About this transcript: This is a full AI-generated transcript of Why a Hawkish Fed Hold Sent Stocks to New Highs Before Big Tech Earnings — Stock Market Live from TraderTV Live, published July 30, 2026. The transcript contains 33,467 words with timestamps and was generated using Whisper AI.
"war asking for my family members in service uh do you want to take the options road on this perhaps maybe how do you feel good about making money i don't know i don't know man you just don't feel any way i guess like some of the questions i read through some of his super chats brother i don't know..."
[00:00:00] Speaker 1: war asking for my family members in service uh do you want to take the options road on this perhaps
[00:00:06] Speaker 2: maybe how do you feel good about making money i don't know i don't know man you just don't feel any way i guess like some of the questions i read through some of his super chats brother i don't know you have maybe become a politician that's the way you can only really influence what's going on other than that i there's nothing you can honestly do man in my opinion well yeah
[00:00:25] Speaker 1: well you're absolutely right i would say look you know i don't you don't have to be emotionally attached to the investment the investment is what it is right um are you talking about maybe investing in military names or oil doing the opposite things that are specific to the war because he's talking
[00:00:43] Speaker 2: opposite because his first was like what stock can i invest in to prevent death and destruction asking for a friend like i don't know man well i don't know how much money you have brother but i don't
[00:00:53] Speaker 1: think you're going to prevent death and destruction i think that's going to be independent of any moves but yeah look man go to the go to the good stuff right find out exactly what the market leaders are in every specific the sectors that you're interested in find out what the market leaders are do some charting find the good technical levels to say you know it's bounced off this area multiple times or if it's cleared it it used to reject this area multiple times set up orders there remove the subjectivity out of it remove the emotional component out of it so that you're able to make these investment decisions even when the market is red even when it's bleeding and it looks like you know it's the end of the world take the subjectivity out of it that's what i have done that's what i've been doing and that's what i'm going to continue to do throw in the orders set it
[00:01:38] Speaker 2: and forget it joe anything before we roll no that's it man let's roll let's roll it on over
[00:01:43] Speaker 3: have a good one guys what's up everybody yeah the moral compass of investing uh always questionable we had we had some people on uh earlier uh in the show's history yeah that they were like i'm never investing in meta because i don't you know like social media and there's people that won't invest in altria or philip morris things like that because of the alcohol and the tobacco aspects of people that won't invest for the defense companies weed names which probably a good idea not to invest in weed names anyways um but you are better off planting your money in the ground and seeing if it grows weed than expecting money uh from those investments but yeah i just think it's a moral question and if you um you know unfortunately the economies do tend to kind of expand during wartime due to the fact that there's more industrial production and yada yada and yada yada yada yada but if you're but
[00:02:36] Speaker 4: if you're a trade just gonna say this if you're trading like the themes are the themes like if you're if you're trading oil because the market's moving that that's just what you do sometimes financial crisis taught you that yeah a lot of traders will tell you that 08 was some of their best years for trading but everyone else sucked in the real economy but we have 10 minutes to go okay what's
[00:02:55] Speaker 3: happening well nothing crazy interest rate oh yeah you meant that percent chance we are that thing we are still long so far i think the best thing so i'm getting out of all these positions right i mean there's a so far long at 15 there's the sk hynix which is three dollars and 50 cents in the money so we'll go those were good ideas but it doesn't matter at some point we got to empty out uh the clip here ahead of the interest rate and just to give everybody a warm welcome this is what neil and i are expecting in the markets expecting it's a 70 30 70 chance that we do not get a hike um and 30 chance therefore that we do so it should be interesting we'll watch out we'll follow the u.s dollar we'll follow oil neil mentioned gold and silver had a little bit of a move there in the middle of the day so we'll talk maybe a little bit about that as well and we'll go over the desk right now with
[00:03:39] Speaker 5: adera we're going to talk here guys about what to expect from the fomc decision which is now 10 minutes away just setting up all my screens here as neil and sean mentioned about 70 30 chance your 70 chance to get rates held 30 chance of a hike it's interesting too we had actually comments from feds sorry not feds um neh or nick national economic council and white house economic advisor kevin hassett and he came out here probably around a half an hour ago and said that he believes fed chair wars will quote do the right thing which he didn't specify but very likely means that he believes or would like the fed to either cut rates or hold rates in place now it is worth noting of course as we know he's only one person fed chair wars is the chair of the fed but there's also 18 other individuals and 11 other voting members so just to recap here what we are expecting we're going to get that 2 30 p.m conference that'll be kicking off that'll just be fed chair wars but then at 2 p.m proper we're going to get that rate decision again 3.75 percent is what we're expecting we are expecting rates to be held in place if not we could maybe get a 25 basis point rate hike but that is again on the lower end of the probability scale other things that i want to go over here before we send you back to sean and neil for like the nine or so minutes left until the fed decision i will take you guys through the number i will take you guys to the conference once it starts at 2 30 p.m and also alongside the number we're going to be getting a rate statement so usually what we'll see is any changes that were made from the last statement versus this statement so what we know for that june statement the first statement under the leadership of new fed chair kevin warsch we had a lot of changes because he was new and he really wanted to take out any forward looking statements now that this is the second meeting there's a chance that we see less dramatic changes but there's very likely still going to be some changes between this statement and the prior one so don't worry i'll take you guys through all of it here's a reminder of our voting members for the fed right now as well so of course you have as always your seven fed governors then you've got feds williams paulson logan hammock and cash carrie now it's worth noting these bottom three actually voted against the majority at the april meeting so they are potential dissenting votes we know we actually had a break from dissent at the june meeting no dissenting votes we'll have to wait and see if dissent returns to the fed with this july decision i will see you guys in about eight or nine minutes ahead of the announcement back to you
[00:05:56] Speaker 4: thank you for that in depth there just rocks it i mean all day every day but uh especially on a fed day uh for sure just very quickly because i'm getting out of position too so i just break even stop on dram i like to be flat going into the decision it's three o'clock obviously sorry uh two o'clock obviously and we're expecting how sure we're expecting i'm expecting no change but it's still 31 which yeah go ahead which is a little bit you know this is unique it's a bit of a decision here and we actually had a vote in our poll with the viewers and first of all i just understand that when we do our polls unscientific in in the morning 75 said no change 14 said raise and i'm going to assume 11 were trolling um with the lower but at least a few of those are probably trolling if there is those are the people that are long yeah exactly but i would imagine quotes break we said this before if for some reason they were lower you wouldn't be able to punch along the quotes would just break in my opinion because it would be such a panic we've got some sofi action there uh yes
[00:07:02] Speaker 3: exactly um subjectivity bleeding remove yourself from situation money good job guys yeah all of that yeah so thank you uh agb you know you know if if you're in a situation that you don't like remove yourself yeah i think that's very good uh advice thank you and i don't know if that was in reference to let's be something from the midday maybe uh okay so just real quickly here this is the us dollar right right right now they are obviously expecting a rate stabilization we're not expecting a rate hike remember if the market i think you can actually and you can't really trade the dxy while i mean depending on what account you have dxy is just a dollar index not necessarily something they're going to be able to run in there and trade but i think you could trade the us dollar long if there is a rate hike it creates better yields for the us dollar and you could see the us dollar go to the upside what what does a strong us dollar do therefore to the market a strong us dollar brings the nasdaq and the es to the downside okay we talked about foreign investment and you know repatriating some of the money back in we've seen the nasdaq go on a rip when the not when the dollar falls down right so um not really too worried about any of the positions that we have left on board here with five minutes to go we are going to watch the dollar that should give us an idea potentially of what the market wants to do we're plugged in adara's plugged in we'll be trading live for you here whatever winds up happening uh you're going to be in the right spot i no idea i know adara is waiting i don't know if you saw anything on gold up there adara but we really took off on some volume spikes here around 12 30 so that started that little spike higher again you know a hold in the rates gold does not pay any kind of a yield so maybe you know people a flight to a little bit of safety here also silver bumps up there um so more of a flight to safety i think with gold bitcoin used to be something that we used to call a flight to safety but not really anymore so if if traders may be nervous heading into what is five minutes from now i could see that might be the reason why gold got bumped there but you know neil and i both looked for some news and we just talked to a darren uh unfounded right now on why gold uh made that move
[00:09:06] Speaker 4: higher but it does put them on the radar like i don't know that i was planning on having a look at silver in the afternoon but absolutely now if you're going to have this kind of movement again maybe some last minute uh housekeeping someone decided they want to risk off or somebody knew something and is ready and locked and loaded to go so silver is going to be on the radar remember if if it comes as expected which is no change then it shifts to what the verbiage is going to be from morsh and there's other ways that they can combat inflation they can reduce the balance sheet there'll probably be questions about that so i would suspect as per usual assuming we don't get a rate hike uh here that that 230 when all when he's on the podium that can be when a little bit more action takes place so you know if there's no change you might get some of that rubber band aspect where you get get a chance to maybe like some dip and you know bounce something off vwap there for some scalp trades and then at 230 could be the real juice all that assuming we get as expected which would be no change but if we do look if we do get a rate hike i i would expect iwm to get smashed uh look at some small cap the mid-cap names that might get uh might get hit like solar names could be in trouble there as well anybody with a lot of debt a core week could be in trouble like you that's what you want to think about if we were to get a hike which again i'm not expecting but you want to be prepared
[00:10:27] Speaker 3: for that eventuality i mean we just mentioned bitcoin just real quickly and maybe there is something happening yeah it's like it's drifting a little bit of a drift higher here with only three and a bit minutes left uh before the rate we can keep on updating this i don't expect really uh this is just looking at fed fund rates and uh the money oh it's not even updating anymore on the refresh oh here it is oh oh three minutes 20 seconds so maybe they've taken this down so uh all right we'll just um we won't worry about it it was 70 30 and i don't expect any change over the last couple of seconds so here we go man we're gonna watch out for bitcoin you're gonna watch out for the spy and what winds up happening there just some little target areas with okay maybe my whole system seems to be slow just some target areas if we do start to uh move around on the spy you know low of the day 732 we're still flat on the spine no we're down 0.7 right now so um oh yeah right there so down 0.7 on the es we'll look to see if 732 gets taken out and then you know a breakout on the high right there break of 737 i don't think like neil said the machines might get broken if the market uh is a rate um hike or lower i mean i think i think we'll just hope that we'll cross our fingers and we'll hope that quote told out okay here because the market's going to get inundated with volume pretty much asap so we'll look at a 737 break higher um or you know a low break of 732 if it comes as expected no change then that will be seen as i guess somewhat dovish right i mean more positive because the hawkish move would be to raise rates so a dovish play probably spikes the market a little bit so let's wait to see man i think you go long on no interest rate movement and definitely um you know hold on to your pants a little bit if it goes either way north or south on that way so we're
[00:12:14] Speaker 4: if they raise rates get ready for the brown pants make sure you're wearing those if they if they do raise
[00:12:18] Speaker 3: yeah yeah i don't know i don't know if it'll be so so bad i think temporarily i just feel like most
[00:12:24] Speaker 4: people aren't respecting that like it's been 30 to 35 chance and even when we talk to our viewers or
[00:12:30] Speaker 3: anybody they don't think it's happening oh no we got it we had a little early a little or jerome we know what he might try to get involved over here jerome this is no longer your show my guy yeah we're no kevin's show is jerome part of maybe the task force is here oh there's powell oh there's worse worse got the block no no no there was no foul there worse got the clean block on that powell so we're getting excited here and you know yeah exactly jerome stay out of this uh people in the chat saying right there but that's why warsh came in and said task force this um all right we are one minute away adara's plugged in let's go over hi guys i'm here to take you through the fomc decision
[00:13:07] Speaker 5: for july 2026 once again we have about 70 percent of your market participants according to the fomc i guess the fed watch here see me fed watch 3.75 is what we're looking at so we're expecting a hold then again there is roughly 30 percent or up to 30 percent of participants expecting we could get a hike no expectation for a cut unless you ask white house economic advisor kevin hasett who implied that there could be a hike or sorry a cut earlier today we are expecting either a hold or less likely there could be a hike so yeah just go over this we're going to get the number i will give you guys what i see of the statement i'm also going to show you guys what the nasdaq is doing as well as the us dollar three minute charts for both as we get this number 3.75 is the number we're looking for 3.75 to 4. that's what we really want to see if we see anything above or below that it is going to be notable so stay with me guys as we have your july 2026 rate decision in three two and one waiting to hear what that number is no change so as expected no rate change 3.75 remains i'm going to wait to see the statement as you see the statement i'll keep you posted push up higher here in the nasdaq you have a drop here in the us dollar and kashkari logan and one other individual actually dissenting so we did have apparently three dissenting votes nine to three once again we have a dissent in the fed i'll get an update once i hear more about who dissented but again you've got a nine to three vote to hold rates you have a move up higher here in the market and a drop in the dxy as i see the rate statement i'll
[00:14:40] Speaker 3: come back here back to you i die here's the us dollar i mean i'm glad we talked about it oh my god what a move there the us dollar straight to the downside that should ignite a little bit here in the nasdaq no change that's i said that would be dovish so there it is no change look at the us dollar nice move to the downside now we look at the strongest stock out there apple i thought um if apple breaks a high here then i think we can try to go long and that's sort of what it's doing right now there goes somebody use something yeah yeah there goes yeah there goes aapl what's going on with silver well
[00:15:10] Speaker 4: i'm just saying like look at what look at the move randomly in silver and then look at the break like the market did go but come on like you just had a dollar move two points up there in slv this is what the nasdaq did like it barely went half a percent to the upside so gold and silver doing the opposite of what the dollar has done here there you go there's gld uh the miners probably looking pretty good i'm going to guess ibid probably wow ibid was trending up uh sure that's looking pretty intense look i was i already told you guys i was going to prepare myself for the the odd chance that they would have raised rates and that would have been punch short on iwm had they raised because i think that would have been a big opportunity obviously the ideal um goes the other direction so a full percent up for the russell of course small cappers really care all right a little bit more about the i um yeah
[00:15:56] Speaker 3: exactly i just took apple i'll talk about neil mentioned small capper i punch into the largest cap name period out there um we do um we do we do get get involved with with uh sofi nice upside play man will take 75 cents every day there but here's the play man i just punched into apple you know again name that was up one and a half percent we did talk about you know the fact that they were upside we did like the fact that that was a dovish report there um the only problem is just because it was an interest rate hold you know we're waiting for the talk right there's gonna be prepared speech let's go right now i don't know if we're gonna have diamond hands on this or not but it's a nice move high side right there take a piece out there on that and sk hynix just ripped up but look what we just did right before we exited stage left on our sk hynix so very very small piece left there and kept a little bit of play money in sofi it took advantage of some of those moves as well but we're not going to be in this for a very long time if this breaks back down below we're just going to stop out you know we thought that maybe apple did have a chance to go right now it's going we just took 20 or 30 cents we'll take it again for a little piece out if it comes up to 20 again and then we'll just let it ride and see how far apple can take us into hopefully what is a good press conference and i think i'll be stopped out or it'll either go before then but of course that's at 230 yeah there's a lot we just gotta wait you just mentioned that silver was going we could have a quick check on gold i'm not chasing that look at this as we said like you know it's not even and neil said something like somebody knew something we all knew something it was 70 chance so like you know to get long gold there we both talked about that that was a good possibility but the thing is i thought gold might have spiked up on a rate increase um not necessarily on a hold so yeah that's moving around right now we can go over to adara
[00:17:38] Speaker 5: what's up reminder guys you had hammock logan and kashkari descending in a 9-3 vote to hold rates the three that dissented actually wanted to hike rates so that's the render of the decision i'm not seeing too much in the statement which implies to me there probably wasn't too much of a change in the statement now apparently they highlighted strong productivity resilience and job growth and ongoing ample reserves within the banking system within that statement once i actually see the full look at this statement versus last statement with any changes i'll keep you posted but again the fact i haven't seen that yet implies to me there probably weren't too many big changes they did apparently describe economic activity also as expanding at quote a solid pace with job gains quote keeping pace with the workforce so nothing too wild lots of pacing as you can hear if i get anything else though i'll keep
[00:18:21] Speaker 4: you posted exactly hit the like hit the subscribe as we come back in here i do suspect rubber band is usually the way to go so don't want to chase the move in slv but if it comes back into the prior high that's 52 and a half that's a good spot to have a look just to see where we can buy some dips at djt up before i do not need that who cares i'll put up ibid uh just in case i only wanted the iwm was the other direction so i think now it might be a time to figure out as well what did not go like what's weak obviously not no not dram that's for sure so probably not sk hynix you want to look at some of the chip names that have been beaten up the most sk is coming back i mean i just got filled yeah micron couldn't break out the top maybe i should be maybe i should be shorting dram yeah i'm going to take a shot short on a dram here because i want to look for something that looked relatively weak i see micron beneath the lows the short this one give it to this prior wick yeah i like
[00:19:16] Speaker 3: the dram look over there um as we just try to get a little bit more like we said i think that was a pretty dovish uh call there by holding it so we're good to go there i did take advantage of that sk hynix move back in i'll bid some 128 25s or so uh sofi is doing fine we're almost out of all of these positions my biggest trade right now is on apple i have like five times the shares on apple that i do anything else right now so uh big move there on apple not a big move but we'll take it we just got 50s there so you know oh we just got what 50. uh okay so now we'll wait to see if we get a little higher here it's 50. uh we'll go a little high side now there's 50 cents now we're one to one on the trade or so so you know we're out of half no not actually sorry right of only a quarter right now but i'm going to put out another piece right here there we go we take 50 uh and there it goes to the outside we want to thank all 8 000 of you watching right now hit the like hit the subscribe man we've been doing it we've been doing this for six years right now um and probably six divided times four right we've been doing this before yeah i mean talking about 30 plus uh federal interest rate announcements uh there's the move down on the dollar so no surprise there trying to battle back let's get this dollar even lower right now and let's rip apple to all-time highs it's already at all-time highs right now as we get a little long in the tooth here on apple not even a huge move man i'm gonna get i'm gonna take out another piece here at 40s if we can get it just trying to like make a little bit of cash here on this play and then we'll we'll rearrange it because like i said we've got the experience and we've seen so many times at 230 whatever that very first question is and normally it comes with my guy right here jerome right but we don't know i'm not even sure how wars is going to handle some of the questions so it might be time oh no is he getting blocked again um it might be time to you know exit out of some of your positions i'll tell you how he's going to handle yeah and then uh rework it in a minute uh go ahead neil then we gotta go he's gonna say we got a
[00:21:08] Speaker 4: task force for this oh that's what he's gonna say i just hope that adara doesn't join the task check the betting odds apparently he's also not gonna say good afternoon that was yeah because the odds of him saying good afternoon are pretty low so i've taken like one scalp and a second one we're going to look for in d-ram but i did buy the dip in slv because on some strength we're going to go to dara get another update so we'll see what's in the statement here yeah and what's in the statement
[00:21:31] Speaker 5: neil is pretty much exactly what was in the statement last time i actually heard one account described this on x's quote the pithiest change here red line that we've actually seen when we say red line we mean that crossing out words that are removed and red font for words that have been added so as you guys can see really all that was added was i guess the change here in terms of the vote so as you can see we actually have obviously a nine to three vote versus a 12 to zero vote last time that was changed they also changed the reaffirmed its policy to is continuing its policy and then they added of course the mention of the dissenting vote pretty much nothing changed so if we were expecting kevin warsh to give us any sense of what the fed is thinking looking forward which we really weren't he pretty much was in line with what we were expecting now in terms of how he's going to answer questions if you watched his semi-annual monetary policy report which i can give you guys the link to my rundown of that on x in the chat he didn't really answer any direct questions and he didn't answer them directly he behaved the same way with other central bank leaders in that forum that was moderated by sarah eisen at the ecb earlier this summer where he also said yeah i'm not going to answer any questions like that and it actually got tens at times so if we are expecting any kind of you know straightforwardness from him i wouldn't expect that i would expect that we're going to probably get a little bit more evasiveness and again i don't think he views it as being evasive he just doesn't want to get the market excited one way or another let's see how the market though reacts to whatever he gives us i also want to mention unfortunately more news out of the middle east i am seeing some reports from far as news in iran that israeli forces are pushing towards the al-rakad valley inside syrian territory so if i get any more details i'll keep you posted oh we don't need that much i was gonna say
[00:23:10] Speaker 3: i might just get out of this throw a wrench into everything yeah like it's not we we got to now wait and the market's really not reacting at all right now to this interest rate uh hold right i mean as expected it probably just fades back out we we now have to like the long is going to be once he takes the podium so i'm prepared to stop out uh of this trade and yeah i mean we will lose slightly on it but you know nothing too crazy um you know when we lose we lose when we win we win he'd like to tell you about it uh so we did go long there and now we're going to wait to see is d-ram making a move
[00:23:42] Speaker 4: you have your hand up over there well i i just i took silver but that just came out i'm going to hold i have my hand up because um am i the only person who had to look up the word pithiest oh yeah that's
[00:23:50] Speaker 3: what i was gonna say i have no idea what that word me and neil looked at each other like what did it
[00:23:54] Speaker 4: dare just say pithiest is a superlative for form of the adjective pithy meaning most concise forceful and full of meaning not only did she bring you the news i think someone tweeted that out well yeah i
[00:24:04] Speaker 5: quoted it but i like the word which is why it stuck out yeah well i know what dare i do i know you know what everything means i love but it's a fun word traders don't have very good vocabularies i know
[00:24:12] Speaker 4: what a tank is i know what a rip is i know what a stop order is i know what long and short means and all that kind of stuff but pithiest i read too i'm just keeping it you just read the definition
[00:24:23] Speaker 3: and i already forgot it well that's that's fine i don't that is perfectly fine i'm not i'm not
[00:24:29] Speaker 4: i'm not even gonna hate i'm not about that i'm not gonna lie about what i do around here just very quickly a few other things to watch for i know we've looked at gold we've looked at silver we've looked at the us dollar uh here's tlt dropping like an absolute rock that is the tlt is the 20 year treasury etf so you're seeing that fall like an absolute rock another way that you could uh you could always just be looking at a pair for the usd like you could look at like euro usd i suppose would be one way to do it here uh if you wanted to um but sean's already shown that dollar uvxy so that's another way to look at volatility with the vix that's heading into the downside kind of confirming a bit of the upward trend when i looked across the hood let's just go like some of the regular names like small move in nvidia like i just this is why i'm like skeptical about the chips i was saying before uh micron underneath the volume weighted average price doesn't really look uh that big i just saw lindenmeyer saying you know look at the move over here at amd oh look at google oh my
[00:25:26] Speaker 3: god alphabet probably yeah i mean i got that was one of the longs we had earlier today at 333 and it just absolutely took off we were yeah we were short short short then we went long right there on the 34 break and got stopped at once it took vwop right there which is still great i mean we had a great trade there but wow there goes google again to the upside the not pithiest of stocks uh google right there adara laughed so maybe i used that correctly i have no idea okay um that's what that's what we're doing there with google let's just say you did to your point man to your point um we we got to maybe go back and have a look at some other names here because uso uh still up seven percent on some of that news there look i don't think president trump just seems to have no control over whatever israel is going to do so you know with troops apparently on way there we never like to hear anything like that but you know i guess it is what it is at this point so you know watching out to see what winds up happening with us so probably you know worse trades out there than you know protecting your neck again well something to consider with no with no
[00:26:26] Speaker 4: change here depending on what we get at 2 30 out of worship on the podium you know we could go back to remember major earnings after the bell tonight um uso up seven percent oil up seven percent headline driven what reported yesterday you have names like bloom energy like they're like you could go back to some of the themes unless we get some kind of a shock for now the a lot of the bid is holding uh for sure like i'm only in this d ram but a lot of the bid is holding but try to keep in mind we've been in an environment where one headline um one post can maybe shock uso drive the market down if it goes up or vice versa so it's a good place to look maybe the president wants to steal the spotlight i don't know if that's going to be true but we have 15 minutes before we even have to worry about uh hearing uh the fed chair and i'm suspecting i'm really suspecting that with no change it's going to be about the balance sheet because if he signals some tightening in the other the other way i think that that could be a bit of a sign here um of things to come right if they're if they're going to be sitting there and tightening up that balance sheet though they might be forecasting which direction they want things to go because we still have to worry about a cut this year even with this uh keeping
[00:27:42] Speaker 3: rates intact yep um all right guys put some uh put some numbers or whatever you guys want in the chat here we can see if we can uh talk about whatever um right now some stocks whatever you guys want to look at uh there's ibid again nice move up there for ibid so we'll have to wait to see that happen you know post or sorry pre-number post numbers is kind of like whatever uh right there this is two o'clock right here so we already sort of there it is we saw the whole market sort of move up like that you know more more importantly tonight we have starbucks microsoft carvana cmg meta coming later on tonight so look at microsoft they're like hey this was a better one we definitely whoa we just should have taken maybe microsoft but now it's coming back in just a little bit there's microsoft about 1.2 i actually thought alphabet would have been a little you know the name to trade here but that doesn't look like you're about to break lower right now as the market's coming through and then we'll get stopped out of our apple trade right there and um just deal with it i guess at the end of the day because you know we didn't we didn't go ahead and put on a whole bunch of risk but we did take a shot there microsoft doing that we have over 7 000 people watching the first thing i
[00:28:48] Speaker 4: want everyone to do is everybody watching that is not in the chat hit the subscribe button right now so you can be in the chat it's the subs only chat and let's crowdsource this we got 15 minutes till warsh comes onto the podium come to my screen the spy after i should say after not when after warsh hits the podium long or short i'm keeping it really simple if you don't know how it works around here all you do is you type to vote you type a one into the chat that means you think the market's going up s p 500 is going up afterwards it's a podium you type a two in the chat you think it's headed down right now we've already got already got about 40 votes and it's 59 57 43 close to 50 50 so a little bit of indecision here that's right we got no rate height we got no rate cut we stood steady so 50 50 would make a little bit of sense slightly leaning toward the long side slightly but very very slightly we'll leave that one up obviously after 2 30 we can get rid of this and maybe put something up for the rest of the afternoon but you got to be able to participate that if you are in the chat you can ask us questions in the chat you can chat amongst our great community uh you can you can tag us with any questions you might have for us or even for adara like look up this symbol whatever it might be uh so make sure you're in there get your votes in as yeah we're still looking inside the range like the initial spike i'm just looking at d ram but i'm also looking at the queues before we go back up to adara the initial spike is still the high that we have not broken the new range that got made in the market up or down so again inside action until 2 30 adara yeah i just want to go over here the
[00:30:21] Speaker 5: votes that we had at this meeting once again this has not yet been posted on exit tv research you can catch this on exit tv research two minutes before the fed meeting but guys we had to return to dissent unfortunately after a you know brief one meeting hiatus of this from dissenting votes once again we get a nine three decision again nine feds voting in favor of holding right steady so that would be all seven of the governors with the fed president of new york who is always a voting member and feds anna polson president of the philly fed bank then you have three voting against now these three are kind of becoming the deletants of the fed if you will and that this is their second time of dissenting as a group in favor of a more hawkish stance you've got feds laurie logan president of the fed bank of dallas neil kashkari president of the fed reserve bank of minneapolis and feds hammock president of the fed reserve bank of cleveland now if you recall these three back in april all voted in favor of removing an easing bias from the fomc rate statement back in april now they're back here again and this time they're actually voting for a hike so keep an eye on these three keep an eye on true social freddie reaction to this decision because i think this is a pretty interesting look here this again second time in a row that we've had these three specific individuals if there has been any dissent dissent in favor of a more hawkish stance i also want to mention while i'm here no it's a little bit early but here are the implied moves for tonight i just want to get ahead of this because i don't know how much time we're going to have with all the fed excitement so you've got meta qualcomm robin hood arb lamb research fortinet starbucks carvana l3 hairs microsoft and cmg all reporting after the bell i have earnings previews for more than half of these on exit tv research so definitely check those out here i'll be posting this imminently probably right now back to
[00:32:08] Speaker 3: you all right imminent probably uh yeah 218 so 12 minutes away uh right now uh-oh
[00:32:14] Speaker 4: what's that ching ching oh d ram d ram just hit vwap so i was expecting an inside move so we played the top to vwap but i'm out and we got 12 minutes to go here uh sorry i was asking grok something unrelated no it's like i don't know it's not even working i can't load stuff on tiktok i think how rapid the quotes are going is probably chewing up a lot and i got the poll up and all that stuff but uh we'll look for the next opportunity i mean unless we get to a good support where i want to buy the dip before 230 i'm just gonna wait for warsh to come in here i think that's the right decision right decision to get out of slv and hold um and hold d ram there but slv's still looking a little bit strong so you know we picked the one we like the short and i like the long we hold on to the short but i think this will still be the place i look for some kind of a dip so maybe that opening range if we get past 230 uh that can be the place to go uh for sure and we have a oh we have two super chats oh luis suarez wants to take a bite out of palantir yes he does luis every single time you send a super chat i am going to make a joke even though i know you're not that that um you're not that luis suarez uh what do we think about palantir's report going into monday oh my god my first thoughts on palantir is does it continue to hold the trend where the stock price is going down and i don't have a chart of the revenue growth but imagine a chart of the revenue growth it's going up by the way spoiler alert if that continues to grow at a rapid rate while the price goes down something has to give usually those things don't diverge but if that continues i think it's going to be a good opportunity maybe to try to find a little bit of a dip at the prior lows because they've been beating everybody up on earnings cheese and a chair oh the best wire reference incoming the q a session with warsh will be like the police interrogation scene with bird he ain't saying nothing to nobody we want a fed chair that's like weebay like weebay's up there just like hey man he's getting it all yo for for for another sandwich and some taters i'll go another few murders because he was just confessing to everything because he was going in anyways so he was taking bodies for everything so he was going in and he would take stuff off his boys so he would take the fall and all he cared about was getting getting his food uh during that time he was a soldier
[00:34:37] Speaker 5: another good analogy would be like literally every prosecution witness in the young thug trial who just kind of was like well i'll answer if you really want me to but also i don't know i feel like that is also kind of worse too like it's that that reticence that difficulty that he has answering but either way that whatever funny analogy it is i'm so excited to bring his sassy remarks to you guys live we will
[00:34:58] Speaker 3: in 10 minutes yeah yeah we should have that and then um we'll have him i don't know if we're going to show a little video of it i don't know if andre knows that or not no we are not uh okay so we have a dara she'll be coming in live with absolutely everything uh meta tonight microsoft tonight oh just a quick little update you might be like hey how's this guy long at this price so we actually did um get broken out right there i once it broke through 50 we did punch out but we're just holding a little bit is just because um hoping that you know we could find a base here and maybe take off a little bit my new stop rate okay well there it is my new stop right here is 40s so if we break below we'll try it again here at 343 50. it's just been bouncing off 44 so we did pretty good to make back like the 50 cents that we sort of lost there we actually made a little bit on the way up when it first was announced then we got stopped out but only out of a little bit now we just sort of reload it once again here so we'll see if we can get something out in the mid to high 60s and then high 70s uh just because this is going to be like a 20 cent trade so i would i would if i could speed up the time that would be really nice but i do think that this could drift a little lower that's why our stop is now at 40 breaking through the 50 period moving average right there and we'll just stop out of apple and say you know what we gave it a go and then i would probably i'll probably be mad once it rips higher after wars takes the podium but it could also go the other way so you know we'll just play off the you know the sort of indicators that we have and i would almost i think i would probably have done this trade anyways right around this level if we didn't there it goes if even if it wasn't fed day like apple right now nice move higher there takes out that level right there i feel like this is a good long but maybe maybe i stopped that at the wrong spot maybe i didn't we're we're just gonna wait for it see if it actually wants to do something better off i'll be right back to apple trust me i'm not i'm gonna trade it but right now let's get a get away and we won't worry about it what we do you see yeah i was gonna say meanwhile what we've done is sk heinix we actually did a good job of holding this one this was sort of the opposite way around right now as that fell in uh to some levels so you know when that number came out 130 we've actually made two dollars back on this trade so that's why the net wasn't really fluctuating too much but at the end of the day you know you got to make your decisions and then we got we caught we got out and purple means we actually got out of we had an offer there but i got out of more shares than we had offered so i ticked it as a short offer so we did do really well getting out there at 70. now we're trying to see what sofi is doing here on the downside but yeah sk heinix nice move down and there's apple of course now 10 cents higher than where we got out but we're gonna
[00:37:28] Speaker 4: wait for a couple minutes i want to shout out lindenmeyer in the chat because i didn't notice exactly where space spacex bounced today at a 111 which has been your level for a while lindenmeyer uh just some housekeeping if you weren't watching the morning show you'd be like why is this guy short at ten dollars on djt uh so i'll just quickly go over it here is djt here is the resistance above ten dollars here is the daily whoops gotta really zoom in so you can see this better uh here has been the issue at the ten dollar level and just underneath it so topping tail candles on this stock at that price it's just a it's just a technical trade so when it reversed exactly at ten dollars well i should be short at 97 or 98 but i'm short at 95 we'll play it to the low i was actually going to reload in this right before timing wise silly but it did make a lower high but right before the fed that's no point so i'm gonna get some out in front of vwop and then uh probably down around 980 but it's really more about warsh at this point it's i'm gonna have to get used to like i haven't i wish you was speaking right now i haven't made the mistake yet but i promise you at some point today i am going to say um powell or drome and just understand that it's it's still a force of habit and it's not intentional you guys know we mean warsh iwm's not really doing much of anything is silver at vwop yet
[00:38:48] Speaker 3: that's what i want to check slv i i don't feel you're going to make that mistake it's barely falling oh eventually it's going to happen i don't think you will i have more faith in you than that uh really i think so i think you're going to hear a dare say his name enough and then we just forget about we'll forget about uh what's his name again uh bernanke uh greenspan i don't even remember what it is anymore um uh yelling yeah janet is it janet uh there no but of course uh we'll we'll wait we'll wait for warsh neil crash carrie uh yeah you just want someone to say me see did you see who was
[00:39:22] Speaker 4: dissenting crash car wanted to raise rates why is crash carrie even i thought i didn't think he was a voting member man don't trust it don't trust a dude who can't spell his own name neil right okay neil is spelled n-e-a-l-n-e-i-l neil crash carrie come on neil he also um that neil not this
[00:39:36] Speaker 5: neil also that neil has again as i said voted in a hawkish way before back in april so if anyone there was any time neil this neil for him to clip you for trump to say your name live this could be
[00:39:48] Speaker 6: the time i pity the fool that wants to raise rates yeah exactly i pity the fool that doesn't hit the
[00:39:55] Speaker 3: like subscribe button you sounded much better than sia did right over there that was a good one though see i like the energy uh syria how are you enjoying a little less hair now than when i did that apparently you're eating what oh bagel she's having a bagel uh right now okay hey i just heard in our ear that sam altman is to meet with the white house what's what's what's up what at uh right there we'll see if there's anything going on there maybe chat gpt get some sort of early access open ai to all of your government data uh nothing like having you know these large language models access i have no idea what they're doing uh but okay do you want to talk about opening well there's only three minutes we'll just
[00:40:37] Speaker 5: let's stay here for a second yeah i just know why but it's not that big of a deal we've talked about it before okay why is it because they want basically they're like oh hey government you can give us the approval ahead of time right um for these models but we already knew he was going we already know jensen's in washington too uh it's not that surprising okay okay um yeah just real quickly there thanks
[00:40:56] Speaker 3: adara yeah that's what we were talking oh here we go we have a button for that uh thank you thank you very much uh dara okay there we go i barely heard it but sure uh okay so there's a downside move press again if i want to okay thank you very much okay a little bit better uh right there so here's the move down now on the dollar very much stabilized now you know there's that instant move and the thing is is like i'm gonna have to trade this next time like i said we've done over 30 of these things and it's like every single time i see a great reaction and it always just as if it didn't even matter like boom it was 70 chance that this was going to happen you know like we knew that a hold was dovish and that should have happened to the dollar and that is exactly what wound up happening so you know other than trading the actual forex itself which we do have on the platform i'm just not overly familiar with it uh here because we don't really look at it too often but yeah that would have been a great thing to look at sk hynix is kind of falling all over itself a little bit here again so i'm just going to take another opportunity here to sk hy out of this thing um and then just put a bid here punch out a little bit i do have another bid at 126 so if worst case scenario sort of hits i don't even know if it's worst case we're going to take a 126.50 right there that that this is where i'm bidding so we'll see if it comes back in and fills us up to that downside but what we lost an apple there you know just a hold in sk hynix has been worth it so we'll wait to see how low can we go only two minutes left until what was his name again um oh shoot yeah yeah what's his name coming back jr ewing remember everybody jr ewing yeah is this dallas where where's sharif over here jr ewing uh just real quickly man we do have if we refresh this thing hey there he is there's the man the myth the legend himself uh you're gonna see 7 300 but only 600 of you hitting the like button please do yourself a favor i remember i've already promised this to many people it's about a 50 chance that if you hit the like button right now your next trade will be a winning one so you know 50 chance might be worth it i'm gonna refresh this in a couple minutes it's a subscribe as well and it moves up to 60 percent yeah let me see if this yeah exactly so here we go let's see how many people hit it right there all right about a hundred of you so there you go so your next trade it has about a 50 chance
[00:43:05] Speaker 4: of winning so with less than one minute to go i know there's small cap traders out there dfns thank you adam james abroad finally a decent trade tap updates on dfns thank you for the super chat there adam i can tell you that uh the tap is not gonna help it's actually 44. so it's it's halted at 44.2 theoretical auction price is right at 44. it's indicating a flat open uh here for dfns but i mean if you took this breakout sometimes it's as simple as looking at like look at this resistance the second it broke away that's what you do with the small cappers so congratulations to you are you going long or short we don't really know i guess it's too expensive i i make the assumption that if if you don't say you're longing the stock yeah right like to me by default if you say you're involved in something then you're long if you you should be telling people that you're looking for the short uh here and if you're short this then um thoughts and prayers if you're short this name thoughts and prayers yeah
[00:44:04] Speaker 3: thoughts and prayers i mean hopefully you'll be able to get out roughly around that i mean you're stuck
[00:44:08] Speaker 4: up in a halt after it just ran 15 so yeah we'll see we'll see how many eyeballs are on it with worse
[00:44:12] Speaker 3: speaking apparently now it's 2 30 so adair and sia back there we'll wait to see my eyes on apple i think that there's still good positivity in this name up one percent still want to go long you know and i probably will think about punching long 44s again uh let's just wait to see that we do have to get up in the stock to get back upside right there okay so we'll wait to see if there is a move there you know reporting tonight starbucks um you know good mover above 100 bucks we'll wait to see if it wants to hold out for that whoa what's going on there i don't want that up there i gotta take this off uh right there but yeah starbucks right now trying to hold out pretty good we'll see if there's some love coming back into that name for starbucks there he is i thought i asked if we weren't going to show this but i guess we're showing temporarily as he does now i will put that back on what color is that guy's tie i mean there's to be some blue blue okay adara please note that as we've got a blue tie uh right there and we'll see what the reaction to the tie is um and see if there's any sort of relationship with the tie and it used to be that tie gate was with powell yes of course i don't know i don't think that's a thing anymore i don't think it is either well i don't know maybe it is with warsh uh okay so here we go now we're starting to go to the back of the upside just as we had thought as soon as we take the mic now i remember with powell it would always start to try to go because again he was very you know i thought anyways pretty dovish when when he took the mic you can see right now we are starting to move around again if adara okay wow if adara hears anything at any time um then we will definitely have a look at whatever happens here in the market so there goes apple just not much going on nasdaq coming back in as well we'll wait to hear if there's any updates but for right now here we go um the economy is showing impressive resilience i'll leave this all for adara but hearing some stuff in our ear what's our opinion on level two or l2 harris um or or is lii a stock oh
[00:45:57] Speaker 4: that's lennox oh lii okay yeah you must be an l you mean lennox i'm assuming lii um is that lennox unfavorable
[00:46:06] Speaker 3: isn't lennox a um isn't that who my furnace who makes my furnace uh right there i don't know anyways we can have we can have a look at that what's your opinion does this face see the down 20 i guess you
[00:46:20] Speaker 4: got to read the number there what's going on yeah again fun you got to look for you got to look fundamentally what you like about the market is absolutely tanking i saw a bit of a shoot up in oil but in oil but i didn't quite catch it there was some stuff going on adara has us so is making a bit of a jaunt to the upside sorry we'll maybe look at that one a little bit later bit of a bounce in us so uh you got warsh on the podium market heading back down yeah you've got nymex future
[00:46:41] Speaker 5: settling but i want to talk about what warsh is saying here he's talking about the economy show coin showing quote impressive resilience but what's also interesting too as he said as you've noticed this statement like the last statement a lot leaner and it's just going to be focusing on the facts there's already so much uncertainty so basically the implication here of his statement seemed to be that because there's uncertainty in the world and in the market he wants to keep the rate statements as bare bones as possible without kind of giving any sense of where the fed's looking forward so we'll have to wait and see i guess how the market feels about that he's also saying quote there is no soft inflation target and repeating that quote the committee is steering clear of forecasting he also described the discussion which again did result in the dissenting vote as quote collegial so he seems to have yet again good things to say about his fomc members uh but not a lot to say in terms of where the rates will go from here i think the q a should be interesting last time a statement was pretty brief i expect the statement to also be pretty brief i'll keep you guys posted also saying that quote five years of high inflation have left an impression that it's hard to shake that the fed's implicit target was above two percent so implying again that he wants to get inflation
[00:47:45] Speaker 4: at or below that two percent target i mean let's see it sounds a little hawkish to begin with but you know like i i want to hear about the balance sheet a little bit more so we'll see it's it's early oftentimes we'll have on the podium until i think last time at past three o'clock and usually around
[00:48:01] Speaker 3: 3 15 i think we're wrapping up about this particular time you don't know right is that we're sitting here kind of wondering like twiddling yeah a little bit like what is worse going to be like and you know are we yeah like you know how is he going to speak is he going to speak confidently um you know how does this all go this uh war should get appointed by president trump so um we'll just keep on watching as i'm still watching the spy but there's nothing happening so i just want to show you like the nasdaq this was two o'clock we've already touched down you know to these levels so i think the market's kind of unfortunately treating this um a little bit like a nothing burger i don't really have too much to hit off maybe hit fail on you know um extreme action but it doesn't mean that there wasn't money to be made um we talked a little bit about bitcoin and then plus we're going to go over to adara
[00:48:46] Speaker 5: uh i just want to check us okay not doing anything what's up adara so this is really interesting fed wars you got fed wars kind of implying here that the reason that i guess we're having the markets and inflation reacting in a certain way is because quote markets are learning to play the ball not the referee so he's saying that because the fed has pulled back with their guidance the markets are responding in kind now this seems to me for someone who doesn't like giving you know making these leaps to be kind of a leap but we'll have to wait and see if we get anything more from that he's also again saying here though that nominal real treasure uh real treasury yields are materially higher and also saying that even though they didn't make any kind of rate change that there was nothing quote inertial uh so i guess there wasn't any inertia things weren't just stagnant during this discussion or with their strategy but yeah again just to restate that thing that i think is really important here he's saying that prices reacted in real time to incoming information and he believes that's because guidance was reduced so i mean make of that what you will but i thought that was a really interesting point that i think is really revealing about of his strategy and his opinion on how the fed should operate back to you yeah thanks adara i mean i don't think you could have
[00:49:54] Speaker 4: more into at this point more indecision with what the market is doing here initial breakout pulls right back into support we have not like no break of the high no break of the low so you just got to be i think a little bit patient because i think usually we find a bit of a direction here i typed in the chat rest in peace to those that are short dfns it opened back up it's halted upside again it tried to lose the bid but they couldn't so anybody that shorted this as i said godspeed but it's at 47 42 tap is now 47.75 this time it's indicating slightly higher um it did halt down earlier today but i think this is like the third halt and two of them to the upside so this one is absolutely flying uh we're saying capex is preparing preparing the ground for future growth interesting i don't know that that's something i expected him to to be commenting on now he's
[00:50:46] Speaker 3: commenting on um data centers and capex spend or what is that is that what he's referring to there dara okay okay did the fed chair just endorse capex let's go on google and meta let's go on google
[00:50:59] Speaker 5: meta microsoft all them well he's kind of been in this came up actually a lot during his semi-annual monetary policy report he's very much the markets fed chair and some senators and congress people had an issue with that but he made that pretty clear that he does think in that frame of mind for better or
[00:51:15] Speaker 3: worse you know they do say don't fight the fed yeah that's just gonna throw that out this is what i'm saying is what is going on i like that what's meta doing i like that talk uh right there that's probably not my legs are feeling some kind of ways today i just i was swimming and they've actually extended it uh you can swim basically the whole day now so nice i said 45 minutes i was gonna do and i just did it 1750 meters i did or 1.1 miles uh i don't know if that's any good or not but shout out to the swimming people oh i would die swimming one while i don't know it's in a pool it's in a ymca
[00:51:48] Speaker 5: lap yes edera we're just talking about memory prices now like i'm not joking when i say this man is really talking about memory and memory demand it's it's and again he's saying these are the things that the fed was most focused on during the meeting he's saying these are things the fed talked about this isn't just him so you have to wonder i mean i would love to be flying a wall in these meetings but this is getting pretty interesting very excited to hear what the questions are going to be okay
[00:52:12] Speaker 4: i find it a little that's what they're talking about they're talking about capex they're talking about memory demand and that obviously it does make some sense because the triple down effect of higher memory prices is going to be you saw apple raising prices um that's something that we have seen that certainly can inflect uh can affect inflation but probably not as much as sustained raised oil prices but that being said you are getting we're seeing a bit of a bounce here you know what i'm going to get out of djt a break even why because vwop's a thing um and so is the prior day high so volume weighted average price prior day high see you just saw my stop order a break even fire and it fired an order all the way up here of course filling at 95 because now we're really ripping here uh i might have missed a chance at again that capex talk man maybe yeah him liking capex maybe there's something about it
[00:53:02] Speaker 3: i i might just take the overall nasdaq as a long right now i mean we'll go over to the tqqs and just have a quick little look to see like there's it's almost it basically just gapped up right there the nasdaq like that was a boom right there i looked over at apple it's almost back to 344 again all-time highs but what about this take why don't we just try this i mean if you know if the continuation trade happens the nasdaq's down 0.67 i mean there's lots of room to get back up to the upside we've made back everything basically all day right now that dfns is now 49.60 i just heard in my ear dfns and you had appropriately said rest in peace uh there and it looks like i hope nobody's actually short that thing well i'm saying you nailed it i mean at least uh we can talk about that that was the right call uh there now dfs dfns uh thanks everybody for bringing it to all of our attention as it's still ripping hiya all right i'm going to do that on the tq well the tq is doing it right now uh taking out these highs right here right now uh that was i'm just gonna go with whatever that last little move was we stopped there 61.35 all right we're going long 61.35 break uh putting the order in right now
[00:54:09] Speaker 5: what's up adara yeah this is really interesting so we're now getting uh the first two questions both of the same individual at this war sharing and it's continuing to put out this whole interesting message of war saying that he wants the markets to talk to him in fact he was just asked if you want them to talk to you what do you think they're saying but his first response here again on you know get more into this whole unfiltered message from markets thing that you've been saying he basically said that quote we're trying not to interfere with the market signal so he's basically saying that he thinks the market is reacting more organically to numbers now that the fed isn't really giving forward guidance uh he actually said directly quote markets are reacting to events much more directly so yeah this is a really interesting narrative and really i don't think he's going to be straying too much from that narrative or answering questions in a direct way throughout a lot of this q a period
[00:54:57] Speaker 3: good enough um yeah there there goes the futures so we're in this one so new position new position alert we're long on the nasdaq right now on the break higher i choose to always trade with the tqqs so you know pick your poison if you're with me but there it goes nice little upside play there on the tqqs all good baby baby it was all a dream uh there it is so we're out of sk hynix see you later i don't care less about you uh here we go the futures are now ripping man this is a big trade we just called it let's go we'll spin that money train upside down again and there it goes man we went long on the futures and there it goes tqq triple levered so you know i know a lot of people trying to ban the triple leverage stuff but as a day trader we like it we like it a lot uh right there and there it goes nice upside play there on the break of the highs on the nasdaq at least we talked about it there's a play put it in live hopefully you guys are with me on this one there goes the tqqs let's just wait to see what winds up happening man yeah i mean i said i was going to go back to silver
[00:55:52] Speaker 4: on the long trade so that's exactly where i'm going at more or less the same entry price just trying to fill this gap in back up to 53.3 back into the highs but the other place to look if warsh is saying all this stuff uh here's a look at the mags uh if you don't know mags is the mag 7 etf that's also breaking out so if he likes capex spending i feel like he just literally endorsed the mag 7.
[00:56:13] Speaker 3: yes that's what i'm saying like what are we gonna go wrong meta microsoft everything but apple like
[00:56:17] Speaker 4: did he not so on on a pullback if it can hold these prior highs now the only thing is yeah you got tesla in there their capex isn't this big but who cares they're still doing as well i want to see this try to hold a prior day high consolidate up here and then retake the top and then that could be a bit of an entry not really looking anything short after what he just said um i just you think you're looking for entry points silver i knew at this price we liked but the mags could be good uh for sure and just for everyone i know we have some small cap traders out there uh dfns opened back up and is heading lower tagged 50. what so broke out tag 50. every time we're taking 50. 50. tag 50 and now pulling back a little bit df and s so i guess the shorts aren't dead just yet they have some life but uh they better take their profits because you know what can happen with some of these bad
[00:57:05] Speaker 3: i mean i think you hit it with you know the mags you know i mean some some stocks are going to go up some aren't like even apple is not well they're not capex spending um yeah so apple right there darren's having literally the time of her life back there um yeah so we're gonna wait get it there
[00:57:20] Speaker 5: i'm sorry you just talked about the path to um what was it the path to the fed heaven or fed policy heaven it's getting it's getting really weird and again questions are not being answered in any way
[00:57:30] Speaker 3: there's a lot of talking around the question oh wow what a surprise and and sort of an elected official they're not really answering questions um all right so we'll we'll wait to see in the job description yeah that might have been in his job trump might have said okay i'm gonna ask you a couple questions here let's see your answers and then when they weren't proper answers trump was like
[00:57:49] Speaker 4: you gotta know you gotta come in there like this i'm gonna ask you a bunch of questions and i would like to have them answered immediately that's how you ask it and straight up everyone just
[00:57:57] Speaker 3: like oh yeah everyone there's okay this guy's like sort of like an african prince or something
[00:58:01] Speaker 4: we gotta definitely answer that you gotta it's you you gotta put the right amount of base okay so there
[00:58:05] Speaker 3: it goes yeah that's true you gotta be have that deep voice uh all right so here we go man i'm just gonna hold this now honestly i've been doing too much scalping we're out of half exactly almost exactly half a little bit more than half we'll hold 40 as we watch this name oh god we just got out more okay so now we have 40 left right there as we take that fill there it is man this is now nicely in the money if you're trading futures oh we have a thing for that if you're trading futures right now then you'd be long with me at 27 27 000 you know 888 you're at 27 970 so almost a hundred handle move right now to the upside so we're pretty happy with this as you can see we're starting to go so so far so good let's just see what winds up happening now with um warship company as we're definitely rallying it up i don't know if it's that capex talk i don't know if it's the whole blah blah blah i don't know what is going on uh right now we've got a dara back there and on that note i'm going to take a 97 fill here as i think we've just basically taken it all back on the whole day yeah so there it is right there the nasdaq guess what man we just turned green right there so if you're trading today you're trading alongside you've got yourself a chicken dinner winner uh right there i'm having the wife is making a chicken teriyaki bowl tonight as we got to go to uh my daughter got invited to uh can't lose another practice there for an older team so maybe i don't know i don't want her to play up too much but uh okay let's go back over to the desk uh and see what adair is up to here with warship
[00:59:31] Speaker 5: company yeah i just want to let you guys know as we get this move higher keeping an eye on worse's comments listening to him in my ear as well one thing that worse did say that could potentially be responsible for this next leg to the upside is quote we got some encouraging inflation data and we will be watching over the period ahead so we'd like to hope they'd be watching inflation data we're saying that in fact the fed will be doing that he also said that quote the core print uh for cpi for june didn't influence the decision much so that's going to be interesting here too the extent of which data and data dependency in the fed is going to be in play going forward we know that tomorrow morning we've got the pce prints core in and non-core you've got personal income personal spending and gdp so we'll have to wait and see i guess if there is any fed reaction to whatever we get from these numbers at the next meeting in september he also said that interpreting
[01:00:18] Speaker 4: markets is quote an imperfect business i take you gotta stay hydrated yeah yeah yeah literally just finished my water and it's 245 we still got that we got earnings after the bell as well uh don't not do not forget those but like the fed president fed chair probably just made a bit of a i don't know though i think the matter the manner in which we look at oh boy the earnings is going to be totally different now um i have to get bags unblocked apparently because i don't think anyone else is trading it uh because it's it's blocking under 50 000 shares yeah well it's like done a couple million shares igv is blasting higher so you're seeing software names likely dragged up by microsoft but if we do not break out this top on slv i'm just going to go to 15 and quickly show you what we're looking at here i wanted this high right it gets right up into monday's top end of the range right here so we liked it for the break above that close because you have a big gap fill and we're looking for that 53-3 so if it's if it's cresting here whether or not he's off the podium by then i think i'm just going to take the top if we can get it so a couple more points and we'll jump out of this trade keep in mind we probably still have at least 15 20 minutes to go ish you never really know how long the press conferences are going to end but oftentimes we'll get reversal no no more i think
[01:01:32] Speaker 3: more than this i think it was about 320 ish wasn't it that late last i don't remember no no not for him i think i think powell generally was okay by the way we're starting to really go now we're almost clubbing with this trade i mean this is now over 200 handles uh as we rip city to the upside right here wow now he just said something else we'll go to a dare in a second but that was a nice little extension there man oh man i got to do better at holding these things uh but we're out out out out all the way up we've got the highest spot we've been at all day right now and everybody in the chat someone was like man we're going to trail this guy uh with some spy calls i hope you guys did man because uh it's been real nice neil's oh sorry i was like neil's got long sofi i'm on that side right now neil flat we still got long sofi i did want to um show you that i just took another fill so we didn't actually panic on the way down if anything we could have gone longer but we were looking at the market not sofi and there's the move back higher right into these levels once again for sofi come on anthony noto you know come up with a little bit of a better report there than you had
[01:02:30] Speaker 4: did today but the report was fine it's just typical sofi yeah okay uh was that called called or a dare
[01:02:36] Speaker 3: or no okay no okay that's fine all good all good all good um all right we'll just keep on going here with this market talk uh getting to the high side right now is the nasdaq maybe potential pullback i do have a third left right now so i'm going to take this opportunity to get some more out at seven and eights and then we'll just wait to see where we go from here there's also a headline on the screen says andre in my ear thank you so much andre uh warsh my own judgment is this is a period of watchful thinking uh my own judgment is this is a period of watchful thinking okay so um all right i don't know how to trade off of that or what that really means but no i think it's always good to watch and think at the same time if you are the chair of something sounds confusing so i would say good job on that one i think the more important thing is how many descents was there were there adara three and um what was that oh adair's camera is a little bit off so we're gonna we're gonna wait for that but i can hear everything she's saying so yeah three descents so we'll wait to see if that has sort of any effect on the market oh boy uh we just got it right there now it's a dollar in the money we are really going man i mean i think now i know i always say this but why not just hold where else can we go on this uh move let's go have a quick look um tqqs let's call it up here's a 15 minute chart for the tqqs right so um we're trying to go back up this is just on e-signal right here um that level right there 62 70 that's sort of the top that we got in the after hours that's a top from yesterday so i think that could be instead of me just getting out every 10 cents for a little piece like i normally do let's try to hold this that's 62 60s okay so let's put an offer there if we get it we get it adair is back
[01:04:19] Speaker 5: yo guys we're getting some comments here from feds wars this is by far i think the most direct thing that he said this entire q a period and really even in his prepared statement quote if inflation stays high rates could be part of the solution so implying the fed could be raising rates at some point but also saying that again their goal is to deliver that two percent inflation also in case there wasn't enough excitement president trump is going to be appearing live in about five minutes alongside department of transportation secretary sean duffy and reportedly ual ceo uh scott kirby but you didn't hear it from me no i'm joking you did i mentioned this earlier we are very likely here to get some kind of announcement about the washington duels airport with ual ceo scott kirby so keep an eye on ual i was seeing that report earlier that plus the whole situation with sean duffy being with president trump good chance that announcement comes today if i hear anything else i'll keep you posted i'm going to somehow find a way to watch both of these hearings i've done it before back to you oh i think we can
[01:05:14] Speaker 4: expect to hear something about the lack of a uh rate movement in the right direction in the direction that the president wants it would be my guess but we'll see that's i haven't think he's gonna i think
[01:05:24] Speaker 3: he could even comment on this market move and be like look we finally got somebody in the fed that knows what they're doing uh and then look at the market right i don't necessarily think that that's
[01:05:33] Speaker 4: the right approach it's not up there i don't know if we're up enough for that but baby come show
[01:05:37] Speaker 3: everybody your shirt over there i want i want everyone to know that you are actually getting paid but i just want to show everybody feels like i'm a volunteer yeah it does feel like you're a volunteer doesn't it right there hi fabian this is fabian this is the man that is responsible for the cameras the lighting basically all the it and the technology that we have get doing right here uh there wow look at that hair jesus look that flow is that is something else when when was the last time cut like 1500 days so you're talking five years or so four four and a bit four and a bit four years that is awesome man oh man i mean i also haven't cut my hair in four years that's just crazy yeah you would think you would think i'm cutting my hair every day but it just doesn't grow this guy's over here is very nice fabian very very nice i like your hat and everything too all right get out of here man thank you so much fabian for all the hard work this man is doing and you know coming around just trying to fix everything for us and make it sound a little bit better we've had some complaints about our mics and now i feel like the mics are you know i haven't seen anybody now cue everybody complaining about it but we've really done a good job there so much better yeah of handling all of the issues and you saw fabian with these huge little boon mics or boom mics coming through uh various different setups as he gets ready we are going to stay a little late uh today the last report that we're going to be here for is hopefully 410 microsoft there tonight microsoft's at 410 so stay late with us neil and i will be here for another hour and a bit uh as we take you into earnings we'll cover microsoft we'll cover meta and you know actually let me just call up the um chart here if you go over to trader tv live uh right now a trader i'm sorry trader tv research we do have this is adara's page so everything she just talked about you know here's the um you know rate decision um chart that she had showed before here's what we're looking for right here we're going to be going live with all of this not this but we're going to be going with meta i mean you want to talk about oh by the way the tqqs just hit our damn level right there so what's up 50 again um nice move up there 62 50 right now as we just go crazy uh right now in the futures uh meta eight percent qualcomm eight percent robin hood 10 arm 12 percent um lrcx lamb research sorry 12 for net 12 starbucks over there six i'm not just going to keep reading them but you can see there's a lot there with carvana the one i skip of course one of the largest ones cvna there we'll see what happens there with rates remaining the same probably bullish there for carvana um most of their deals of course in the car space dealing with uh financing and then there's l3 harris that's why i was wondering if someone asked us about l3 there with that l22 there but microsoft and then cmg a little later so i think the one that i'm most excited for i'd like to see what arm has to say you know they've been pretty volatile in there and then a recent purchase of myself for myself is qualcomm so we'll wait to see what's going on there's over there with arm and lamb a couple of big ones i think yeah definitely um yeah if you want to look at the health of the chips and you know what um lamb is different than asml asml got hit uh of course because the chinese are stepping into what you know could be um the making of was it lithography machines there uh for asml or i
[01:08:50] Speaker 4: think that i think they're looking to do it a different way so they wouldn't be trying they're not
[01:08:53] Speaker 3: trying to literally copy their machine but they're very expensive to accomplish the same thing build said machines uh right there look man i hope you guys are all riding with us right now uh we just have an absolute monster trade on the futures uh they're taking this breakout long and there we go man we love trading here on fed days and then we also have sofi look what the look what the you know what sofi just did right there it's burning to the upside here nice trade on sofi buying it off the 15 level it's miss adara back at the desk keep an eye on ecostar corporation e-c-h-o to the upside
[01:09:29] Speaker 5: semaphore reporting that spacex is considering buying competitors to acquire the spectrum or competing at a government auction set for next year again it's according to semaphore keep an eye on e-c-h-o keep an eye as well on spcx again spacex reportedly considering buying competitors to acquire spectrum e-c-h-o could be one of those targets so e-c-h-o as such as trading sharply higher i also want to mention we're getting more comments here from kevin warsh that are of interest these ones came a little bit earlier but i think they're still really indicative of the way that kevin warsh is so carefully watching the markets and things related to the financial markets warsh said that quote if this were described as a pause financial markets would take the other side of that so he's saying he doesn't really want to describe today as a pause because he's worried about how the markets would react he said that what the fed did was a quote rigorous review of the economic situation and saying the job was made a little bit taught tougher by shocks at this juncture quote unquote he also says he does not believe the fed's mandates are at war with one another back to you all right
[01:10:28] Speaker 3: thanks adara uh for that and yeah like right now we want to thank all 6 500 of you watching good number there we have a thousand likes we told you guys if you hit the like button you have a better than 50 chance it's about like 51 chance of your next trade becoming a winner so hit the like button let's get going we do want to thank everybody and let's just do this right now everybody that's with us we'll wait for some more news from adara but let's just do a quick little roll call i want to say a shout out to everybody that's on tick tock today as well here's everybody that's with us what's up bovin boom there we go for sharif and that booms coming in for bovin we want to say thank you to rudy as well uh everybody that's here brink is here brady powers is here spx surfer linden meyer shout out to linden meyer calling the bottom in spacex there's ethan from tick tock he says whoo uh on that one rick flair yo frog is here also if your name is frog and you're on tick tock you the man i don't know how you got that handle that's a good one uh the great heavy hitter says apple and google today been killing it congratulations on that one and again shout out to irving market pops mafia trading nurse there's so many of you today in the chat and we want to thank you for all of that and look if you guys were riding with me on the tqq trade congratulations but i do want to bring up something here i got out another piece so that ran right up into 60 it stopped at 62 and i just want to show you something i'm still looking at apple by the way uh here's a tqq chart and this is how we found that level pretty simple right there we got this level from yesterday's high we got it from the 15 this is a 200 period moving average on a 15 minute chart i haven't really charted that as a supporter resistance but looks like it's matching there it was just yesterday's high we just came into so if we fade off of that it would make sense look don't trade blind right i mean if you're gonna make a decision have it based on something that's the one thing that like i got to get better at you know taking out the profit because it's there is not always the right right thing to do sometimes you do have why do we have some sort of chinese gong going on there what's going on okay here's wars very random on the rate decision i'm gonna let the dissenters speak for themselves that would be nice i mean we will have open mics i don't know adara when does the lift is that almost immediately when because there's a pause i've seen people speaking the
[01:12:45] Speaker 5: day after the decision yeah okay we'll have to wait and see i haven't seen anybody on the calendar for what it's worth but lately i find that you see a lot less of them scheduled in advance and more of them just like start talking you're like oh you're talking today so that's been kind of an
[01:12:57] Speaker 4: interesting shift so we might get trump saying neil after all trust me you will hear from kashkari within a couple of days bet the guys he'll be on cnbc tomorrow probably yeah i mean these guys got to get no no he's he's a regular how else they gonna make money they got to write books and all
[01:13:10] Speaker 3: that kind of oh getting paid getting paid shout out to clinton and the obamas make a lot of money there uh by the way that's a good political but i um you millionaire after going into office i just want to say something john like i don't know we we did we just talked about uh president obama not that there's anything wrong with his um birth certificate or anything but john i i cannot become president unfortunately um you know i have been born and raised here in lovely toronto ontario actually i'm from brampton uh canada so um maybe mayor of brampton maybe but that's patrick brown he's filing for his third term by the way patrick brown you like patrick brown as a mayor i didn't like him at first i like him now okay good yeah okay patrick brown former conservative uh member of
[01:13:50] Speaker 4: parliament patrick brown i'm also probably liking here is a clothes red clothes on dram going to the short yeah we're we're tempting fate but here's my lid miss cues broke highs mags broke highs slv barely breaking the highs if something didn't break the high then that's the reversion trade because to me it's it still shows that it's relatively uh relatively weak so we haven't really broken out that top yet slv wrote it to the top and it's slowing down enough but that's not a short if anything i think maybe a continuation long mags is uh it might might be unblocked let me just double check if i can throw orders on that yet yeah now it's unblocked and this is the thing for preparation i'll be the first person to tell you went over and looked at mags and you know maybe maybe people aren't trading it before whatever reason couldn't punch the long just went and got that sucker unblocked so if it pulls back into that prior high and again all it was really looking at was the comments from the fed comments from warsh it's not everybody that said it it was warsh that said it um and to me it's an endorsement of the mag 7. so they did make the breakout went to resistance but it's pulling back now so i want to look to see if that 70 can hold but it's d ram that's going to be back on my mind because i've been looking for shorts in this thing it hasn't quite made that turn just yet uh cheese in a chair i see your super chattel still that one up there more thoughts and prayers for dfns shorts yep yep send your well wishes uh to anybody that happens to short that stock maybe for the maybe they're short at 60. continuing to go higher now 140 to the upside 61 the new high of the day for dfns this thing has been going ham for multiple days here so a multi-day runner day three and it's still going uh this is what a squeeze looks like but you know what there's a hedge fund somewhere i bet you this there's a hedge fund somewhere which is still shorting into this move and the crazy thing is they always have enough there's always somebody that has enough money they can hold it forever i don't know how many times we've seen that so you know eventually these come back down double check to see if they can file an offering because that's probably your that's your risk at this point
[01:16:06] Speaker 3: i just wanted to say like we're i mean good look on d ram there we'll have a look to see what it winds up doing the market just took out the highs again so like bless you we're just going to keep on watching this i mean this has been you know a good one here it looks like the tqs will natural the t actually it's all pretty much the same pnl for me today uh sk hynix uh is the same amount of money made on this on all these shorts there until we got blown out perfectly fine wow to go long sk hynix what the hell was i thinking i should have done that one um sofi is about the same money as sk hynix and then you know this is going to be position pending but if i got out right now it would be about the same uh spacex is about a third of of all of that so that was okay there uh we lost on apple we lost about half on apple uh no uh less than that but what we'd lost there as apple we talked about it right remember when we heard that capex talk we said everything but apple probably man sometimes we're lucky to be good and good to be lucky i guess uh and then google was pretty much a wash we talked about that earlier we went along we made it back the problem is is this initial long didn't work so we got stopped out there then the short was okay until it busted and then the long was okay until it flattened out there so basically a flat trade on google but yeah good update there today with sofi sk hynix and then now the futures and again like a not a bad out just to talk about how many shares we have left i have 12 left so i'm going to take an opportunity i know it's so random right i don't know how i do do this math i got to actually i know sharif was thinking about developing i know joe was too like a little program there that you know calculates different ins and outs for you and things like that and i know sharif was talking about that for the small cap names because he wanted to put in like how much do i need to get to two to one or three to one or whatever so more of a simple one but you know working on you know where to get out and how to get out is definitely um something that us traders are always trying to improve on is your outs in ins are easy you know it's the outs i feel like uh but there we go so now we have less than 10 as this is falling back in i like to use this 25 period moving average and if i would have got them all out once we finally broke i wonder if my net probably would have been a little bit higher than getting it up because if i wait for that to break then i don't have any of these outs too so anyways 62 22 is where we're at thank you everybody for joining us with an hour left neil myself adara and i believe see i'm not sure he's gonna be staying late with us but we're gonna be covering all joe will be here but we talked about it maybe five mics is a lot you know all naz needs is one mike so we're gonna wait to see that was pretty good right um we're gonna wait to see what happens on these earnings calls for me well her hope first of all adara let us know if there's anything happening did he leave the podium because now he's still talking
[01:18:54] Speaker 5: and he does like yeah i care about pce prints but like he doesn't want to kind of give us too much here ahead of that pce print tomorrow he said that it's not a perfect science but we have a data project to separate noise from signal he also you know he said before i would have said there's a task force for that and i'm like well you kind of still did by saying that but he's mentioned the task force
[01:19:14] Speaker 3: i think a total of three times has he mentioned anybody that's in the task force well we already
[01:19:18] Speaker 5: know i have a graphic on that that should be my there's a task force for that i can show the task force infographic yeah give me a minute to get it up okay we already know who's going to be the task force that includes former walmart ceo doug all right current xbox ceo asha sharma and mark andreessen who's also on trump's task force which feels kind of yeah right but yeah that's i don't know how much they're making in these task force i do remember i do remember you
[01:19:42] Speaker 3: talking about that and we commented on how young that xbox ceo was yeah she was really young she was extremely good for her man yeah good for her exactly but okay so yeah we already knew that but there is a graphic for that you can go find it at trader tv research at ttvl uh go go look that up but uh so we've just okay i might just get out of this market yeah we're just broken back to there's a
[01:20:01] Speaker 4: topping tail here i i didn't chase d-ram like d-rem did a topping tail as well but kind of missed the entry breaking the prior bar but uh we'll grab it on slv uh louis suarez seems to think that we've missed an opportunity in djt but i was looking at slv here i want to pull back into like the initial long which i guess i can zoom to three minute we'll really show you that's this close in here when we fill that gap like closing prices more than we like opening prices for support and resistance so i want to play short back into this level it's still upward trend overall so reversion wants to respect that i'm gonna get the early look up just in case i want to be abreast of anything going into the close uh that can catch us off like off guard uh so right now it's three o'clock only there's already i just hit it one too many times to sort uh oracle i saw there for two million to the sell side so the early look 2.3 million sell on oracle and fcx 1.4 million buy cliff 1.1 million so those are three names to track potentially for 350 on some movement but it's early it's just interesting to see a number that big on oracle it's a sell side maybe not a surprise because oracle is oracle but uh that's a big number for sure but i you know really if he's if warship is endorsing capex spend did you think that would be good for i don't know if that's actually what he was
[01:21:19] Speaker 3: i don't think i know i'm using the word endorse yeah yeah we do have um hey what's up uh to nick over here asking many many times oh sorry to uh ignore you but uh do you have an opinion neil on meta here it is right here i didn't see it no just possible meta earnings do we have an opinion on meta earnings uh there today it's always hard to say like long or short i think i think the problem
[01:21:43] Speaker 4: with meta right now is like we're not it's the core business isn't really what we're focused on right like they're spending like a drug yeah they're spending like a drunk sailor and it's the new ideas that i they're not going to be showing traction already they're talking about you know they're talking about monetizing in new ways which you're not going to already see traction there they're talking about data center which you're not going to see any traction and revenue from that either so it's going to be again about the spend i think that's kind of the issue um with meta like i think with intel it was sort of the same bag but they've got they've got that cpu growth to be a part of it and the foundry business is a forward thing but at least they have something to to lie on so yeah i don't have strong opinions on meta because i don't think that what what the the numbers that we get right away like the like the numbers i don't think that matters zuck's going to be convincing us that the spending in the new direction is the way to go i was actually just going to show i mean i agree 100 i'm going to
[01:22:39] Speaker 3: touch on that as well um yeah with four peas and peas right now between 19 and 21 i i just think that meta right now is at an attractive valuation and i i i'll take a similar approach but maybe just maybe just get a little bit more maybe aggressive i i think he's actually gonna gonna possibly and i just wonder if because he's under a little bit of fire with all this spend and we did see this really rally up there i actually think he's gonna show some monetization of the spend and i think that they're going to come up with a number that potentially will impress wall street because everybody's waiting for them to say can they make money on all of that spend so i i i think neil's probably right that there's they're not going to be able to rate quite yet it's a relatively new thing when they fix their llama and they just got that subscription model in um you know whatsapp monetization all that kind of stuff but i actually think there's something something planned here that you know if they show better margins and they do show some kind of a spend uh working out for them and potentially not as much capex if they do pull some back i think meta can get back to 700 bucks and i know that sounds ridiculous right now because that would be like a 15 or 20 percent move but i meta surprised us in the past and it's just i i almost feel like something's coming uh and it could also be completely negative on the downside but i'm gonna say that meta it's expected move was what 11 or something i'm gonna say it goes upside on that number so we'll see but remember what happened to bloom today and many of these other names while bloom energy before we just got that bump up in the market they were up 10 pre-market right after the report um they you know they'd fallen from that we saw intel very very similar move be went negative today after being up 10 percent more they went down like four percent or three percent or something like that at its very low saved by this and look what's happening now right we saw intel with a pretty aggressive beat um and this is what intel i mean i don't know how aggressive it was but this is what intel did on their move up huge pre-market just whack all the way down after their report so yeah maybe meta does bump a little bit early i just think that there's going to be a better number than what we expect from meta and let's hope that that is enough to push it higher
[01:25:00] Speaker 5: what's up at the desk just be aware here president trump is talking about construction um so nothing market related yet but if there is anything i'll let you know he's talking about washington so just be aware weird reports there's going to be this ual washington dulles airport related announcement thank you to an individual in the chat for telling me how to say the name of that airport so if i see anything there i'll keep you posted right now as i look in uh the room he is there with transportation secretary sean uh duffy looks like we could have scott kirby there as well i don't know his face that well but someone who looks like him is there so if i get anything else i will keep you posted um but yeah ual in focus the market in focus wars is still talking i am listening to both of them and just separating the sounds within my ears so if there are anything uh massive to tell you i'll let you know there was a question about andresen's presence on the task force but wars responded by saying the same thing that he said when he was asked these questions about andresen during the senate hearing which is you know we're gonna ask these people to look at these things but we're ultimately the ones making the decisions at the fed so kind of downplaying those concerns back to you
[01:26:01] Speaker 4: thank you very much adara and in that time what am i doing why what thank you very much uh dara there's a button for that and when we have a button for it i'm going to press that button but um the button pressing has been at all the same prices on slv 52.9 long 50 to 53.3 52 53.3 short to 52.9 out uh so that was the plan of action again i don't want to revert it further than that i feel as if the trend has been to the upside so first time way too early way too early at that price and you know again it is what it is you move on to the next but i do feel like we haven't had i don't know like we haven't had that big time push through the highs yet so it just feels like there's a little bit of you know the market's a bit timid usually i'm expecting us to make a few more highs in here and i wonder if it's not because the earnings that are coming after the bell that has some trepidation and why we're not blasting a little bit higher but we'll look for the next available trade it might be it could be mags whoops i just typed m g a s but mags i'm thinking could be something uh right back into these lows here's a little bottoming tail candle on mags yeah no you and i uh think alike on
[01:27:12] Speaker 3: this one because i just did and we just got reloaded uh right there on the futures trade so came back in we bought a little bit let's see if we can sort of appreciate back there to the upside it's on it's already 3 13 so we got 45 minutes now until we give you a monster earnings report uh day right it's going to be a great evening well join us make sure you do stay with us throughout the whole thing we'll be talking about we'll show you live charts just like this as meta reports as microsoft reports they're all coming through um in just a matter of moments and here it is one more time just to show you guys what you're going to be missing if you leave us um you know you're you're a shareholder in arm probably robin hood yeah you probably are meta qual maybe not in qualcomm but meta probably your shareholder as well starbucks you may or may not enjoy their matcha every once in a while um and then you know microsoft another one so if anybody yeah no one's in fortinet uh but if microsoft you're probably in crowdstrike palo alto maybe you might be in fortinet i shouldn't say no um but microsoft there is well at 4.10 so you um you know you're definitely invested in some kind of microsoft just because of the indexes right i mean if you're invested in uh one of the largest holders of the indexes there microsoft but i just want to show you that we did reload there i missed that wick down to 61 that's now my stop so worst case scenario we'll get stopped there i did have about a you know a little bit on that trade we'll put on a try to put on about half right we did have a nice move back up to the upside i don't want to put on the same amount because then if we lose then we'll you know be giving back too much let's go back over to adara keep an eye here on nvidia nvda in focus
[01:28:43] Speaker 5: president trump just said offhand as we kind of already knew that quote jensen huang is here in the oval office we knew he was in you know washington we knew he's talking to people in capitol hill apparently he's actually in the white house nvidia not reacting at all here but if there's anything to tell you i'll keep you posted also kevin wars continued to be a little bit testy would ask some questions here about american families the average american consumer he was just asked a question here because we know that kevin worse said last meeting that he only wanted to provide press conferences if there were big things to update so this individual the journalist said to fed share wash look you didn't really give us any forward guidance you didn't change rates so what was the news that warranted this press conference and war said i guess it was news that i had a press conference i guess that's the news so yeah things are getting a little tense over here um from fed chair kevin war she said between now and the year end i'm committing to press conferences this year implying we might not get these kinds of conferences in 2027 and beyond he also said that he's quote just trying to make sure that the source of information is as direct and unfiltered as possible very likely near the end of the q a period i'll keep you guys posted um he actually just got off the podium so he's done trump's still on i am still listening to things and i will always keep you guys posted because
[01:29:55] Speaker 4: that's what we do at trader tv live thank you thanks adara no press conferences i'm gonna make
[01:30:01] Speaker 3: a joke about is that a banana in your pocket or you know as long as it's not in the tailpipe you're good yeah i you know what the thing is phrasing is yeah watch your phrasing there i was gonna say like regardless of what okay the press conference is now ended i just took some out like what is happening like i feel like kevin warsch is like channeling his inner donald trump over here um but uh anyways we're we're gonna get out there as he is now off the podium so put another offer here at 47 and see what winds up happening we're moments away i believe from one we'll be coming up with some asian updates as well asian market updates so we'll get that coming through uh in matter of moments we'll see what's going on over there and you know one of the biggest names over there recently that we talked about of course is sk hynix and oh man you i this is like nvidia like machine turn on right there like that was like 128.34 this is one minute chart uh just straight up that went up nine dollars without even thinking about pulling back nine dollars like these aren't even these are probably coded wrong like these are probably green uh but yeah there it is all the way the upside yeah and then when you finally get that first red candle the actual trade and you know i i should have i saw it go hard like we got out right there for flat um it was once that second red candle overtakes that you know that low of the first one that's when it's go time you know we didn't have any of that until there and obviously hindsight looking back at it but that that's the go time spot there for uh sk hynix as it's pulling back just a little bit but i don't know if you
[01:31:34] Speaker 4: miss that d d rims it's hanging yeah so i think it's the same thing oh by the way just very quickly because the actual biggest expected move was fortinet on that on that graphic from madera and fortinet is looking very strong like have a look i'm just going to put it up next to the future so you can see there's the pullback i know it's the 15 versus a three but we're still pulling back fortinet just tested the fresh highs so this one is absolutely going cyber security it's worth keeping in mind that one of the biggest events recently was that ibm that ridiculously bad uh letter that came out from the ibm ceo and he cited where money was going into and cyber security was one of those places so i expect fortinet to be pretty wild today uh maybe people don't own them but you probably own palo alto or uh crowdstrike uh right so i think that does matter yeah i might take the first l today uh in the afternoon should have stuck to silver and um our good friend d ram because that's still a short but i mean you're shorting an uptrend is not always the way to go but it did it's just that's a heavy chase uh here that's a heavy chase like it's already dropped 50 pennies it's like a jamar chase well jamar chase the beast yeah that's why it's anymore oh by the way uh jamar chase probably gonna catch a few extra balls uh this year because i know again no no they lost their defense event possibly for the year oh so you're saying it's gonna be more not hendrickson another guy the other guy on the other side okay so more shootouts for cincy yeah i'm not hating because that's one less guy to pass rush i mean i want to see anyone injured but josh allen now gets a free pass against yeah i guess that's okay
[01:33:08] Speaker 3: i um i've reversed into so the tqs broke 60 bucks you know the same thing remains i mean it all 61 it remains the same like when these guys get off the podium i mean this is why we again we emptied out the clip we did try a little bit of a long at that low and then now that we've broken down below let's now see if we do get some downside play here uh the market you know as is right i mean sure we got that talk from warsh and it seemed okay but the market now pulling right back into sort of where we started so yeah maybe we do continue remember the nasdaq up got green there by a lot uh by about one by about half a percent and now you're giving it right back so i'm going to go short uh and just reverse it in right now we'll see if we can make you know just as good of a trade the other way now short 93 i'm bidding some out at 80 that was just that low that's not broken yet and then we'll see if we can get something out let's just play a little more you know structured here 60 60s or so on the downside we'll see stopping out 61 30 um what's up adera
[01:34:04] Speaker 5: just be aware here guys scott kirby did just make some comments here that's the ceo of united airlines with president trump just talking about this dullest airport i guess renovation here in washington washington there's not much of excitement to say but i want to let you guys know if you're trading ua i'll just be aware he's there looks like they're going to be asking questions soon at the oval office so if there is anything notable set i'll keep you posted
[01:34:27] Speaker 4: uh yeah thank you i think he's always there adera keeping us abreast it is 320 so we're getting a little bit closer uh there but hey one of the entries we like topping tails i should have stayed with the uh d ram didn't so we'll just go back to slv that just failed it's not a head and shoulders but see that topping tail and then break the prior bar maybe we get into the volume weight average price the real mistake was not sticking with d ram obviously but that's it's at vwop i don't like the short at vwop of i don't want to say anything but like to me it's like a potential support level when you get to the volume weight average price so punching short at that level doesn't make sense if this is where we stop before for the long i'll take a piece out and then look for a bit of a bigger gap we're phil is the market yeah the market's really starting to come back in remember it's so new fed president but the same thing oh you leave the podium and we get a change in direction so the short we're taking we're taking more short we're short before we're going to short again and just look for the volume weight average price throw up that super chat because i'm not on that page andre but i see you in there on the rail tv uh we appreciate all of the all of our viewers especially the super chats if we can is jensen at the white house to secure the government deal or support because of the china chip if so could we see nvidia rocket america wants to win well that's the next step right like it's forget about the fed for a quick little second but it's move past iran and start talking about fixing things with with china because apple wants some answers nvidia wants some answers let's be real that is still something which is an overhang and if nvidia's getting nothing out of china maybe that's what the stock is waiting for to get going again definitely that china would
[01:36:04] Speaker 3: be uh absolutely monster monster story let's just go oh my god oh my god and i wish every day was fed day um there there is i mean there's we there's the breakdown you know we went this is the easy peasy trade uh right there that easy peasy always super chats uh wink wink easy peasy do you have this one uh there it is so we go long we we rack it and then short i mean that's that's the those are the calls right there a dollar and change more than that on the upside and now we're 85 cents on the downside uh we've taken some out on view up we said we'd be a little structured i said 60 60s uh now you're at 60 30 so we still do have a percentage on still the third on right now a third on uh of this trade as we start to bleed downside a little bit just you know good coverage there at view up but hey man you're definitely rocking with the best of us right now as neil and i putting on some doozies here into the close
[01:37:04] Speaker 5: 3 22 what's up there just be aware here guys president trump talking iran a little bit of a spike here in uso so i wanted to mention president trump saying on iran quote we will hit them hard it's our turn to hit them so more strikes once again being indicated furthermore he's also saying that quote we'll see if we can get there on the iran deal so unclear again if we're looking for conflict or if we're looking for negotiations either way right now the uso looking to go a little bit higher we've got about 35 minutes until these pre-market or post-market earnings kick off back
[01:37:34] Speaker 4: to you we're looking for look we're looking for a resolution and you're looking for negotiations but it looks like we're getting more content so uso was a little bit of a bounce but uh that is what it is uh no questions asked so you know the flip right about three the market flipped at about 305 or so so i'm expecting just a retreat we have we're still inside range so i'm expecting don't do anything crazy outside of the range i want to look at that 52.5 that we broke out there uh for slv and hopefully the second short is a little bit better than the first uh we had but the reversal is a reversal about 20 minutes ago the market just took a turn and it hasn't stopped i mean as soon as that man uh
[01:38:15] Speaker 3: lifted from those before he listened to the podium yeah yeah it was just yeah just before so good good look there we asked it there like when are these guys gonna be off i'm still bidding lower what's up easy peasy i see this man over here there it is man two percent sean's reversals wow thank you uh so much those were so far today good ideas um there it is added a sean emoji rotating reversal signal to print money preview uh yeah reverse the reversal so yeah i mean it was just easy right like if we're gonna go long on a break the minute it breaks down we take the short right and so this is why i'm saying like some days it's great some days it's not you know you just you gotta make sure that when you're right you're making that money and when you're not you're not losing as much right and so right into there good play to the downside and yeah we're here we'll just keep on trading like i said joe and i will be generally you know neil trades more silver obviously than the rest of us and i i look at the futures and we will trade ibit and we'll trade you know equities obviously and easy peasy you've been here now probably for a couple years you definitely know what's good around here so i want to say thank you uh to all everything and easy peasy was making a program that would basically mimic i think what i was doing so i don't know easy if that's true or not and if it is i hope it's making you a little bit of money because you never know uh sk hynix there obviously as the machines get turned on they easily get turned off so that's exactly what's happened there for sk hynix you know weakness in the market they come for this name strengthen the market they come for this name and this was one of my top pnls although right now with the fact that the tqs is making this move uh but there it is like that this was a good one we went short sk hynix off of vwop um and then we are covering covering covering and we took another shot there at 130 150 once it broke higher we stopped out got away from it now it's coming back in and there we go we are now a dollar we are dollar 51 way and now we're a dollar the other way onto the short side of things so yeah we're both short short silver short the market and you know with sofi we have nothing left i have like less than one percent left of sofi that came right back up to here we told you we emptied the clip there we were able to do it again on this 25 period break we got out so right now i'm just going to end the trade on sofi um and just call it a day here and we'll just move off of it because i'm really trying to focus here on this move down epic move down actually in the market again now you're down one percent so worse go bye bye market say see you later as well as there it is man a dollar ten the other way so that's about three or 270 or so just on the tqs alone with good trading there with um slv and hopefully you guys are also able to rack up a little bit there
[01:40:56] Speaker 4: we got uh cheese in a chair here oh it's up on i'm taking my f-o-m-c chop chop gains and going back to kicking spacex like dave chapelle and his girlfriend in the keeping it real bar beat down scene i don't remember that one okay no no okay now i remember okay chapelle's show or yeah it's that that's not that that was an okay episode that's like in the bottom quartile all all the sketches are great but i had to think about that one for a split second to keep it when keeping it real goes wrong and oh and keeping it real close wrong yeah a couple good examples on that one no the best
[01:41:31] Speaker 3: still like the real the real um mad real world yeah not real well i was gonna say real housewives but that was before look at me america look how tron is living those are funny ones man or the reparations one there that was that's also a good one there the draft the racial draft yeah and if kfc became like the world's um largest company fubo fubu sorry yeah those were really good ones man you
[01:41:52] Speaker 4: know you you know you've been looking at the markets too long when you when you're calling uh fubu uh fubo yeah i feel like anybody cares about that no but um i'm assuming spacex is doing bad things right now spacex bad oh yeah probably not good things almost back down to lyndon meyer's 111 uh level there so yeah spacex it's not over look everybody you got a reprieve yesterday but it's not over see remember it couldn't break 119 no 119 break no love for spacex i think we have a decent chance to be retesting some of those lows and then we get the earnings next week you got the lockup after that uh there's a lot that they have to navigate through as spacex comes i i was about to say crashing down but i i hate using a crashing analogy when i'd never want them to fail remember i look the chart is the chart and the trend is the trend but i don't want spacex to fail ever um we got trump on the fed kevin is fantastic but he's got a yeah but he's got a board oh right like he has to listen to i'm assuming that's what he
[01:43:01] Speaker 3: means he has to listen to uh yeah like he they're not he's not it's not his it's not his decision alone yeah he's just uh the leader of the pack say something about uh yeah we'll see he might he might he might start talking again okay oh okay it is um everybody's favorite segment we'll get before we go back to the desk we're catching a little bit of a bit here it seems i don't know what you're saying i mean yeah i've already covered i i have um again 15 percent left of this trade but yeah maybe we're catching a little bit of a bid i think you just want to stay away now i mean you know the markets have made its move we're now a half hour away from like major major earnings so i could see the market sort of drifting around a little bit here but we have about what we have to say let's go hear what one
[01:43:44] Speaker 5: has to say about the asian markets yeah once again here you said um president trump that's all he said so far but worse just reiterating that he's fantastic but he's gone aboard pretty much the same thing he said before the fed decision a couple days ago but either way of note also of note is what's happening in the asian markets as you know sk heinix earnings happened last night that was a big shock for the asian markets but what are they expected to do today here to take us through that is
[01:44:10] Speaker 7: one thank you dear so asian markets trading pretty much mixed on wednesday night uh han singh and shanghai composite posted some modest gains while the nikai as well as the cosby definitely fell due to some ai evaluation concerns first up let's take a look at south korea the cost be down by nearly six percent i mean they triggered back-to-back circuit breakers in the past two days hitting also an intraday low nearly 12 down side and uh you know some institutional block buying establishing a late floor so that six percent could have been worse and uh yeah you mentioned sk heinix they're down in asia by nearly 10 percent because of those reported earnings that really missed expectations there's a lot of sphere right now that chip capex is outpacing that of short-term profitability you know apart from that samsung electronics they were also down by more than five percent in south korea if we head over to the japanese market the nikkei 225 they were down by nearly one and a half percent of course major news coming out there was a 7.5 magnitude earthquake that added a lot of uncertainty ahead of the bank of japan's rate call decision so my condolences to those affected by the earthquake in japan but apart from that other memory names as well as tech names that went down in japan kyoksa holdings down by nearly 14 percent tokyo electron down by nearly about 10.6 percent and also softbank group down by seven percent on the upside though in hong kong the hung sang up by nearly two percent uh their highest level in about eight weeks there's a lot of investor sentiment supported by reports that their fast fashion giant shane um they're going to be targeting a hong kong ipo at a valuation of about 40 to 50 billion us dollars so other names that were quite uh high in hong kong included tencent they were up by more than four percent xiaomi was up by nine percent as well as meish one up by two percent so what should we focus on at the open for asia all right so of course that fed policy decision keep an eye out on global futures ahead of the asian open you know with u.s rates holding steady at around 3.75 percent keep an eye on the policy tax for future rate cut hints as well as you know some hawkish dissent that you mentioned earlier that could trigger some automated risk of uh across asian currencies uh of course bank of japan uh interest rates that verdict coming up tomorrow as well they could face uh quite a challenging session tomorrow because they've got the balance out between you know the core inflation against also the damage coming in from that earthquake so watch if that yen breaks uh 163.5 and that could also impact that of export heavy sectors such as auto and machinery and then finally south korea the cosby they're really in the dirt right now i mean watch that open extensively all right following those two days consecutive circuit breakers see if there's any state-backed stabilization that could inject a little bit of liquidity you know to defend that 5600 floor but if not there might be some margin calls that force a deeper gap down in the south korean cosby so hopefully you know they
[01:47:33] Speaker 5: can recover in the following days yeah lots to focus on here guys for the asian market and the european market join us with one to talk about the european and asian markets 11 30 a.m and 3 30 p.m respectively every day also i'm just seeing apparently treasury 30-year yield topping 5.2 percent for the first time since 2007 as the nasdaq continues its jaunt back to the downside back to you problem uh i'm just gonna do
[01:48:01] Speaker 3: this yeah that's a problem yeah the uh it's funny you basically read my mind that wow i mean this is now we were dollar 50 upside didn't think we'd get a dollar 50 downside three dollars right here i did want to show you the 20-year treasury and it's funny you just mentioned it because yeah i thought that it was like a dove um sorry yeah dovish hold uh rate but you know the tlt as adair just mentioned it's going the other way so you know as there's an expectation now for the next rate cut and we can actually call it out or the next rate decisions must be a rot a raise at this point um definitely bleeding to the downside there's a tlt you do not you generally do not see this kind of a movement to the downside so like all of your cash and cash equivalents now are becoming worth a little bit more
[01:48:48] Speaker 5: money as we sit on yes sorry 98 chance of a hike or is sorry what am i seeing let me make sure what i'm seeing i'm i'm thought this was okay current no sorry 90 percent chance of a hold 98 chance of a hold only one percent chance of high so these chances here of a hike have actually gone down which is pretty interesting that was sorry that was really limiting september yeah september we're seeing about 50 50 here that's my bad that was the july meeting for some reason september um about yeah about 50 50 chance of a hike there's actually again just under one percent chance of a 50 basis point hike so very likely you get that 25 basis point hike in september well i'll take that one
[01:49:28] Speaker 4: step further i just got got out on the bid i mean obviously everything is tanking but just to take it one step further go out to december and what you're gonna find is there's a 36 chance that we've gotten a couple of basis points and 0.6 percent that you've got three so and then you keep on going forward it just gets higher and higher it looks like we could be in a in a raising rate uh environment there oh we did miss a super chat i'm sorry all right okay that's uh adid i i think we is this the same one from this morning i think this yeah rich tech right should i hold for one or two days i had bought it just yesterday and today at 108 for nine okay if memory oh yeah 9k okay so this is yeah this is the same one i think like traders are not here to give you financial advice what i would say is for anybody and this is probably echoing what sean was talking about i said it this morning earlier before you get into position in anything you should have an idea where your out is going to be like what does it mean to be wrong this is this is obviously a small cap i know zero about that's down 30 percent that literally just broke 120s if you're long underneath where it broke down and then it's also lost a dollar it's lost multiple layers of support for me i've never traded a small cap in my life that i didn't have a hard stop on and typically it would be at a floor like that or at a dollar but you've just got to decide you just get that have to decide before you get into the trade where you're out is going to be but to me it's already lost major support and there's nothing like you have to have some kind of a ridiculous fundamental reason to like this stock i don't know nothing about it is absolutely bleeding today and the talk was once it does a flat bottom break you're long in front of support and when it breaks unfortunately it goes down but you know if you're long at 108 you haven't lost everything you just have to have some semblance of where um where you want your out to be it could be 25 it could be 30 it could be a it could be a support level once it's gone these things do not have floors i started my career as a penny stock trader and that was one of the first things you learn when you if you trade penny stocks is the only realistic floor on a penny stock is zero or delisted it goes for all of them and you really have to ask yourself when it gets under a buck like are you willing to lose everything so again i'm not saying anything that wasn't said this morning sean
[01:51:51] Speaker 3: so no no no i mean that's that's right i mean we talked about that earlier like once it broke that level it was a little bit of a risky business uh to be in that one but hey uh everybody else to each their own like oh man um if if a nine grand hit was the only thing you had to worry about maybe yeah you probably put a little bit too much in in there but uh yeah good luck and hopefully it does bounce over the next coming days uh yeah about this market um yeah flip game strong basically uh shut up easy peasy i mean easy peasy if you're still in this trade man you owe us more money my guy uh hey guys what's up with battle uh more power to the neils well oil one multiple meals oil went up uh there no we don't like crash car this is now one this is not really tanking here like i i i don't um you know we'll have to wait to see tomorrow's going to be pretty brutal i think you know sometimes we get a come back well you know what first of all it's major major earnings join us tonight um as we're going to go over everything everything changes at four yeah you don't need to stay anything past four ten like that's going to be microsoft and we'll analyze it all we'll have them all for you so i shouldn't say the market's going to be disastrous tomorrow but this is not a great look and as we just mentioned man with rates where they are at those highs adaira sort of indicated that to us as well you see what the tlt is doing it is an absolute tank city the dxy which i don't think we have on our platform right over here uh that's trying to make its movement back up to the upside recently as well as we had that huge move huge move now back upside actually it's not even the dollar that's reacting i thought it would have been bigger than that it's just this overall extension in the bond market right here's the treasury yields to the downside so you just got to be careful here as yields go higher price goes down that's how it works um i guess i probably don't need to tell you guys that but that's that's how it works and you know if you're looking right now that's what's happening here price yields are going higher you know on the 10 year and this is a 20 year so naturally you're going to see this kind of a continuation in the market and it kind of does suck so there it goes the price of the tlt is of the downside rate there as you're paying less for it uh as yields are going higher so tlt nice downside play there really leading this whole market downside in what's been a pretty eventful afternoon you can only you can only
[01:54:09] Speaker 4: ignore rates for so yeah we didn't even talk about battle um well there's not i don't know that there's that much to say um us always up seven percent so battle's up i'm just going to put it in perspective it's making a bit of a break but usually when oil is spiking this little small capper with a big float uh short float does a little bit more than this the big spikes look at this from 120 to 240 from a dollar 20 to 280. today it's gotten to a buck 50 in the 50 period so what it seems like is happening is every time this seems to spike because oil goes up it's not going as far and it's putting in lower highs so it's running out of juice a little bit i don't wonder if maybe there's something better in small in the small cap space that could be running i know vivek didn't really do much today i know uh sky q sky quarry none of these small cappers on on these moves are doing much more uh than they were before they're all making fresh like them like it's crazy because of the move up and the gap and continuation is actually pretty good in us so i just think they're running out of juice um a little bit it doesn't mean they're not good but they're just not doing what they were before trump i'd like congress to add iran tariffs in russia sanction uh bill okay well i mean reasons for us so to go higher whatever that was there nick dubs i really like ui path long term and it's very reasonable but i say i see it retracing to 1094 before bouncing referencing the 30 minute that is oddly specific because 1094 is not your 100 meter time you're just trying to say exactly where this is going to be bouncing uh on 10 on whoops and of course i'm literally seeing it linden meyer
[01:55:51] Speaker 3: it's at 111 isn't it we haven't talked about spacex in a minute it's at 111 uh it just broke to 11 it just literally held that exact price how are you picking out these 1111s and everything like that i mean what's the significance of that price it's literally what i'm asking so hopefully you can let us know i think it's just a random price but uh there has to be something to it right uh it's not that it's held i mean it it just held 111 twice the low of the day is 111.02 but yeah there's a huge move down in spacex honestly sort of ignored what was going on there today it's been uh i traded spacex and it was a short which we was still in it but we weren't thinking about that up there which is all that really matters uh but yeah we'll see if it winds up holding again great call there linden meyer uh and that's downside as well let alone what's going on with probably we haven't even looked over here yet amd yuck now down five percent i mean here is let's go over the the broader market just real quickly uh and then we'll get over there's got money talks we've got a fewer crypto where did see you go oh she was she still back there um okay well we'll wait to see there she comes normally with some of these updates but there we go nvidia down 2.6 google amazon meta um it's very red like some most of the time we're like oh don't look over here but at least there's something over here but today healthcare technology like everything sorry health technology downside uh there today eli lily j and j taking it on the chin but not really for j and j 265 we still like that stock there as well the bank stocks today wow uh joseph uh three percent now and more for jp market but it's okay goldman sacks down five i mean these stocks are on epic runs right one of the rate hike man yeah that's what i mean there's you got to be a little bit calmed down i think we could buy some of those weaknesses the producer side of things i've liked caterpillar i put that in the of jp morgan good job man this guy sold some yesterday jp morgan i think joe's 30 40 cash he talks about that all the time uh there's caterpillars that's a good trade joe a caterpillar down seven percent a name that i really like recently so we'll have to see that got downgraded today caterpillar so you know if you're going to look for some strength we already talked about the move that's happened in uso today so you're going to get xom valero eog fang occidental all of these names uh still doing okay on the risk reward side of things there for oil so yeah not too bad as we you know try to look forward instead of looking back uh what's going to be good moving forward and you know you're now 15 minutes away from major major earnings which are going to shape what tomorrow's trade looks like i i'm now two dollars and 40 cents now uh in the money on this short and we talked about the flip game there i i put a stop at 59 uh but maybe we can use yeah same same kind of a stop right there okay so i was going to use this little top wick there 59 10 as our stop but this is getting a hell of a lot worse part of my french and has that just yeah it's getting making new lows now about 1.6 percent now for the uh tqqs wow nastiness uh spilling over here it's nasty and the answer i'm not gonna i'm
[01:58:47] Speaker 4: not gonna give you an answer to say a chance to say no because the market's dropping obviously you see that short going down for for the queues but we have earnings after the bell i can't put them all in here so we're gonna vote again and if you don't know what we're doing all you have to do is jump into the chat by hitting subscribe and type a number corresponding to one of these names who are you riding with just pick one you don't actually have to buy the stock type one for meta type two for microsoft type three for lamb type four for arm type five for qualcomm and there is no other option you don't get to pick you know whatever there's no fortinet in here there's no carvana i don't want to have 10 things in the poll so those are the names we're going to go with and uh i do suspect that microsoft might get some love uh i'm going to throw down uh there because microsoft's been beaten up software is getting a little bit of a comeback in there and hey the president not the part the uh not the president the fed chair just seemed to say that capex spending could be leading to some good things uh who doesn't get any love is lamb anyone know who lamb is do you know who lamb is only one
[01:59:48] Speaker 3: vote it's a pretty good company there's a lamb or is that a goat you got well it's supposed to be a
[01:59:55] Speaker 4: no but it's actually no hit it again look look at that's that's a don't go to like yell and scream
[02:00:03] Speaker 3: and all that it could come out as well sean okay okay it could be a perfect one what exactly does that even what exactly i don't really know why over there but it had to do with something like uh
[02:00:16] Speaker 5: you know some of the the uaw union strikes going back to 2023 i believe and then or 2024 i think it's 2333 and then the endorsements of certain political parties in the 2024 election that's more i think
[02:00:27] Speaker 3: what he was upset about that's hilarious um i'm just gonna go uh new position alert linden meyer we're gonna go long 111 10s right now on spacex so let's see if we get a little bit of a bump here now remember there are is only three minutes until the imbalances so once these wow oracles a cell hey okay so once these come out um everything's gonna change for this i did hear a dare you may want to look this up spacex awarded some sort of a contract which is actually why i went long nothing to do with uh with the 111 lows but heard that they received a 1.6 billion dollar contract uh there i think from the space force uh department of is it called space force i think it is uh so have a look and see if you can find a story there may not be accurate i'm gonna stop out at 110 i put it in at 110.80 so i'm only willing to give this thing 30 cents you know obviously with these imbalances coming i don't want to be anything responsible for this here it comes back in so you know i hear defense contract spacex so i went long it was really that simple but we're only long a small piece here it looks like it's going to fall out again we i remember taking spacex one day when it had a story up there and it looked like it was breaking 130. we took that for a minute and then it okay here it comes and then it absolutely tanked so uh i want to make a reminder okay it was the flip trade that was
[02:01:50] Speaker 4: good on spacex yeah it was the way down it was an imbalance on spacex yeah we hit it we hit that and it was the reversal at 355 on spacex so it was really good yesterday i think that was yesterday right
[02:02:00] Speaker 3: yeah yeah yeah we waited for it yeah that's what it was we just got stopped out of it anyways so a little small hit there on spacex but definitely hit anyways uh maybe that story was not what i
[02:02:08] Speaker 4: heard so so with again with two minutes to go it's still oracle 2.2 million cell fcx 1.5 million early look cell uh ewy is a buy of 100 000 and that is pretty much it of the names that we a sock cell in there for a small buy of 660 000 um again we'll see in about one and a half minutes what they really
[02:02:27] Speaker 5: are there this spacex thing um i'm seeing apparently reuters reported it i'm not seeing anything on benzinga yet nor am i seeing it on my main x feed but when i searched those keywords i'm seeing a smattering of headlines with very few views again suggesting according to reuters which i haven't seen reuters posted see i'll keep you guys posted but according to reuters spacex reportedly being awarded a 1.6 billion dollar contract from space force for 18 falcon 9 missions that will launch military targeting satellites that's the story if i get more details anything more concrete than that i'll
[02:02:56] Speaker 3: let you know 1.6 billion i had a trillion dollar except for the long it was not a long but the story was correct but the story was correct so well reported from reuters so we'll see but that's not
[02:03:05] Speaker 4: a lot of money um no spacex loses that much money a day in market it's a lot of money but relative to a trillion dollar valuation it's not a lot of money right don't at me when neil says of 1.6 billion dollars isn't a lot of money everything is relative if you're what's that what's that small capper that was running dfns like those guys get a contract i don't know what they do it doesn't matter those guys get a contract for a million dollars and it's probably a huge deal shorted space by the way dfns did pull back so 60 was the high so we prayed for the shorts and the shorts got their reprieve it pulled back into 44 but you know what this is three days in a row of sort of blast off it does eventually uh turn around but a good day for the small cappers at least that one uh so with 10 seconds
[02:03:52] Speaker 3: the falcon 9 liftoff going to be happening very very soon for spacex uh and maybe not as we have five seconds left and spacex is now at the low of the day down five percent and the linden meyer level right now in question uh okay here it is right now it's nvidia with a cell it's spacex with i don't know not doing much let's go check out what nvidia is doing nothing again but that's a cell over there fortinet with earnings coming um nothing going on there up 1.8 percent watch out for that name uh later on crm netflix with the cell 73 nice little bounce back there for netflix i liked it um intel at 80s not liked it but we looked at 86 bucks today didn't trade off of that though maybe should have uh other than that man i'm not saying anything else that's on here that's spacex was
[02:04:33] Speaker 4: 990 shares by side 990 now it's now it's 13 000 but i put an order in by accident that was like i was gonna say it's about as small as possible so no imbalance there oracles came out as 10 000 shares so it was two point on the early look came out as 10 000 the market only 750 000 to the sell side nasdaq 1.3 the nasdaq 1.3 billion the mag 7 only 233 000 sorry 233 million must be a buy on one of the mag 7 names fortinet with a million cell and that's an earnings name here actually the biggest expected move on our board is fortinet believe it or not it was 12 i believe for ftnt i think they're at 405 or 410 not one of the biggest names that's reporting tonight but cyber security has been a bit of a theme and fortinet has let's just say it's been on a little bit of a run going into this print right like you from may the stock almost doubled almost exactly a double up pulling back into the 50 period so cyber security has been a fantastic theme can these guys hold on a bit you know i don't like them as much given how much yeah there's there's some downside on that thing when you look at the daily chart it doesn't really look as good uh there you kind of worry about what how the punishment that's been happening to every single basically every earnings name regardless of
[02:05:53] Speaker 3: report yep and uh we'll look uh we have some big names reporting here after hours i'm just gonna put out right here we're almost gonna i'm just gonna stop at the top of this last can't sorry the top of the current candle right there 58 50. um you know it could reverse we've seen the uno reverse card be played on imbalances and we talked about that before with spacex and everything so if it does continue to move down that's where my stop is we'll pay attention to that in a couple minutes and see if we do get stopped out all right man it's microsoft coming through with earnings i guess i mean it's gonna look pretty much man the market is we're now three dollars in this is really the market's really bleeding out now honestly uh they did not like it man this the market got washed today i think that's more it didn't get washed it got washed like that's a downside play there president trump may fire kevin warsch even before and i don't even know if he did anything but he may may may be unemployed as he was hawkish if uh yeah i know but i'm saying if if if the president comes through and sees this number uh and the dow he might not like it uh okay so three is it down the dow is probably hit too yeah the es down 1.3 there's no way the dow is up no no nothing's up right now uh but there's microsoft to the downside they're coming with earnings and you know this is going to be interesting microsoft actually i thought if we could hold this 50 period and i know the 50 period doesn't mean anything it's earnings so we'll see where it goes but you know good recovery day look everyone knows earnings are coming so the fact that we had a little bit of a bump makes some sense there for microsoft i still think they can beat i think they're going to put up up a better copilot number i think microsoft will be one of those names that shows us that uh monetization's here and i know sharif hates sam altman uh and everything like that but we'll wait to see if copilot and open ai and all that can make a little bit of money there uh yeah he's definitely hasn't been uh treated that
[02:07:43] Speaker 4: well in the media lately well it turns out that open ai that open ai hack was worse than they originally said there was another company that was also uh involved in that not involved but another company that got hacked not as seriously as hugging bear but this is absolutely ridiculous that we
[02:07:58] Speaker 3: should have it's so stupid of myself because when it went to 640 right there i was like bruh these are outs on meta you know then it goes to 680 and we're like wow man we probably didn't get out there now down to 580 right there for meta as if the comeback was not real on meta let's see if it does give some love tonight to meta i think they can beat uh maybe this is just my bullish overall attitude in the market right now um just for these these names right i mean i think the market overall is a short you can see that we're playing short but meta i think can do better like this is now just absolutely crushed that's down a hundred bucks in about two weeks straight downside for meta so the market doesn't seem to think they're going to beat but i'm going to take that that super chat that we had that one time that said when there's sort of blood in the streets maybe it's time to to mix it up a little bit so we'll see if medic can do something according to our viewers i don't know
[02:08:56] Speaker 4: like i voted microsoft but i feel like that's now turning into shock 40 of our viewers chose microsoft we got a second sympathy vote for lamb um not a lot of votes for arm the market just took another leg q com but it's it is mic microsoft and meta are the overwhelming favorites what's interesting about that is you i bet you if you look up the pe like qualcomm is probably the best value there arm been cut in half but uh 355 hit so a lot of things probably paired off on the imbalances amazon no actually something showed up amazon was not there before now it's a sell of 1.4 million apple wasn't there before now it's a sell of 1.8 million nvidia wasn't there before now it's a sell of 3 million no nvidia was there it was but it wasn't 3 million intel 2 million to the sell side these were not that big uh for sure let's be real uh that's pretty nasty so in selling balances across the board uh with the exception of nope i mean well all the makes up names i just saw there uh easy peasy thank you for super chat i coded you as fade pops exists penny stocks when they show up you don't get you got to be very careful if you're popping fading i don't do that on those crazy ballistic stocks djt sure yeah like djt like there's certain times you can find a good pop and fade like we were training today like silver was a short d ram was a short did you see me short a single one of those big time gappers i don't do that i don't do that like when i was a penny stock trader i was like mostly long back in the day because that was it wasn't it's not an easy thing to do but like you're mostly long when you can find the opportunities when they are in play um but yeah i do like pop and fade when you can find it but uh should have probably found we did find silver but i didn't get back into d ram that's the one that'll uh suck but yeah the interesting thing is i didn't think microsoft was going to be chalk while i was picking it i really thought people might be
[02:10:44] Speaker 3: voting for um putting some votes in for qualcomm and arm it's a good time to be sitting on cash uh regardless of where you voted i feel like um right now because there's going to be some dip by opportunities you're seeing them in intel you're seeing them in google uh off of their reports and then now today you get to pick and tesla so you're going to get to pick and choose what mag seven names you want on discount because it's getting nasty out there we just covered right there on um we have qualcomm coming i like qualcomm who's first it's gonna be one they're all the same i think there's a bunch of them uh the latest one is microsoft but it's meta here i have i have it up on i thought it was softy first oh with adera yeah yeah it is softy softy's coming first uh as well carvana's 405 um okay where is it where is it here it is right here oh no that's tomorrow my bad yeah it's meta okay that's what i was saying i thought because meta um fooled us one time before i can't stay that late if it happens again i gotta get out of here uh there's meta at four there's qualcomm at four 405 so you're gonna get them all the latest one's four tenths regardless of where these are the expected times they've been wrong before all right neil and i got to flip over so um i don't know if one is oh see is back we got to see you there all right so see you and adera you guys let us know when you're ready but neil and i got to flip over and get our flip game set up turn around okay uh let's do that we cover the tqs i'm flat right now thanks everybody stay tuned for earnings um a major major earnings today was sort of the super bowl for fed you're about to get sort of first q right now first quarter major maybe the second quarter and we're not and we're not going in there strong either no this is like we're like the atlanta falcons where we had we had a big lead at one point but we can sense the patriots coming right back behind us on our super bowl right now it almost feels like the patriots have caught us uh already but all right i don't know why we're still talking let's throw it back there we got to turn around and get this all figured out we'll see you in five minutes or less
[02:12:35] Speaker 5: one minute yeah let's talk here about some of these earnings i'm just going to go through x here just to kind of give you guys a sense of some of these earnings that are going to be on watch we just had this right posted here in exit tv research qualcomm let's take a look at what we're expecting from qualcomm because they're coming out at 4 p.m sharp alongside meta last quarter we actually had a decline in sales here on a year-over-year basis this quarter 9.71 billion here revenue estimate for q3 2026 eps estimate two dollars and 20 cents got a couple minutes here until the bells let's take a look at what we're expecting from meta because meta another one alongside qualcomm that's going to be coming out here bright and early at 4 p.m eastern we post a lot guys so we're just going to scroll as we look for that meta earnings preview which was released this morning because we like to give you guys a lot of notice before these earnings reports so meta also expected right at 4 p.m 60.18 billion dollars here's the revenue estimate 7.13 uh seven dollars and 13 cents is the eps estimate we're seconds away here from that closing bell last quarter though unlike qualcomm you actually had growth and strong growth from meta on a year-over-year basis up 33 percent year-over-year for those sales so excited to take you guys through these numbers i'm going to get set up here so that i can pull up these numbers for you live on benzinga live on x anything that i see i'll keep you guys posted at this point we are just a couple seconds away here 13 seconds away from closing bell we're brought to you by our friends at vin fast let's drive right into that earnings segment and thanks again to vin fast for their sponsorship of the show five four three two one i expect the earnings flood dates to the opening so i'm going to keep you guys posted here on uh keeping this open let's see what waiting happens here let's see what shakes out how are you guys doing over here neil and sean are you set up are we ready to go i'm going to be looking here for qualcomm and uh meta first i actually already have qualcomm earnings so let's talk here about qualcomm guys um qcom and focus q3 eps miss two dollars 21 cents versus 223 expected sales beat 9.947 billion above estimates of 9.668 billion q4 guidance because they just posted q3 2026 q4 guidance adjusted eps 205 to 225 well below estimates of 236 um sales guidance here for qualcomm 9.7 billion to 10.5 billion mostly below estimates here of 10.018 billion so miss here for guidance beat on eps sorry beat on revenue but miss on eps so mixed but mostly bad report for qualcomm
[02:15:01] Speaker 4: guys it's going on ripping so we like qualcomm we like qualcomm that's the thing about value if you get a decent valuation that you're headed to the upside but meta is going in the other direction
[02:15:12] Speaker 3: meta is getting wrecked 561 561 561 and change for meta having an attack 562 meta downside uh-oh uh there we go man joe you switch from google to meta man that might have been a bad play uh there goes meta to the downside we'll see uh we've seen a battle back we'll wait for some of those earnings to come through but there's meta right now downside i just heard microsoft in my ear oh yes we said we go softy right there uh we have that uh pick as well yeah you're right adair this is supposed to be 410 uh there for microsoft they're out early right now 402 microsoft looks like the one that's going to work out for us here to the upside uh it's microsoft it's meta and it's earnings palooza uh meta you don't want to be a shareholder right now but microsoft you do it there what you got
[02:15:56] Speaker 5: going up is still odd as we get more comments here from management unprecedented increases in memory prices supply constraints made cyclical headwinds for global smartphone phone industry in fiscal 2026 that's not a great look for qualcomm still looking here for meta and softy it's the top just the top
[02:16:12] Speaker 4: and bottom the eps 481 versus 424 for microsoft let's go big beat on eps beat on revenue as well i don't see any guidance yet but big beats over there let's go back to adara softy through 400
[02:16:24] Speaker 5: through 405 as well generally we'll get microsoft until uh their earnings call when it comes to guidance but you did get revenue 18 increase year over year operating income also up 18 year over year let's see what we get here for azure azure revenue surpassed 100 billion dollars for the first time for fiscal 2026 meta's guide is bad this is the fiscal quarter apparently bad guidance for meta so we'll look at that in a second year let's see azure what kind of cloud we got as we look here 43 uh your growth for azure that's pretty good for microsoft i've got meta guys meta coming out we'll go over this right this second meta eps 618 uh wealth below um 714 last year that's a big eps miss for meta sales here for meta i mean where's meta on the daily billion versus 60.2 billion expected so slight revenue beat uh big miss here for eps q3 guidance for meta revenue guidance 61 billion to 64 billion versus estimates of 63.17 billion mostly a bad report here for meta we uh on the daily meta is
[02:17:23] Speaker 3: literally at support i have it up here on the chart over here uh right here at support i was going to say maybe brendan or adara we should if we can get the numbers on the screen i think that's almost more effective than adara reading them um but yeah take your time adara it looks like meta right now down eight and a half percent but at a daily level that we like so we can check that out with meta and then just a quick look as we go back to microsoft here nice report for microsoft right they were down there now you're up four percent microsoft kicking out 408 and look the best part about microsoft is if i can find my mouse would be that we are taking out some of these day highs right there so we're taking out some highs on the daily chart let's see if met uh microsoft can climb through but yeah it's the story today is going to be meta i think we're going to be talking about that for a while down to 540 right now adara yeah let's talk about metas capex i did put it here on the
[02:18:09] Speaker 5: screen we'll get more into it here so uh for meta you've got capex of note 130 billion dollars to 145 billion is their guidance for fiscal 2026 capex that is above their prior outlook of 125 to 145 total fiscal year expenses for meta they're guiding now between 165 to 169 billion that's actually going to be uh an increase there on the lower end they previously saw 162 billion to 169 billion apparently more for microsoft they had year of year growth for commercial bookings of 11 for the quarter uh let me see what else i'm seeing here again just seeing more here on meta like we we know the eps was down big time on a year-over-year basis revenue did beat and grow 28 year-over-year net income dropped 14 year-over-year and let's talk about meta's operating margin because that declined from 43 percent to 31 percent not
[02:18:58] Speaker 3: good breaking 190 like nvidia's down to 190 that's getting cropped arm is the arm is also oh my god
[02:19:05] Speaker 4: i don't even want to know about arm arm at least for now arm is actually heading higher but after what we've just seen the bloodbath that we're seeing over in meta let's pretend arm beat somehow yeah
[02:19:16] Speaker 5: they did beat there you have it right yeah i've got arm so it's actually on your screen as well guys arm eps 45 cents uh versus 40 cents expected revenue 1.29 billion versus 1.26 billion expected that will be a double beat for q1 2027 for arm they're guiding q2 2027 revenue 1.38 billion that's going to be above estimates of 1.34 billion and they're guiding eps for the quarter 47 cents above us if it's a 43 cents that is a double beat and a double beat on guidance for arm hard to find anything holding this one back or yanking it uh to the downside but right now arm kind of choppy here not seeing anything new on meta just seeing a lot of circulation of the same stuff we're looking as
[02:19:53] Speaker 3: well guys right now why is i'm not moving sentiment is dragging it down in my no no arm just got crushed it just got hit the low again just hit the low 24 arm yeah exactly it's over i don't know if you if you read anything about it adair is going to get into that one right now but we are down you know you know what might actually save the day here there's a lot of traders that obviously invested in robin hood so let's have a quick little look to see when is robin hood coming out they're down to 90 right now i don't know if they're out yet but robin hood oh yeah it is out uh eps 62 cents beats 42 estimate uh higher on sales i'll leave that to the girls over there maybe uh sia wants to look up robin hood if she wants to but right now robin hood down to 89 bucks right now relatively flat but the story is going to be meta man we talked about i was hoping that they wouldn't talk more back goodness but uh maybe they did and there it is bouncing off 5 30. we're we're forgetting that
[02:20:43] Speaker 4: we're forgetting that alphabet barely increased their capex uh lamb is out in lamb we had two sympathy votes in the chat that actually picked lamb and they're going to the outside that means every single time we have done a poll on earnings it is the one that nobody likes that does the best same thing about apple multiple times uh lamb breaking it out through the top but you know i'd be i'm concerned about meta i'm concerned a little bit about arm if arm can have a double beat in a good quarter and that can't head higher that's a problem valuation i'm heading lower right it's still a concern it's a pretty expensive stock it's holding on to 220 but that's about it for arm so you know at this point it's starting out pretty i'm disappointed because i think a lot of people like microsoft i was i was with that but i want to see lamb hold on to it i want to see arm actually react positively to what was a good report but we're just not getting that uh at all and that's the thing if you're expensive you're not getting the benefit of the doubt and even qualcomm's value isn't helping
[02:21:41] Speaker 3: them i don't want to talk about qualcomm what's up sia yeah let's take a look at robin here robin
[02:21:46] Speaker 8: actually climbing a little bit so we're just going to discuss the earnings take a look at the numbers here revenue coming in at 1.31 billion dollars that's up 32 percent year over year which is a record diluted eps of 62 cents up from which is up 48 percent year over year net income at 573 million again up 48 percent year over year adjusted ebitda coming in at 741 million up 35 percent year over year so revenue breakdown for this is quite like over here we have the transaction based revenue over here that's standing at 776 million dollars again up 44 percent year over year and i think the stock is kind of making a comeback but there's a little bit of a retic right now it did go to the up right now it's still however down three and a half percent on the day while we get more we will keep you
[02:22:29] Speaker 3: updated also bitcoin down to 63.5 right now i mean there's some there's some issues across the board right there's randy here what was that uh okay so 90.80 good little look there on robin hood you know one of the worst ones might be a name that i recently bought uh today we're going to see what winds up happening with qualcomm it's battling around that 150 marker so that's going to be an issue there today as well the highest i saw microsoft was 408 and that might have been the high right there 404. i think it's important that we wait around for uh the calls you know i think that that's going to be important to wait to see where exactly some of this capex is being spent and what they're looking forward moving forward there with arm uh meta and microsoft uh sorry there you got
[02:23:12] Speaker 5: something i've got a couple things here we'll talk lamb research here lrcx this is to the upside uh q4 eps beat for them one dollar 82 cents versus 168 expected sales seven uh sorry 6.7 to 2 billion above estimates of 6.665 billion then you've got starbucks so it looks like a lot of these stickers ending in x on earnings are doing quite well sbux here adjusted eps 85 cents versus 66 expected sales 9.32 billion versus 9.157 billion expected that's a double beat for starbucks see if we have carve out i know we already have carvana for you guys apparently this is down like significantly here yes it is so you actually have a double beat here in cvna market's not liking it though 42 cent eps versus 36 expected 7.376 billion versus uh 6.907 billion expected so nice double beat for carvana i'm also seeing more comments here from msft management that i want to talk about so uh you did have apparently their anthropic investment doing quite well they made some money there from that anthropic apparently 3.2 billion dollars worth of gain from the anthropic investment for microsoft so just some quick updates here i think we've gone over most of the big earnings announcements cmg chipotle still set to come out but i wasn't seeing that till 4 35.
[02:24:24] Speaker 4: bloodbaths left right and center cyber security once again fortnet up 13 percent after their report so that's at least i mean it's the only thing that's actually holding up there um i don't have the numbers for ftnt okay so i know you put them on the screen there but at least this one is showing a little bit of juice but here's the problem whether it's a problem or not it just tagged exactly the highs almost to the penny just tagged the highs and installed out so if it doesn't break out you got to find new ranges a lot of times so fortinet's going to tag that top on sympathy you're going to see some of the other names in cyber security uh do well but i think the bigger concern here is meta i think meta is what we're concerned about right now yeah i mean meta is a big
[02:25:06] Speaker 3: problem cmg doing not much uh here as well if you do like what you're seeing now push the like push to subscribe join us on every single major earnings day we're going to be here we have the chat rate in front of us man i mean we're loving that shout out to mimi shout out to hurt scrambler trade forever um everyone that's here t hide the others the notorious dinkleberg is also here as well we want to thank everybody for being here big spinner man hope you didn't put too many spins in this market these days uh chipotle now up seven percent what you got adara yeah i've got actually a little bit more on
[02:25:37] Speaker 5: starbucks to kind of explain the extent of this move to the upside we already talked about how they beat on eps they beat on sales but their comp sales are really good here us comp sales 7.9 percent uh year-over-year versus 5.72 expected uh international 5.7 percent up versus 4.14 expected adjusted operating margin 14.4 percent well above estimates 11.9 percent brian nickel and his team just crushed it over here in sbux they also guided q4 us comp sales of at least 6.5 percent well above estimates of 4.8 percent growth so it's just a good look across the board for sbux tip exam caramel macchiato to
[02:26:12] Speaker 3: the upside here is red oh good that's a problem man too bad i don't really drink because this would be a good day to drink like like there we go to the down oh joe looks like i picked the wrong day joe's getting involved now uh but yeah right down there we almost took out the day's low on microsoft there again right the day was made microsoft absolutely throwing up on itself after warsh uh came through and then there it is right now we just touched out to 390 there on microsoft that's giving it all back um real quick on microsoft and then of course the other name that neil was mentioning their meta that is actually doing much better right now we thought softy was saving the day looks like meta might be creating some little upside uh jig there with it though nice move up to 560 again for meta and then qualcomm my guy over here uh i guess when am i averaging in maybe soon on qualcomm as that just breaks a little lower we're long about this 180 marker there uh on qualcomm off these some kind of support levels that no longer exists for qualcomm going down further on a daily chart you're getting into some buy zones i would think but wow this whole market man i mean intel nvidia everything not really creating um some good movements you know nvidia neil down seven dollars crazy crazy since three o'clock and video like let's think about that down seven dollars this is a four trillion dollar name you know it doesn't get hit like that that easily but apparently it does after
[02:27:37] Speaker 4: well what's crazy to me is we were talking about how lamb had a good quarter the guidance comes out on lamb and it's fantastic like you're talking two to 230 versus 180 so the midpoint's a big beat on the guide 7.7 to 8.5 billion versus seven flat that's a huge guide and what do they do they drop it 20 bucks for it to come back a little bit so you know we're still seeing this reality where the sellers are they're just a little bit quicker to hit the keys uh right now the buyers are not as strong as we would like to see but this one's at least going to be like it bounced uh just kind of says if nobody likes it in our poll it's probably the way to go um but again at least we have meta catching a bit of a bid that that could be a positive sign i know it's down a bunch but um at least they caught a bit a bit off 535 and we're back into the 560 range so that looks a bit better but amazon amazon coming we've got
[02:28:30] Speaker 3: some more major movers we still have apple coming in the next couple days but uh we can start to we can start to wrap this thing up adara what are you posting up on here yeah chipotle good good move on chipotle what do you want to tell us about that uh yeah see if you want to go over
[02:28:41] Speaker 8: chipotle oh yeah absolutely chipotle is climbing right now as well so revenue has come in at 3.35 billion dollars and it has sean beat expectations of 3.33 billion dollars over here adjusted eps at 33 cents beating expectations of 32 cents and gap eps at 32 cents comparable sales up 2.2 percent you have operating margin at 15.7 percent as well not bad not bad of a look here at all and stock speaks for it as well
[02:29:08] Speaker 3: you see the daily chart on cmg very very popular uh as it's breaking higher right there 37 and change we'll see if you come over to that to my screen over here if you can get it there it is right there so we'll see if chipotle can sort of save the day and you know it's coming tomorrow jersey mike's coming big ipo good good data ipo after we see the reaction here to a similar name in chipotle so meta microsoft that's the bell of the ball here today microsoft's actually thinking about turning red uh it's red already but if it does get lower than 390 then that's red from the close oh don't think i don't see
[02:29:42] Speaker 4: you mf dane mf dane uh i'll do the salute for robin hood but you probably gave that a minute or two ago when robin hood was actually breaking out robin hood's now back underneath the highs just keep in mind some of these percentages that the market defecated all over itself in the afternoon so a lot of things were down this is up from the close even though it says 0.2 the downside so yeah not bad for them no mix from microsoft i guess because it pulled back in there fortnet strong lamb okay meta bad uh qualcomm to the downside just going over uh some of the big names here and then of course
[02:30:20] Speaker 3: chipotle yeah pretty solid yeah uh everybody if you're watching us now make sure you do hit the like and the subscribe it's been an absolute blast to be with you um throughout this earnings report guess what i think we're doing it all tomorrow again so we should have a lot of fun there i love this four box thank you sia for staying late thank you adara for all that as well and we got some great cover today um and i just you know hopefully some of you are a little short some of those names but it wasn't there was up days right there was chipotle there's robin hood seems to be up right there but we're live tomorrow at eight o'clock so join us at 8 a.m because we still got all the conference calls all the call we were not sure exactly more earnings in the morning post fed at this time when intel reported it was up 14 we came in the next morning and it cracked into the negative territory so hopefully we can get a little bit of a bid happening in this market but yeah thanks everybody for watching that's neil i'm sean sia and adara we will see everybody tomorrow and thank you to everybody watching that's the most important part we'll do it tomorrow at 8 a.m join us then thanks tiktok ciao