bart, thank you for the gift subs. Um yeah and crystella Thank you for the prime sub a Milwaukee buzzer love the walkie by the way thank you for the prime sub. Yeah, there's been a lot of subs, like while the stream was shut down. So thank you guys very much. Whoa, Marcus. Thank you for the 1000 bits when Marcus gets involved get the goose out boys and girls
for anybody when I don't know what's on the the agenda yet for Monday in terms of earnings plays if someone has access to the calendar like the earnings release calendar next week though, I believe next week is like all about the memes I think all the meme companies are reporting so don always could be interesting Well, uppercase thank you for the 100 bits very greatly appreciated him. You need that motherfucking goose j that hard having such massive steel balls. You'll have to ask other people. Mr. Poncho first time chat. Thank you very much. He's talking Disney. And guys. Disney is looking strong today. Let's talk about Disney for a second because remember guys don't ever fuck with a mouse. Do not fuck with the mouse. Whoa. Are they? Yes. Thank you for the 10,000 bits. That is that is very generous. You don't have to. And guys seriously. I'm flattered for all the donations and subs that I'm getting. Yes, I'm doing this for future money. You guys don't You don't owe me shit. Okay, don't Don't think for one second that you for some reason have to like give me a kickback on anything. Okay, we're here for entertainment. My future aspirations is to eventually get sponsored by one of the research houses like Goldman Sachs, or like Morgan Stanley, so I can present their materials and have them pay me instead of you got so but thank you. Thank you very much. And HP bought Oh, thank you for the 200 bits. Here's a good question from Gounod first time chat, by the way, so welcome. Thoughts on oxygen. I fucking hate it. I hope it's over. It should be over but you got to be careful plan against apes. There's a lot of people who are I think misled about oxygen and Novavax. And so you don't know if the markets going to behave that's why I'm staying away from them. I hate both companies. But I'm not I'm not playing for their failure. On source pointing out we have lemonade Roblox Cody space and Uzi all yeah that's that's an interesting slate on Monday. If you're going to tip a shitty bartender you're definitely gonna tip a semi decent HR statistician not to toot my own horn but I was a lot better the semi decent
Yeah, look at Disney. I mean seriously this I think what's causing Disney to go out? I mean today is massive for the reopening plates. Okay, guys, this is what's going on. This is what we're what we're seeing right now, is we now have the incredible end to the pandemic. So what do we see? We see Disney up okay, we see match group breaking out as we speak. I don't know if you guys kept it. And yep. TSC is pointing it out. iser is bringing this okay, Winky. Thank you for the 1000 bits I mean, guys, there is so much out as we are going to talk about wind but we're going to talk about wind later. I assure you though, I want to talk about Win win as a future play that I'm getting more and more comfortable with. So we're going to talk about win got so many good Yeah, I mean stupid do when you're pointing that out that there's a lot of good ones if reopening should we look at the airlines I'm not comfortable playing airlines. Pfizer call saved I got lucky on Pfizer. Listen, guys, listen. Like this week has been unreal. I don't think I can. I don't think I can overstate that. This week has been particularly lucrative. I got lucky on a lot of it. Okay. Pfizer in particular. I knew they had the pill coming. We talked about it. I didn't know they were going to release it like this morning. I didn't know the test results were to come through. It's only phase two. Good Lord. How long till Twitch partner gets back to me. I don't know if they'd go. I don't know. Kemal does make a good point me listen. Merck had a pill too. And when they had their pill come out, they jumped up like 10% By the way, a few weeks ago, when that happened. Two days before I had bought Merck calls. I knew what was going on. I didn't know that they would release it. Okay, it was known they were developing that pill. So in the end because of you know, the the COVID-19 pills. I've actually done I gotten very lucky on both of them. Your entire account is up 100% Almost on cue com Airbnb and peloton. I mean, listen, guys, this is a rational market. Okay. What we're seeing is a rational, logical, well behaved market. Okay, they've put away the clown shoes. They're not getting on the desk smearing on the walls. Okay. Soy boy woo asks, you're holding a bit of cash right now, what are some plays you'd recommend with shares? You're thinking to buy a pen because of the Portnoy allegation, overreactions? I don't know. I'm sitting on a lot of cash too. And I'll be honest, I have no fucking clue. I don't know either. I would not jump into Pendo I don't think the Portnoy allegations is why they're down. I think they're down because they're not making money. And yeah, it's just you know, there's some there's some pressure facing the casino Sox that are not named MGM. MGM is the only one that had an earnings beat. So yeah. They're saying ternium Now I'll, I still have a fuckload ternium God, so how are they down again? I'll probably end up buying a bunch more shares. Before the end of the day, I don't by the way, I don't think they move on infrastructure. Private link with the first time chat saying CLF Well, let's look at CLF and 1%, you know, hello, Winky. Thank you for the tier one gift subs are on the gift subs. Yeah, everybody please thank Winky. We love her. Thoughts on empty? I don't like them. I'm not optimistic going into next week. I do fear. Bad earnings story well, particularly what I what I'd be afraid of is specifically their guidance. Okay, their q4 guidance who would suck pretty bad so I would be very cautious if you're not already in an ArcelorMittal I'd be very careful
you only trust the NX deal. There will be a time in which I will trust ArcelorMittal but I need to see more reassurance regarding Europe's energy situation that to me scares the shit out of me make him brick 69 nice thank you for the follow greatly appreciate it guys you thought they would guide higher but here's the thing I mean, if we're going to see increased prices, okay, if they're you know if you look at the US Yeah 232 situation with with Europe, the EU, you still have the significantly increased costs to produce that are going on. And that's a concern. So it may eat in their margins but more importantly any of the business that ArcelorMittal has that's contract business with the EU that's the one that I'm honestly most worried about. So yeah, rows and flows finally getting to catch it or other you've been watching the stream for day one. Well thank you thank you for making the Twitch account. You know happy to have you chatting You know again, guys we we I'm really happy to see people chat up in here. Any thoughts in TGT It's first time chat from Libtech and he thoughts on target ran down for a while to been on a tear all year. We don't want to fuck against Becky Becky strong. There's a lot to like about target. I don't know how to play it. The downside Is there margins be compressed and challenged because of supply chain? And just the raw input costs? Yes, even labor costs. But we've seen with Levi's that doesn't have to hold back a stock. And Target has very good management. And I would assume Target has some pretty good pricing power. So let's see what they look like from a chart standpoint. Go down 2% Hmm. Whoa. I don't know. This is a good this is a good one. Keep an eye on it. I think I would like Target. I also question about Walmart. I think Walmart is probably they seem to have a similar pattern to each other. I don't feel comfortable enough to answer that question now, but it could work. First time chat from prodigal son. Welcome to the channel. By the way, we're not shipping GLSL and Zim. I have lots of GSL right now. I'll tell you guys, okay, zoom. They're melting down. And the reason why I know this is because shipping rates are currently going down. Well, guess what? They're still making money. They're still printing.
Acer, Becky is the term for Becky stocks. So think Lulu think peloton, think target stocks that basically gear towards women as consumers and guys. Don't be sexist. I've worked back out on CPG the amount of neuroscience that goes into it and it's proven women are predominantly decision makers. For multi people households. There's a reason why consumer brands target women and why brand management for major CPG companies are dominated by women. Okay, no one talks about that enough. It's important. Paul Foster. Thank you for the fourth pointy bits Billy's on everybody Blaze on and Treebeard thank you for the gift subs greatly appreciate him. You don't have to do that.
BTD V thanking Treebeard for the gift sob that's his first time chat that's wholesome. Thank you very much. Timmy steel I sold my Timmy steel calls. I have a bunch of comments that I am rolling with. Let's see how they're doing. Well, those that don't know because we can't talk about this and retards a lot. To me steel or Timken steel is a small very small cap so under $1 billion market cap steel producer based in the Midwest of the US it doesn't get a lot of attention because it's small, but they're a pretty efficient operator. So it's nice to see
on Zillow, thank you for the follow Whoa, pants McGee thank you for the gift subs greatly appreciated. Jay, am I looking into Blackberry? No, not right now. I don't know enough. I always am concerned about meme stocks. Although you're right to point out and maybe losing status as a meme stock. I think they probably have a future I would need to do a lot more a lot more research the fact that it was a meme stock though. Somewhat concerns me with valuation but they may totally have a good future Can you log Mr. Pip pip says hello streamer Well Hello viewer stock picky monkey you're better than Becky got thicker so curve my god CVS what CVS doing? Well, they were getting a little bit better. Let's go to their their daily. Holy shit. Yeah, you're out. That's fine. I think I'm out of all my CVS for the moment. If it drops I'll buy in more they have price targets in the $100 $211 now so i I'm very comfortable with this company. Yeah parents thank you for the for the time you have subsequently appreciated Charles Ella love Disney and we gotta respect that JB careful emotions. Mr. Pibb I closed out on my Clorox position. I took a massive loss. It was a very small position of mine. It wasn't a yeah, this wouldn't have mattered for me I took like anyone who says all j does is when I fucking promise you I lost money on this one. I didn't lose much.
Paul foster you are not because of me or even partly because of me. You listen to yourself. There's a lot of people you could have listened to give yourself credit. It's not for me. don't want to take the blame if you've lost the money so I'm not going to get the credit if you win it. I'm PMS. Thank you for the prime gifts a prank for the prime sub greatly appreciated and futile. Gooch thank you for the prime sub. remisier asks thoughts on market reaction if Biden doesn't nominate Jay Powell for another term? I don't know. That's a good question. And for those who don't know, this morning, Lael Brainard, who is widely considered a progressive choice for replacing Jay Powell and Jay Powell were both seen at the White House. So this could be an indication that maybe there's a change coming, I don't know a true belief that that I have is that whoever you put at the head of the Fed right now is going to take the same steps I don't think it should matter in actual policy. What does change though, while mark if they're looking for a reason to react, they may do something weird and I don't know what that is. Well Haoran Bay Thank you very much for catching us live greatly appreciate it. And glad if I can entertain you at night on night shift. Bacon makes a good point. Hello guys. intraday Dre intraday, Jay I did have an intraday trade I closed that before I went live I played SMH again wow all right pretty good. I bought in roughly around here and I sold out for like 30% Why GSL and not Zim only because at that time GSL had not wrapped up and I have a I have a pretty I've I have a lot of comments for them. six white horses points out Playboy I'm starting to look into Playboy but I'm doing an Oscar off stream lobby buying options and hope of infrastructure bill passing soon not yet. I already have a lot of steel positions I mean guys I'm still a steel investor. I still have lots of steel positions what makes me feel better is I've January positions I didn't play anything short so yeah zoom has a lot more spot more exposure to spot rates Yeah, that's probably true. That is true. Zoom may continue to drill to learnings Yeah. Yeah, Playboy off script. Yes, gentlemen. I must. I must watch. Listen, Playboy Playboy isn't even porn in this day and age. Thoughts on fubo After Roku drops honestly, I don't I don't follow that sector. Well, I don't I don't think I have intelligent commentary there. So not not sure if I can speak to that. January not a short timeframe. Well, not too short.
So the last I heard I haven't heard anything too recently. I'm trying to keep an eye on infrastructure to see if anything significant happens. Let me see if I can oops on the other screen Yeah. Playboy's to solve soft for my kings. Oh, yeah. Chuck says should have bought puts on Sky works now their earnings wasn't bad. Are they down? Well, the funny thing was is I was I was actually tempted to play puts on Sky works as well. Baosteel I haven't seen a calendar yet for Monday. Um, if if we can find the calendar, I'll put it up and we can kind of strategize together but I would need that kind of visual earnings calendar to see what's going on next week. Whoa, go first. Thank you for the 10 gift subs, everybody please thank gophers mean master gophers well beloved in the V tardes daily
last earnings they dropped similarly, we know and believe it or not after they dropped I actually bought some calls and sold them like a few days later for money because they bounced up. My understanding was I didn't look too deep into it. Their earnings were pretty good. Hey, sir, how you doing today? I have not talked about coin earnings yet. I'm not I'm not particularly knowledgeable about them. Bluff asks me, do I have any plans to make an eventual discord community? Not immediately. I'm I'm kind of, I'd say I'm somewhat known for what's called for jumping in on to other people's discords. In addition I don't want to create anything that takes viewers away from the Wii tardes daily even though obviously do you know daily streams you know I don't I don't want to replace the value of the Wii tardes daily because it's got over 30,000 people so it works well thoughts on trip I don't know I don't know enough I mean there are so many reopening plays I don't know when when's the right time to jump into them? Ooh, spacey jaw maybe given us the good
okay
got trade desk Cody I forget what that is I vertex V AC I don't know that is Tower semi. That's an interesting one tower semi is a semi cap based out of Japan or not Japan no no I'm sorry I'm thinking of Tokyo electron tower sent me is an interesting one.
I'm inclined to think they may not do well. US foods could be an interesting one. I have to do a lot of studying this weekend.
Oh, these are the before the open. Marriot could be interesting as well a lot of people traveling
Yeah 266 views yeah it's a lot you know spring blanket spring and as wise lets you know you can go much worse than listening to spring one guy he's had so many hits these last two weeks
I'm a follow J Thank you for the follow when should not be on a tear that's my thoughts just think about it guys and a reopening winners a lot of China exposure the law a significant amount of China exposure I may before the day is done I may buy into when puts i think i The only gambling company which has done well is MGM and go figure they are strongest in Vegas. They are very strong outside of Vegas for the US they have smaller China exposure and China held them back a bit and they had digital so if I'm going to play when I'm playing puts
either way I was honestly like I didn't know enough to play into the fight the financial sector but I was tempted to play calls on square so if I had I would have lost
okay first time chat for one millennial dad thoughts on cue calm $200 by end of year I hope so. I'm not sure if that's going to be the case by the way I'm still holding a lot of Q calm there the arguments for them continuing to go up are compelling. I feel like it's strong i i have sold a little bit today I'm gonna keep taking some profits as it goes up because you know I don't need a YOLO to make me rich I'd rather be consistent
but there is an argument as to like hey listen Q calm should be if we look at the valuation of AMD and Nvidia and say that's what a premium chip maker should command then q comp should be higher much higher private link and work across the street from Q calm that San Diego
Airbnb booming some more. Hmm Let's see them too 202 17. Good for them. They deserve I mean, guys. Did you see someone posted in the daily I a Twitter thread where someone went through the earnings from Airbnb for Airbnb should be higher. Okay, we get on tech all the time. Airbnb is not one of those worthless tech names. Okay. This is a legitimate company. This is a strong performing company. I like to hire new squaring the balls. I'm so sorry. Cedarville asks a really important question to me do I think Marvell will run up to earnings next month? I don't know. Marvell is the chip stock. I have my eyes on the problem in my view with Marvell and maybe this is where I'm wrong guys. Let me show you their chart. Because this is impressive. This is their daily movement. Look at how Lunch, they're banging on top. Now, by the way, what caused this was they had an investor's day where they changed their forward guidance and it's basically on fire. Okay. Marvel is a chip designer, so much like AMD, much like Nvidia, but this is a pure play for industrial. Okay. They are involved in the data center. They are involved in cloud, they're involved in automotive, they are not involved in your computer. So if you think DC sales are down, like micron tells us like Corsair, like Logitech tells us, okay, Marvell is a way to play semiconductors based on infrastructure based on the cloud, based on automotive, very strong areas, and cupom has told us these are strong areas. Marvell is not in phones. So keep that in mind. Marvell is a very very sexy company. problem with it is they're up at the top of their channel. I mean this company and part of the reason why by the way, the price is going so high they've made a lot of acquisitions in the past few years. Okay, I mean look at this company if you go even further back this company just all they do is win win win Okay, so I like Marvel a lot I have no positions yet but really like them Yeah, Garfield didn't realize when was pumping movie with MGM all the casino stocks that are moving it's basically reopening plays. You want to see a session of me actually studying in company. I get that a lot. And it's I don't I don't I don't know how easy it is for my process to go down like that. I'm I'm a narrative investor. But at some point, let me think about how I can do that. I do want to pull I would love to pull something off like that. I mean, the number one thing that I'll tell you guys is the two greatest sources of information. To me are investor relation pages and then earnings transcripts. The Qualcomm earnings transcript is straight up bull porn Hey, yo, it's Joe. Thank you very much for the prime sub. Let me take this moment to just remind everybody if you are an Amazon Prime subscriber, you have the ability once per month to subscribe to a content creator of your choice on twitch it costs you nothing but what it does do is sneakily move about $5 from Jeff Bezos his pocket into my pockets
whoa Russ, thank you for the 600 bits greatly appreciated. You love Mr. Pibb or I love Mr. Pibb your comment avitar it's think I'll hold on to MGM this seems like a run up on PFC news and there er guidance isn't priced in I agree. 100% I'm still holding on to mine. Again, I assume I've been doxxed by now anyway. HP vAuto I don't know. I'm not playing HP vado specifically asked about okay P Tom's getting shit on. At what point do you switch over to calls? I don't know. I don't know. Yeah, but really good question. Do I think semies and SMH have run up too much to get in now. It seems red hot. They are red hot. semies. Should be. The problem is is there's an imbalance. So you have companies like Marvel and even Qualcomm who I sit there and say should be worth more, but they've been they've been rocketing fairly recently. You have companies like Nvidia and AMD who are also rocketing who could not be higher, like they they seem pretty, pretty strong. I would I would hold off, I'm holding off. I have been playing intraday plays on SMH. But for me, I'm looking at Applied Materials and even ASML to jump back into and I think again Marvell I'm looking for any kind of entry HP vado making fun of me for HR yep airs on fire yeah even buying in video. Listen, if you buying Commons long term, you are not a bag holder on Nvidia no matter what their price action does.
Oh, I see hot back patch. So hungover yesterday, he missed what he wanted to play woke up ready to shoot himself at the thought of big red numbers, but MGM and Disney printed thank Pfizer. Pfizer's What gave you that? Is this the perfect time to get financials really good question. I don't know. Privately Gaston this is perfect time to get in Financials. I don't know I may because I have a lot of dry powder now. I may have my 401k Get some XL lab for some Goldman Sachs I don't know Gregg Eric's first time chats thank you for speaking up Hey Jay created a Twitch account just for me baby. Thank you very much thoughts on Bed Bath and Beyond you don't know that's got mean power behind it. So I'm not sure I don't have a good point. But yeah
yeah, Paul foster I think Disney earnings should be good with all the Marvel movies this quarter doing great and more reopening. If you all the travel is bullish right now. I assume that's why Disney is up. It's not because of anything it's doing specifically for like the fundamentals for the financials. But the perception that hey guys the pandemics over boom we good? So yeah, I do think the reopening specifically Pfizer's news is what's causing Disney to go up. Marika, Mike thank you for the prime son. yak yak asks look my favorite Marvel movie Oh easily. Civil War Captain America Civil War all shipping is down guys. This is important and if you have shipping, don't freak out. I know I have GSL punished I know I have a WRVS still punished somewhat kind of back into channel. Here's what I would sit there and say shipping is the opposite of reopening pliers honestly if we're seeing reopening booming you're gonna see shipping that truly take a bit of a downstem so I wouldn't be worried about it. The fundamentals haven't changed the markets attention hunts and we're seeing irrational market behaving so this is okay guys don't don't freak out about it. Triton is still up right and DeVos beneficial ways points out pay for infrastructure guys pave is an ETF that covers essentially infrastructure. So it's a really clever one. So yeah, maybe look at us. That looks like a breakout to me. Here's a good one. So Gambit, the range and Cajuns as I looked at e li and Dr. Schatz a golf held both for a year decent returns but if you go to any top golf drive shock, it's booming and it doesn't seem to be reflected in stock prices. Yeah, I mean, I think you're right. I think it makes sense. I'd have to do a lot more looking. Whoa. 324 Viewers, Jesus guys. From the bottom of my heart. Thanks for spending your Friday afternoon with me. I am grateful please understand I am very much grateful. First time chat from Mirka Mike's as you appreciate the stream you're having a shipping and it sucks moment I feel you man I do an earnings for El Ys next week you're loading up guys eoy could be a good earnings play and if that's the case if you're gonna play it let me see what they're looking like they're in a downtrend you might be on to something I like to do a little bit more looking. But yeah, I mean listen if they're gonna beat earnings scan the problem is supply chain input costs, labor costs. Did management take care of this threat level midnight asks is there a J show tonight? I don't know. Probably not. A lot of join the the lounge I may I may jump on later on tonight just for shits and giggles but I don't anticipate creating content put it that way. This week has been very draining on me physically. I have not gotten a lot of sleep and it's not related to stock stuff. shipping prices are down. Yeah. Mean private link if you use the old Boomer playbook for cyclicals okay, and you can view shipping as almost a cyclical in this in this regard. Okay. When you see the prices start to go down and the underlying that's when the old playbook says you jumped out No, I don't think that should be what applies. But that may be what happens. And I think that's what you're seeing with like ternium where they're city management even, you know, comments on the idea that you know, peaks deal has occurred, and everybody sits on that. I mean, hard to believe this company had one of the better effects earnings prints they destroyed. analysts consensus and look at how much they're shitting So, reminder if no one said it yet, fuck Pablo. Fuck Pablo fuck him in his ear. We don't like him. Pablo shitting her on Bay never dies points out SMH intraday play I played it intraday I don't think it's a bad call though Okay, as a sector I think semiconductors are strong
okay
making bricks 69 J Do I have any thoughts on the kid friendly btw was the Oh Bill a bear? God they had this rise and I remember I missed out on this villa Villa velociraptors if you guys don't know him he's a legend. And if you're watching Vallo we love you he was the one that kind of brought that to the attention of the Vitara it's before he got banned right it's a cruel cruel place um yeah, I'd have to do a lot more diving into the financials the fundamentals but they should be strong it's like remember guys strong management can take advantage of supply chain disruptions they can they can steal market share. They can they can keep that chatter coming in. Yeah, Paul gang, he was ahead of his time. Black I think he got banned for being an angsty kid. I think he lashed out at people with some some unfortunate choices of words we're getting Yeah, they were early. Unfortunately, early can look like wrong. Santa says after seeing your peloton puts print like holy hell and good play. What do I think of the back to back play with puts on body? I don't know. That's a good question. I don't know enough about body let me see what it is. The Beachbody company. Here's the one thing I'd say just by the name I haven't studied this at all. With the Beachbody company be doing well in November presuming there was no other issues like this was any other year is November the time that this company does well that's what I'm curious about. deviated says Would a mat be a good earnings play. I don't know. Here's the problem with Applied Materials guys. And guys, this is one of my favorite companies. Okay, not stocks. Companies who 152 Good for them. Okay. It's this run up that we're seeing right now. And they report earnings I think not next week, but the following week. Be cautious about this. That being said, a mat should be higher than it is right now. This should be about 175. Okay, what we're waiting for his discussion on 2022 wafer fabrication equipment spat Okay, how much money micron Intel TSMC. Samsung sky works, Texas Instruments UMC SMI, C and China. All these foundries and fabs, how much are they spending on tools and equipment? That's what's going to give the justification for these companies all the spending caps to go up in 2021. The number is somewhere between 85 to $90 billion. Okay. There is some educated beliefs not mine, people I listened to that says the actual number for next year will be higher than $110 billion. If that's the case, okay. You're going from 90 billion to 110 billion. That's somewhere between like somewhere roughly around 25 to 30% increase in one year from a market standpoint, if you know your markets increasing by that much. And these companies have aI margins. They have dominant market positions inside their own steps of the manufacturing process. And we know semiconductor investment is going to be high for the next five years. If people realize it's that high. That's the ammunition for Applied Materials. Kla? 10, core Lam research, Tokyo electron ASML all of them go up, but they need that justification. So hey, Ross chicken 10 DS. You got to make sure you include some pictures at some point of Malaysia.
Yep, so, Gambit, the raging gauging points that you stayed up late last night reading into and it looks really rough. You Yeah, I mean basically, the problem is not infrastructure. The problem is the build back better. It's the the spending bill. Okay, that's the reconciliation bill. Okay. If the progressive Dems just agree to vote for the infrastructure bill, it gets past immediately. But ill fate boasts as Zacks running a blurb on Marvell right now. Good for them. It should be smart. I'm with LINC I think the progressives will fold again
oh good point from Finto. J mints like Zim still and I listened to mints guy, I'm assuming is not in here right now. But if he was, I would say like great. I would tell that handsome bastard congratulations for being so correct on everything. He's been ahead of the industry. One millennial dad you're tempted to buy Marvell calls for May 22 So I the only reason I don't guys it's it's just this this velocity okay, this is uh, this is weekly now. Okay, look at how on fire this company has been and they've earned a lot of it. I just don't know how the market treats them our backpack says thanks for the Airbnb player. Well thank you man appreciate all the love is appreciated. Nipple Shire thanks for the follow greatly appreciate
it so phi redeeming earnings before redeeming warrants before earnings interesting move. Yeah, I think I think I think I think they should be good. Like right like Sophie Sophie's doing well,
I keep mine they're a gross stock they may sit there and say fuck being the fuck the short term investors and they don't have to care you know people are buying them for their future prospects so guys I start to do a lot of studying later on off stream to understand if I'm making any moves on Monday I'll be honest with the week that I've had I maybe just taking a break from Monday earnings plus this week has been ridiculous for me like I'm checking right now and yeah this this week has been nuts just so much so much fucking green and not sure I deserve it all so yeah fuck does that oh Jesus when puts if I'm if I'm opening a position today it might be wind blitz because here's the thing guys. Reopening being reopening this company still shuts the bat on earnings. And if you see how they've been doing like they should not be this high. This is a company that swung big into China. Okay, maybe next quarter they do well, but yeah. And on SARS hope you hope you good J hope all as well. Yeah, I mean, listen, guys, like this week has been the closest thing to kind of, shall we say life changing event. I'll tell you guys right now in the last three weeks my degenerate account went from 50,000 to 260,000. And it's it's not been I don't I don't YOLO nothing has single handedly done it if this has been like I think 10 plays that have all for some strange fucking reason worked out. Like and I yeah, like I'm waiting at some point I will do a post because I think I've had a lot of people ask for kind of my chart. I want to make sure I can get it like good represented. But yeah, like this is nuts. And believe it or not, I mean I'll be further honest with you guys. Okay. I've been a streaming what now like 41 days and not only did I already hit partner the capability to come partner, but I basically earned about $2,000 on streaming because you guys fucking giving me money. So again, you know that $2,000 Almost means more than the extra $210,000 I've made there. So bootstraps for most of these earnings play. Yeah, most of the vast majority were still Yeah, I mean, he might I have my other account, which is my 401k which is just ridiculously up. So, yeah, and and guys, please understand like once once earnings dies down I'm gonna be a lot more risk off be a lot more cautious but we're still gonna look for plays okay we're not we're not sitting on our on our tail, but we're not going to chase gains Okay? Chances are if you stick around every three months or so we're going to have our period where we're going to turn our switch we're going to go risk on we are going to hit op X pretty hard. Okay, so next week isn't next week or the following week we're going to pop some cheeks the two weeks from now work clap some chips on our backs. Okay, I assure you that much but this week is it's not going to be a typical week. Although if it is good fucking Lord.
That'd be cool. So yeah, thank you all for everything you guys have done
not cash. I think there's other I think there's safer investment. I think there's good investments you can make that can still chase some level of return. I think a lot more shares. And I think a lot more or even like selling covered calls will work for my kind of risk off portion. I'll always keep some money aside for risk on CLN thank you for the 1000 bits greatly appreciated. And yeah, Rowdy Ross like guys, I have I don't know how many of you remember this but like when I originally talked about the J the JTF it was the idea that here are a few stocks you can just buy Commons and they all pay dividends and you'll just collect money on them. Marcus thank you for 200 bits. Everyone who has access to it when Marcus gives we show the goose Ross chicken attendees Do you have any other place other than when currently when is one that I'm looking at Applied Materials for a long term future? Yes. God I think I still have to look there's going to be some other ones as well. Chegg rolled over and died on earnings already authorized buyback I don't know enough about the sector. TDD trade desk right.
Oh, no. Okay, let me get back to the chart here. Go EDD. Oh, TPD duh, I'm dumb. Alright, let's get this company's looking like correct me if I'm wrong. isn't their entire business model fucked over by Apple? Like they their income is supposed to come from like targeted advertising and tracking Right?
Like how they how they solve that Have they fixed that like I assume the IV would be high because I mean, blue man. You're right. And that kinda I haven't studied it please don't trust me on this guy's I'm not sure if I'm playing it or not. But yeah, like whoa, they've been getting shit on so I assume everyone knows it. Yeah. Our Pac Pac says I should put up a simple list of all the daily weekly ongoing plays we've discussed so people joining midway are aware Yeah, agree guys. I have to do a lot of upskilling on my end to help better present this I mean listen i i didn't expect to have 300 people here I honestly thought streaming was going to be different so but you are right I have to up my game that's on me so I your your points well received you're exactly correct when earnings I think are next week yeah, so I guys i i am looking at overlays right now I haven't found a one that I liked the best because I don't want to get like some like you know like something like gamer style overlay. But yeah, I'm trying to look for a lot of stuff be be Garth first time chat. So thank you for speaking up is upstart finally going through dye 400 P E but all by FUCKING GOD. Here's what I'll say about upstart from what I understand. My understanding is this is the company that does like aI loans and lending, right. I would hate to invest in this Long Term and let me tell you why. My problem with upstart anybody who is AI based lending, is there's gonna be a fundamental flaw about discrimination inherent within their algorithms. And guys, I've studied the shit out of this for corporations guy, remember, I do HR Analytics, you know, in my previous life. You know, it's companies have had problems when they've tried to automate things regarding human beings, and particularly when your past data will always include some level of systemic bias. Okay, and let's be clear, the housing market for the US, even if it hasn't been intentional, there's a lot of cases where it was intentional, is fundamentally been biased against minorities, at a minimum, and I'm being generous when I just call it biased. Okay. That, to me is a big risk for a company that's gonna expose itself to that kind of legal risk that their algorithms are wholesale, discriminatory, and they could face a lawsuit in the future. So yeah, that's what I would say. CSA. He points out when has whole blocks of fours, floors booked out on every weekend, the Raiders are in town. I'm sure that's the case. But if I'm playing against when it has nothing to do with Vegas, it has everything to do with their exposure to China, because China for the last quarter has shut down chunks of Macau for long periods of time, because of their COVID-19 restrictions. So keep that in mind if I'm playing against it. I am playing purely against the idea of how their China operations did. So just keep that in mind. You're probably correct and Vegas is fine. You think Macau is priced in? We're gonna find out shortly. The good news is is when they have earnings we'll find out
walkie says programming teacher or uni made AI that predicted grades based on facial recognition became inherently racist. The principle of that is inherently racist. Right Good lord. Strange thing to ask and I like stock 69 Nice. Thanks for the follow both you gentlemen. I assume you're better on Pete on taking Oh, you hate to see this. You just oh, now I'm sure there's some technicians on Twitter right now saying Oh, but his has to fill the gap and therefore they're buying calls because they think that the technicals indicate that for some reason. The chart says people should be buying despite the fact that their entire business model or at least their business prospects the next year is in question. Yeah, they need to start throwing some toddlers I don't need threads sacrifice for the kids to be here to be here to be here tributes drawings, like I mean, it's ta on LSD guys. Yeah, 70% of wins revenue comes from China. That's by the way, guys. I mean, that's my only my only thing that gives me somewhat hesitation. This week on MGM was at 8% of their revenue came out of China. And trust me, I went through their earnings release. China did not do well for them. You wish you bought the pen bounce, I think hadn't dropped at some point.
Not enough human sacrifice. We need the human sacrifice. Arrow arrows says baby wise having another interesting day. Let's go and see it. Let's look at one of the memes huh? Look at this new killer in the backup 15% deer shorts. Why do you do this to yourself? Why do you do this? Now does anybody remember because we actually covered this on J show previously. Okay. What happened here was Bed Bath and Beyond had a terrible earnings. Okay. This was a company that got squeezed on margins due to higher labor costs, higher supply chain costs. They revised down what's happened since then. Okay. And people will be quick to say this is mean power. Maybe it is. Okay. Maybe it is. But there's also a fundamental argument they came to an agreement with Kroger, and I believe they revised up their guidance. Okay, this is management doing good management stuff. So yes, there may be some mean power behind it. But I liked seeing companies with management teams and strategy play into it. Okay. This isn't Gamestop who has still not yet iterated a strategy This is a company that knows what they're trying to do. Now maybe it's not worth the massive gains they've received, at least not yet. But good for them. I'm not playing it. I don't know enough. And not only that, this is not the sector I want to step into. But definitely, definitely good for them. I'm not shitting on this one. If you're in it, good for you. Good for you. Palantir earnings Tuesday. I don't know, man. I don't know. Listen, guys, I did not do well on Coursera puts, if anything, I would play Palantir with puts. Because keep in mind, if Palantir does well this next quarter. They're just going to issue more stock. This company exists to basically dilute people. Long term I get why people are bullish on Palantir. Okay, I get it. I'm probably not gonna play him because I'm not calm. I'm not confident. And again, I learned my lesson of course there. I'm not playing against apes. Robert gorgonzola, really good question. How do I feel about air Atlas and you're also holding Ark best? I'm not worried. I still have positions and air Atlas. I'm holding them. This is why I get January positions. They got a bunch of price target upgrades. I read through the earnings release. I'm very comfortable with them. Right now they're down because the reopening trade is up. Okay, the markets focused. Don't rotate back. If you have any position in November, you might want to jump out. Yeah, that's one thing I'll say. Okay. If you had November, by the way, you should have already jumped out. I'll be honest. One of my thoughts on airline stocks, not positive. In fact, let's talk about this for a second. Okay. Let me show you how I'm playing airlines. And you guys have heard me say this before maybe. Okay. MDC. Let me explain why. Okay. If you're going to fly, you need airline you need air fuel. Okay, a one jet fuel. Companies like marathon petroleum and Valero are downstream refiners only they have the most exposure so as more airlines fly they have to buy that beautiful high margin jet fuel. NPC theoretically makes more money. Okay. I also would play air Atlas because more flights means more space for air cargo, more revenue there. Okay, so I don't like the airlines because they themselves are kind of in a shitty business. I don't trust them. I don't know enough. But I get why they're up today. That makes sense. And bacon bits asks, does win have more exposure to Macau than MGM? Yes. Yes, they do. Big time. Okay, when you think about Las Vegas Sands and when you are primarily thinking about China and Asia and ether says look at intraday for MPC. Okay. That's an impressive penis. It's boss asks, Why is when up so much. It's the reopening. Thank iser. Did anyone have Pfizer calls still, huh? Anyone at Pfizer calls?
Come on, guys, raise your hands. Okay, Pfizer is going to end COVID According to them, because they released their pill. Okay, good for them. Despite the fact we already have so many damn vaccines that will keep you know 99% of the people who receive them out of the hospital. Substantial, less risk of death. But now there's a pill which can do the same thing once you catch the disease. And now you know, they're up big good for them. And by the way, Penny, how you doing today? Everything ever been treating you? Well. For anyone who doesn't know please follow penny on Reddit Penny ether is his name. There he is someone to keep an eye on.
And also, I wanted to take this moment right now to give a very targeted and specific shout out. Hold on guys. Where is here we go. Now, folks, there's a lot of TA and a lot of technicians all across the thin twit space all across Reddit. Okay, but damn it. I want to take this moment to make sure you all pay attention into our very own Treebeard okay, because there's a lot of di you can find, but how much ta looks like this? This is work of fucking art. And unfortunately it describes it and if you look very carefully up here, this is Pablo. Okay if you don't know who Pablo is, Pablo is the man who fucked us on ternium Okay, the bear in CFOs clothing he fucked us all he murdered the ternium dragon. So if you can please give Treebeard some love he is now on Twitch he is a friend of this channel friend of ours. Someone please post a link if you don't mind. But yeah everyone Treebeard is someone to keep an eye on love it he's a really nice guy. He's blown up a few accounts but he does it for the he does it for us. And we got to love his art. So he does this live on stream now. Tokyo Sydney thank you for the follow greatly appreciate it. Yep, fuck Pablo. Yep, thank you right there. Maumee or peach posted the link give Treebeard a follow if you guys don't mind. Great guy. Also, I love what's coming up here is that we are seeing no sir yak you know very, very interesting character friend of this channel as well. He's had a great time. Marcus, who you guys see a lot. Where's his thing his lower? You got displaced? Yep, this is him right here. 560 plus percent. They're friends of the channel. They're friends of mine. I think they give me too much credit and these posts they should not they need to take the crap themselves. Not all the players came for me. So I'm a follow Jay asks, Do you know why CMC is was running? CMC has a lot more exposure. Okay, commercial metals company has a lot more exposure to infrastructure. Okay, a lot more exposure to infrastructure. So keep that in mind. That's probably why it's up. It also hasn't risen as much as a lot of the other companies. So when we check it compared to see what they're like look at them all year. They've barely ever had a breakout. Okay, they had a bit of one earlier but then back down. Okay, rebars they're their primary kind of selling and rebar. It's the opposite of what you need for automotive rebar, lower margin of a product but you need it for infrastructure. If you're building bridges if you're building overpasses you need a lot of rebar to stick inside that concrete
so yeah I don't play CMC by the way all right nonlinear thank you so much for the prime sub greatly appreciate it man
good justify Are you salty? says no way that dog fit ticker actually moved off. Totally not bitter from June earnings. Yeah, a lot of people played played them earlier right around here and got fucked. So you want to see some rebar inside Pablo don't we all Cleveland Don't we all?
Yeah, I mean, it lets you guys, if I'm looking at like when puts it's gonna be it's gonna be later. Like I'll go for like I'll even go now past January. I'll start looking for like February March. In a perfect world. I would go beyond 90 days. A non Saurus you just shorted MPC. I have a lot of MPC. I've been more MPC yesterday, so good luck, sir. But MPC have not a stock I'd be betting against right now. Okay. The market did not respond to their earnings their earnings were excellent Ross asking spurs TD the trade desk and Bumble puts we did talk a bit about the trade desk puts that may make sense I would not do Bumble puts Bumble puts I think would be a mistake. I can be wrong guys. I'm wrong all the time. By all means you can do it. But if you think Bumble trades like match, let me remind you that match. Earnings down ever since then up and I kept my match. Okay. I actually think one of my better calls this week was match and no one no, I don't. I don't think people picked up on kind of why I say that. I don't necessarily care how the market responds. I'm looking for kind of was I corrected my hypothesis. And I had said I didn't think their earnings can be good, but invest to them because their forward guidance should be strong. And sure enough, that's what happened. They upped their EBIT guidance for this full year. And that's partially because of the fact that app stores Apple and Google are going to take less money and for our company like match that goes straight to the bottom line, straight Prophet baby derp thank you for the 5000 bits in BTG are asked me to check out Zim I don't want to piss off the pirate so let's check. Oh, it started. God, if they go under 50, I'm probably gonna buy a bunch. Gila child, I'm not sure when it makes sense to buy all of them. I think they're smarter technicians around I would be cautious. But Zim the problem with Zim is perception people think okay, if shipping prices are downs and spot you're buying options and selling what's nice. Guys, Ross is the founder of the Sebata ETF which covers shipping containers and trucks. So I will defer to his judgment Yeah, Zim IV is way up today may not be the time to buy specifically calls. Hates camel case. Thank you for the prime sub greatly appreciate it. Oh, good. God decryption one of my thoughts on tellurium. Hell never see the mentioned tell my understanding is what natural gas play. Because big daddy golf Jesus, one of our friends around here. He's been Hawking them for a while privately and they the argument makes sense. The only thing I would wonder is out like like, What's the timeframe for natural gas? Because guys, if we're looking at Zim right now, where people perceive the cost of shipping is going down. This is what happens. The same thing happens to natural gas. The question is, is does natural gas do we see that peaking sooner and the answer may be yes. So that that could be the concern. But yeah. Oh Min Samira talks about zoom. Okay. Then you're in a lot of questions about falling freight rates. Sci Fi is up week over a week SPX posted this am and it's up week over week. report earlier this morning and it's flat 98% of all time highs, and he personally added the Zim guys, not only Ajay, Mittermeier handsome, but he is smart. Okay. He might be a better person to listen to. I haven't made any moves yet. But yeah. Thank you for sharing this by the way. That's a good one. So first time chat from Z Dubs. Thank you for that. Um, what would be my strike and date on when but I'm not sure. Let me say Oh, and vaccines dying? Uh, hold on, guys.
Hold on This. This. This will warm my cold dark heart. Oh, fuck yes. Their earnings were terrible. Okay. Their earnings were Oh, yet. bootstraps ask is there a reason I'm not playing Zim? I was just playing other players. I'm in other shippers. I was in Triton. I was in GSL. I've been in Zim in the past. I just have, you know, I don't do every play. That's you could think about it as me sacrificing myself to you guys. Because everyone knows if I jump in apply it does worse. QUnit Well, thank you for joining us. Had enough of the evening now. Yeah. My pleasure. I enjoy doing this. Yeah, I'm glad if ENMAX dies. I mean, listen, this is still a company who hasn't had their vaccine approved. They haven't booked a single penny in revenue. And they have potential scandals and their ability to manufacture okay, this company should have been dead. If it wasn't for the COVID craze and basically taking public money and making a big deal about them diverting their efforts, which we appreciate but come on. We just had news of a COVID pill. They're they're late. They're late to the game. lender says what's my opinion on NT I am staying the fuck away. I am very concerned about their guidance and I'm very concerned about it European energy supply energy prices I'm worried it holds them back. So I'm not playing European steel at the moment. There they are still undervalued and there will probably be a day I jumped back in that day is not today. If I'm gonna play him next week at this point, I will play puts Alright, so let me check out whim for a second. For those of you who don't know like I do all my trading on the TD Ameritrade traders app, and I absolutely love it. If anyone from TD Ameritrade is watching this right now I am cheap I will happily Hawk your product for money that I can take less money from my my friends here that will make me feel better I'm a whore Oh Fuck Yeah, listen guys man's got to eat man's got to pay for health care in a perfect world I can be blatantly honest with you guys on how I make money. So that way you don't have to worry about me trying to make money by I'm gonna buy a position and then get you guys to pump it up like that's like the Twitter the Twitter fit. The fin twit. Like that's what they do where they pick some you know small cap company they'll pick some strike on the option chain with like no no open interest and then they'll try to get people to buy into it. So it pushes up the price of that option like the IV I'd rather play on the underlying I'd rather play for like investor like like big institutional money to come in so that's that's how I play and HR Angel not paying the bills nope stock picking monkey I left corporate America gotta go J tough watching the other side of the world. Well, thank you for joining us. Greatly appreciated. moved to Canada. Yeah. Mr. Market asked is J playing Bumble for earnings not yet. If I do it's not for earnings. It's for guidance and I am specifically the opposite of spring I think their guidance will be strong Okay, I think it will be very strong I would not play puts on Bumble okay look at match. Okay, if you play putts the market may remember this and may sit there remember earnings ever since then. Plus 6666 guys. Oh, yes, I am a horror with integrity. I will happily degrade myself sexually emotionally. But I do not want to be dishonest with you guys. I my career ends the moment you guys think I am a pump and dump that I become like all these other existing kind of fin twit personalities and that's not the way I want to be guys. I'm being very very tact very strategic about this. So you just hear in the big I am a hawk. I am the biggest whore.
Are you will fuckin see I will do if if it makes sense. I will do ASMR streams where I will just whisper and look into a microphone and say stop buying shitty stocks. Novavax is a pile of shit. We'll even call it Jerison bar. That's fucking brilliant justifying keeping up. Um, I will do hot tub streams. Okay, like I like fuck it. Okay, I will happily degrade myself for that, but I'm not going to lose my integrity. Yeah, I'm not gonna pump something I don't believe in and I'm not going to look for like IV crush to make me money. Okay, I'm looking for investors like institutional money to help them so yeah yes, but so for me go back to when for a second. Okay, someone asked that I've dodged it like what strikes if I was gonna do puts ah, they are up almost 7% And I don't think they should be like I know some of you like them. That's fair. If I'm buying them right now, based on what I'm observing I probably go January let's see that January 90 fives they could be what's their fear the implied volatility is 45 if one of the technicians and get me an understanding what's winds IV verse their historical IV looking like dancing koala. It does not look like it does not look good for the infrastructure bill happening today. It seems like some of the centrist Democrats inside the house are waiting for CBO scoring.
So yeah. Hold on. What about Cody? I don't know about Cody. What's your question?
Okay, so thank you very much. I am Van Damme saying you have implied volatility 48% The percentile is 59% Thank you for that. That's interesting. Yeah, the IV is not that bad. So, today maybe a good day to buy a future puts puts Listen, there's risk guys. Please understand, I wouldn't do a large position. I hate being a bear. But let's be honest here. Every other casino stock is been down. Now maybe and let's see what win looks like. From LTVs posted around here, okay, Las Vegas sounds as Sans is 100% China and Singapore Okay, and they got flattened because of the COVID restrictions. Let's look at lVms for a second, despite the fact that Las Vegas is in their name, they don't have any more presence in Las Vegas. Okay, so I believe, I think this may have been and they're still up. Alright. So maybe people are acknowledging that they expect when to do shitty. Okay, that could be the case. Well, that new All right, don't stop one person. made money on MGM today. Oh, excellent. I'm still holding all my MGM by the way. They're going to go higher. They should at least. Dancing Kuala asks what is CBO? Great question congressional budgetary office. What this group does, I think it is. What this group does specifically is any piece of legislation. They are the accountants who will go through and tell you what it does to the budget. So here are a bunch of fucking nerds who sit there and say, okay, they study the bill. They look at all the inflows and outflows are revenue and cash etc. And they say this piece of paper will cost 1.2 trillion and increase the debt by 14%. Over the next five years. Okay. That's what the CBO does sky bunch of nerds, bunch of analysts who study bills, and they're basically scorekeepers. Okay, they're umpires they're not on either side. They will tell you what the economic and financial impact of a bill is. While will heavily thank you for the 200 bits, you say q comm is your first realize 10 bagger. Congratulations. Oh, wow. 250 to 2550 in less than a week. Good job, man. Happy to hear that. Really happy to hear that. American buzz thank you for the follow greatly appreciate
it. One of my thoughts on plugged. I don't have one. I don't have thoughts yet. Mmm hmm. that'll that'll look good. They're up a bit over this time period. I don't know. I think there's probably smarter people. Oh, I'm a follow Jay asked me about Go ahead. Alright, let's go there. Alright, guys, let me take a sip on this one. fucking look at me for a second here. There's a specific small group of you. You know who you are.
I need to talk to you about Go ahead for a second. Okay. I know you guys like Go ahead. I agree. It may be undervalued. But look at the economic environment we're in right now. Why the fuck are you guys still playing around with a appliance salespeople appliance retailer in an high inflationary environment in which shipping and logistics suck. There are headwinds against every company that is reported right now. And not only that, they have a fucking power battle at the top of their executive chain. Why the UK? is a smart group like you still on there not sack Okay, I'm sorry. There's a group of people who sat on Vitara for being so wrapped up in steel. And now you guys are wrapped up in a company which are they making money? Are their margins remotely close to being higher? I agree. This is an undervalued company. This market does not give a fuck. buy shares. Leave them. Okay if you really believe in that, but I've watched this company since they were over five bucks a share. What the fuck? Do you think like all of a sudden, like ooh, management's fighting with each other. This is good for my returns. No one has ever said that before. Okay, y'all are too smart. Fuck this last pause for now. If you believe in a very smart people behind this, I agree with you. Okay, I think they're undervalued. But holy shit. They're $2.72 I thought they were undervalued at five market don't give a fuck. So yes, yes, I love you guys a lot. I think you guys are very, very smart. You know who I'm talking about? I think you're fucking wrong. And you are just following up on being wrong on this one. If you feel long term, you're right. Excellent. The market doesn't care in the short term. You guys are smart enough to pull your money out and make other plays. You can jump back in. I mean, what's their catalyst? Didn't they just increase their authorized share count? They're gonna dilute your ass again. I mean, God. Yeah, so I don't know why people play appliance companies right now. That makes no fucking sense. Anyway, enough about that. And Ansara says great Bush kudos a great Bush is a very smart person. He has taught me a lot but by the same token, he's also a bull on Rio and BHP and valet hasn't worked out very well. Alright, so American bonus is a good question. You know, people said okay, what's an earnings play a traditional earnings play? Okay, happy to answer that for you. So when a company releases earnings, if you think they beat the market expectation wise, then the guess is the market you know, the stock goes up a great example of a good earnings play Qualcomm. Okay. What happened to Qualcomm? Whoa, wait a pup Oh, thank you very much for the gift subs greatly appreciated. 10 gift subs. So here's what I'd sit there and say, okay, Qualcomm, no one from the professional analysts side saw their earnings coming just how big it was gonna be and how profitable and how positive their future was. So when Qualcomm talked about it, you see this huge jump. Meanwhile, Hamilton another example of an earnings play. The market apparently didn't see the fact that a company no longer killing toddlers is gonna go down post pandemic and sure enough, their guidance was horrible. Thus they get shut off. So an earnings play is when you say I think the market is wrong in how they're evaluating it and sure enough boom. So that makes sense. Jessica by the way, if anybody here I think you guys know something to be gaps. I love you guys. I am in your channel. I see the work you guys put in you are so smart. I don't understand the going thing now though. I think you guys should have moved away from it about two months ago. Anyway, that's it. Thoughts on the uranium swing? I'm not smart enough there's a lot of people more intelligent I'll recommend people check out mediocre man on Reddit He is very smart I also from what I've seen for him pretty good pretty good in terms of like the integrity side like I don't think he's I don't think he's pumping his bags for you guys to pick up from so please all him and see his commentary I think it's smarter smarter than anything I would say morale Thank you very much for the follow greatly appreciated the funky behavior dumped today on no news well there is new today
whoa, whoa guys, is there anything about is there anything about target or retail in general let me see what Walmart did.
Walmart's down to I think this is clearly this is probably a reopening situation where I just think a lot of attention maybe I don't know if someone's got better news than me please speak up. I don't know if there's some logic here but the fact that we're seeing it across other retailers that's a weird one. Okay, hello first thank you for the five gift subs greatly appreciated. That you feel about empty to me too. Blue Man says you can't believe Maderna is down 40% In the last two days I agree with that now remember guys for Maderna and for biontech the thesis on them is that you are investing in XR T is retail yeah retail is up but Walmart and Target I have to I apologize I don't have anything particularly clever intelligent to say as to why Target and Walmart specifically are down there's got to be something there. Okay, there's got to be something specific. I don't know. Thoughts on Zim for first time chat Thank you very much went up um I think they're strong I haven't bought in yet. There is a point at which when the price goes down enough I will probably buy in. No, I'm not sure what that price is but mins Meyer likes Zim and I trust mints Meier. Alright, so let me go back to Maderna Yeah, so Maderna and biontech. The thesis is COVID-19 Page for the blind, you aren't buying them right now for COVID-19. If you're buying them now you are buying them for their future drugs, particularly. Influenza mRNA vaccine, you've got time, theoretically, these are still in I think phase one, phase two studies. So you should have time, there's a certain price point like if if biotech ever hits $200 a share, I'm gonna buy a bunch of shares. This is a long term hold. And as you guys know, I don't really play that much on the long term side, okay, I'm tend to be more, you know, anywhere between like one to two weeks versus say, like 90 to 120 days. So I'm not buying in yet. Okay. They may have more room to drop. But these are going to be, you know, very, very large, successful biotech companies in the future. I would trust them. I'm just not buying them yet. They may fall. Yeah, it's a band preserve points out. Home Depot. Lulu. I forget what VSCO is for the moment now and Lowe's are all down today. Yeah. I think this may be against. If you think about reopening plays, the opposite of a reopening play is Home Depot or Lulu. So, this may just be the market focus. I don't know if you buy in now. But keep that in mind. Okay, biotechs at 214 Or maybe earnings next week. Now, there's a difference between biontech and Maderna biontech Thanks to the partnership with Pfizer has been stronger in their ability to manufacture and execute. Okay, so I'm not sure biontech is gonna have the same situation as Maderna had where they straight up missed on revenue. But who knows? Dude, you would not say that about Lulu. If you ever walked in down around Vancouver, Zana, you're correct but keep this in mind guys this is important. Really important here okay. Lulu owns mirror. Mirror is basically a competitor to peloton so that's why people when they talk about Lulu being you know like a stay at home play that's probably why one of my thoughts on upcoming PayPal earnings I don't know I get asked that a lot. I'm not sure. I'm really not sure. But it's a good question All right, first time chat from saved my money like those see on those. Hey, Jay, new to the stream. Do you have any thoughts on psychedelics? I
love them. Oh, so you know plays like mind meld or CMBS No, I think the industry is still still young. It's the same thing I feel about weed stocks. Love the underlying trust me. I'm not sure about the industry yet. I'm not sure if it makes money. I'm not sure enough about the the kind of roadmap to commercialization. With the weed stocks in particular, I think there's too many players you need to see it consolidate so you know who's gonna win. So that's why you don't see me talking a lot about the weed stocks even though again, guys. I love psychedelics and I love weed. Yeah, yeah, I do. Ben fuzzer says Do I think a b&b has gonna run more next week. It's got justification for it. They've got price target increases, their earnings was exceptional. Okay, their earnings release was good. I don't know if the market cares, but we'll find out. Alright, so let's go see some other questions that were put above Yeah, I get a lot about Playboy and play pal play pal. oddly similar name. I don't have strong thoughts Yes, my apologies. There's probably wiser people out there than me that can speak to that American buzz as a follow up from earlier regarding timing of earnings plays so let's say you think peloton is gonna tank and then reveal earnings November 5, when do you traditionally get in or out of a play? It's based on the earnings and the situation. So like MGM, when they did their earnings, they didn't go up. Actually, when they had their earnings, they first had a bit of an increase. Yeah, over here. I didn't I didn't jump out of them because quite frankly, I was very comfortable with I said same with Qualcomm, by the way. Qualcomm, I held the majority of my position even after they went up because after reading the earnings, they had a lot of reason to keep going up. So it's a case by case basis. I'm looking for, you know, some kind of insight as to why the company should go up. So yes, my playing GSL for earnings I have GLSL positions. That's my, I don't I'm not in Zim right now, but I have a lot of comments for GLSL for the future about them a while back. So I guess it's not really for earnings. I just didn't going to be successful. You will, or kewl asked me about Amen and their upcoming earnings. I love a mat. Everyone knows I love a mat. Well, I favorite companies. Okay. I don't know how earnings goes. And specifically to a mat, let's talk about this for a second. I believe they will beat and I believe in their future guidance. What I don't know if they will talk about is 230 2022. What it means to them, okay. If they talk about the expectations for wafer wafer fabrication equipment spanned across the industry, then they're going to MOON Okay, and not only them KL a 10 core ASML Lam research Tokyo electron, all the semi caps theoretically oon if apply materials talks about it and apply materials as maybe some of the best visibility because they sell across all the different process steps except for lithography lithography. That's the throne of ASML specifically, but we don't know if that happens yet. I love this management team. I love this company if you buy a now buy in for March or later. Okay? Even if you see them at a record high right now and if you look they have a scary chart. Okay, go back to here on the weekly side. I mean, they've doubled in the last year. But this company has justification to keep going up. Alright, so let's see. AMD and Nvidia dumping hard. Ooh, that's that's hard to hear. I looked at power chart let's look at power powers mo hmm the daily Yeah, I mean, I don't think there's I mean, I'm assuming the ammo does well, generally speaking, when people are scared the government's going to take away guns and no one's talking about that right now. I assume supply chains pretty harsh on them. But yeah, I don't know. So less volatile simply plays on a mat. Yeah. And really like lamb research is a good example of that. Kla? 10 core is still one of my favorites me gaps. I don't really play lamb research that often by the way. I really liked Kla, 10 core.
They're also right now at an all time high. So if you're playing in on the big semi caps keep in mind you are buying into these companies at the most expensive they have ever been. I just think they're gonna keep going up. But we require news on 2022 wafer fabrication equipment spend to push them to that next level when put still a good play, almost certainly. Let's see. They're still out. Yeah. 6.6 I think so. Mo prices have remained elevated. Yep. But are the prices up enough to explain their input costs? So you know, lead steel, brass? All of those are also more expensive. Labor's more expensive so is that the case? semies are fab I love your name by the way. Thanks, great insight. You really know your semi companies know I've learned to listen to other people who know more than me. Spy is dying Ooh, maybe my uvxy calls which I probably have to close out today and they're not gonna have done well. Oh Why hello there that's not bad. I grabbed a hedge on them so yeah, if I close that I'll still lose money but it's a hedge hedges hedges are for losing money.
Yep, I love Marcus pointing out SMH a bit more stable Saxo the 3x Crack ETF? SMH. If you're wondering what semi can so many companies to buy? You can just buy shares of SMH and park them relatively safe. Yeah, it is bad since it is my hedge. That's correct. Can I touch on my hedging philosophy? I'm trying to learn more from gray bush. I bugged him about when it's time, but there's certain environments like at one point, the VIX was pretty low. So I jumped in. I grabbed some calls on the Voxy. That's how I tend to hedge. And so theoretically, if the VIX spikes This goes up, and I kind of profit from that, but I've not been doing it a lot. I'll say that so I'm still kind of playing it, playing it touching go. Heads with Rick was Rick doing. Rick is one of those oil companies we can't talk about. Oh, Rick is a reopening Plagueis reopening them cheeks. Rick is Rick's cabaret. They own gentlemen's clubs. General Mills so you're saying sell naked puts on XOXO don't do that
Pfizer is killing several stocks and helping others. Yes. Nokia. I did speak briefly. I'm assuming the dump on air Atlas is the same thing impacting a lot of other transportation companies and shipping companies. This is just a lack of attention because of reopening plays. Okay. Pfizer is causing this. And Rick is absolutely reopening play reopening them cheeks, reopening them legs. Okay, Rick's Cabaret is a gentlemen's club. There's no risk of COVID people especially freshly divorcees want to get their
while to get their bone on. Maybe when they go biotechs at 207 Good lord. Risk of herpes indeed. But bullish. No risk of COVID Only the clap. Agreed. Yeah, so that's why they're down. By the way. I have my positions in a WW. I'm not touching them. That's why I have January's guys. It's TSM getting fucked on her
a little bit. This company I mean, by leaps you're fine. GFS. This is an interesting one. I was not big on the their IPO and in fact let's see if their IPO Yeah, I told people to stay away from their IPO they went up went down. Yeah, don't like them. Not yet. This is one of the semi cap companies or one of the semiconductor companies I say stay away from there may be a time it makes sense. Just not yet. Ooh, look at NBC. Marathon petroleum This is a downstream refining pure play. They take oil and refine it into other products the cheaper oil per barrel gets. The more money theoretically this company makes. Um, I am Vandana. Yeah, for companies like Zim and GSL. And Triton. By the way, there's a certain point at which you don't want to buy calls just by Commons. They'll give you money back.
What does nrds Oops I guess they're not up yet. So I don't know who they are.
Sorry. It's DC. Thank you for joining us today. Yeah, so Invictus Blitz. I don't know NerdWallet? I don't know who that is. I don't know anything kind of about the company, etc. So I apologize. I'm, I'm not educated enough to to open my mouth about it. I don't want to be tearing correct.
So Proterra P t ra. To down 8%. Today steelie. Are you around? They may be really heavily leveraged as maybe profit taking? No, it's definitely not profit taking. I don't know why they're down. It's a good question. And on Saurus flex when put call ratio waist group calls? Yeah. Yeah, it is. Yeah, it is. And I don't think that's I mean, I think in general, you see more, there's always more bulls than bears. That's why you know, that's why bears think bulls are stupid. So yeah. Furious George, whatever, I see an earnings chart. I am happy to submit it. But the mods would have to post it. By the way, guys, if you find a good one or make one, go ahead and you post it into the Vitara. You'll get a bunch of you know, Reddit karma. And that's a good thing. Right. So thank you, monkey. Thank you for joining us today.
Oh Jasper to like guys I can only cry myself to sleep on this one guys I missed them
I have never entered this company I talked about them somewhere around here just buy shares don't look at them for two years. This will be like an $80 company buy them this is legit This is not mean power. Okay, they make a really good product at a very important future prospects si si chips for automotive will be huge. So yes, you are wounding me my friend. You are crushing me TelaDoc I don't know enough about it. D doc I will say this there are some stocks that increased because of the stay at home trade. Okay, so T doc zoom or other ones. I don't think they're bad for the future though. They're not like peloton where post pandemic people are going to go out still think you're gonna have a lot of success with companies like T doc and and like zoom. I don't know if their stock prices are overly inflated. I don't know if it makes sense. But the companies themselves are fine. Now Jasper, don't worry. It's a good question. What I would sit there and say is the reason why they're moving up like this. It's not some short squeeze or some shit like that. I don't think Wall Street bats even knows about this company. What is happening here is they have a killer new product that they are selling. Okay, they have a testing tool for doing what's called Bacon tests for silicone carbide chips. And it's a revolutionary tool. It's a revolutionary product. They're going to sell a lot of these in the future. So yeah. Mama Cathy loves T doc. Yeah, she does. But she also apparently seems to like losing some money
so I've been asked about next door a few times. I don't know enough about them. I have to do some more studying on that. So yeah, I'm not sure
Kathy like Zillow Oh god. Snuck rush on Zillow. She jumped in at the wrong fucking boy. Sato it means a lot of people okay when you see oh, why at a certain date? It means people have already made bets guy volume is what people do today. Oh, why is what already existed? They are non closed out contracts. Okay, that's what it means. You're gonna wound us so kick ass I have heard of Adam. I think they require a lot of time. I would rather play some safer calls than Adam to me in the semiconductor space size matters. Okay, I'm, I feel much more comfortable playing the bigger ones. Ironically, the exception to that was a EHR.
That was the Smolen of the spy dumping is going to be let's see how my ubuck is
doing now. Let's see oh look at that Yeah, I mean, are close to break me back to even they're good for them Yeah, I think right now by the way, a lot of things are printing because it appears like the spy is shitting itself and let's see.
Oh my God, look at that I don't know if there's anything we can take from the spy dump yet unfortunately.
I don't know if there's any lessons here. Empire thank you for the follow though so let's say this opportunity reminds you guys if you are Amazon Prime subscribers, you have the ability once per month to subscribe to a content creator of your choice. Now not only does it cost you nothing but it takes money from Jeff Bezos and it puts it in my pocket and I promise you guys I will be extremely extremely irresponsible with this money. Okay, thanks strip clubs. Think out of the money weeklies think health insurance. I will not donate this money away. So if you could subscriptions help I'm Sam and have solid earnings tea week time to rotate. I don't know I mean, I think the macro environment changes everything so if we see like an infrastructure bill vote, regardless of what happens with the BBB, then okay thema doubling down APR UMC position. I've not spoke about them today, but I am going to sit there and say UMC is a company I really like okay. Oh, they're getting hammered on. Okay, this is baby TSMC Okay, baby TSMC Hey Sir expected EPS for coin is ones that are reported. How is that possible? I don't know. It's a very very good question. But yeah, UMC long term I like just buy shares they're cheap. You know, you should feel good. AMD is down big huh? Whoa. Hope you guys jumped out of SMH Yeah, in video two. Q calm still strong been popular question today American Tom thoughts on when I don't like them for the next week. Every other casino company but MGM has missed on earnings. Okay, every single one of them and Wynn has a more than half of their revenue comes out of China. So I'd be very cautious. I I would play puts. Okay. Big money dog asks, How do I do my Airbnb? Very well. Very well. Question from Kira and my day trading or long term, mostly day trading with a bit of like, you know, between the 60 to 90 to 120 days, I'm not doing a lot for like two or three years from now. Okay, I try to swing the big dick around. So you don't see me taking a lot of like big like long term holds and just sit there. We wouldn't talk about much. I do have some long term positions and Pfizer and UMC. Okay, those are my two longest term positions right now. How big was my Airbnb calls position? God. I think it was roughly like $40,000 between two accounts 40 Somewhere between 40 to $50,000, which for me is a big position. CVS, CVS done. I still like this company. They're down. I want them to kind of go down some more I sold out and I will jump happily back in long term. I like this company. Yes, of course. They're dying. I'm out. Of course there by the way. I sold my puts for a loss. I still be losing money on this. So it's fine. bootstraps I've gotten very fortunate. Very fortunate Kowalik. Yeah. That's fine. They're really not CVS is not down much. And this is a very, very well performing company. I wouldn't be surprised if they dropped some more in the near future. Just because they've ran up pretty significantly. They look at us, but long term I like this company.
Nice got to take profits. Any ether asks was ing me and January? Nope. I wasn't even investing back then. At least not like day trading. Or a serious trading. Okay. I missed out on all of that. I know. I kicked myself for not being obsessively invested like like if I was trading a long time ago that before GME, I would have had over a million dollars. Because I was focused on the pandemic back like before, most people were knowing what I know now. I would have jumped I would have got the full bear suit on and I would have been fucking balls left and right all over casino stocks. Airline stocks, I would hit them really quickly. I would hit movie theaters. I would hit all that shit early on because I was in Hong Kong. Back in 2004 when SARS the OG version came out like I'm used to life wearing masks in big crowded cities. So I would have been all over playing them short. I knew COVID-19 was going to be a disaster for the world pretty early on. Which expiration strike did I go with Qualcomm? I went for the January 135. So I'm still up like really big. At some point. I'll close them out. I have closed out some of them today. I closed out some of them yesterday. But I still have large positions in Qualcomm, this company To me it's still going to go up. I don't know if it's up tomorrow. Well, Monday but yeah wondering if ternium That's a good question other probably buy more comments in this company. I'm not gonna buy calls oh nice six white horses. Your first trade was 500% on Coursera good for you Penny either 15 baggers for me No they're not 15 I mean think my Qualcomm so far 426% save my money. Thank you very much for the Prime subscription as we talk about money. So, you know about four or five baggers for now. You live in Chengdu Yeah, I was in a I was in Hong Kong during SARS. Then I went back to mainland China. I spent time in Shanghai and Jinjo inner China in the province. So I have a lot of like very positive experiences with China. I don't trust the government. J Have I not learned anything from Mt? Yes, I have. I am not in Mt. Ernie M is a safer play than ArcelorMittal there are better facilities. Private link asks Can I speak Mandarin? Not anymore? I used to be able to speak a little bit Etn but No, not anymore. That was over a decade ago I live there. Part of the problem is like in a lot of like the more cosmopolitan areas in China. If you if you try to speak to someone in Chinese because you want to practice your Chinese they'll answer you in English because they want to practice their English
any news over the weekend that can affect the market? Lots. We just don't know. tourney. M's coming back. Oh, boy. Let's hope. I think to me the issues that you're going to be interested on hearing over the weekend. Is any progress on the infrastructure bill The Bill back better bill. See if progressives move away from their requirement to have or other progressives centrists inside the house demand to see any CBO scoring before they'll support the bill back better bill. So yeah. What about Cantonese? No, Cantonese is a toughest language. Okay, Mandarin versus Cantonese Cantonese by the way, this is the dialect of Chinese spoken in southern China particularly Taiwan. It's also very heavily spoken in Canada because you guys have a lot of immigrants from Hong Kong. But Mandarin has somewhere between four to five tones Okay, Cantonese has seven okay Cantonese is it's it's a very difficult language to speak any earnings play for Monday? Not Not now. I haven't looked into it yet. Like I said if we can find an earnings calendar I'm happy to review Monday but chances are Monday I'm not gonna have any earnings play I may take a break because guys like this week has been a lot of earnings plays
my playing coin base earnings next week I don't know yet. I don't know. Hey, the trade desk by the way if the puts have been running up all day, that's fine. The same thing happened yesterday with calls for Airbnb and they still went sexy so I think the the trade desk puts I may jump in on some bullets because even though they're down this much, they probably are going to suck some more. Huh? Alright, so here we have iron van Dan says, Hey, pal plug. Let's see riot. Space. Clove. Lots of pieces of shit there. On the next day, though, we have DocuSign Poshmark affirm a firm's the next day. You WMC that could be an interesting one. How bad it could be. So another interesting one, upstart unity is a weird one as well. I'm not sure I'm betting against unity. Unity could be could be a call situation. But I gotta guys, I'm not sure I haven't studied it yet. Yeah, there's some interesting earnings next week. Hey, Mark, when first time chats thank you for speaking up. How long before earnings? Did I get those Qualcomm calls the week before? I grabbed them the week before Keep in mind I had existing Qualcomm positions that I bought like months ago. So but generally speaking, I tend to buy the week before I don't honestly I have not made any purchases for next week. I knew about this week this week was a big week for me and I knew it in advance because Qualcomm CVS MGM ternium You know, a WW. All companies I knew were reporting and all companies I've been tracking for months now. So, but for next week, I don't know. I don't have any purchases made already for next week. J please look into or affirm. How much can the Amazon partnership carry them? That's a good question. At some point, you have to look into them. Myrna Thank you very much for the Prime subscription and Libtech thank you for the Prime subscription. Save my buddies as well. Thank you for the prime sub greatly appreciate it, guys. Thank you for those basis bucks. I promised to be irresponsible.
I apparently have never used unity. No. That is true. General Mills, I wish I knew the answer to that. Someone may be able to help you out. You don't have to like no, don't stress yourself over it today. Any chance to screw over basis? I actually like Jeff Bezos in a weird twisted way. Like I respect what he's accomplished. MTZ is moving. Oh, that's a good one. Whoa madtech engineering these guys build infrastructure then fuck off. So this is an infrastructure play. And if they are still mooning? Yeah, good for them by the way, Adobe, Adobe as a company I see Adobe mentioned from six white horses. Adobe is a company I like. And I'll tell you right now, I wouldn't be surprised within five years. If they end up like it wouldn't be the most shocking thing if you ever hear about like Nvidia trying to acquire them or some shit. I think I think Adobe has a future to play in the metaverse.
Okay for Jay, thank you guys. For guys if you're watching this, we like to keep this nicely inclusive. You know, I've worked HR corporate HR for for long enough guy like i i What I hear comments like gay for Jay, it's flattered. I don't want anybody in here who happens to be gay to not realize that we fucking love you. Okay, the only gays we don't like are gay bear. Okay, if you are going to be irrationally bearish again stocks we like, damn it. We wish bad things to happen to you. But we love we love our bears our twinks our otters, our pandas, we love you boys girls and everything in between we love you guys. Yeah inclusivity Yeah. And guys, remember if you ever want to know like, why inclusivity matters? Like we don't talk nearly enough about like Becky stocks etc. Because dammit, like, you know, we're not in the right perspective, like, so anything we can do to help make this a more inclusive place means that we get more people giving us perspectives that can make us money. Okay, that's what's important if you want that like anti inclusive Google's Evany shit go off to the echo chamber. That's like, Zero Hedge. Like if they're still alive from all the bullshit kind of medical pseudoscience they're they're fucking around with like, you know, we want to encourage that stuff
Yeah, justify you've noticed there's a few terms that come off the lingo from Wall Street bats that I really like don't want to you guys. I don't want to make this like like I'm not on a crusade against them. I would rather be focused on real shit. But you're not gonna see me participate in like some of the term like fdws That's an incredibly offensive term you know? So yeah, that's what I'd say. Our veggie any vegetarians here? Opinions on Beyond Meat I think is a good future play. I just I just watched it. It's a growth play. Does it make sense right now is this the right market? I don't know.
It's not that hard to just say weekly. I agree BT gr but if you're typing, F and D being right next to each other makes it so easy to type. So it's a great acronym for just the letters but what it means increasing ratably offensive and no one can sit there and say oh, we don't really mean it yeah if you know the underlying reason as to why it came up yes it's very offensive behind meat tastes bad no moat you're the California boy. I thought you guys would like that fake meat shit. I like steak pocket
Georgie Konstantinovich no one please answer that in chat. Seriously, I would just Google it FD stock on Google and see the response please no one answer it though. It is incredibly offensive. Okay, I don't want to see the words typed out here Not while I'm trying to become a partner. I don't know if Twitch runs a algo through the chat. Yeah, FD on urban dictionary but it is incredibly offensive. That's why you I don't think you'll ever see me. I those letters together to describe weeklies I was calling weeklies I'll say aggressive weeklies you'll not see me use that term. And please do not say what it is are there any hyper growth stocks that I like? I think like MGM is an example of a growth I'm not sure if it's hyper growth I don't know what it actually fully means but in terms of like hyper growth but I think there's there's a lot of growth stocks that I like lessons still less offensive than FB. Yeah. Facebook got some shit. Yeah. See our good boys, Cleveland's doing hey, look, it's green. See our new course doing fairly green Jesus. This at least tells you what infrastructure the perception of infrastructure is going to do, guys if there's any lessons that we should learn from today. Okay, let's look at it like this when people thought infrastructure was going to happen look what happened to Nucor this morning. And let's compare that to what Cleveland cliffs did this morning. Okay, not the same thing. So if you think there's a good chance for infrastructure and you wanted to play an intraday play on the steel side, I would choose new core over Cleveland cliffs. Okay. First time chat from a viewer to crime or the crime. Do I have access to an option flow to show TDD trade desk recent options flow? No, but if someone has it I'll be happy to put it up. Ice engine says thoughts on Caesars you've been in since $12 Add more I'm selfish. I like MGM more. I think their earnings were better than Caesars Caesars is building out their sports book their online betting MGM is already in a very strong place with it. I trust MGM more that's all I would say. What about steel dynamics over new core? Oh the answer that's going to be it's going to be new quarter they may be up a little bit more but you could see they have a lot more exposure to to like infrastructure construction and building construction that say Cleveland cliffs so yeah.
Wiley cat basically, all the casinos had to take on debt last year. I know MGM has been very good about paying it back. They've been selling their physical properties, maintaining their asset light strategy where they'll buy a casino. They'll sell the physical casino, but they will retain the rights to be the operator so they're using their gaming license, they'll manage it and instead they will pay rent to the REIT r e i t who actually owns the physical property. Okay, it's really good strategy STL D is more automotive right now. I think STL D is still much more on the on on building supplies. But CLF is the biggest one for automotive Yes, steel dynamics does have the Tesla contract. That's important. Giovanni asked what I think of lVms leaps I don't like lbs at all. I'm not going to invest in essentially Chinese casinos right now. I think there's a lot of just inherent danger. But maybe I'm wrong. Maybe this is the time to jump then. I just I think there's probably other place entry point for MGM like us anytime. I mean, if you're playing especially chairs, this is a wow, they did pretty well today. This is a stock that should be much higher okay but it's a growth stock consider this a growth play I like MGM that a lot yeah six Whitehorse that makes sense. I'm I still haven't bought anything kind of future I am looking at the trade desk TTD puts when puts I may buy, but yeah, blocky Hey Get the ball gone. What are my thoughts on the cannabis sector and if it obtains access to safe banking because federally decriminalized especially in news restricting access to the industry this week Bala here's why it's and by the way, everyone give, give our good friend here, but on ski for those who don't know he has a mod over at V tardes. And a good pals channel. Give him a bonk nice friendly bonk blocky, here's what I'd say. I love cannabis. And I love the sector in general, but not from an investing standpoint right now for one reason, a lot of players Okay, I want to see some consolidation before I feel comfortable. So if I was jumping in I don't have like a specific company I would like instead, I would probably look towards broad ETFs but I'm assuming that when you look at the cannabis sector of today, and all of the players if you look five years from now, you're gonna see about half of them gone they'll be absorbed by others or those be fucking bankrupt. So I don't have a good investment decision. I would rather partner up with someone and invest in actually a retail location than buy any stocks right now that's what I would sit there on site so hopefully that answers your question. Thoughts on Prague for a short squeeze play I am the last person to talk about the about any kind of short squeezes does not you know I'm probably not the one to sparked it to speak to so I don't know. Big money dog says wondering if crew stocks are cheap and they're almost certainly cheap. I don't know if they have more room to Fall to Fall. Keep in mind a lot of these companies picked up debt in the last year just to keep their existence alive. So I'm not sure I play them yet. I don't have a good thought. I think I'd rather play casinos for reopening when earnings should not be as bad as Las Vegas Sands I should absolutely not no Las Vegas Sands really shut the bed justify Yeah, guys, when you play short squeeze plays this is really important and important comment Okay. Prague will just keep offering shares until the last project heals over Okay, keep this in mind if you're playing a short squeeze what hurts you is that the company has the ability to issue stock. Okay. Does Prague have the ability to issue stock? Actually, the answer is yes. I actually know the answer. And if that's the case, do not play into it. Okay, it's dangerous because the second they issue more shares the price will drop. Thoughts on gr WG I don't even know the fuck they are gr WG grow generation. So I assume it's a cannabis stock or the home improvement? I don't have any thoughts. I don't I don't know enough about them. Sorry. I mean, if you have logic behind it good. I would sit there and say they're kind of all over the place from a stock standpoint. They're no oh, they even jumped on channel down.
I don't know I'd let other people answer. I don't have enough thoughts. American buzz I am a bowl on casinos on American casinos. Not Chinese casinos right now. And maybe in the future that changes because maybe they're going to experience their growth post kind of COVID to what we're seeing right now in Vegas. But that's why I like MGM specifically. I'm not a fan of like lbs I'm completely against. I'm also against like, Penn. I'm against DraftKings. So yeah cannabis is now the third most lucrative crop to grow in the state of Illinois. Only behind corn and beans and excellent that should go up. Like if I was going to play cannabis, especially if federal legalization I would probably look to find like farmland REITs based in the Midwest, particularly Kentucky. That's where I think there may be some strength. So but thank you for asking that question. Blondes game. Thank you for joining us today. Always love having you around. Oh, this is a good point. Hon. Wily coyote says Valley National Bank recently announced a digital payment system for cannabis next year. Here's something that's kind of cool thing to keep in mind is that you may have some plays in like local banking to take account because local banks are more likely to be supportive. have retail cannabis going up? So yeah. While making says, Thank goodness short squeeze is a crazy echo chamber of the worst frauds. There's all Yeah, guys, there's got please be careful online when you talk like here's what I would say, look at situations in which you see people saying like oh by GRD GWRGR wG because I think it can go to 25. And then from there it can go to 30 They haven't told you why it goes 25 They haven't told you why it goes to 30. Just because something goes to 25 Doesn't mean it goes to 30. And you're worried that that person has a financial interest or vest and trying to get you to push it up. Okay, now there are people who talk about technicals and what I would call the mechanics of trading. Classic example, undercover in San Francisco and Penny ether. They both talk about delta flux charts about market makers having to hedge and I know both of these individuals enough to know they're not putting the shit out for you to buy their bags, okay, but there are some other players who they enter positions and they pump the ship because just you buying in pushes up the IV and that pushes up the value of their positions. So please be extremely careful with a lot of the DD that exists on Reddit on like you know Twitter please be careful so yeah, yeah, I see people talking about the the wind thing Yeah, I'm just not for win now. But you're right. Their future guidance could be good. Okay. Now I will tell you MGM did not issue forward guidance and they said it was because of their China exposure. So yeah. Also, one thing to keep in mind when we talk about the OG kind of, you know, the big DD guy, that deep fuckin value, which I would love if he was actually like watching because I truly believe he's undercover inside Reddit. And by the way, I think he's sold almost all of his GME positions.
But when he did it, he was looking at several companies not just GME. And he is a narrative investor. He didn't pick something because he thought for example, he didn't think that the reason to do it was because of a short squeeze. He talked fundamentals. He talked about undervalued assets, ie physical, and he was right on all of that. A short squeeze happened later. But he had good fundamentals, a thesis based arguments guy, I'm good for him on that. I don't think you see a lot of that necessarily on like a lot of the the subgroups. And classic example to me, it's oxygen, and Novavax, where people keep talking about like, who like oxygen is particularly egregious. Okay, I see so many people on Twitter talking about who approval and that therefore this will cause the stock to fly. Who approval could not pause oxygen to get a single penny of revenue. They only collect revenue in North America, Canada and the United States specifically who cannot approve drugs in those two countries. Period. And the story if the who accepts it it's good for Bharat biotech their partners, but all Kyogen collect nothing. Okay, do you think the US and Canada are in a rush to authorize yet a nother vaccine? They've already made their purchase orders they don't fucking need to. And just today, Pfizer now has a pill. Okay. Dodge does shit like the plague and you'll see people saying oh no, I think it can go up. No, the truth of the matter is is is a fraudulent fucking company that should have already been out of business. But They latched on to COVID to push the promise that they would get a vaccine and they missed. Okay, reward success not bullshit companies that fail and now talk about everything else to keep their their investors buying in because I guarantee you management sold. Okay, oxygen had insider selling just this like like two weeks ago. Okay, they're fucking frauds. So yeah, that was that. God's been I've been shitting on things a lot. That's fine. We like to keep it real here at Jay trading. Alright guys, we are at the two hour and 20 minute mark that tends to be when I like to look to end the stream. So any questions, final questions, comments concerns? Oxygen has earnings on Tuesday. Just be really careful because the premium is so high and you See some some ape magic behind it where they look for any reason to pump into the stock and it's cheap. But yeah, like fuck this company in its ear over and over and over again look at this piece of shit. Okay, this piece of shit. You go all the way back in time it was trading for $652 Okay COVID hits they're already low they needed a way to make more money and how do they do it? They latched on and they bought the rights to sell an Indian developed vaccine in the United States and Canada that's it and they didn't pay much money for the right to so yeah fuck this noise pop MGM is way above their price pre COVID Are you wary of that? No. This is a really good question guys. Anonymous asks the first time chat by the way so I always love it when a first timer is comfortable speaking up and brings the heat like this is a really good question. Okay, MGM the difference between MGM pre COVID and MGM now they picked up debt and they replaced that debt for the most part with online betting and sports betting This is why I call this a growth stock okay over here you are buying a casino now you're buying casinos and online betting that's why I like them okay that's why I like MGM to me it's a good investment that's why I call it growth make sense? But very fair question you are right to ask that Yep, and for the wind energy section a sector I don't know enough specifically to talk about it. It's in the near term but long term I am bullish I want to see it go so I don't know if you jump in now but yeah, so guys let me see if we have Martini Rita around she's one of our favorite people she's been very kind to me behind the scenes as I'm still navigating like Twitch and streaming so by all means we have to we have to show her some love so let me see if you haven't stick around when I read by the way it does pretty well for me it does something for me I'm just not sure what
so let me see okay, I don't think he's on right now guys. Do you guys have someone else you're in a raid? Does any other stock people I'm happy to but guys once again thank you so much for sticking with me for all the support
greatly appreciated. Oh, hold on one second alright guys, we're gonna stalk someone there appears to be someone. I don't know anything about this person. But they have two people watching them. So please let's be friendly to a young streamer apparently trying to start let's shock them with 276 Motherfuckers Give me one second. Guys thanks again and please be kind when you're walking into another one. Unless they start giving pump and dump shit then shit on them. Go ahead