An 11% Micron Pop That Still Left Traders Doubting the AI Memory Boom — Stock Market Live

[00:00:00] Speaker 1: it could lead to dilution so we'll have to wait and see but let's also talk about the fact that they have to build this 250 megawatt data center by the by mid 2027 for them to actually hit their numbers which is what a lot of people got in into the stock for right because you definitely want to see this deployed on mass and that's what they're saying they're saying right now they are at the mercy of the supply constraint so if they can't get enough supply to build up these data centers doesn't much matter how much money they have because they won't be able to build it out because of the issues that we've been talking about what i do like though and this is a bit of a double-edged sword is that they're they've been shielded from the price the rising price of hbm and that's because they don't use hbm in their chips they're using a much an inferior form of ram called sram now that i i said it's a double-edged sword here because one it doesn't increase the component on them currently which we know is definitely hurting a lot of these chip makers but it also prevents their chips from having a lot of longevity right because they're using an inferior form of ram they may not be usable should more complicated models come out that require more compute so that is a kind of a good thing in a way where they're able to kind of forego that at the moment and not get hit by prices joey but that makes their chips you know have a bit of a less of a what's it called [00:01:27] Speaker 2: lifespan yeah yeah yeah fair enough all right guys good stuff man two o'clock here on the dot yeah we got two in the bag yo they gave us a minute there so i know hold on i got a question i got a [00:01:39] Speaker 1: question so you're covering for katina man on the thursday and the friday right does that mean the two minutes that we're now owed go directly onto your show next so does that mean you have to take like [00:01:53] Speaker 2: more time hey man i just roll with the punches bro we just we just do what we got to do around here and we don't complain about it you know what i mean that's how we that's how we roll what you do every day right that's what we do man um send them off joey i had a quote actually for everyone but it seems that i have forgotten it even though i didn't actually it's not funny as to see you know i actually have it i'll bring it to you guys tomorrow thank you all very much i i love you guys man been a fantastic one make sure to keep it positive and you know what they once said on the outsider what'd they say joey stay golden pony boy [00:02:28] Speaker 3: i mean i like i mean i love joe but like these guys are going over time and then blaming us like like it's our fault we're just we're just sitting ready to go mike's are on uh mike's on i appreciate they had joe mike's on the next couple days and he's in for you the next week after that so this man is a very big get that word what happens when you're in such high demand you know you get and it is he's he's a great artist there so we want to say thanks to all everybody in the midday show and of course uh sharif joe and everybody that's been watching it i'm just long google finally so oh by the way there it is we'll just do this oh we were talking about it during i mean i was even telling joe there in the chat we're long google we're long apple and there it is right there so now we're about a buck in on google it just came into some levels that i was going to try on this move down and then we also traded some apple which was great great great and then it broke flat so we got out uh now apple's just doing that so we're just going to rest some of our laurels here this afternoon on apple i'm sorry on google and then yeah man i mean we did it but we didn't hold on to it uh there it goes and then there's our level that we also wrote down i'm not even gonna call up the sticky note anymore because we wrote down 76 50 that's where it went to and then it came back in but you know going to the gym has its benefits and its negatives and uh one of them is not being able to sit here and trade but there it goes to the downside right now on the tqs um bowman is speaking now so feds bowman um feds bowman well they can talk now because [00:03:51] Speaker 4: yeah we're past the uh the first meeting um spacex not doing a whole heck of a lot i see someone there [00:03:56] Speaker 3: and what's up johnny it's been sideways for an hour yeah in the chat i mean i we always done i don't know it's not done but no i mean i wrote down 160 there as a break and that was actually came right in and it did not break so if we're going to write down something as a break and then it doesn't then potentially it's a short so yeah just as neil was saying sideways for an hour now underneath view up we're still on google i'm going to hold on to that one and look for some better opportunities but yeah there it is nice move down for spacex today uh although i guess if you're a bear you're not too happy because one percent i mean we had a huge move yesterday bouncing off that 147 and was hoping to be honest with you that that would have came in today but it did not i think part of [00:04:33] Speaker 4: the problem i'm pretty sure this is the first time on my quote board this is not the entire market obviously that ridiculous penny stock is doing ridiculous volume and doing more volume than any name here but spacex has led my quote board in volume every single day since it came to market and this is the first day like you got nvidia doing more volume intel doing more volume volume i mean ibits doing more volume right now than spacex 51 million still a ton but it's just not as crazy uh just not as crazy as it was before the only thing i'm in is that wendy's it finally made the move but it's you know it's not really continuing it's gone eight to 8 30 and can't seem to break out this high or low but there's some volume coming back into it we just got a super chat can't read the name unfortunately but thank you for the super chat we'll give you the shout out space stocks why not huh six his name is six yeah i mean in my ear andre's like why not when i said i can't read the name please take a look at space stocks as lunar crashed okay well let's start there because we've already seen spacex spacex is down 0.6 percent and when we said it hasn't moved like look at spacex for the last hour and a half pure sideways action like that's the least amount of movement we've seen in spacex in that period of time for a very long time all of these names it's not just lunar so you could pull up lunar this is rocket labs let's go asts uh here and you know i could throw up uh situs pick it i could go with um ufo i could throw up there as well but the v shape or a shape or whatever shape we're calling it it has just been a matter of since there was the exuberance top for all the space names before the spacex ipo then spacex had the ipo all of these names took a dump and then have just been pure continuation short like you level you fall and then you get the next resistance and you fall and then you get the next resistance and you fall so it's they're all just stair-stepping to the downside and where the bottom is i don't know maybe maybe they find a bottom of spacex gets down to 135 and holds maybe one of these will have an earnings or a positive launch launch but until then they're just taking the steps down you've got a hold of support and then make some kind of a rounded bottom it's it's all a lot of sympathy and unfortunately this is what can happen when you get a like pseudo market not market top but sector top with an event like spacex and it was a big event for a reason and it didn't necessarily mean good things [00:07:18] Speaker 3: for the rest of the space names all right we had them on the show there last week and now we are seeing some updates out of orogenics ticker ogen on the nyse american the company has now activated its phase 2a clinical trial in australia with its first site fully operational and patient dosing expected next they're developing on p-002 an intranet as a treatment targeting concussion and mild traumatic brain injuries as an area where there are no current fda approved therapies alongside that orogenics has spent the past year strengthening its balance sheet raising capital resolving liabilities and restoring exchange compliance the focus now shifts to execution with clinical progress underway and additional cns assets under evaluation please take the time to go check them out ogen on the nyse american ticker ogen plus scan the qr code and get that link in description as well if you're interested in finding out more about concussions i mean something that obviously is near and dear to many of our hearts is we have children and ourselves playing sports and all that kind of stuff so um you know get ready for some ogen as uh pretty interesting developments happening over there [00:08:29] Speaker 4: yeah so we had a scare in our game yesterday yeah no on monday we like one of the kids it was blind luck uh because he took a foul ball that by all appearances everybody on the diamond thought he took to his face face yeah like everybody was completely convinced and like and then he gets up and he's got this big smile on his face and everyone and it's like it just barely clipped like the side of the side of the helmet yeah okay so it was i mean that's why you wear helmets that's why that's why you do and uh you [00:09:00] Speaker 5: never know you know you never know adult oh of course is absolutely but there's nothing better than when [00:09:07] Speaker 4: everyone's like freaking out and he's got this big old smile yeah yeah he pops back up it's like it's [00:09:10] Speaker 3: absolutely nothing kids are resilient man we had um yeah we had a kid uh at uh hockey had a concussion the other day as um yeah so you never know what's gonna happen i just heard fannie mae um or did i hear it or did i just see it fannie mae starting to spike up there so oh yeah there it is so okay i don't know what's been going on here or maybe there's news from 1 30 this is very very late news update there on fannie mae as president trump has called these guys a trillion dollar sort of gold mine just waiting to be unlocked um i don't know yes adara people on social media are like wow it's doing so well but [00:09:49] Speaker 6: there's no reason for it like they're excited there's not even that much social media attention like every couple minutes someone will post something yeah andre's sound effect there is about right it's like just kind of random wowing okay at fannie mae but if i find a reason i'll let you know [00:10:01] Speaker 3: there's nothing obvious here good to know okay um yeah i don't know uh just looking to see what what fannie mae's up to so if we're going to look at that one on the five minute chart i don't think we've been up here in a while so yeah you're not going to see anything over the last little bit that level right there i mean we could probably zoom out and see if we can find something better oh yeah all right so back in on the 15th okay it wasn't too long ago what am i talking about we were up here into six bucks 650 that exact level is 685 no surprise there that that's what we topped out on right now i wouldn't you know whenever we get news and there's you know questions about why it's happening and we can't really find the answer it's hard uh to say that you like the short because um until you're looking at it i would say if it breaks 85 we don't like that short anymore so there goes fannie mae and it's a little tough to trade sometimes because of the liquidity scare like you know you'll think there's liquidity there you'll try to punch 80s you'll miss they don't actually have to fill these orders now they have to because an arca is a lit market but um once those come up that's your safety net other than that pretty can be hard to find liquidity so just be careful you don't want to get caught short like if a story comes out all of a sudden it'll just rip through these levels and you won't be able to punch out so just be careful with it on fannie mae and freddie mac and make sure that your accounts are able to trade uh here i know in our tfsa we're not able to trade um these unregistered account uh unregistered names especially on the otc market so yeah i think you could trade other names you could probably trade like you know adidas or roche or [00:11:28] Speaker 4: something a nintendo i think there's a different there's a different classes that they have on the otc which is really cool if you go to their website they have like um little icons next to them which will tell you which class it's in and for us there are some restrictions not that i believe in restrictions i think you know to the investors are so much better informed now than they ever have been in a long time so i think you have a freedom to be able to do what you want in your account makes a lot of sense to me especially even even your tax-free savings ones it makes sense um robin hood accounts are probably well i'm sure the accounts are fine because the market's doing great but robin hood itself is the better way to put it it's trying to get off the schneid here down six percent now some of this could be cboe going into prediction markets meta talking or zuckerberg and meta talking about that mark zuckerberg and meta talking about that yesterday uh as well double barrel action so competition in the space where they're looking for and getting a lot of growth but there is at least a little bit of a bounce happening juxtapose that with what i might like a little bit better only because sofi is up on the day so they're both bottoming but one is at the breakout level from this morning and trying to break this downtrend that we've been in i mean obviously since fewop but since about 11 30 but this is a chance to break the downtrend any second now we're going to go up to adara but i kind of like sofi over robin hood they're both same trend break one positive one percent the other down six yuck adara this isn't really market moving but it's really interesting i guess [00:12:57] Speaker 6: these comments from feds bowman i don't think it's a speech so much as just an announcement here she is also the vice chair of supervision that's her role at the fed shook her over that role as nominated by president trump in spring of 2025 she's been there a little bit over a year as of this point she completed a reorganization of the federal reserves bank of supervision division now this is interesting because we know that new fed chair kevin warsh also really wants to reorganize the fed with all his task forces so it seems like even before these task forces have done their job feds bowman doing her part here with the reorganization of the federal reserve bank of supervision again not massive but kind of interesting look here i think for the federal reserve back to you i couldn't say that fast [00:13:38] Speaker 5: supervision division yeah that's a tough one not for you apparently adara it was like oh it was tough [00:13:44] Speaker 4: to say i'm like no it wasn't you just chewed right through that like it was absolutely nothing uh no problems whatsoever so maybe we're gonna get a bit of a trend break cars rvs and toys in the chat asks why is why is bitcoin dropping ha ha well let's you know let's let's try to dive into uh oh oh no what did i do why did it just okay i don't think i hit refresh but apparently it wants to anyways uh we don't need a weekly chart we can go to a nice daily okay let's zoom out on bitcoin hmm so there's a top there's a head and shoulder we had a trend line drawn i've gotten rid of it i could throw it back in there but imagine this on bitcoin throw in it's cyclical and you know when you look at the having cycles you probably got it usually would tell you you got another year of like bearish stuff but we've been trend down and there's a 50 level support in here somewhere which i usually have the lines i've gotten rid of them i don't know what it is i used to always have my lines automatically saved in here but anyway it's at 50 level seems set but you've been we've been trend down on bitcoin for a while with the market going higher so this is continuation of the trend now what would be different is if we lost 60 000 for good like we're at 59 6 but we've whipped under 60 000 before and rebounded if this holds under 60 000 let's see that 50 so i just think we're continuing a trend to the trend to the downside here you can call it cyclical um better places for money to be blah blah all that good stuff uh but no if something is continuing trend i think you know why is nike down you know why is lululemon down like we can always do that sort of a game but if it's in a trend it doesn't need a reason in my opinion [00:15:31] Speaker 3: no i mean that's that's 100 right you know um we already heard that nike potentially out of the dow what might be the next one i want to see i want to see if they have betting knowledge but they don't yeah i mean they got it i mean they don't re um balance it all the time it's just it's not like it's just gonna come out of the blue we have to wait to see where that happens because we just got verizon out and google in and google's the only name that i have on right now it's um i got some more out there at 60s it just went up into 80 again and the problem is is like we didn't even make it back to vwop this market although we pushed the short early on it on the on the tqs and that's what we were talking about it's still my number one stock is the tqs but i don't mind uh just to see if it goes back there up to the upside there's a i don't know a dare if you know about this there's a qualcomm investor day today um and that's event apparently is starting right now so watch out for qualcomm qualcomm just made a play on ai again they spent 3.9 billion dollars on a company yesterday uh so they were down pretty decently yesterday uh off that news you're gonna see there it is so there's the drop down yesterday and nothing that they did wrong just they're the acquirer so that's going to cost them a little bit of money they said four billion dollars yesterday so now you get some nice move to the downside right now and we're just going to wait to see 194 nice hold down there on qualcomm investor day starting apparently right about now so if we see some movement on qualcomm do not be surprised but yeah no google is coming in a little bit there and we actually now i'm not even off to double check how many we had because we got double filled down there which turned out to be pretty nice and then we got out so remember we're ringing the register for a dollar i'd say we probably have about 20 on i'm gonna put another offer right there at 80s and see if we can grab that one and you know get out and get down to like 15 percent and then we'll wait for something else to recover uh i you know netflix what did that did you guys look at this yesterday because oh i was still 72 i didn't even know if it was moving yesterday i just um it's been pretty sick man i mean this is now like it wasn't trade but there was a lot of yeah there was a lot okay yeah because that was 89 90 bucks and we basically haven't had a green day since it's the story of my life green day shout out um may 22nd right there so yeah yuck on that move for netflix and now we've even broken lower and there goes google by the way it just made a move down and so we just got stopped wow maybe news on google that just got stopped out i mean qualcomm remember we're telling you alphabet um yeah so there goes alphabet nice move to the downside right now nothing to do with qualcomm but we do get stopped out of that trade was fine by me i mean you know not fine we never want to get stopped out but we didn't reload it google a positive name for me but there goes to the downside of dare's gonna look into that one and see yeah no problem nothing else is moving [00:18:08] Speaker 4: so it's obviously an alphabet kind of thing i mean amazon is completely flat here uh check microsoft [00:18:13] Speaker 3: i mean that happened quickly that's why i i want to just go over something because sometimes we talk about not having stops well other people oh they're losing ai staff members um right now so 240 347 uh downside move there for google they're just um losing talent daryl will have that story in a minute uh but there it is to the downside 344 we should just ring the register and that's why you don't want to trade without stops in my opinion you know because i get out at 347 50 it's at 344 [00:18:44] Speaker 6: what's up adara google here to the downside as sean mentioned reportedly losing two more ai staffers to anthropic specifically this report says they're quote poised to lose so not sure how confirmed their exit is but either way two more ai staffers to anthropic this comes after the exits of noam shazir and john m jumper those two exited within days of each other as of last week noam shazir went over to open ai oh sorry he went to one of them went to anthropic the other one went to open ai here of john m jumper either way here looks like we could be losing losing more ai staffers to anthropic according to g or in gogl according to this report if i get more details to keep you posted [00:19:22] Speaker 3: uh yeah so it looks like it's way right back up so i mean i should have just instead of me sitting here talking about it we could have traded out of it uh or we could have traded back into it i guess but dropping into 344 you know google's a name that i think we've maybe beat it a little bit i don't want to say to death that's not the right terminology but we've talked about this a lot and it's just um you know i i like the dip buy opportunities in google i like the dip buy opportunities in amazon as well i think there's you know something to be said about that and we actually talked about this earlier today when we were looking at the mag seven and i was like you know what when you get opportunities to buy things at the 200 period moving average on stocks that you like maybe you do pull the trigger and today on amazon it was right there was actually underneath we started the day i believe below 233 234 sorry i believe anyways yeah there it is yeah 233 so you know you start the day at or below that 200 period moving average it actually ripped 10 right off the open so i mean wow good move there for amazon not to say it's not going to come back in but yeah i don't know what's going on with netflix man that that's just been an absolute disaster uh still breaking lower no no idea where the bottom is on that name [00:20:26] Speaker 4: it's it's a strange thing what's happening in netflix unfortunately and no it's not that stock has been like one of the it seems to be like just trend from trend to trend like when it goes up it goes up like 10 days in a row when it goes down it goes down 10 15 days in a row so you know i think when when you see something like this with netflix you just put it in the corner of once it starts assume it's going to continue well that's right not fully adjusted back in just assume it's going to continue like when it was when it was a buy once it would get going you just had to ride it and this in this particular case like you wrote it i think it was to the 200 period on the daily mine's not supposed to justice so this chart won't show it so until it can put in two or three days you know long in a row i think you stay away uh from netflix you get into some nasty levels so i did get into that so far i'm not really keen on reloading wendy's here but uh into the trend on so far i didn't really get the price that i wanted i'm still sitting here on the bid but the prior bar is just underneath 17 42 or so so under the average price that the market can get back this one was i don't think we found anything in particular about so far i don't think we found anything in particular about so far before its strength but you know it's it's got an accumulative bottom at 15 it's putting in some higher lows it's bounced off to 50 period moving average i would say if you looked at a lot of the stuff that happened yesterday plenty of names bounced at the open yesterday like that's not nothing special if you had a parabolic move off the open after all of that doom and gloom yesterday but not everything was able to hold up as well it held green and then bounced off that same level so just a little relative strength as well scottish saying rivian getting slaughtered i mean i don't know rates aren't going down they're going up potentially and so down they're going up potentially and so like the companies that need to borrow that are losing money like they're not doing well at all today i think that's one of the differentiating factors if we're thinking about it uh here is you know if you're losing money if you are needing to tap debt markets the market doesn't like you right now so i think you gotta you gotta think about that for a little bit and those names will be out of favor so i'm not really surprised rivian's heading lower but i guess if you like if you're somebody that likes rivian it's been trading in the same range for a long time but it gets down to 12 13 dollars it's bounced every time so let's feel good little range yeah if you like it not bad it gets up to 18 bucks every now and then so it's got a range for it i'm not reloading wendy's volume continues to do it every time it looks like it's picking up on volume above vwop it just starts to falter so i'm going to jump out of that one i'm going to kill gore asking about blackberry earnings well speaking of companies in that ilk you know the cool thing about blackberry is it's had a nice move so blackberry this is the part of the reference there's a geno smith of stocks right now you know they wrote me off but i didn't write back and this is it's so left for complete dead oh it's only going to move because it had a short flow to back in the 2020 in the meme days and yet they've managed to like stay alive pivot be a an interesting soft interesting enough software and security play uh to an extent get going hold hold a good trend and in all of this pullback this looks pretty solid for a breakout now the problem when you have earnings coming out is well the fundamentals might matter for a quick little minute and then none of your momo momentum um is going to matter until after the fact so yeah i would love this to be a wedge break good canadian company i went to waterloo so i knew people that worked there fortunately not anymore because they all started jumping ship that's when i knew you know how i knew that they were going to be in trouble is i like people know yeah no like so i a lot of people i went to waterloo with at least half a dozen when i graduated until the first like five ten years a lot of people were working there right and then it's like they start all like leaving looking for work you could see the writing on the wall it's like they all started looking for work and leaving not that they wanted to now talk about how much they liked it there but they're all trying to leave and well usually that tells you all you need to know unfortunately for them let's go back to adair at the desk [00:24:53] Speaker 6: from talking about iran to reporters here at the capitol after having lunch with the senate gop he's talking about oil prices and job numbers positively but he's also saying quote iran is agreeing to everything i want and they have to so president trump continuing to praise this iran deal saying iran has no choice but to agree to his conditions basically keep an eye here on the market [00:25:16] Speaker 3: continuing to push higher back to you just quickly we i have a position here in spacex but it's going to come out at 157.50 it's almost out like that news is not great obviously for the it's great for the market not great for shorts so i was only trade i'm trying this one it's pretty light right now half a unit it's nothing too significant but there's 157.25 there's your 200 period moving average the spread is quite large like we're actually in the money if i can get the bid right now we'll see if we can get it in 90s but i don't know um yeah so we'll just we'll try that against 157.50 there you know if you're going to look back at this stock which i'm doing and you know there's a little level there it's it's i'm just trying it there's the 200 period feel like if we do drop down into vwop it'll be worth it man it's 50 cents worth of risk let's see if we can make a dollar if not a little bit more if this market does come back in just a bit so you know that's what we're doing we're flat on the trade right now we're short right here at 157.02 just printed 157s the thing about it is the spread so i am stopping out just like we did there on google if it breaks above 157.50 i have a marketable order just to get me out so if that does happen we'll do that and it looks like it's having a little bit of a problem here at 157 going lower and there seems to be some kind of a buyer there i mean the market's trying to push it down i feel like but it's not really happening and here goes if this comes right back through 157 then i don't know like that was a good opportunity there's no 157 showing up on the offer there it is okay thankfully i thought there might have been a hidden i think there has to be some hidden liquidity on the bid like that didn't even really break through 157 right now so yeah a little little on edge with this one but that's why it's we're only giving it 50 cents i mean we don't you know we've taken 15 dollars 20 dollars on this name and i just don't know if it has those moves in it today like right there it was just at 156.90 and then it busted up to 157.20 there like see look at this like no problem uh with the spread on this one so looks like there's a buyer at 157 this is 50 cents worth of it if the guy leaves at 157 then you know game on there but for now it's looking like we are going to get stopped out at 157.50 this is a shot here on spacex um don't love it of course with that recent news of uh iran's giving us all that we want in a negotiation that would seem to be you know if that's true that would seem positive i'm sure it is true i'm sure i mean it's not that it's true it's trump is tweeting it out or mentioning it so you know there's something about it but right now oil not really reacting to that kind of a headline and the market has had a nice little move higher but spacex and the market are two completely different beasts right i mean we're not sitting here judging the spacex versus the market you know this is a completely separate game all together and you know the real short we wrote down two levels today 160 you know which was perfect uh but didn't break long so we don't have the trade there would have been a good short then we wrote down 147 from yesterday and that didn't play today they only got to 150 50 or so so you know those two levels kind of didn't play we're kind of playing playing in the middle now not not great but that's the that's what i'm trying to do on spacex if i don't like it i can get out now for 20 cents but we're going to try to hold it it's not a huge uh position either way we're not going to lose any sleep uh over that so um that's what's happening there and just to check back on fannie mae i didn't oops and freddie mac i didn't i was looking at them and was thinking about pushing the button we did break that 685 area but it didn't really react off of that level so uh and here's just going to show you what what i was talking about right there so that was the key it was breaking through there it did get up a little bit but that was only 10 cents so you know for now it's a little bit of a pass for me on fannie mae um until we maybe get a seven break something more volume yeah there's not yeah the volume's not there and the price action's not there [00:28:54] Speaker 4: right yet you know someone in the chat this morning and shout out to whoever there was i remember this we're in the pre-market and someone said how long until the president threw something yeah right the market you know what there's a there's tried to bounce the market okay yeah fair enough tried to bounce the market but there's you know there's there's an outgo for that i suppose like you could have just waited sit or you know what or just watch his account and punch long i don't maybe that's the thing anytime the market is severely down or in a big time pullback just sit there with just sit there with the truth account open and punch on the cues if you see a little something throw yourself a little bit of a tight stop and if it moves it it moves it and the way you see it like you're already to the downside like i'm sure that's i'm sure there's algos that are already doing this so like a human trader could probably take advantage of that as well i don't think there's any reason stopping you it just seems a little it's crazy that that's that can be true but does it matter if you're just trying to make the trade off of it i wish it would make sofi move a little bit more than it is like it did pop up from 50 to 60 now kind of pulling back in here so i'll look for a reload down here at 50 and then try to get the next leg up to 75 and then we're going to go to see you at the desk or yeah at the desk for happening now thank you [00:30:14] Speaker 7: at the desk indeed let's take a look at the three major averages the spy currently up one 0.10 percent the triple q's have made a reversal for the downside currently down 0.38 percent and the dow is currently up half a percent let's take a look at what i want to talk to you about kbh today is pacing for its best day in over five years after the latest earnings this homebuilder stock has reported a fiscal second quarter revenue of 1.11 billion dollars beating the 1.10 billion dollars that analysts were expecting pulled by lseg shares were on pace for their best day earlier in the day when it was 16.5 percent up currently it's up almost 17 on the day it's had since the 13th of jan in the year 2022 also we're going to take a look at nue we have a new core where key bank has upgraded new core to overweight from mark sector weight following improvements in the u.s carbon steel sector analyst samuel mckinney has adjusted the price target to 274 dollars which implies a 16.9 percent increase from tuesday's close sending it back to you [00:31:26] Speaker 3: um thank you all right just just quickly here we did we did lose there so unfortunately we have our second loss of the day and we have a space exit you know that just breaks through that 50 mark and at least you know at least you guys got to see that with me here we we saw that 157 kept on buying it looked like it wanted to go through it didn't so you know now we we actually have eyes on potentially i i actually think a long break now of 160 like i was saying it it had a chance to break there and come back to vwop it didn't looks like we you know how to move there up to 157 hit it came back in bounced off vwop and then right back up to the upside breaking through 158 is the next stage and it looks like for now it didn't but we'll wait to see if that does happen and there's your 160 target area uh for me to get interested again in it so for right now not super interested in spacex anymore as i was just holding it against that i mean it's this 200 period has changed you know but i was trying to hold it against there then when it bumped up you know we were trying to use these levels again into here that little wick down right here 50 that's you know 157 70 so if we do get a hold there this is 25 so that's what we played off of and it just didn't work out there for spacex so we gotta you know i can't celebrate the winners of the losers and there it goes so downside for space or upside for spacex downside for the pnl uh there i'm trying to look for other things you're in so far i'm looking at my trade rate here and it's like why so far at 1753 what what is that it pulled all [00:32:49] Speaker 4: the way back like everything else so i was i was just looking at some names are at the top of my trade list trade rate what like what are these things like look at this aifu being like nvidia like you have some regular ones but there's really nothing like i have it's in there mu tesla nothing's really standing out on the hot list for the trade rate i've already said i'm not really looking to reload on wendy's it's just whatever the volume is completely dead there has to be a runner something that's showing some you know some good volume uh ice cure this was one i think the midday guys were looking at that's a already at the highs well that's some interesting timing to want to look at it topping tail candle at the highs oh catch catch it at vwop i'm looking for i want something that's like a runner where you can get the bounce off vwop where it's showing the strength or like the break of the consolidation not the chase of the top that's always a bit of a feels like a suicidal here comes spacex back down oh there spacex oh i thought you meant 160. no no i just went back down to the [00:33:51] Speaker 3: downside actually a nice move off 158 this is kind of what we were looking for before was that move down into spacex there but you could see here let's see see let's see what happens at 157 again it looks like it's trying trying to buy it up we could have bought up some 157s there i just um i don't know too much movement on spacex really for me to be concerned with these dollar moves i mean we're we're trying to catch something a little bit bigger than what we're doing and for me to sit here and try to scalp it and out of 50 cents just too dangerous like that was a quite a nice move right there whoosh 158 basically flat and then just touched 157 again so yeah nice little move downside there on spacex so some of the halters edhl uh when we're ready you tell me we can go to adara s dot halted right now again so there's another one that we've seen halting over the last couple days once volume picks up so s dot back into the the world of halting uh i've i heard joe oh yeah these are that was that low volume one right yeah and then box l was pretty good this morning did get that high of 850 we actually zoomed we're gonna go to a dare one second we actually zoomed out on box down was talking about some of these levels so i think if you go backwards no this is basically the highs so that 450 or so so it getting up to where it did today what was the high on box l eight and change today yeah so that was well blown out that that that crushed there's that four dollar level at 10 o'clock we broke that and just kept on going man wow unbelievable the 850 now all the way back down to five box that was interesting uh considering these price levels and damn you spacex uh now you finally break through and i don't know now maybe got me interested again because if we don't hold this level then maybe it is downside push oh that would have been nice if i was still in it uh we had some bids there okay adara is now ready at the wall let's go figure out what she's up to today we took a break from the segment yesterday [00:35:39] Speaker 6: but we're back it's to the window to the wall where i pull up a chart window of an infographic and i look at it for you guys on this wall while i was on my break i saw some people in the chat asking can we go over what we're expecting from micron earnings tonight and of course we can i actually have an entire infographic just an earnings preview posted at i believe 11 23 a.m today so if you guys want to find it you can go back up on exit tv research and find that post there but also i didn't think just looking at like a whole bunch of words and sanjay mahotra's face would be super entertaining for you guys so i wanted to use this visual instead that being said i still can tell you guys what we're expecting for micron revenue estimates as of like 8 a.m today could have changed it was 34.98 billion dollars to just shy 35 billion is what we're expecting for revenue earnings of 20.81 cents per share and these have been growing over the last couple days like the revenue estimate has grown by almost a billion dollars just in the last few days so be aware analyst estimates are climbing here's a look at how micron did for revenue by segment in the first half of 2026 we're heading into q3 2026 like year-to-date revenue here pretty solid and honestly pretty even as well here for micron between its cloud memory core data center mobile client and automotive embedded segments now what's crazy here though is the year-to-date growth so we know q2 alone revenue grew by like 200 year over year but even if you just zoom out and look at the entire first half of the year cumulatively cloud memory 132 year-over-year growth between q1 and q2 on a year-over-year basis here if you combine those quarters core data center up 96 year-over-year mobile client revenue 147 growth automotive embedded revenue 103 growth this isn't the smallest segment and still growing not declining last but not least your total revenue from q1 and q2 of 26 versus q1 of q2 of 25 that's going to be up 125 year-over-year guys so almost 100 growth or greater than 100 growth in most cases here on a year-over-year basis for micron let's see if q3 can keep this up because when expectations are this high it's very easy for the market to be let down on that kind of cautious note that's today's segment of to the window to the wall i'm going to go back over to that desk and we're going to send you back over [00:37:51] Speaker 4: to the trading desk with sean and neil all right people wonder why stocks that don't have growth go down and it's like you look at all of that growth and the high expectations and they're starting to sell that going into the earnings where they just raised all the estimates yeah yeah you don't have to worry about why nike goes down or why names that are slowing that's important because like it's about [00:38:12] Speaker 3: the expectations yeah it's all about it so i mean if they're expecting 100 year-over-year growth again and they don't hit it then it's going to come down so no matter what you know neil and i think about the stock it's just going to do its own thing based on what they report tonight right so thanks adair for covering some of those segments as many people don't realize you know the ability what they have in the mobile side of it you know like why apple's talking about pricing and so on and so forth and how those phones are going upside because the components are just so much more expensive today than they were yesterday and that's all part of it but here we go again man we don't we try not to give up on some of our ideas uh but here's spacex right now i'll put another bid here if we can get it okay there it goes good so we just got a bid at 30 there or 32 i believe and now put another bid down here let's try to go for 15s and we'll see if we can get that oops sorry that's tqs my bad there's spacex right here my bad so there it is man we just got 156 32s and here it comes back in we're short at 88 again so we took a 50 cent hit the first time like clean 50 cents you guys all saw me we were short at 15703s it was we got out well i guess we wound up punching out 68s so we take a bit of a bit of a bigger hit there on slippage which is to be expected i talked about the slippage there as well so now we're trying to bring this back down to life a little bit here we're bidding some 15s and see if we can make 65 cents the other way southbound is we it's the same way i mean we were thinking short but we did get blown out and remember i was saying like if and oh we just went to 17s there come on uh we were talking about if it did break 57 what could potentially happen and that seems like what's happening now although the market is also believing giving it up so uh yeah wow that just um what's going on with spacex over here uh all right i'm going to bid now in the 20s see if we get something there because that just went down to 17 and then pop back up again i think i'm falling into the trap here of trying to scalp this which i don't think is the right way to operate but i'm still going to get stopped out if it does break back above that 157 50 again so i'm not not i mean we can give this to 158 maybe we should do that give it back to 158 i don't know uh we're out of basically half of that but we are we were waiting for more we just got missed down there i can't believe that we were at 15s and went to 17s or so but when you have a you know a locked and loaded order we talked about this a couple weeks i think it was last week when we did our lesson and i said like you know put your orders there set it and kind of forget it that's what i'm trying to do here so if it does come back and i'm in the 20s right now and hopefully that falls back in we're in the high 20s 26 is to be exact there it is money okay so that's good man we take that as now it's coming in that's 70 cents now we'll see if spacex wants to make new moves lower i don't have any more bids for now we're looking for well we could go to view up flat but whatever uh here come okay let's go to 157 and then we'll just wait there 156 sorry if we get that all good but there's a reload on spacex stop out make the money back play with house money now and see what winds up happening maybe now the low of the day is way low but we're thinking about getting trapped up in here 155 so i think a 155 50 would be a pretty good resolve to this one so um oh there's a name that we all talk about and why not we keep talking [00:41:13] Speaker 4: about sector rotation we'll get there in a quick little second i just not don't like so fine elf off the bottom it only went up like 10 pennies it just broke the consolidation lower this is in the midst of the market pulling all the way back in so a bit of a sentiment shift as well as the market just continues to look relatively weak and i think this is this is good like people are asking and people are looking to different sectors for i don't know whether you're looking to rotate or just you're looking for places to put money if you're selling tech and remember what we always talk about when things are trending down or trying to find a bottom what's the difference between like lulu and nike and some of these others well here's a low could you guess that it holds a low at 50 sure you could if you wanted to or you could just bounce prove it hold the 50 period moving average and then suddenly you've got something to work off of like buyers above the 50 showing a bit of a chance to break the trend on elf and then sometimes when you're depending on whether you're looking for just a pure like technical trade or you know hold the 50 give it to the low kind of deal or you want to look at the fundamentals too maybe that's your cup of tea and you happen to like the l fundamentals i'd only be talking about the trend break in the 50 period uh here but yeah i think you you can start to look for some other segments we talked with that about that with brian yesterday when it came to he like colgate he was a big fan let's go to dare we've got some breaking news again is the market right back to the lows market's cooked as my daughter was saying higher qualcomm certainly not close here they're [00:42:39] Speaker 6: actually holding their investor day one of many companies holding investor days this week they're saying that custom silicon will begin generating meaningful revenue for them beginning in q1 of 2027 they're also planning on launching a data center cpu in mid-2028 so lots of plans here for qcom as the company continues to try to move away from cell phone related chips and products so qualcomm investor day on watch apparently they just announced that partnership with microsoft as well msft not moving on this but qualcomm as we mentioned certainly is before i send you guys back over to neil and sean i want to mention google as well business insider reporting that google is delaying the launch of its gemini 3.5 pro model to july not sure when it was supposed to be released but apparently either way here doesn't seem like a massive delay because july starts in like six days but either way here geo ogl in focus and also speaking of investor days just want to let you guys know keep an eye on exit tv research i've been posting reminders for these throughout the week in addition to our daily calendar because there have been a whole bunch of investor days and video had theirs at 12 pm we had a post for that tomorrow in addition to earnings you have blackberry investor day you've got a lulu investor day you've got a dell investor day you have a kroger investor day so if you want investor days we've got them up the wazoo and you can find reminders for pretty much all of them on x at ttv research so give us a follow as we send you back over to sean and neil to end that shameless self promo [00:43:56] Speaker 3: i mean yeah it's a good good promo there but i mean people want information so if you want that you can go find it at ttv research that is for sure yeah no google i mean we talked about that stop there they had someone leave a couple more executive executives reportedly leaving the company and that created this move down tried to battle back and now we're getting obviously some stories here that the most recent name there on gemini the most recent update now getting a little delayed so we'll have to wait to see there genova gemini 3.5 pro launch uh as it tweaks its new model not ready yet so yeah there goes gemini 3.5 not coming out as of yet you could see some maybe some rally backs into stock like a microsoft as open ai no i mean so that's downside i was going to say maybe you know if gemini see some holes in it maybe people go back to chat it doesn't seem to be working there as well but the market's bleeding all over itself it looks like um microsoft you want a doom's question we talked about oh qualcomm [00:44:52] Speaker 4: yeah go ahead a doom question would be let's say this string of bad news continues you know micron earnings may be bad maybe they tap the debt markets let's just call that the market pulled back five [00:45:03] Speaker 5: ten percent does open ai pull consider pulling their ipo oh well maybe in that in that way and if the market's not set up for them to succeed i would wonder want to if if things look too like imagine [00:45:16] Speaker 4: imagine a war with all that takes place spacex say breaks 135 and is underwater we cerebrus could do that tomorrow and be underwater as well we've seen it happen before where ipos get pulled right now i wouldn't necessarily think so they quote they always file confidently you don't tell you read the stilly press release since like open ai confident confidently files for its ipo like as opposed to what you know well we timidly filed for this ipo everybody could you please just give us the exit liquidity be refreshing if somebody actually said that no alphabet until proven otherwise alphabet the 200 period moving average and the trend line from the beginning of or i guess the middle of the april lows and um terror tantrum lows that's what i'm looking for at 280. i think those are two places if you like them uh it's a dca but it still hasn't even broken yeah we haven't even broken yesterday's low probably getting ahead of ourselves if we're not even through yesterday's lows here on google but once you get through that you check out that 200 period moving average good bounce zone i think we can see that if we get there friday bounce friday we get there next week bounce off of that for just a little bit of a rebound trade let's go back up to it see ya [00:46:27] Speaker 7: at the desk thank you so much sean let's take a look at the small cap segment today the iwm currently up 0.33 percent we're going to take a look at the individual stickers for this afternoon satl sasa logic which is the infrastructure company for persistent global intelligence and synmax which is a multi-intelligence applied ai analytics company has um as of today announced collaboration to develop and deliver ai powered geospatial intelligence products for defense and intelligence customers but the stock is down nine percent on the day second ticker we're talking about a clsk clean spark just an analyst comment initiated at market outperform performed by citizens currently down 7.27 percent and lastly ng nova gold down 13.34 percent their second quarter 2026 net loss has narrowed to 25.5 million strong liquidity to fund project milestones such as its donlin gold project that has advanced with expanded reserves simplified ownership and feasibility study progress but even though net loss is narrowed stock is down 13.34 percent with that sending it back to sean [00:47:42] Speaker 3: okay thank you see ya uh halt alert right here e-h-g-o halted um you know circuit breaker there 38 down to 30 well 380 down to 34 340 nice move down 40 cents circuit breaker e-g-h-o and oh man here we go man i mean we talked about it there's the short now for spacex so don't at me bro uh but that's a nice move downsides we'll take another come on bro uh we're here bro we're here uh there's spacex again a couple dollar trades we put on the board today there's another one now for spacex we're just making our money back i mean we took one hit there and now well not making it back we're making more than that back but at the end of the day we're going to keep on shorting it and i was shorted there off to 200 short we talked about 157 50 so there's the short uh and there it is yes sir what did we just get there oh we got 15s okay so i think we're going to pull the bid now at 156 so we just got that was our order from before no actually we got 20s sorry we moved it up so we got 26s we got 20s now and now we're going to go to the downside here hopefully on spacex as the market's losing the bid big time right now we'll see what winds up happening with spacex and here we go man we got it so that's going to be a good one there we we also did mention to you guys ray went to qualcomm was starting their investor day so it was alert we sort of i even remember i hit this uh and then we're just warning you guys that qualcomm does have investor day and now you're getting some up and down movement on wow on qcom okay okay spacex here we go it doesn't matter what the day is man if i'm here we're trading spacex and there it goes nice move down for spacex boom shaka laga laga you know it wasn't moving that much but here we go we're heating up right now on spacex as you can hear so hopefully we'll be able to um trade this and i think we're going back to adaro or sia nope okay good uh so let's just keep on watching this one there it is 155 20s now we just got filled down there again twice and this is that sort of we talked about coming back into the teeth of the bid and that looks like what we're doing this kind of looks like a little bit of teeth here um we're looking at this level right there so you know you got to sort of and i want to thank you dare for coining this but you got to have that confidence right and she has mentioned sean finance and it's just like you got to get back we got stopped out i'll get stopped out all the time on trades and that's what happens and there it goes right back into the downside now on spacex so you know sometimes we get stopped out and we don't re-engage like wendy's we went upside there took a nice little profit on that first halt and then it came back in trade that but i didn't average back into this because it's really not my cup of tea i don't know where it's going to go from here and downside play there on wendy's uh the tqs earlier today wow i mean you know we had written it down and if you guys were looking for some information unfortunately well i don't know fortunately unfortunately but the sticky note won't be out the next couple days i won't be here but there it is man tqq short the google couple days i won't be here but there it is man tqq short the google long the spacex short so you know we're kind of trying to do what we're doing there and there's the tqs should still be in them but you know we got stopped out and that's what i mean about putting your orders out and getting stopped out when it sees fit breaks the 200 period we got to get out but wow we are now coming way back in to the downside and it's not it's you know my friend and yours man google really getting pounded now down to 342 now as gemini and space come on elon what are you doing my guy we'll see if we get another bid here at 155 i'm bidding 43s so i'm part of that whole mess there one swipe down we should be able to get [00:51:08] Speaker 4: it a dollar 70 now on spacex yeah get down spacex good one there and qualcomm what all the qualcomm news is up there uh alphabet is getting absolutely smoked i yeah i think i'm getting forget about next week maybe we see that one tomorrow on that bid i like it i'm some whatever i have a i have a stink bit at that at that 200 period moving average i'm not moving it but um i think we could see it last time i felt that way we got like pronto i'm gonna make one adjustment on wendy's i look i i've wanted this to go into vwop off of vwop but if it breaks the all-day trend i'm out if this so much is like peaks under vwop again but i'm turning short if it breaks the all-day trend line from when i sit down in the morning it's been holding a trend i'm just gonna go short if it breaks it i can't hold up forever let's go back up to the desk i believe to sia as the market continues to bleed the market is absolutely [00:52:00] Speaker 7: cooked as my daughter would say it's not really continues to dip down again another update that the data center chief of qualcomm saying that it will launch the second generation of the hpc chip in the year 2028 just repeating qualcomm still bleeding data center chief of qualcomm saying that it will be launching the second generation of the hpc chip in the year 2028 if there's anything [00:52:23] Speaker 5: more i will be sure to let you know thank you for sure ooh maybe you'll just ask about the news and i just i just want to repeat i just got up there for my water i come back and qualcomm's like down [00:52:33] Speaker 3: five right i was just gonna say like i um just want to remind everybody that i just as sia just did there it's investor day so you know qualcomm dropping out you know new products talking about what the future looks like so on and so forth i actually i talked about this the other day i like qualcomm uh down here data center cpus um you know everything that they're dealing the custom silicon as well i i i thought qualcomm does have a position if you do think that there's a battle back in the pc market i think qualcomm deserves a spot in the portfolio for that but again it's just one of those names where i think people are probably too heavily weighted you know across the space with marvell today down another four and a half percent you know names like um glw which is corning i you know this is the gorilla glass i think corning actually has a little bit of a moat around it so i think corning is pretty good at some of these levels but qualcomm definitely prone to a slip up as is intc and intel again another big play for pcs right uh intel but down three straight days now after just making all-time highs on monday intel now down three days and it's like let's not cry over spilt milk i mean you're coming right back in into one like this is still great levels for intel amd and the likes of them right so uh yeah it's gonna be a fun one here this afternoon for sure we're short spacex oh you just yeah you just talked about the wendy's so let's go back so we're gonna go to sia she's gonna talk again then we'll come back hopefully with some more ideas as we enter the hour of power [00:53:58] Speaker 7: yeah qualcomm is trying to make it up back up to the upside huge green tick again here the data center chief again making comments saying that qualcomm will be delivering meaningful revenue for custom silicon at the end of the calendar year starting first quarter of 2027. qualcomm trying to go back to the highs huge green take up there keep an eye out [00:54:18] Speaker 4: if there's a fail for today oh it's not qualcomm it's not yeah no no okay no no fine it might be qualcomm the qualcomm can be a fail too i was more just talking about the general day and like how trades are going it's it's not engaging with silver sl like slv got moked today now can you know that it's going to do this massive volume spike at the end no you can't know that but the metals are getting destroyed uh there is i don't know if you can find a silver lining if there is one it would be that silver you know what it all over itself and gold bounced off the lows instead so there's at least a little bit of that i think at some point you know you're gonna get a little too far back in on gld and and if you go way way back to the breakout 300 to 320 that looks like a reasonable level uh for sure you're gonna be fighting a sneeze someone just asked what was that i was on my walk when that happened so i i don't even think i was sitting at the oh no we just got back yeah i did we got back got back up from the desk because we were always prepared for the morning show or the afternoon show and i always you know kind of get up refresh the water come back in and i'm like what the heck just happened you come back and it's already making the move so i did it could have been some settlements but either way silver doing much worse than gold is what i want to get at so i forget about that for now i still think wendy's is going to be a reversal because if it's not going up and we lose the all-day trend i just want to allow it to break you'll break through vwap for good and show me something down in the 780s then we can look for that uh micron i'm not really seeing anything going into earnings it's basically just sitting at the low of the day and not doing much but one name that i do kind of like uh just sort of looking at this off the bottoms like ibit like ibit's holding the market is broke below the day and ibit is making a higher low so i kind of like this for a bit of a reversion play as long as you're making a higher low and not a fresh low when the market's making the bottom i like you a little bit better um let's go back up to sia [00:56:28] Speaker 5: i don't think yet no okay unless she yes yes yes okay go ahead yeah just another update they [00:56:34] Speaker 7: announced again that they'll be launching data center cpu in mid-2028 it went down a little bit but it's up it's reversing back up it's reaching its uh original level qualcomm again dragonfly c 1000 cpu is coming in 2028 meta is planning to use the c1000 cpus in its data centers huge uptick in [00:56:55] Speaker 3: qualcomm now all right yeah just um qualcomm mentioning hyperscare deals with meta right now apparently zuckerberg is on the call as well right now talking about uh meta is going to use some of these qualcomm cpus to drive their infrastructure so um meta no i i went over to meta just to look at it obviously they need to use somebody so they're choosing qualcomm and on that news bam it's like it's all over the damn place there it goes man qualcomm kablamo upside there as they get a deal with meta i mean that's good right i mean if you're gonna do something and you have somebody that's spending like a freaking drunken sailor over there like uh our boy mark zuckerberg not bad to get a deal with the guy that's throwing cash around right i mean this guy's giving contracts to ai engineers for 100 million dollars a year and then scrapping the program so um yeah 199 75 right there good little level 200 call what you want to but there's there it is agreement with qualcomm so there it goes uh good move up for qualcomm like i said i like qualcomm i've liked it before this and i didn't even know there was investor day today we like it before investor day we like it after investor day and oh boy we are now two dollars in the money as that was a good idea for spacex now we're bidding i'm getting bidding down here 15505 hopefully we can get it but here it comes down in it's spacex baby and man oh man we took this one for you guys today i hope you're still in this one stopped out quickly making money back we want to see what happens with spacex what's up uh see ya [00:58:26] Speaker 7: yeah just uh meta saying that the agreement with qualcomm is for multiple generations a little bit [00:58:31] Speaker 4: of a downtick on meta keep an eye out oh like right back qualcomm did it again you were just talking about it it's it tries to hold 200 it's right back into 195 you blink and this thing is dropping five on you well it doesn't really matter we're all cooked everybody all of our accounts if micron if micron disappoints tonight none of it's going to matter we're all going to be we're all going to be not wanting to look at the long-term accounts if micron has even the sliver of a miss i think tonight right at the bell at four o'clock i think that's going to be almost 100 although there are again there's kernels that are going to be it won't be good yeah i just and someone that should be in the chat talking about all the leverage that we have going on i don't really know what the deal is here with um this but i'm going to so the poll that was on the midday congratulations to mcdonald's um winning the vote of what's your go-to for fast food i'm just gonna and then we'll go back to the main menu and let's just make it pretty simple here micron doom or boom no yeah doom or boom why not yeah of course okay whatever i thought i actually thought that was corny uh that's the whole point or boom i guess i should have put boom first because alphabetical but let's just keep it really simple okay obviously down or up good or bad doom for let's type doom just type one in the chat for doom and then one for boom if you think we're headed to the upside by the way if you're not in the chat jump in the chat so you can participate let's get an overall sense because i can't i can't imagine that there's a lot of boom here going into micron but maybe we do have a lot of uh bullish uh bullish sentiment from our view i actually want to go opposite what everybody looks no we're 50 50. oh damn it we are very 50 50. interesting i feel like we haven't really had these binary 50 50s for a while okay so everyone seems very indecisive at this point we'll leave it up and see if anyone any sentiment comes in here uh you're about as wishy-washy as the price action on qualcomm right now 191 the 201 to 191 and 201 and back and forth and back and forth and yada yada yada and uh just no real direction uh whatsoever kind of disappointing even like i look back over like the second i second i find something that has a chance for like the revert or we get right to the trend line and just cannot burst through but we're still stronger than the market ish right it's down four percent but it's not it's not better than the market right now it's just in the moment stronger than the nasdaq and that's why i'm looking at ibid because i'm going to try to reverse something i'd rather it not be uh completely dying uh farm trader you're right we can do these in the pre-market too i think we had we had something market related in the morning as well it's just the midday guys had the i don't know why it was mcdonald's where did that even come from probably because wendy's oh yeah the wendy's yeah i guess that makes sense i would have voted for wendy's i like wendy's over those yeah they got a pretty good [01:01:39] Speaker 3: burger but uh we'll see i gotta give a big shout out to my guy over here what's up to jesse i still still see you still have uh the dashawn over here that's awesome that you still have that uh little thing there but uh just just quickly spacex we got out the last time it was down here well not oh we got some out at 35 last time i'm still bidding oh oh five on spacex hopefully it comes in right now as the market's losing the bid now down 1.16 i think there's a lot more pain to come unfortunately in this market um and i don't know if it starts with the reason why i said i want to go opposite of everybody else is sometimes you know everybody's thinking one way and therefore it must be the other i i was just you know i talked about this on monday i'm not in it i don't have a dog in the race right i have dogs in the race but not with micron and it's just like i thought heading into the earnings report you've had such a monstrous move even this last month that it was it was wise to take some out right i mean i talked about taking some out of my own account where i do have a dog in the race i mean marvell is a similar similar um you know profit as micron over the last little while they both had you know their ups and downs obviously micron's been better year to date but if you look over take some profit out before a major event right i mean marvell had and i took some out on friday at 330 as i just look back it was 329 i got out two accounts some of my tax-free savings and some of my rsps and it's just like there was right there into the rebalance day and since the rebalance day and the addition into the s p 500 you now have one two three four real dramatic days down you know for marvell so it's just sometimes you get going and sometimes you don't like that right there down there to there that's eight percent down you know in three days and so you know you wouldn't have thought that so even if micron does come up with a good report there still is reasons to come down and that is just froth there's a lot of buyers at certain levels where will they come in i thought maybe a thousand dollars for uh micron but we're almost there right now so we have to wait for some micron it should be an interesting one today right at four o'clock [01:03:44] Speaker 4: yeah they're supposed to it's supposed to be exactly at the bell and you know you know what's going to happen when micron reports one way or the other just i don't care which way you voted volatility across everything in the ai space all of it we're going to get some volatility and you know what that's going to be movement everybody and if you're a sophisticated trader then you relish those chances beta pro by globex is offering canada's first and longest running suite of leveraged and inverse etfs and they're built for sophisticated investors who understand the risks of leverage and the importance of precision it's triple leverage bull and 3x bear etfs tied to the nasdaq 100 index are designed for daily tactical trades all about the daily trades short term providing amplified daily exposure and giving traders the tools to engage with both upward momentum and those market pullbacks which we're seeing right now these strategies are currency hedge and they're seeking to offset us dollar exposure back to the canadian looney if you're navigating short-term market moves whether up or down beta pro is going to offer the flexibility to act with conviction whatever that looks like for your individual strategy objectives and risk profile so trade tactically and learn more at betapro.ca scan the cure code you see in front of you and throw it over to sia at the desk [01:05:08] Speaker 7: thank you so much the spy currently down 0.28 percent let's take a look at our sectors here electric tech nvidia made a reversal into the red from its flatness earlier in the day today it's down uh 1.19 percent apple currently trading flat uh flat 0.35 percent um again it was a bit green earlier in the day made a reversal to the downside avgo currently trading flat was a bit red in the day on the news that opening i need you have unwilled their debut custom chip jalapeno making open ai's first entry into the ai uh silicon world we have qualcomm we saw that little dance qualcomm did there down the company said that it is buying infrastructure startup modular to boost it's a um ai and the current news also that we have that microsoft will be deploying qualcomm's high bandwidth compute hbc chips at azure data centers and meta as well coming in with it will use qualcomm as a supplier for data center cpus under a strategic multi-generation collaboration as per ceo mark zuckerberg so that there's that as well then micron down four percent it's reporting earnings not looking great on that um tech services let's move on google microsoft meta all down in the red close to a percent microsoft down 1.29 oracle is probably the worst performing in that sector right now down six percent adera is happy i can see right there netflix and palantir also down we have finance brkb visa mastercard doing good in the green jpm and bank of america bit flat with ms down two percent retail trade we have amazon still in the green 1.28 prime day has begun and like i mentioned earlier in the show it is planning to build india's largest minutes delivery network expand its ultra fast delivery service calling amazon now which will be available to 300 cities all across india um then we have producer manufacturing lrcx amet the downside cat currently trading flat as well tesla down two percent in consumer durables we have heltech lily and jnj up almost a percent both abbv still flat consumer services mcdonald's and disney mcdonald's is in the green disney to the downside 1.4 energy is down in the red oils dipping so are the stocks of the energy xom cvx down 2.41 and 2.29 respectively other than that i would say utilities process industries um and transportation looking steady but transportation we have that news about uber as well well not news we had that uh sentiment that we saw earlier in the day that adera and i both mentioned uh stock is still doing pretty good i would say up 6.22 on the [01:07:45] Speaker 3: day and with that i'll send it back to the guys you might you might have heard me go ah i tried to punch micron i mean i crossed crossed down 50 cents didn't get anything there there goes micron to the downside all i can do is pat myself on the back for a little bit of a warning shot last couple days about selling this name now it's down through a thousand bucks so i still think micron gets i i think it's higher after earnings today so i just don't know what what happens now like i'm gonna vote for micron being boom not doom but you know for right now definitely you know people selling their bags and they're not bad they're bags full of cash i'd hope but you know at the end of the day it's pulling back pretty nicely right there so i feel like could have saved hopefully saved some of you guys 200 bucks or so uh because there it is man nice drop now downside on micron ahead of earnings and i think at this point if you haven't sold i would still think you have an opportunity to get out of a little bit now and then wait for that earnings call but yeah not not a surprise and i was just saying to taylor there in the chat like sandus they had their report they were roughly 1200 bucks the report came out was actually pretty decent dropped down we were live on the air when this was happening and um you know brent even mentioned it that threw it to me i was like i think we got to buy this thousand dollar level and then the next day it was you know back to 12 13 14 ripped to 2300 after that so more than doubled off of their earnings call so i would just say you got it and that was over time but time was maybe two months so at the end of the day micron now losing the bid and that's all that really matters right i mean anybody that's been shorting this name congratulations like that was a money bag trade and you know you definitely put some there i only crossed 50 cents i mean looking at this like now 50 cents would be fine but you know downside didn't even i think it spiked i think it went to 97 like i think it just crashed three dollars down to the downside so boom as it just keeps on going down you're not on fire micron you're actually well it is on fire it's not on fire it's the wrong kind of fire yeah you [01:09:40] Speaker 4: don't need the wrong it's not heating up right now uh hopefully yeah well the only the only reason we want to see red today is uh for canada which started their match you don't want to see it for everything else and for someone in someone in the chat just said is the spy we in a bear market losing the 50 period moving average isn't good but that doesn't mean that we're in we're not going to be in bear territory for a while for the spy but it is a very correct observation barring some kind of my it's not a minor miracle but some big time seed change in the next hour or so or less than one hour yeah we're losing the 50 period on the sb 500 the spy and the last time we were down underneath that would have been april so it's been a minute uh but we are headed we're headed lower and again micron's going to probably determine a heck of a lot of how things are going to go more so for the queues than for the spy but we're they're both in the same boat there's not enough differentiation that it's going to end up mattering uh that much and if you were here 24 hours ago just shy or just a little bit more than 24 hours ago when we were talking with brian 640 and that wasn't there weren't my words on the queues but that's where there was a ton of confluence we're talking about the palantir 100 level was something that you mentioned that if you think about where things can pull back to but 640 200 pre-moving average i believe there was also an anchored in there as well uh don't at me and then you also had support and resistance for some confluence at that level so i just tend to think like that seems in any short order and even he said this unrealistic but in the longer sense if things start to look ugly that could be true and i would not be surprised i'd put it as low probability but there's at least some kind of a chance that if i if open ai is still going to maybe anthropic pushes back uh those ipos i hope it doesn't happen because we like trading them but the environment seems like it's changing seems like it's changing and even here like ibit i'm going to slip out of it turn break i like the prior bar regardless of where the prior bar is on a three minute so if it's like sometimes you i want to be giving it like 15 cents or something or 20 cents on ibit but that's not going to have me break the rule the second it gets under the prior bar and the three and a trend break if it's five cents six cents that's it that's what the stop is going to be and i don't really waver too far away from that but uh random modities he did mention 695 as well but yeah i mean he mentioned a few different levels he did mention short term the 695 level for first support fair enough but he also was talking about it potentially doing a false bounce off of that level just to finish his thought false bounce off that level that can't take the 50 and then heads down to that 640 from a sentiment standpoint so that's the environment we're in i'm kind of bearish until the market proves something yeah i think that's and we haven't proven much of i say we but the market [01:12:38] Speaker 3: hasn't proven much of anything no it hasn't i think um you know if you throw out enough price targets and one of them hits you're a genius if they don't you just say oh well it didn't happen right so do your own charting for sure uh but a big shout out to brian and thanks for coming through there uh yesterday as he does on most tuesdays but yeah do your own kind of work right i mean it's easy to point to these levels it's just these are like maybe levels that you hope don't get hit but definitely worth a look there and just judge what you're doing as far as your proper timing of your trades right you got to understand why you're in a trade and and what you're in it for forget about what we're doing here live on the air i mean this is this is just scalps but wow that thousand dollar break rate here on micron that was you know he came back in right there at a thousand ten once that broke i mean you never knew about one thousand ten that was the lows of the day but there it is man nice move downside right over there joe what happened i don't know joe's watching soccer oh soccer um but there's only in the market yeah i was like oh my god what's happening to google here joe's getting excited again uh but down in there to 344 you got to watch out right now for google 344 good little level there as it's falling out uh quite nicely now spacex man i mean we got we got out of view up there that was two about a buck uh 20 and we just got out another piece right here at 156.50 so we have about i don't even know how many shares i had maybe 15 to 20 left um not nothing huge but it's made a move back up man so we're gonna wait for 158 it looks like spacex on its own little mission right now i will try to short some 157 50s again but definitely something's going on right now with spacex right i mean it's going oppo the market right now nice move higher there for spcx so just kind of like buckle up if you're in this name you can obviously see it's moving around that is for sure and then just a quick look on qualcomm what's going on over there i really like the name i think i want to buy this one in the long term just got to wait for it we'll see what winds up happening there on qualcomm and then obviously as we look at ibid and what's going on with bitcoin i mean 59.5 or so i think was the low so right now you're having a nice little bounce back but wow like talk about you know just the whole you know i don't want to call it a ponzi scheme because it made people you know real rich for a quite a long time but now it's you know i don't i would say retail is probably most retail is probably underwater like i i don't know how long people have been holding forget about ibid but just bitcoin in general like anybody that got excited during this whole move up really he's caught holding the bag and my boy sharif of course uh admits it to himself that he's taking bm and r to the grave i mean obviously i guess he doesn't have that many shares because he might dig himself a hole if he does that but uh bitcoin as well man i don't know where the stop is gonna happen in bitcoin but um you know 59 or broke 360 we're gonna see if we can hold that uh tomorrow for bitcoin and um hopefully we do but yeah nice little downside move there and i know i can tell joe joe's right here i know he has bitcoin you have bitcoin still yeah yeah so he's still in it so he's still just just asking him he's here beside us so yeah he sold some of it i mean i still have some bitcoin so yeah it's a nice move down uh there's so here's spacex man if we take 158 i'm out so we're going against that level right there bitcoin right now we're short at 157 50 so no big deal now we're hearing something in our ear let me know if you can go back to adara but or sia because right now we are hearing um the i can just say it because it's [01:15:57] Speaker 6: it's not like it's not anything crazy in my opinion not much of a move here in the market iran's foreign ministry spokesperson saying that quote contradictory u.s statements on the mou to end the war will not help in reducing iranians mistrust so it's just an opinion which is why i didn't want to do a whole formal throw that this is what the uso is doing which is nothing here's a look at the market also nothing [01:16:20] Speaker 4: okay yeah i mean yeah i didn't see i didn't see uso move either and thank you adara it's just i think for a lot for a lot of the last few weeks i don't know like uso oil is just going down and it doesn't matter what the headline is um it's trend down and nothing's really stopping it so you know when you see if if we get a headline and you see a really significant spike in uso then you perk up be like okay something's happening here um that'll be the extreme when he did break that trend and i start to start to peace out going into 760. this is where it bounced in the morning from like a support standpoint and then it bounced twice off that level so i want to scalp it scalp out into 760 put the stop tight at eight and then see if we can continue to the downside as the market goes lower everything goes goes lower but let's on the bitcoin note because i wanted to pull up a monthly chart to put up some perspective like if 50 000 can't hold if you go all the way back to pre-pandemic trend line 30 000 and i remember and i remember this because when i was saying oh 50 000 looks like the level just from a pure dip support kind of deal when you pull up the i'm not doing anything crazier than hey look at that it was resistance once and then it bounced off at a support that's about as in depth as i went uh there and then i was it was pointed out to me but if it loses that 30 000 would be a big support level and what i'm reminded is a very popular entry for a lot of people was the 20 that like this double top 20 000 and then back into the 20 000 level bet that because i remember like i i didn't sell bit my bitcoin i still have it all well yeah it was i sold almost all of my eve which i had sold bitcoin too but you know got out of one not the other but if you head back to those levels then even like the most if you were just if you've been buying and and you accumulated at the some of the best levels that comes under under pressure as you get closer to that trendline and i have no idea what that means for michael saylor but then he's selling he might be selling now too who the heck knows what that guy's gonna do if he's open to selling uh more than the small amount they already did that is the problem that announcement was like a very tiny amount i think in i forget what it was exactly maybe someone's 32 coins yeah it was nothing but but just the the act of it seemed to spook it on that day like it was hilarious it's like that was literally nothing and that's all anyone wanted to talk about and it actually did cause a bit of a spike down it just comes down to confidence because if you don't have a like again if it's not a product and it's supposed to be a store of value and it's about the scarcity and all of that then confidence matters if you want to make those comparisons because that's what i think it is and so when there is no confidence and you're in the wrong end of the cycle buckle up buttercup it could get pretty [01:19:07] Speaker 3: nasty yeah it's uh like i said it was a wealth creator to a wealth destroyer now is bitcoin um yeah so two just looking at apple right here i think you know what looking to see oh spacex by the way spacex we gotta flush down the last reload there as it does break above 158 so you know good movement to the downside you know i think we pretty much you know highlighted what our plan of action was there there's the 158 break you know not really doing enough action here these these lines are not you know set up for me to be super excited about anything right now so i'm gonna sort of pass on that one look to look for some strength and maybe in google like i think it's a little bit beat up today obviously we get another headline about them losing they lost john jumper uh an architect over there in ai and two more apparently potentially being lost over the next couple weeks that rumor hit and then also the fact that they delayed 3.5 we i have we have gemini 3.5 here but um the pro model delayed a little bit there for release i guess to the public we pay for you know google's like co-pilot version here with um their business version so we get uh 3.5 and i don't know it's the same to me but uh google right now delaying that release so that's not great for them and that's where this volume sort of picked on that first was the loss of employee and then next one was a little bit of a move down i think it was probably into here where we regained some momentum back to the downside there on a gemini release uh fail i guess of 3.5 and they're going to work on some more like that i mean the real story that everyone wants to talk about no matter what we talk about here would be micron uh bouncing off 9.90 now i think you you know i'm always looking at trend and things like that so especially now i never used to you know look as much at trend but now that's why i have this 25 period moving average even on a one minute chart like it's these are good spots that if it you know once we start to break and you can see you know which way you're favoring so we're favoring short well there would have been a reload at 10 19 there would be another reload at 10 15 so right now that's sitting at a thousand bucks i don't know i i said that and i said this earlier at yeah i said this earlier like nine o'clock whatever time it was that i could see micron going on a run late day well you're getting into that area now where are people thinking okay it's down five percent here can i get like a nice move after hours and you may even scalp it out on the report right because i'm pretty sure micron is going to blow past every number that comes out it's a matter of the guide right and i don't know if i thought the micron ceo is really conservative so i'm not sure what kind of a guide he's going to give out [01:21:44] Speaker 4: historically before all of this craziness that was all that was always like there was two companies that you always you know saw for conservative guidance micron and intel just notorious for it but i feel like they're in a different world now so like is that still true those stocks don't trade the way they used to micro is not cyclical like it used to be so i wonder if that's going to still be the same thing as we get some micron news from madera sorry um not news but i wanted to [01:22:10] Speaker 6: opine on the guidance thing i would not say that sanjay mirotra was conservative at least not last quarter for this quarter uh he guided adjusted eps between 1875 and 1955 that is well above estimates of 1170. so obviously now analysts are expecting higher than that but i would not say that he's necessarily conservative especially given the guidance that we had that he gave us for this coming quarter he guided 10 billion dollars above estimates for this quarter's revenue now again we're still expecting to beat those outlooks but i wouldn't say that the initial guidance that he provided is conservative maybe in past quarters but certainly i think he's trying to match the moment when it comes to expectations versus results i wouldn't say for example intel's doing the same like i think microns trying to keep up with the times here anyways just my thoughts you can find this typographic on exit tv research but yeah i would not say his guidance is super conservative lately well i would [01:22:59] Speaker 4: say one thing i'm not that i think anybody's really trading it but like just say you happened for anyone that if you're if you happen to be so inclined like if you are just remember the top and bottom aren't going to be the story like the reaction on the eps that's not well that's not the thing the thing will be the guy the thing will be the margin so that's what you're that's what you're not waiting waiting for i want to say like the first reaction the algos just react to whatever the eps is um the top the top you know eps and the revenue and then it's going to be the guide it's going to be about the margins and sometimes that can trickle in a little bit later so the first move i'm expecting to be kind of false whatever happens and then you the real juice will be however many minutes you start [01:23:43] Speaker 3: to get the more important information all right um i'm gonna i'm short micron i i don't know if it's going to work out or not obviously i mean that's what we're trying to do i you know again only waiting for 103s this goes through a thousand and three dollars i only want to give this one three bucks like you know just thinking that where where maybe and i you know these are just kind of like dart throws i said i wanted to short it off the 25 period moving average and i sort of was talking myself out of it obviously um and then just was thinking you know what like i didn't trust myself on the google and that went up six bucks or something that's a little different man this is just you know in the wild trading right now there this is 102 right there we're at it right now so looks like here it goes gonna break i have a tenth uh of you so i have 10 of a unit right now just throwing money to the wind here on micron trying to see if we can have some fun with it but it looks like there it is oh you only have fun until well did that even break okay there it goes so you know loss of 250 there on micron but didn't even you know honestly it didn't do anything to the net but still we tried it there off that off that move and now it looks like you are getting a trend break you know and like we said we don't really want to fight trend but it did come up into a level that we'd seen bounces off from before even including here i mean their wicks are somewhat higher that's 1026 that wick is 1028 but now you're now you're starting to extend right so there goes micron see you later uh a little bit as that starts to go back up there to the upside we took a shot on that does not pay off micron back up through a thousand and five dollars like we said it's a good move already it was down five and a half percent now it's only down four and a half percent palantir also trying to battle back i mean look at this market's coming back here the cube yeah trying to go so we can definitely have a look there palantir bouncing off of its lows again of 112 i think we got into 113 earlier right there yeah that was 113 30s we break through those levels and that's kind of where we're at now but you can't really use this level as a marker because you've already broken through it so i would say even anything maybe a 113 is a short and then you can play off 113 50 if this is about as high as we get but yeah i think it'll be fun with the next 30 minutes to sort of watch out for micron you know the next shorting area would be that right here tens you know you go short tens and then or in and around tens and you give it to what is this candle high rate there before the real break that's only 11 50 so you could go there and give it a little bit of a shot to the downside and if that happens you could have a huge winner but we have to wait for these imbalances and unfortunately micron's on the nasdaq so that's not unfortunate for micron it's unfortunate for us because we don't get any updates on nasdaq stocks if you see a nasdaq here you're going to see a time that's not now so right now the only thing that's being updated by our broker of course a tier one broker there on the new york floor and amax nyse amax is what the updates are following so right now you get bmy with a buy i haven't looked at bristol myers in forever uh that's a buy nclh is a sell so some of these new york names it always says it's up today which nclh we'll see no no no nclh about bmy yeah i think so i mean we saw eli lilly we can let's check we saw eli lilly and all those guys oh it's not it gave it all back no it came well it's been going upside right now was it up oh yeah it was up in the morning 56 down to 54 uh right there yeah 55 and change anyways that's what's going on right now so you can just watch out for this we'll be showing this all afternoon as well in the next 20 minutes before those imbalances hit so uh yeah that's what's happening now and yeah just just waiting out for micron man it looks like we're at right at 110 now so here we go uh possible for a short if you want but we've already tried that one and that did not work out so oh wow that one would okay well there we go we're like oh you could go short 110 against 112 now you'd be one to one on that so okay uh nice move off of 110 now for i'm talking a thousand and ten of course nice move there looks like that would have been a good short off and again just picking off the 50 period and some levels there so yeah micron trying to do its best to go back to the downside good rally back if you're able to pick that up at 990 ish yeah i mean [01:27:40] Speaker 4: i feel like there's some positioning going on in micron right now as everyone not everyone but you know there's going to be playing people playing both sides but last couple of days have been a lot of selling so like there's there's the short term hey let me just bank you could have your short term last two days banking profits saying i don't need to deal with any of this mess you made a bit of the top and then you probably have some some hands that are long it from wow which are trying to position themselves uh as well out of it um i had to double check at what the heck this thing was forget about a penny i don't care about a nine cent stock with a 17 million imbalance but w it which i'm not going to pretend that i had any idea who the heck they were why pro limited um that's significant the imbalance is currently more than the day's volume it's not the stock doesn't move much but sometimes when you're looking for something like this to give you a move 11 million in balance 8 million in volume and that's a selling balance if it goes if it would if it gets up to vwap and pulls a bit of a flip or something like that could be risk one cent to make five to ten on a big imbalance especially if it's comes up as bigger than 11 million i'm going to double check to see if there's some kind of an index action i don't think much is going to be expected today because msci is not till the end of the month and there'll be some big ones for msci spacex actually among them yeah spacex should be a good rebalance [01:29:01] Speaker 3: there and there's spacex right now man talk about flushing down again like okay you know but we get stopped out and that's part of the trade right i mean it goes up to 158 50. no reason for me to think that that was a level uh now but look what just happened we just dropped back into vwap so you know potentially this this is like the first time that maybe we can consider you know along based on something that is just more than momentum i mean now you're finally getting a little bit of technical uh resolve here we'll see if it does break lower that's 156 flat so we could put our stop at 155 let's just go to 79 i mean i again like just trying to take a little bit of a risk here so we do go long now on spacex we'll put an offer back up near 157 see if we can get something out if it does rip back up so there it goes now it's finally starting to go and look no surprise that it makes this kind of a move off vwap it's not like we have a lot of shares here we don't we're going to wait for 156 to come in maybe that flies through but right now bouncing nicely decently anyways they're off of 157 is our good friend spacex and not really a good friend today we've just been shorting it we're able to make a little bit lose a little bit on spacex i'm waiting at 75 now maybe we get an out there if we do there it is we get that now i'm waiting at 90s there go we get that to spend the money back now for space okay now we're back in the money that was easy uh we're almost in now a dollar back upside this is just wild this is the whole point of trading man it's like if you know what you're doing in this stock i would use less shares just because of how how violent this is unless you have a bigger stop you know um if you have a bigger stop maybe use a little bit less but that's pretty violent man like we just got long there if we had any idea that it was going to pop a dollar we would have loaded it up and we didn't do that but there it goes right back upside again wow spacex you continue to make those wow okay well now we're in a dollar so we just i don't know i guess i'll just take a piece out here if we can get 59 look at that drop again it's okay we literally hit enter and the thing fell off the face so we're gonna go over to sia but wow spacex wild ride here the last half hour as it's been pretty much since its ipo yesterday was a wild day as well uh volume coming back in qualcomm still talking about everything but we're going to go back to the desk with sia [01:31:16] Speaker 7: thank you so much let's take a look at the yen any change to the reserve management in japan can definitely affect the yen volatility and intervention expectations so with that yes the yen is near multi-decade lows it made a little bit of a drop there nothing too crazy it's still holding near the 161.81 region it was just dropping down to same region literally almost just a little bit of a downtick over there nothing crazy um so it is yes near multi-decade loads but it low sorry it is promoting japan to consider measures for future intervention and following that let's take a look at how the dollar is doing right now currently trading around the 101.61 region it is trading at one year highs yes against all the major currencies investors have sought it as more of like a safer haven i won't say safe i would say safer and it looks like it is gaining a bit of a support here so that's all for you money talk sending it back to you thank you very much sia qualcomm just [01:32:15] Speaker 4: the yo-yo up and down continues all right we just got into three it's 3 30 so we're getting a little bit closer i might just pop out yeah when he's just catching a bit of a bid i'm gonna i had to stop at eight dollars but i'm just gonna move it to just under break even it got almost down to that 760 level so we had the trend break we got out because it lost vwap but then we took the trend break lower that last little wick down to 760 will hold out hope for it but you know it can't turn into the red now on when he's and if it can't go up doesn't necessarily mean it's going down but it was an all-day trend break starting from when our charts pop on at 6 a.m that's just when i start my charts understand maybe it's not the all-day trend if you go from 4 30 but just from our chart that's where it is so i'll just throw it at break even if this is the bounce spot it's a bounce spot uh there we go so i'm just going to take out of it maybe look to the imbalances to see if something like that wi whatever the heck that was wi holds up 11 million sell imbalance that could be the one for me let's go back up to the desk and we'll then get to this no but i just [01:33:14] Speaker 3: put this up here i don't i don't even know what you're talking about so huh you know we don't have any i don't have any exchange i didn't know anything about any kind of restrictions our software is in full compliance so sometimes we have to borrow shares we don't even have to borrow them from micron [01:33:27] Speaker 4: no but the micron is no that there are names that might have exchange restrictions on them yeah [01:33:35] Speaker 3: i mean you you might have a restriction on maybe your own accounts like or maybe robin hood has stopped and i'm just like ask your broker yeah like i'm throwing out names here i have your broker what's going on with that you can say like hey man why why is this restricted micron man and plus if you're getting that kind of restrictions you should be there should be some explanations at some point so uh yeah good good question there and i just want to say i don't know the answer to it um because we don't have any restrictions so um if our if we are unable to short something we our system lets us know so for us right now we're just i'm just going upon normal business today here on micron and what a good short if it's easy to borrow stuff but now it's ripping by the way if you look at what micron is doing uh we went short rate i only took one trade one short of a thousand and that broke through and we got out so that you saw me do that but um yeah micron really cooking now off that you now have 20 minutes until 25 minutes until micron earnings what's up [01:34:28] Speaker 6: there let's just go over some of these qualcomm headlines so qualcomm did something that companies do sometimes it's kind of sneaky they'll make an announcement and then like half an hour later they'll actually do the press release which can jostle the stock a bit so at 3 30 again well over half an hour after they made this announcement qualcomm releasing a press release or press brief here with regards to its meta deal so saying that meta and qualcomm announced strategic multi-generation agreement on data center cpus again this announcement was already made but the press release comes out as we get this pop to the upside also happening as we get this pop to the upside more comments at this qualcomm investor day where all these headlines are coming from executive at the company saying that robotics is a one trillion dollar opportunity over the next decade [01:35:09] Speaker 3: or so back to you one trillion dollars yeah i think there's a definitely a big opportunity well okay well by the way there it is man i'm honestly i'm tired i'm actually getting tired of spacex right now i'm gonna stop trading it um i'm using a way too much mental capacity and i don't even have that much of it to begin with so um yeah nice move there we bought it off view up a couple times it hasn't broke below we re-averaged it in and now there goes micron upside we just got a great fill in the 80s now sorry micron spacex on the upside there so i'm going to put another offer i just joined that line at 69er uh and if we get it we get it if it drops back down in it drops back down and it's just it's too choppy i feel like i'm missing some opportunities on other names just focusing on this one as you can see we've had a lot of executions on spacex like nothing all day until we sit back down and just trying to look for something to move around right and so it's been qualcomm afternoon it's been a google type of afternoon you know it's been on wendy's and sofi and um you know we talked about a little bit about ibid trying to retake that 70 000 or 70 000 i wish 60 000 marker uh again so if you want to take 50 cents on spacex with me like we've been doing you can take it right now but we just got a nice little bump up there into the 80s so you know our stop is already below 155 80 so if it breaks 155 80 we're out i feel like it's well structured but just not doing anything so i'm gonna sort of pass on it i i don't even have the offers out right i have one offer at 70 again and then at 69 and then after that we'll let it moon or it will fill us and that's that next offer 158 so [01:36:39] Speaker 4: let's wait to see what happens yeah speaking of bounces hey it's not just micron that's bouncing i'm looking over like the nasdaq looking pretty good arm is catching a pretty big bid uh these guys if micron like i hate to say it this i hate to say it because i like i i love arm i own arm it's one of my better holdings probably what what no it's probably it's been my best holding by a lot in the last year but um if micron ends up double digits down i've been saying cooked a lot these guys are cooked cooked back to the 50 period moving average i think we still see that uh the opportunity for that to get down there i just think there's a lot of names that are falling into that bucket and the other place and if you're thinking about i'm thinking about some places that might catch some strays like what happens in the places that aren't making money today was crazy in terms of a pullback on some of the quantum names that were looking pretty good um specifically d-wave because d-wave again they had it it was a good open yesterday it was a good long yesterday yesterday is not today it's going to close down nine percent on the lows if we're looking at something tomorrow it's a flat bottom break almost now but tomorrow for sure i'm thinking short on this bad boy oh and [01:37:59] Speaker 6: say it ain't so alibaba adara move to the downside here for alibaba anthropic accusing the company of quote illicitly accessing its ai models again anthropic reportedly accusing alibaba of illicit ai model access ba ba sharply to the downside back to you this earlier today man alibaba right now it's of [01:38:18] Speaker 3: course anthropics gonna say that man they should all say that because alibaba is eventually gonna eat these guys lunch and because of the cost i just i really think that for simple uses of large language models it's just so expensive right now to run these these models and that's coming from anthropic that's coming from open ai that's coming from gemini you know perplexity every single time you're buying a token you're paying like five percent of what that's costing to actually produce that result and alibaba is going to be significantly cheaper than all of those and i just think at some point and and we had said this before like i'm not i'm not a buyer at 100 bucks it's not like we're sitting here loving alibaba for any sort of reason it's just you know china does have an opportunity to undercut and i think when they do it you know you know these other names like open ai and anthropic are gonna have a little bit of a problem like when they open up those books and once they become public which is another reason why they probably shouldn't they will you'll be able to see exactly what all what all these costs are and what the margins look like and i don't think they're gonna be pretty so i eventually want to get into alibaba like where that day is i'm not sure we can look down we sort of looked at it earlier there was an 80 level there and neil mentioned um you know so we can look at that but if you're gonna look over here let's go to the money chart right now you know right back into here that's 80 that's right where i went with it even looking at the number and then that's 70 and then you know all-time lows of 60 like i don't think that's necessary for alibaba you know especially they're they're big like these guys are absolutely monstrous so i would say there's potential here for alibaba to be quite the success story but right now downside plays there you never look man i mean when you get in a u.s company with this administration pointing the finger at chinese companies you know it's not too hard for donald trump to wag his finger you know at the fxi you know and at china and just say like hey you know we don't like what you guys are doing you know you're eating our company's lunch america first blah blah blah and the next thing is next thing you know you know more pain coming in china so i like alibaba down here but it's a decent story and obviously it's probably true they probably were taking ip or whatever whatever it was there from anthropic and you know wouldn't surprise me if that's the case but honestly i expect more of that to happen and i don't know what that means for alibaba but i don't think it means very good for anthropic either so you know names like amazon and google which are the big public companies that hold anthropic amazon today was up to 245 or 242 sorry was up 11 or whatever from its lows and now it's just bleeding all afternoon so yeah you got to be careful about that i mean all the stocks are going to the downside obviously um as we had microsoft today there's another model you know open ai not working out well no i mean i'm not doing anything iron's below 50 isn't it right now yeah i mean with bitcoin iron still involved you know the bitcoin mining story here not a very healthy one for iron down 10 percent today so no like we're going to be out of the money our first out i think was 48 our next one was 51 so we're flat if not down on our position now and i just wanted to get into iron you know that i do have cg as well so these are the sort of the two plays that i wind up having uh in the portfolio for sort of the power and i don't know if it's going to work out or not i was looking also at so no to answer your question no i did not add to it and nor will i i'm not trying to add at levels i already own like that's the whole point if it gets worse then i'll add you know and at what levels we can talk about that in a minute but smr sub 10 i don't mind you know if this is more of a trade like how many times have we been up into this 12 13 area and just got crushed back down now that's like a couple times there oh by the way there goes spacex so we took oops wrong chart we took some money in some money out there on spacex but no reload so take the profit when it's there get out when it's not and like i said a little bit of waste of time there on spcx today for me but we're going to be down on it but it's concerning how many trades i've made it's basically a couple cups of coffee there but yeah [01:42:24] Speaker 4: it sucks to be wrong on it but uh today spacex just you want to help me yesterday two sorry no two days ago i remember everyone's like hey neil look at your g you know it's like yeah great yesterday this thing went all the way from almost like sniffing all-time highs to back to the 50 and even this is like i don't know man the wrong thing happens with micron don't tap the debt markets please because this could be right back with an eight maybe a nine handle on it maybe not eight is extreme that's i'm going too far to say eight uh but nine for sure it would just be insane at that point but no everything looks a little a lot of things look very topish here if you're connected to the ai trade i don't know how good i feel about it going into tomorrow or tomorrow uh going into four o'clock tonight [01:43:19] Speaker 3: and then and then we're not doing anything about it right we're holding on to our positions well i'm not or maybe i don't know i am i don't know if you're selling anything well i'm not buying any like [01:43:26] Speaker 4: it's at the 50 period on the daily which is you know sometimes that's a level i like do i like it here nope not this not not these types of names not the parabolic ones and then that's sort of the way the way i'm looking at it's like okay well arm could be at the 50 period uh as well do i like that i'm not completely convinced that i want more exposure in that particular name i want to have some i want to have some dry powder out there for sure because i feel like if like if spacex loses 135 and cerebrus loses 185 which it hasn't today but it's going to tomorrow by the way tomorrow cerebrus short through 185. that's the ipo issue price it won the race and it was a race to the bottom with spacex and either one of them wanted to win and it's the one that's going to win so that thing is a short through 185 whenever it does happen cbrs i can have the chart up when i say it uh so it's it looks like absolute error because it obviously has never traded below that price but that's the issue whether or not they're going to be able to successfully defend that tomorrow remains to be seen but i think that you know i think that could get nasty that's a little nothing stock with the imbalance that's actually going the other direction the 11 million on width so i could care less about that um it would need to like a stock like the two dollar stock so if it was 11 million shares and holding at 11 or growing past 11 great if it's 11 million getting smaller it's already a small enough price point that uh probably nothing burger i wonder if the 80 tx shows up as that'd be hilarious if that penny stock uh showed an imbalance on it it will it will you know well i mean the how big would the imbalance on 80 tx have to be to be meaningful the stock has done 4 billion in volume today and apparently getting delisted at at least this is what i saw online um apparently going to be delisted either at the end of the day tomorrow i think that letter said or possibly tomorrow so if you happen to be trading this understand that it could still end up in the otc markets you know whether or not you it goes up or down is always going to be in question here so it did bounce off of i don't know like i'm going to call it one cent but i guess it was like an eighth of a cent i'm guessing there's people that are probably gambling this doesn't completely die and if it goes to the otc you get a little bit of a pop i've seen that happen before but it's not the kind of thing that i would be feeling good about betting on i had a stink bit thinking maybe it could go down to almost zero and then pick it up and then just roll the dice but i don't think that's going to be the other case anymore i'd watch for an imbalance on it because maybe there's something in there but i understand that you if you trade into this stock you're either not trading it tomorrow or or you're looking at the uh the otc markets because they could be gone i did i mean if this comes in the next couple [01:46:18] Speaker 3: minutes fine but like i was trying to buy some okay it just came in now 37s so i was going to buy some amazon well i did buy some amazon right now at these levels so i'm going to try to scalp a little bit out i mean i didn't as we had talked about the imbalances not that we weren't aware that there was imbalances obviously we were but was not really so focused on them so we'll get a couple pieces out there there's 20 we just got 53s out on some amazon just trying to make scalp out a little bit there amazon came right into what 235 and just looking at what 235 meant i was just thinking right into here see if we got a little bit of a hold on this level next next area down 234 we're just going to hold it a little southbound through that level if it does come in but um 235 that is but with this imbalance is now three minutes away and the market trying to figure itself out very very dangerous today's been a very bloody day obviously in the chip space as we continue to talk about that and with micron coming out micron now 10 23 it's still holding out fine um but yeah nvidia not really right nvidia uh huge move to the downside today for nvidia to be honest with you 196 and change coming into play here for nvidia today that's a problem i think you know underneath 200 bucks not great and it looks like nvidia is about to lose another level here and that is going to be this 196 i guess we're going to lose it right here right now and then watch out for 192 193. remember if micron warns of any issues especially with you know the space naturally you're going to have a big problem here with our good friend nvidia [01:47:48] Speaker 4: as well speaking of uh problems uh visbot with the super chat here i like baba stealing anthropic tech so they can release those fable models that anthropic can't because u.s government restricted anthropic now timu fable thanks to baba uh much respect to sean neil hey you know what if we're being real about things if we got to be able to speak honestly um sometimes stealing ip works out really really well for for chinese companies i'm just gonna throw out that for some company that i won't name any names that might have got some ip from nortel that doomed that company and then they took over all of a bunch of their market share it happens and it can be incredibly positive for them why and why baba went downside on the news it is what it is the tip for tap between the u.s and uh the u.s and china we're gonna go to adera one minute till the imbalances uh still going to the upside here is micron but remember if they slap a big cell imbalance on this it could drop 20 like that [01:48:50] Speaker 6: adera keep an eye on intel here guys intc nothing massive but the information reporting that sambanova which is an ai chip startup that intel's backed as we've discussed in the show previously i believe anyway sambanova here reportedly said to quintuple its valuation to 10 billion dollars keep an eye here though on cbrs as well cerebrus below that 185 issue price on a very very poorly received earnings report its first devil as ever as a public company in case you guys missed it cbrs below 185 that was the issue price currently trading here at 182 60s new all-time lows for a company that went public just [01:49:26] Speaker 3: over a month ago yeah well i mean we're hoping that doesn't be the same that's not the same case for spacex but uh it took a month for cerebrus to get uh back down 185 was the initial ipo price yeah well anybody holding on to those shares now do not have a nice run in them and now we only have 10 seconds until those imbalances um remember so i'm gonna watch here we're gonna go to amazon i'm in right now we'll see what winds up happening with this one and here we go three two and one and now we'll like to see some action must be a sell on oh nope i know back and forth up and down uh right now so we are nvidia is a buy yeah so there's nvidia with a buy that's a nice little buy there yeah kicking it upside there for nvidia oh we had that's hilarious i had a small small bid there on and or offer on nvidia that we'll just get out of right now uh do no damage on nvidia but we did have a little bit of a short we don't mean to be short there that was just an order that we had forgot but for right now it's amazon and that's trying to go a little lower i don't know if i even see it on here google's a bid a little bit as well so there goes some google uh going to the upside ethereum sell side and there's the total number all buys so that's good i don't know what that's being led by i guess gdx is a buy bm i guess it's just nvidia pretty much walmart back to 120 or so today i saw so that's good we just got out of our um nvidia no damage done there um intel buy yeah so not much going on there we are long in amazon right now just off 235. yeah well looking at the amex names you saw the big numbers [01:50:52] Speaker 4: yesterday probably socks but nothing too crazy on gdx i mean gold miners are you would move with gold a little bit but no that's not enough moving you need to see some really big imbalances to care uh rishi i'm not in anything i'm not looking at any imbalances nothing peaks any interest so if you want to look at smr we can look at smr it's been perfect off of ten dollars but oh no why is that blue ocean it's in perfect off of ten dollars but if you can't hold on to that the actual double bottom low on the daily is just underneath nine with the way that the market is sentiment downside if you lose the bottom tomorrow on this i guess it needs to break 980 as well but yeah you lose 980 i expect you can see the nine dollar level i just feel like the names that don't make the money are going to be in trouble if we get so if we get like a nasty continuation with the sentiment that we're seeing because the kind of name that can come under pressure i like this better if it continues holding the 10 and it can break the 50 period on smr but you know what you're getting with this smr right like it's it's a shot play like it's it's something that hey sure it could go 10x but if it goes to zero should anybody be surprised i wouldn't be surprised if five years from now there is no smr or no qbts or no ion q or no nne uh there's certain names that you might like better than others but i think as long as you understand what they are but that i'm sorry what was it sorry i just heard that intel thing again and i was trying to go through i didn't quite catch it because i all i heard is quintuple but i didn't get the full story uh there with intel [01:52:28] Speaker 6: it's um yeah that's it's the start of their backing and they quintupled their valuation from two billion to ten billion so it's not a massive story it's also reported by the information which you [01:52:37] Speaker 4: know is like but either way guys that's the deal okay so a bit of a nothing burger there you're still figured i mean yeah we'll still be we'll still be much more focused uh here on micron seven minutes until their earnings supposed to come at four o'clock so we'll we should see that more or less right away um if they don't come out then it's delayed we'll probably try to stick if it's like a minute or two uh for sure because the market's going to be interested just keep in mind remember it's not about the top and bottom line i know people are going to care oh the eps beat by blah blah blah blah revenue beat by blah blah blah margins guide guide margins whichever order those come out that's what you want to be focused on i think that's what's going to cause uh the larger moves if if it's going to go 13 i believe is the expected move then it'll be because of the 13 okay uh adara [01:53:24] Speaker 6: 13 micron expected move um i will check right now micron expected move coming through here is 11 and a half percent they do tend to move as like which i don't put them out a lot because they they change so much 11 and a half percent right now no no i might have been i think i was thinking about three [01:53:41] Speaker 4: bruce yesterday was 13 expected move and so yeah there you go 11 that's why we have the same difference the same means look same thing but just to get it right yeah micron right [01:53:48] Speaker 3: now saying hold my beard everybody at this point um as they are just ripping to the high side right now so congratulations to everybody that is trading on some micron right now as that is getting excited to the upside there 133 a 1033 coming in again for micron as it just continues to blast higher so um yeah it's definitely worth a look here into the close you know dara has that out the number out there on her board you know what to expect from micron um lots of lots of big expectations for them and you know it's going to be interesting to see what winds up coming through i mean just take a look here at sndk quickly for our last second trade uh on this one we can have a quick little look sndk down 2.7 as well but they had that move when micron was getting crushed down to 1850 so you know you definitely know that these two are going to be tied at the hip somewhat today off of that report so we'll have to wait for some sandisk some wdc as well today there's lots of names that are in the space that you got to look out for today including all the ones that we just talked about and should be an exciting ride into the close there wdc down four percent as well but yeah we could just keep on watching micron i mean that number as well will come out right right when it's supposed to and we'll be able to address uh whatever happens to micron very shortly in just a matter of hopefully five minutes when it comes out immediately we'll stay back uh and see what happens there for micron just real quick [01:55:07] Speaker 4: yeah exactly that's what it's all about and um if you're someone just said their stream is like just hit the you hit the live button and it just always refreshes like it's right here you just go bam that's me and you hit live and then you don't want to see me infinitely but that you know we'll be as real time as possible youtube always has like a few seconds of delays not much you can do about that but uh join the party everybody for now we're getting a bit of a bounce the market's gonna close red there's four minutes for it to get half a percent i just it's not gonna like it's not gonna happen the downtrend held all day long with the exception of what's happening right now on the bid of micron and of course uh DRAM a lot of people are saying hey are they gonna do a split are they not gonna do a split i who knows you know whether we think i think they should do a split we had someone in the chat today asking well how can you short micron if it's restricted and it's possible that more people would have enough in their account to be able to play in either direction or sell covered calls if they were to do a split but that doesn't mean the company cares they don't have to care look how long amazon didn't care about doing a split and then eventually they did and it was much better for everybody but uh micron at some point i think they will whether or not it's this quarter sandisk obviously should do one as well if we're can't say micron should do a split and sandisk shouldn't uh those guys definitely are in the same boat and if you think it obviously the bounce and micron here is nice like if you think that was okay off the bottoms uh sndk got all the way to vwop here not nearly uh as in play as micron but if micron goes 11 to the downside sandisk is going to do at least half that minimum in sympathy so if you're in this stock you if you're in this if you're in d ram uh then you're going to be sitting on the edge of your seat uh tonight for those margin numbers from micron because you don't want that coming under pressure then they're going to be under some pressure on the rail i agree with you i agree with you on this the market feels different the last few days i agree well yeah i would agree yeah that's there's something about the there's something about the way that you know we're getting these you know the the buys off the bottom in the mornings like the way that we're reacting to that like when we're at lows and looking weak and we get that v-shape recovery to lose it two days in a row and head back to the lows yeah that's different we're accustomed to if you're making lows and gap down and we get back and v-shape it it's just a long in the afternoon or so long at some point no we're just holding trend down each time that happens and that has been distinctly different so i would agree with you on that hey micron has the power to change that too you can be all doom and gloom you want but micron could easily change that narrative by having margins way better than everybody expected and maybe the guidance is like even just like otherworldly that's that's very possible as well so yeah it's been a little bit different here the the dip buyers have not been doing their job they do it in the morning and then they just kind of take the rest of the day off where's the plunge protection team yeah well this is not plunge [01:58:15] Speaker 5: yeah we're not low enough for that yeah no nothing's going on right now um yeah the last big earnings [01:58:20] Speaker 3: report uh from any major company will come today and then there's other ones coming but the one that's you know really going to be focused on micron broadcom you know that's normally a late reporter as well but micron definitely kind of like to start again we have july 29th uh sorry june 29th coming up with uh bank earnings again so you know those we're getting ready to get back right back into earnings season but yeah micron making fools of anybody that shorted like me but we got out right there so so far so good on that one with less than or now just about a minute left make sure you do cancel any of your orders that you have out oh and um yeah on amazon again man ah just a cup of coffee again like up up up down like you know so we got out once that broke 235 there goes amazon to the downside on those imbalances right so you got to be careful on any kind of imbalance trades and um there it goes so nvidia also trying to feel some kind of ways about that as it's starting to bump back up there that's a nice little trade wow through view up 10 40 now on micron yeah micron is absolutely ripping uh so is nvidia finally back up there 199 so man we're gonna be moments away stay here just for that micron number we'll get it to you then we're out of here 10 50 right now micron just ripping people's faces off into the close those who doubt it will micron get green in the next 20 seconds i know that sounds crazy but it's most likely to happen maybe uh before we actually close so there's micron flat on its earnings day minus one earnings coming out in 10 seconds or so for micron and we want to thank of course right there beta pro make sure you do scan that qr code we want to say thank you to beta pro for their sponsorship of the closing bell and yeah man it's been a good one that's for sure um we'll wait for this you know as soon as it comes through we'll be able to watch out for it we'll see what micron wants to do right now it's 10 47s we'll wait for it to come out once it does man you're gonna see this thing flying around we say go canada today as they're faced facing the swiss in vancouver that should be a good one get them you have an early practice i got a late game eight o'clock to 10 30 tonight um so that's a late one but that's a light baby yeah yeah every game baseball under the lights is fun yeah and they have real good lights they're at high park so uh but here it goes man 10 52 right now it's going it's even pushing more yeah green on the day now is micron 10 54 10 55 the numbers are not out yet or else we would have them you're gonna see a very much violent movement in micron uh as soon as it comes out so looks like it's getting ramped up man a lot a lot a lot of volume going through right now on micron uh into the close yeah a lot of volume considering all of [02:00:51] Speaker 4: this is uh about to get either squashed or be heroic for all the buyers and you're even getting a little bit of acceleration in the tape uh so earnings are out at dare what do you got it's not moving it's not moving yet now we're headed down side 10 30 back up to 10 50. let's go to adair i have the official [02:01:12] Speaker 6: report here guys revenue 41.46 billion that is well above estimates of 35 billion and basically double more or less the prior year of 23.86 billion gap net income about eight dollars above estimates you're operating cash flow more than double what we had last year margins here which i know we want to talk about your gross margin coming in here at 46 sorry 84.6 percent now last year it would have been it looks like one two three four uh 74.9 so it looks like your over your growth i'm literally reading off this thing live so either way it looks like your over your margin growth as far as i can see here revenue growth uh for some reason this is only showing me sequential right now it looks like the way it looks like sequential revenue growth across all of micron's segments here q3 um 2026 nice look here for m u uh yeah guys i strong report across the board i'll see if they have guidance here i'm gonna have to go uh through this for you guys live guidance okay q4 2026 revenue guidance 50 billion dollars plus or minus 1 billion so they're guiding 50 bill in revenue here gross margin of roughly 86 percent operating expenses of roughly 1.86 billion diluted earnings per share 30 dollars and 73 cents per share plus or minus one dollar so massive guidance massive beat here well above estimates across the board for mu what else is there to say good look yeah hit that 10.90 now come back it's it's still [02:02:39] Speaker 4: holding in the green we thought 11 11 was the expected move you got three at the top and now just about two so i don't know it was a great report i would love to see a little more exuberance it's bringing the market to the green too the nasdaq just ticked uh well the nasdaq ticked green for a split second and just sort of came back it's just moving along with micron and sympathy uh you're probably going to see sndk moving around as well but you can't point to the numbers as being bad i promise you that um find me i didn't see a single negative thing there on any misses versus expectations uh for micron but the disappointment said you're not more than three or four percent upside here here comes eleven [02:03:18] Speaker 3: percent as you do finally go three or four percent but yeah i think i think there's more to go here you know nothing to worry about with micron it doesn't look like bye bye see you later congratulations uh to all that took micron and it's just like i was saying man sometimes we're thinking so negatively that it's just going to be good and i i don't know if this holds tomorrow but uh i'll see everybody on monday i won't see you for a few weeks so good luck uh obviously in london and good luck in vermont baby yeah i mean we'll be a fun first time i've ever been use that lsd uh lsd you use the lsd i'll use the fsd uh over there to get there whatever hey whatever yeah yeah whatever you guys want to do is fine by me but uh we won't be doing any lsd so all right safe travels over there in london and uh good luck with joey tomorrow thanks adair thanks everybody man as micron puts out and you know 183 right now ten thousand ten thousand one thousand eighty three dollars right now there it is [02:04:11] Speaker 4: freudian moment ten thousand go canada we'll see you guys tomorrow at 8 a.m we'll see you everybody