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2X CAP ACCELERATED ETFs | Leverage ETFs
Recorded: Sept. 8, 2025 Duration: 2:02:24Space Recording
Full Transcription
Thank you. What is up, everyone?
Happy Monday, September the 8th.
Hope everyone's doing great.
Hope everyone had a great start to their week and a great weekend this past weekend.
And here we are for another episode of Stock Picks for the Week.
One of our favorite running shows, one of our longest running shows here on X, here on Wolf Financial.
And yeah, we have some good results to report back overall. And
I almost had Ben just boat raced us and I tried to keep up with him and he still held me off
there at the end, like a little Derek Henry stiff arm. But either way, here we are on the
Stock Picks for the Week. If you're new to the show, we always go through the previous week's results. We talk some market sentiment, and then we go around and get everyone's two
picks for the week. The competition does run from Tuesday open until the following Monday
close. So finally got back on a normal schedule after the holiday last week and got our picks in
on Tuesday night. So from there, Wednesday open through today,
the market itself spy up 0.96%, right at 1% on the S&P and the NASDAQ QQQ 1.69% return over the
period of the competition. As a group, we had a 2.69% return. So we're back to beating the market again, as we typically do on this show.
Great job to all the pickers.
And our top three, as I've called out a couple times, I sent it all to the group just a few moments ago.
Our top three is number one, Story Trading.
Ben over at Story Trading with a 16.31% return.
The big winner was Sidney Sweeney.
They call it AEO.
I don't know what the company does.
No one knows.
Yeah, just kidding.
Of course, it's American Eagle.
But Sidney Sweeney with, and he'll provide some commentary on this,
hopefully here in a few moments,
that I think is very interesting and pertinent to the story around AEO.
But a 35.30% return from Ben at Story Trading as the top pick
of the week as well to get that top spot. Ray was in second place. That's 13.10% return for me.
My big winner was AVGX. That's the 2X leveraged long AVGO Broadcom who reported earnings 29.38% return on that.
And third place will go to Mr. Chris Patel.
We'll see if Chris Patel makes it buy the space this afternoon.
But Chris Patel with a 10.98% return for that third place spot.
His big winner was Nail, N-A-I-L, which is a 3X leverage home builders, 20.85% return.
So just the three top picks basically were the three top winners right there.
Across the board, some other great picks of the week.
We did have Lab U from Nick Drendel for a 4.61% return.
He paired that with Futu.
He was just outside of the top three there, but two winners over there for Nick Drendel.
And then Microsoft Short from Chris Patel was also on the green side there, 1.11% return.
And with that, that's our current results.
So Ben from Story Trading, top spot, myself, Emperor at the second spot, and Chris Patel, third place.
And we beat the market.
So great job, crew.
And we've got several of our pickers up here on stage.
I'm interested to hear what everyone's market sentiment thoughts are.
Obviously, we had some earnings last week.
We had some data last week.
NFP on Friday was a little bit interesting with a run-up into it
and then a pretty hard sell-off inside day today.
And a lot of things going on. So I'm
sure some people will mention these things, but if you're not aware, we do have PPI, CPI data
Wednesday into Thursday on those two. We also have a 10-year node auction as well as a 30-year
node auction this week. We have a Robinhood and Apple event both tomorrow as well as several other
things going on. So I won't steal any more thunder here.
That's the introduction for the space.
And I will start tossing it around to the panel so we can talk some market sentiment.
And Ben, our current trophy holder, you've got the crown.
Let's throw it over to you.
Would love to hear not only your market sentiment thoughts, but you have a great, I guess, update
or maybe a deep dive. I don't know what you
want to call it, but some of the color commentary that you've got around AEO as well, the top pick
of the week. So we'd love to hear both of those things from you, sir. Take it away.
Yeah. I'll start with AEO, but guys, look at Nebbius and After Hours on this Microsoft deal.
Crazy. I stopped it for a couple bucks and then it just like shot up another 10 bucks. Crazy.
All right. Anyway, American Eagle. So yeah, it worked out. I did hold that into the earnings
report and I actually still continue to hold it. I had some trading profits there, but after I
listened to the conference call, I decided to stay and probably even increase my position.
I think I also bought some for my retirement account.
They blew it out of the water and it had nothing to do with Sidney Sweeney.
I mean, these guys are firing on all cylinders in terms of mitigating tariff impact, in terms of product selection and inventory control.
Really, really excellent quarter. And then on top of that,
they gave commentary on the month after the quarter ended in terms of the impact that Sweeney and
Travis Kelsky has had on new customers. And it's huge. And they gave additional commentary on how
they're going to be involved going forward. I mean, there was not one thing
bad. You can find that American Eagles, American Eagles, that was it? AEO? American Eagle, yeah,
Outfitters Report. And if you look at the monthly chart on this, like, I really consider this
catalyst and inflection point catalyst. And I could see this thing continuing to rise over the next nine months to like $35 or so.
If you look, there's some cyclicality in that stock over the years,
and if you're going to go on an uptrend, this is a beautiful catalyst to do that on.
All right, anyway, that's American Eagle.
The macro commentary or whatever, look, I think it's all about IWM, lower rates, housing, things like that.
I think that's where it's going to be.
I'm really focused on that.
I'm a little bit worried about the magnitude of all these job revisions coming down and the unemployment data and all that.
It makes it a little bit scary, but the bottom line is, for caps it's it's all about interest rates um we have
cpi this week you know it would be a lot better for iwm if cpi came in light because if you if
you have a weakening economy and you still have hot inflation then the worry would shift to
stagflation and i'm not so sure that small caps can do great in stagflation, even with lower interest rates.
That being said, I mean, it's just so clear that the rotation to small caps and housing stocks and other assets that have really underperformed the last few years because they have high debt levels or, you know, for whatever reason, they, you know, benefit from lower interest rates.
So, look, I've been saying for a while now that I think IWM is going to be outperforming QQQ SPY
and head past 243.04, another $5.
Yeah, I pulled up a chart comparing IWM to SPY over the last 10 years,
and SPY's outperformed IWM by like
100%, I mean, 80%, 85%, something like that. So, you know, it's tough to be bullish, I think,
in seeing all this economic data coming in that doesn't look good. But I think the data says you
have to be long or bullish, these interest rate sensitive sectors.
So that's where I'm at.
You know, I don't know.
I don't know how CPI is going to be this week, but it just seems like it's set up.
You know, it just seems like it's set up for IWM to hit a break 243.04, whether it does that before or after CPI or before or after FOMC.
I'm thinking by next Wednesday we'll be above 243 on IWM.
So that's my sentiment for you.
And back to you.
I appreciate it.
I thought it was very interesting finding out that, you know, the Sydney Sweeney pump really wasn't even included in some of those numbers.
So that was kind of eye-opening to me a little bit when I heard you mention that.
And then I appreciate the rest of those thoughts there.
And great job, sir, taking that top spot.
I felt like you were overdue as often as you find yourself on the podium.
I felt like you were overdue a little bit there, but I know you've had some stuff going on.
So great to see you back in that top spot, Mr. Story Trading.
Ben, appreciate you kicking us off today.
Of course, we will come back around and get everyone's picks on the back half. I want to keep things moving. We'll go over to Andrew,
Mr. Real Pristine Capital. How are you today, sir? Doing well. Hope everyone else is having
an awesome Monday so far. In terms of what I'm seeing in the market, it definitely seems like
we're going through an economic regime change. So I think the non-farm payrolls data point was really confirmation that the economy could,
in fact, be slowing.
And on that NFP report that came out, the only sector that really added jobs was healthcare.
And if you think about those jobs that are being added in the healthcare industry, it's
really all about the baby boomers that are aging
and need more medications, medical assistance, that sort of thing. But beyond that, it does
appear that there's some sort of stagnation in the economy. And we're starting to see that,
and it's becoming very apparent in the bond market. So if you look at the TLT long-term treasury ETF, it put in today a 1.4 ATR move. And you can see
now it's above the 200-day simple moving average. And it really does look like investors are pretty
off sides when it comes to treasuries and their opinion on the economy. So if you look at the
dashboard that I posted in the nest, you will see the market's doing its thing. What I'm noticing is every day, there's always a couple of good stocks. Like today,
a lab was good. There was a smaller cap stock PL that was making a move. But by and large,
you look at most stocks in the market. And it does seem like there is some sort of stagnation
that's happening, where it's not like two or three
months ago where the entire market was rallying, stocks are raking out left and right. Now it
definitely seems like the pace of the entire market is definitely slowing down. Then as we
look to what could potentially lead market higher, NVIDIA is no longer leading. Like Nvidia did pretty good today. But if you look at the stock
since its last earnings report, it also is pretty much stagnating. So then on top of those dynamics,
we've got some rate sensitive stocks that are doing well. International stocks are really
outperforming domestic. I think that's a theme that in the financial media doesn't really
get maybe as much attention. But that for me in 2025, it's really going to be, this is going to
go down as the year where, hey, Trump won the presidency and international stocks, you know,
really went to the moon, gold went to the moon, all that, all that sort of stuff. So yeah, definitely a shifting economic environment. And my expectations for
2026 are not really all that good. Because yeah, if we enter a period where things stagnate,
and we have to contend with, you know, less jobs, potentially a slower economy,
and then also AI innovation, that is also potentially removing some of those jobs.
innovation that is also potentially removing some of those jobs. Yeah, to me, that just says,
hey, 2026, it might not be such a crazy year. The thing that we do have going for us for the
remainder of 2025 is we have year-to-date momentum. So all of the headline indices
are up somewhere around 5% to 10%. And so that is a positive tailwind. As you get to Q4,
a lot of fund managers, they really just start buying into whatever worked for that year.
And a lot of the analysis doesn't really happen in Q4. A lot of that really
starts happening in Q1 of the following year. So yeah, for me, I'm really just kind of coasting
with the positions that I'm holding.
And I think if you're really actively trading, unless you're in the best names every day,
you're probably struggling a little bit more over the past month or so.
So with that said, in terms of what I'm sitting with, it's these MSOS cannabis stocks that I've been holding on to for the last couple of months.
These stocks, it is going to be my
pick again for this week, the MSOS ETF. With that said, the ETF hasn't really done a lot for the
last month. So it's really been digesting some gains, chopping around sideways, and we are
waiting for a potential announcement on rescheduling from the Trump administration.
for a potential announcement on rescheduling from the Trump administration. As of August 11th,
he said in a few weeks, they would make that determination on rescheduling. We're getting to
the point where almost a month has passed and we haven't had that announcement yet. So that's
really what I'm waiting for. So aside from the cannabis theme, I've been trading really for
this past year or so.
I'm really just trying to stay the course and just coast it out into the end of the year.
So yeah, looking forward to hearing everyone else. But yeah, my pick is going to be MSOS again for this week. There you have it, Andrew. And you mentioned the time, does Trump ever follow the
actual timeline though? I mean, even his like 4 p.m. press conferences start 45 minutes late. So maybe maybe the three, you know, next few weeks, maybe that means like by the end of September or somewhere. But thanks for the update and keeping that catalyst watch on our on our radars here. So appreciate you, Andrew. And for the additional thoughts you were throwing in there. Let's go over to Nick Trindle. Nick Trindle, what are your market sentiment thoughts?
What are you seeing around this market right now?
So overall, pretty strong market.
I echo what Andrew said over the last couple of weeks when we saw the positioning on the NASDAQ and the positioning with the NAAIM, like the active investors, getting over 90, 95%.
It just makes it really tough for stocks to trend if everyone's already long.
And thankfully, we had two weeks of both of those metrics start to reverse back to the mean.
NAAIM exposure dropped from 98% two weeks to 81%.
And that's taken as of Wednesday's close. So definitely backing off
the positioning, which is nice to see as the indexes make new highs. The COP data, commitment
of traders data for the NASDAQ really unwound the massive, massive long position. And that doesn't
mean that the NASDAQ is just going to rip higher at this point, but it does free up some potential
like buying demand if the market continues to trend higher. And two groups that have really
struggled basically since the end of July have been software and then cybersecurity stocks.
Those were the first themes off the lows and kind of the first to go into this correction.
themes off the lows and kind of the first to go into this correction. And now you have both IGV
and CIBR working up the right side of the base, back over their 50-day moving averages, putting
in higher lows. And you're seeing some names that should have like sold off a little bit more,
like CrowdStrike, GapDown on earnings, that got accumulated. They held the 200 day moving average.
Z scaler is looking really nice.
Couple other like software names are, are acting really great now.
So I kind of think that the correction that we've had has been through time instead of price action.
Sure.
We've lost like a leader here or there, but for the most part, like market momentum has basically stopped from like end of July until now.
And I'm not saying like we have to break to the upside, but we've gone through a couple of weeks where momentum has been very choppy.
Sure, you have a handful of stocks that continue to rally, but it's been a pretty tough trading
environment for longer term swing traders, position traders the last couple of weeks.
And now that we have seen positioning come off and we're starting to see some relative
strength in the typical growth groups like software and cybersecurity, I'm hoping that
we get at least another strong push kind of into
year end here. Whether that happens this week or in a couple of weeks, I'm not sure. But the stocks
that like the price action that we saw the last couple of days have been extremely strong. And
to go back to last week, we started with the NASDAQ gapping under the 50 day moving average.
week, we started with the NASDAQ gapping under the 50-day moving average. And we found buying
support basically at that open, rallied all the way back right near closing highs on the NASDAQ
and did so with a little bit more strength on the S&P 500. So I'm really impressed with how the
market has responded over the last like seven weeks of chop.
And even like the ARKK chart,
three higher lows, 50-day moving average has caught up.
We got a nice little gap up today,
but like this is one of the better charts in the market.
And if ARKK breaks to the upside,
I mean, that's usually like a risk on signal for my trading. And it looks like one of the better charts in the market.
Now, we have this nice clean pivot.
If we have a false breakout and then start to roll over, then you have to adjust day
by day.
But man, a lot of things are looking good.
Positioning has come down.
And I still think like the focus is or should be on rate-sensitive stocks and Chinese stocks.
Those have been the strongest groups over the last couple of weeks.
And until I don't have success in those themes, I'll keep trading those.
But overall, it feels like the market is ready for another leg higher here.
That was very interesting nick um the the sell-offs that have happened just continue to
get bought back up right and i was actually looking over the last four weeks uh we've
basically been in a two percent range in the s&p uh just just really haven't gone anywhere but
slightly higher i guess if you want to put it that way so So it's been very interesting, Nick. Appreciate your thoughts.
We'll come back around and get your two picks for the week here in just a few moments.
Vegas, I want to bring you in next and see what market sentiment thoughts you have.
How are you approaching this market?
I know you've been pretty bulled up and you've continued to be correct on that.
Yeah, you guys can hear me because I'm in the car.
I can hear you. Okay. Sounds like you're in a car, but I can hear you because i'm in the car i can hear you okay sounds like you're in
a car but i can hear you yeah i'm sorry hopefully the quality will be a little bit better
now it's starting to cut out you can still hear me or no i can hear you now it cut out. You can still hear me or no? I can hear you now. It cut out just for a moment
there. You may have to speak a little loud. Okay. I'm still bullish. I'm pretty confident
we're going much higher. I know September seasonality, we're supposed to go down.
We'll have some consolidation, of course.
We're not going to straight line.
But right now,
everything's pointing to more upside for me.
So I'm still on the bull side of the coin.
It's a little bit rough.
I can hear most... QQQ, bullish, September seasonality basically doesn't mean anything.
That's what I heard.
Yeah, that's what I heard there as well.
It means nothing.
I love it.
Yeah.
It means nothing.
So I'm just following the money flow.
The bears are censoring her yeah you guys can't hear me too well so i'm sorry i'll have to let me try to reconnect okay yeah we'll uh we'll try to see if we can get vegas back up here in just a
moment but uh yeah as soon as she started getting bullish so those bears stepped in on her microphone
right there a little bit tough tough sometimes on those car connections.
You just never know if the microphone's going to start picking up and then it echoes through.
But we appreciate Vegas there.
We'll see if we can get her back up for some more Market Cinnamon thoughts.
In the meantime, oh, there she comes.
Let's see.
Let's see if we can give this one more shot here, Vegas.
And you might try to just disconnect from the Bluetooth and just speak to your phone if possible.
But I would love to see if you wanted to finish your thoughts there.
Yeah, you know what?
Can you hear me now?
They're much better.
Yes, much better.
Yeah, I took you guys off the Bluetooth because, you you know hopefully i won't get arrested holding my phone um but no i'm still bullish in the market
and i've had a fabulous year and today was an amazing day i'll talk about that later
and um i just was you know i'm still bullish like spy cues they're not telling me otherwise
and i like ben's sentiment on aeo i've
been an investor actually of american eagle for over a year and a half so i love the brand and
i've been an investor of the stock for a long time so it's nice to see other people joining the stock
and long term i actually think american eagle is going to 50 bucks so um i've been following the
stock for many years and so look forward to seeing them keep growing and having a lot of success.
Sydney Sweeney or not, this company is going much higher.
Boom. There you have it.
Vegas still bulled up and she's still been correct in that bull thesis overall,
especially the last, boy, little while.
Honestly, I don't even know how far you want to
go back on that, but I know she's pounded the table and continued to be correct there. Vegas,
appreciate you joining and taking the ticket risk for us. Please don't get pulled over. We wouldn't
like that as part of the show, but we do appreciate you joining. We'll come back around and get your
two picks here shortly. Knott's, Mr. Bull Trade Finder, how are you today, sir?
I am good. How are you, sir?
I am fantastic. It's been a solid Monday overall.
Knott's, when it comes to this market, you're looking at, I mean, we're sitting right near all-time highs.
We haven't moved a whole lot, but we continue to float higher.
What are your market sentiment thoughts? Where are you finding value in this market? Yeah. I mean, I've just been
trading futures, trading NQ and Qs as well. More so. Yeah. It's just been trading what has been
working. And yes, there's been individual names that have been going crazy. And
overall, I I've just been consistent with what I've been doing, following my plan, executing,
um, overall, I believe that I'm kind of with Vegas. I do think we kind of continue to run up,
you know, with dips in between, um, until that recut. Um. I think after that, things could obviously change a little bit,
but I think going up into that rate cut, I think it's pretty clean.
That's kind of where I'm leaning.
Yeah, rate cut projections right now,
it's about 88% that we get that 25 basis point cut in September.
It will be interesting to see if that plays out.
Nots, is that where you're kind of focused on or you're looking at the rate cut stuff?
I know you've been doing individual names.
I mean, without the market moving itself, there's been some individual moves that I know you've been looking at.
Is that where you're finding most of your alpha right now and i know you you know do some of your day trades and stuff but it seems like you're uh you're really heavy on some of these different names that just continue to do
well even though the market itself maybe is uh going sideways you're talking about like the uh
long-term names that i have yeah a lot of your long time is that is that where your focus has
been just more on these longer term names yeah yeah yeah i mean you know i'm just riding them
i'm trading you know cover calls on them.
I'm just trying to take advantage of anything I possibly can.
But as you know, every single day I'm trading Qs and NQ with all of you.
And, you know, it's just been working extremely well.
Just, again, waiting for our plans to execute and basically going from there.
I know we got a bit up today on a short, but overall it worked out.
I mean, overall the trading day was pretty successful for me.
Oh, there you have it.
Definitely interested to see what picks.
I have an idea what you may be taking because we talked a little bit earlier
today, but excited to see what your picks look like.
And we'll come back around here in just a moment jordan market sentiment thoughts where where are you at in your head on this uh continued float higher market sentiment well on the intraday
to start the week was pretty dang bullish for the most part um which ended up working out well for me, a little like bearish
early morning. And then the rest of the day was just, I mean, can't count against this market
right now. It just keeps keeps cooking. But I think we've hit a period where I mean, you look at
NQ, SPY, KKK, whatever you're looking at, and we've gone sideways since what, July 31st,
pretty much. That's when we started this. So things have
definitely slowed down. We're not just consistently making new all-time highs. I mean, I guess, yes,
ES is, but when you look at NQ, it's not quite doing that yet. It hasn't taken out that August
13th high, which ES is just consistently traded above. So see a little bit of divergence there.
NQ has pretty much been the leader, and now it's the one lagging. So it is a
little sus, but that alone doesn't mean enough for me, right? That's not enough to be like, oh,
I'm super bearish here. It is some divergence, but you know, that could just get ran through,
right? NQ could just open up, gap up tomorrow and freaking rip to these highs again. So
that's not enough. I need to see more, which we are just building structure sideways, right?
We're doing exactly what, you know, I saw today on the lower timeframe because price
is fractal, right?
We're seeing what we see on a one minute timeframe is going to happen on a daily too,
right?
And that's what we're stuck in right now.
Sometimes in the intraday, you get these periods where you're going sideways before that big
move comes.
And it's the same thing here on this daily chart.
It's just we have to endure it on this
bigger timeframe, right? Which actually isn't that bad. I'm sure many of you traders have noticed
it's been fun, right? You're able to kind of play back and forth in this bigger daily range, but
the daily range is, you know, 1,100 points on NQ. So it's not small by any means, right? There's
still plenty of intraday moves, plenty of pockets to capitalize in there. So I think we're just kind of awaiting
the next outsized move here, right?
If I've said this over and over,
but it's the same thing as when we were back in May here.
When May, we went sideways, we were going sideways
and things were just quiet
and we're waiting for that manipulation move,
that outsized move that kind of gets everyone scared.
And if we're gonna continue higher, I expect that to be at the lows, right? So wouldn't be surprised to see if
from this consolidation, we see some crazy down move that's a bit of a fake out to then go higher,
or maybe it's vice versa. Maybe we do hold this divergence on NQ right here. Maybe we never end
up making a high and we start forming some structure that gives me an entry model to actually
get really short on this market. Who knows? But I'm not going to be the one to pick top i'm gonna let
the market tell me what it wants to do always reactive and uh yeah we'll see what she wants
i really don't have much of a bias this week but i guess if you're gun to my head i'm leaning
bullish for sure just based off of the areas that we're expecting off of today on the higher time
frame going into tomorrow so i guess yeah gun to my head, I'm bullish,
but more cautious and just taking the market for what it wants to give me right now.
I feel like that last piece you said, you can't go wrong with that.
Just stay bullish for the most part and take what the market gives you
and just follow what it tells you, right?
I feel like that's a winning recipe no matter what's going on in the market.
The only reason I did good last month and the month before is because I was not sitting here trying to predict where things are going.
I'm just trying to react to the market as much as possible, which is obviously easier said than done.
But I think that's what you have to do, especially in these markets where we do get going a little more sideways and there's not that higher timeframe like trend or continuation really happening, you know, so.
Yeah.
Boom, there you have it. Adapt and react to the market. I love that from Jordan right there.
All right. We have a late joiner here with us.
Maybe boots on the ground somewhere out there.
Evan, we're just finishing up the market sentiment right here.
I didn't know if you had any thoughts on market sentiment going on right now.
I imagine there's a lot of background noise.
You might not be able to hear me well.
I could summarize it, but I'm still bullish.
I'm not the expert. And for me, life not be able to hear me well. I could summarize it with I'm still bullish. Life's too large.
I'm not the expert.
And for me, life's too short to be bearish.
So that's what Marcus said to me from Adam for the day.
Boom, short and sweet.
Boots on the ground.
The background, we can hear it a little bit, but it's not too bad.
So we can hear you loud and clear.
Apple voice cancellation features.
Shout out.
Yeah, I can tell there's a crowd, but it is working.
There you go.
Shout out.
Apple sounds bullish maybe for the event.
See if they announce their IR, infrared, whatever cameras on their AirPods tomorrow.
That'll be interesting from Ming-Chi Kuo.
All right.
It's time to roll into the second portion of the show where we give out our picks once again a quick reminder they go from the opening price tomorrow
until the close the following monday right before the show and uh we always go in order of who won
the previous week so um ben over at story trading is going to kick us off. We do have a couple picks that have
already been sent in for people that couldn't attend. Of course, Andrew was here a little bit
earlier. He did do MSOS twice on the long side. I also have Sam Solid, who is on a live stream
right now that couldn't make it just yet, but he's going to take GitLab, GTLB, and RBRK,
Take GitLab, GTLB, and RBRK, which I believe is Rubik, reporting tomorrow afternoon.
So GitLab and Rubik from Sam Solid.
MSOS already on the board from Andrew.
And Ben, our current champion.
Go ahead, kick us off.
Okay.
First pick is going to be UNHG, two times levered, long UNH.
I've been waiting for this breakout since Warren Buffett got in there on August 15th.
It's consolidated nicely.
I was waiting for a break of 316.40, which we got on Friday.
So a little bit of follow-through today.
It was a little bit disappointing.
My target's been 326.55, but it might do better than that. on Friday. So a little bit of follow through today is a little bit disappointing. My targets
have been 326.55, but it might do better than that. Today in an SEC filing, they said they
plan to reaffirm their guidance at an investor conference throughout today through Wednesday.
So I'm thinking, yeah, I'm hoping not only can we get to that 326.55
but maybe we can break that
and head towards the bottom of this
gap on the May 13th
candle there around 339
I'm putting my money where my mouth is too
it's actually maybe my biggest
trade position at the moment I think it is
I have like a 10
or 9% position in UNHG
plus like 1% in call options on that. So UNHG, let's put that in for one of the picks. Okay.
The other pick, you know, I want to do something with this theme of lower rates. I mean, you could go IWM or TNA or Nail, but I'm going to go with an individual stock on that theme.
It's LDI Loan Depot, mortgage-related company that, you know, there's been a lot of money flung into Open.
And then Citron came out and bashed Open and said hey you know LDI is much better in
this space and I love it when Citron goes long because I think I covered this on the
small cap show earlier but you know they're well known for being short sellers and if
you have someone with a very skeptical eye that is looking for every problem in a company and they're going long, I like that.
You know, they nailed NBIS very early on, too, and look at it here, hit and a half to hours.
The Citrons had a pretty good track record on their longs.
So, yeah, that's the second pick is LDI Loan Depot on the first pick.
UNH two times Leverage, UNHG.
Boom.
There you have it.
Our current champion, Ben over at Story Trading with Loan Depot, LDI, and UNHG from our friends over at Leverage Shares.
We're actually going to have a chat with Leverage Shares at the end of this hour here. So we've got Paul coming on to chat with us about some different things
there. And of course, all of you are welcome to hang on and speak in that conversation with us,
ask any questions, give any thoughts. We'd love to have you guys on that. UNHG, 2X Leverage,
UNH there from Bennett Story Trading. And I'll save my picks for later.
He's already made sure that Mr. Knott's didn't steal any of mine from me.
Chris Patel was our third place, and he couldn't make it this evening.
So we'll go down the line.
Next is Nick Drendel.
All right.
First one I'm going to go with is PSTG on the long side. This gapped up on earnings was up, what was it, 38% or so? Let me get that exact number for you. 32%. Closing right on the high of the day. Highest volume in over a year. I think it was like two and a half years, at least positive volume.
And on the weekly chart, really nice double bottom base, consolidated on the right-hand side,
and then just explosion on earnings. And then post-earnings, instead of getting followed
through, which would have been ideal, we've just had consolidation above the five-day moving average.
consolidation above the five-day moving average. And the four red candles that we have where we
closed below the open, it was still tighter price action overall. And on, let's see, September 2nd
and September 4th, we had some gap downs that were accumulated and we closed right at the high of the
day on both of those. So this is just basically being accumulated over the last week after that
earnings move. And with software names getting going and some other groups in the market starting
to participate, I think this stock through like the earnings day close is a spot that I'll be watching for to continue higher.
But PSTG, first one on the long side.
And then I'm just going to go, man, I'm in between TEM and TME.
TEM, let's go-E with the Chinese theme. So this one also gapped up on earnings,
was up about 11%. One of the few Chinese stocks that are trading right near its highs, it's about,
I guess, $8 off its all-time highs. But one of the few Chinese names that are already
right back there, well, we have BABA starting to break out of a huge, huge base.
K-Web right at the top of a massive three and a half year base.
It does just feel like rotation out of U.S. stocks into the rest of the world has been the theme to focus on.
And now TME has had about three weeks to consolidate.
The 20-day moving average has caught up. I really like the shakeout today under kind of the lows the last four days,
but still a higher low in the structure overall.
So looking for a breakthrough today's high as the entry stop would be today's low
if you're actually trading the name.
All right, Nick, a couple of really interesting fixes.
Pure storage plates telling me computer
peripherals uh but i'm looking at the chart more so than anything one two three four five six days
inside of that big bar holding the gap up that is very very interesting above the point of control
up here as well um wow very interesting there on pG. And then on the China theme as well, you have, um,
you mentioned, uh, 10 cent, right? TME. Do you have any additional thoughts around the China
move? I may or may not have used some AI to, uh, find Baidu and get into that last week. Um,
shout out to our friends at Prospero on that. Um, but I got in Baidu and get into that last week. Shout out to our friends at Prospero on that. But I got in
Baidu, which obviously worked out very well, but the entire China theme looks like it's
in full gear, I guess. I would say, do you have any takes around China?
Yeah, it's something that I've been watching for a while now, basically since June. Once we started
to see the bounce off of April's lows, that really nice
contraction. Typically, I'm just looking at the K-Web ETF to get a sense of what Chinese stocks
are doing. From there, we had the breakout in mid-July, a little check back into that same
breakout point and an island gap. From that point on, it's been aggressively being
accumulated. I'm personally in FUTU, which I think is probably the leader in China right now. It's
closest to its all-time highs. TME is right there as well. Some other names to watch, PDD, MMSO had
a monster gap up on earnings, pulled back into the 10 day and then gapped
up again today. So, I mean, kind of take your pick, just make sure that it's liquid enough
and like a legitimate Chinese company. There are a ton of Chinese scams that are like $5
up to $40, but really check the dollar volume to make sure that they're liquid enough to
trade. And just know that because they're liquid enough to trade.
And just know that because they're trading on a different exchange, there's going to be a lot more gap up and gap downs in the chart. So position sizing, I tend to piece into these
names a little bit more instead of putting my entire position on in one day and then
hope that we don't get like a large gap down. But if you can find me a better,
like multiple year base than KWeb, please let me know because then I would
switch to that theme to focus on for the next couple months. But I don't see it. I think KWeb
is ready to explode. I know a lot of people don't like trading Chinese stocks. So the fact that
they're going to ignore the first leg of this move is going to be even better for people that
have gotten in earlier. And until we see like a big volume breakdown in some of the leaders
in China, I do not want to ignore this theme. The other follow-up question I want to ask you
around China is that the Chinese names, like when you try to trade them, it seems like most of the move is happening during the Asia session, as we call it on the future side, overnight.
And you do get some movement during the New York normal trading session, but it seems like a lot of the moves happen overnight.
Do you have to swing trade these a little bit more?
What's kind of your approach to managing these Chinese positions?
Usually buying on weakness or shakeouts.
One thing that I've noticed with these is a lot of times the first like five minutes of the day, you'll see a pretty sharp intraday shakeout.
But that gets like immediately bought back up. So instead of buying more so on strength, usually like TEM or sorry, TME, I think because we've had this consolidation, it's kind of fine to buy on strength through here.
But that gets like immediately bought back up.
of shake out right on the first one minute bar down to the 20-day moving average and that was
the buy point where i started a piece into the the stock here so i i don't mind trading these names
um it still wouldn't be like i wouldn't be able to put on a larger position size intraday on them individually, but a lot of my money right now is just sitting in C-Web, which is like two times leverage K-Web.
And that's been a position that I've pieced into over time.
I don't know if I answered that correctly.
No, that's great.
I was just curious.
I love hearing how different people approach,
especially when something unique with the movement is always very unique on those different China tickers.
C-Web, I almost forget about this one sometimes.
I'm surprised we haven't had anyone pick that here in a few weeks.
That has been on a nice, look at the curl on that C-Web chart.
That's very, very interesting. K-Web, of course, breaking out, as you mentioned there as well. So a little bonus
nugget there from Nick Drendel today with C-Web on the shout out. I like that. Very interesting
chart there. Appreciate you, Nick. Let's keep going around the panel and we'll go over to Vegas
since she's hanging out with us in traffic somewhere, maybe getting her car washed. Not sure where she's at, but Vegas,
what two picks do you have for us this week?
Can you hear me? Cause I actually parked so I can talk to you guys and not shout.
Boom. Perfect. Oh, I can hear you great. And we, we,
we really appreciate you doing that for us, Vegas. What, uh,
what two names are on your radar this week?
Okay. So listen, I'm a big fan, big, big fan of Oracle. And we have Oracle's earnings tomorrow.
And tomorrow, I think everyone should buckle up because tomorrow is going to be a bombshell.
Q1 fiscal 2026 reports followed by a must-watch conference call that's happening at five.
must-watch conference call that's happening at 5. To me, this is not just another quarterly check-in.
This is going to be a front-row seat to how Oracle is turbocharging their role in the AI
revolution, which is a common word, I think, Dan Ives to trademark it, potentially sending some
shockwaves, I think, through the tech sector and maybe through people's portfolios. I think shares have already climbed in anticipation.
You saw this morning, if anyone follows these analyst upgrades, they're already cranking
up the price.
This could be the moment Oracle cements itself as the fourth AI hyperscaler that we've been
hearing Wall Street whisper about.
So if you like high stakes growth stories, cloud dominance,
AI fueled upside, I don't think you're going to want to miss this. And I think everyone's going
to be buzzing about this too. And I love the CEO. She is phenomenal. I don't think everyone really
knows her too much, but she is obviously an Israeli tech CEO. Her name is Safra Katz. She is amazing.
really tech CEO. Her name is Safra Katz. She is amazing. And she's been the CEO. She was the
co-CEO at one point. And then Larry Ellison made her the only CEO after the co-CEO unfortunately
passed away. So she's been the sole CEO since 2019. She is amazing. She's so smart. And she was one of the highest paid female CEOs in the United States.
So she is a billionaire.
So I think, you know, if you are looking for a role model out there and you're a woman,
you should look up to this woman because she is just legendary.
So tomorrow will be exciting.
Look forward to seeing what Safra Katz has to share tomorrow.
And I'm a big supporter of hers.
I love her just like I love Lisa Sue.
Those are my top two female CEOs that I just absolutely love. The other, so Oracle's number
one pick, but I'm going to pick, let's do the leverage. Let's do ORCX. So that's going to be
the first pick. And then I'm going to take a little risk on Tim Pookie, okay? Because Apple's
pissed me off so many times, but I'm going to give them a little chance for tomorrow
because tomorrow we have the Apple Showdown
and I'm going to take the AAPU ETF
and we have the little show and tell tomorrow from Apple
and they're supposed to showcase the new Slim iPhone
and some new features and some other other products that apparently is
going to be a showstopper but the only thing I'll say is you know I'm saying it's a gamble because
Apple's shows have sometimes disappointed many of us so I'm gonna take but I'm gonna take a gamble
on Tim Cook maybe he's uh coming around I's coming around. I think the stock will head
towards 260 by the end of the year, it's my thoughts. But I want to see if this event tomorrow
is going to be the star, the iPhone Air. And will the market like it? Will the analysts like it?
And so I'm really looking forward to seeing what that's going to do. I think the Apple chart looks fabulous. I'm really liking this chart now. And I think we'll
see the stock head towards, you know, 250s plus. So let's see what we're going to be doing tomorrow
with the event, Apple events. So those of you that like the catalyst plays like Ben,
that is a catalyst for Apple tomorrow. The events is during the day,
during the market hours. So we'll see what Apple is going to do. And we'll see what the market,
if the market likes it. But I think this new phone is supposed to be much slimmer and thinner than some pro versions out there. And people are saying that has some really good features,
good battery life, good camera, et cetera, et cetera. So let's see what Apple is going to unveil to us tomorrow.
Really excited to see how that plays out and look forward to finally seeing the stock be at the price where it should be.
I still feel this stock is so undervalued.
And, you know, it's because the AI thing is not, they're not up to par with everyone else in the AI space.
But Apple, no small snowflake, it's ready to make some moves.
So I'm expecting some big things tomorrow with iPhone Air.
So that's my second pick, AAPU.
So ORCX, AAPU, and let's see if we can print tomorrow.
Boom, there you have it from Vegas.
She's taking the 2X leverage Oracle ORCX into
the earnings tomorrow, which you mentioned Larry Ellison. Well, first you mentioned Sapphire Cats,
but Larry Ellison obviously is still like executive chairman. He's also, I found out today,
he's a part of the rubrics as well, which is one of Sam Solid's picks today. So maybe
Larry Ellison just has an all around great day tomorrow for two of our pickers up here. And then AAPU leveraged Apple.
You know, it was interesting. People always talk about they love to sell the event, right,
Vegas? But that sell-off kind of came today. And so a little bit of a reset in the value.
It's a little opposite of the normal price action. So I'm actually very curious to see if the sell-off a little bit early catches some legs tomorrow on
the long side. And then who knows what they might announce, but I'm sure we'll all tune in. And
I guess Evan lost connection out there, but I'm sure he would love that pick as well. AAPU from
Vegas. Appreciate you joining us and stay safe out there on the roads and uh let's
go over to mr bull trader bull trade finder i'm sorry you're a bull trader too what's up knots
what uh what two picks are you looking at this week i'm i am a bull trader i i will be having
a short play today though um it's gonna be to be... Hold on, give me a second.
So I'm going to do, obviously, two picks.
I'm going to go long NFXL.
One, I like the chart.
I actually longed it personally today.
Two, obviously, they have a Catalyst run-up on Saturday with the big fight that is going on with Canelo.
Big cinnamon! Big cinnamon, that's what we call him down here. um with uh the big fight that is going on with canelo big cinnamon um
big cinnamon that's what we call him down here oh big cinnamon canelo canelo is cinnamon in
spanish so they call him canelo because he looks like cinnamon right
okay fun fact for the night. That is a fun fact.
So yeah, that, Netflix long, NFLX, is that?
No, NFLXL, sorry.
Yeah, NFLXL, so that's a two times leverage.
And then I'm going to do, I'm going to short GGLL, which is the 2X long Google.
I'm going to short it because I'm looking at Google on the daily chart here, and it just looks like it needs a pullback. I know earlier in the day,
Casey kind of talked about this. I know I kind of talked about it as well. It just looks like
it could definitely come in a little bit. And I want to take advantage of that with the two times leveraged, um, being able to
short that.
So I'm going long NFXL and short GGLL.
Those will be my two.
There you have it.
Bull Trade Finder going short.
He's short the, the two X leverage Google.
So he's taking the opposite trade.
He's looking for twox leverage downside on Google.
And then he's 2x leverage long Netflix into that catalyst this weekend.
And let's go over to Jordan.
And a quick reminder before Jordan goes,
I will be tweeting out all of these picks here in just a few moments.
And you'll be able to see.
Let us know who you think is going to be the winner or what pick is your favorite as well um so if you
are trying to keep following along at home of course we do put out a full tweet with all these
different tickers and picks in them jordan over to you did somebody take tsl low yet
no i have not heard tesla mentioned on this space one time today, which is a little bit interesting.
Okay, well, I like Tesla here.
I've talked about it on spaces.
I love it.
We're just coiled up, coiled up in this consolidation.
Maybe we get a little outsized move to the downside.
You guys know I'm always looking for that.
But ultimately, I still think it results in upside.
So I actually just bought this ticker today. I did it with you, but TSLO, our friends over at
Leverage Shares, they have these 2X leveraged ETFs, but they're cap accelerated ETFs. So
I'm able to, long story short, still able to capitalize on the leverage to the upside,
but I'm a little more protected on the downside. So we're going to run with that.
And then I'm just going to run it with another one of these cap accelerated ETFs.
Let's do Coinbase.
I've been liking Coinbase anyway.
It's slow and it's been choppy, but it's in the area I'd love for the bulls to step in.
So still holding those big spots on the higher time frame.
big spots on the higher time frame so let's just go with that that would be a co io that's going
So let's just go with that.
That would be COIO.
to be the the 2x cap accelerated coin etf but then uh you know we're just gonna roll with those
we're gonna see if tesla can get going i mean i don't really have any big thoughts on it we've
been in this sideways price action for a long time now and it's just i mean a matter of when is it
gonna break out and do something right and um we might see that little scare of a move to the downside first.
I wouldn't be surprised.
I've seen that movie before.
I wouldn't mind seeing it again.
So if we want to see something like that, it's fine.
For Coinbase, I mean, you mark the most recent lows that we made on that weekly.
I think I don't have a chart in front of me, but I think that was back towards like the tariff time.
And then to the highs, the all time highs we made,
you've marked that 50% retracement.
We're just holding that beautifully.
It's slow, it's choppy, but we're still just holding that.
So as long as we're holding that general area,
I still like Coinbase as well.
And I think something will get going there at some point,
but we'll see if it happens this week or not.
I don't know.
I'm just going to roll with those and we'll see how the week goes.
There you have it from Mr. Ace the Kid TA himself, Jordan, my co-host of these spaces.
And he did mention the cap accelerated ones that are very, very interesting.
We are going to have a chat with Leverage Shares.
You see that account up here on stage.
So we're going to get a nice deep dive into some of these that they've caught my attention
And Jordan talked about it earlier today. I actually bought a couple as well. One of them is going to be one of my picks as well here in just a second,
but you went with TSLO, which is that 2X cap accelerated version of Tesla. The Tesla chart
looks very interesting and I keep staring at it like, okay, I want to take another shot at it.
I keep taking little shots, taking profit and just, it's kind of in this channel
on its way up. It's breaking out of a triangle, back tested it a couple of times and it just
keeps getting sold in the same area. But I really like it to push through 360 and go a little bit
higher. So I'm kind of with you on that Tesla. And then Coinbase was talked about by a few
different people today. Coinbase has been essentially going sideways for over a month.
Sideways is healthy though, baby.
It's healthy.
It's at the right spot.
Yes, and it's holding.
Look at this.
Every time it dips below $300, it gets bought up.
And today we saw it again right at the open.
Reclaimed that $300 and made a push back up.
And it's kind of reset a lot of the move.
Obviously, we had a big move in Coinbase whenever they reported the news
that the stablecoin stop and all that was going through.
And it ran up really hard, did that kind of crazy blow-off top type of move,
almost a double top on the daily.
And then the last earnings report was not great,
but it's kind of like water's finding its
level here right around 300. So that one's been on watch for me as well. Jordan taking COIO on
that one as well from Leverage Shares. And that brings me over to my two picks for the week.
I did talk with Knott's a little bit earlier. The Netflix, they have the catalyst this weekend it's a massive boxing match you have
crawford and canelo uh fighting each other it's streamed on netflix we know the last boxing match
that was there that jake paul won a lot of you remember that one where the servers even had
trouble with how many people were getting on to watch that fight i just think this is another
move for netflix and the live sports it's going to do very well. I think the numbers are going to be very, very well.
When they report it, we'll see if we get kind of those estimates maybe on Monday.
That's what I'm hoping for.
But I think Netflix does well with this catalyst.
NFLU is what I have for that one.
The other different 2X leverage.
So me and Knox will be pretty similar on that pick.
And then my other pick is I'm looking at Palantir here and I haven't touched Palantir
in a while. I did short it not too long ago. And I know that, uh, even Chris Patel on this space,
um, did well shorting it a couple of times, but I'm looking at it going sideways here.
Um, Palantir. And when I, when I see it just going sideways and it just refuses to break down
and it's consolidated well, it just looks like it's probably going to make a move higher. Now,
if the move higher gets faded, maybe it does. But this is another name going sideways for
multiple weeks in a row. Just doesn't seem like it wants to lose these 150s. Every time it gets
in the lower 150s, it gets bought up. So I'm looking for a move higher in Netflix, kind of
this, I mean, I'm sorry, in Palantir. And that brings me
to PLOO from leverage shares, one of these cap accelerated, you get two X leverage to the upside
and basically one X leverage to the downside type of protection. And we are going to dive into this.
I have a lot of questions that I'm excited to ask about here. So that's the full picks. Let me go
ahead and get this tweeted out here. Boom, boom, boom. I guess
Evan missed out on whatever. I'm sure he would have picked BMNR, but we'll leave something with
Apple. So we'll leave Evan out of the picks. Boom. Those are posted. Big shout out to all of our
stock pickers up here. Make sure you give them all a follow. They will improve your timeline and
experience on this app. And I would welcome any of them to stick around
for this conversation here with some very interesting products. You actually heard,
let me look through here. I'm going to get this end up top here. One second, let me get over to
boom. There's that tweet. It's going up in the nest right now. And just eyeing that, I see
multiple leverage shares tickers that have
been, you know, the leveraged tickers are very popular on this space. They've become more and
more popular in general. And when I look here and I see how many leverage shares just got picked,
I mean, it's a great day to have. Is that Paul that we have behind the leverage shares account?
Yep, that's me. How are you guys?
Doing fantastic, Paul. And I know you
looked at that list that I just pinned it up top there. It should show up for you any second. If
not, I'll double check, make sure it gets up there. But the picks that we just had in this space,
very interesting. A lot of people with the different Leverage Shares products there. So
excited to have you on the space today to dive into some of these and especially want to talk about the cap accelerated ones. These are very, very interesting and kind
of unique. So great to have Paul on here from Leverage Shares. Make sure you check out that
Leverage Shares account. If anybody wants to follow along, you can go over to LeverageShares.com
and check out all these different products and stuff. But Paul, I would love for you to give a
quick introduction to the audience,
maybe a little bit different audience than you spoke with us before on.
So we'd love to have you just introduce yourself a little bit
and what LeverageShares does.
Great. Yeah, sure.
So Paul Marino, I'm the Chief Revenue Officer at LeverageShares,
which is actually Themes ETFs and Leverage Shares by Themes.
Our sister company is Leverage Shares in Europe. So a little bit of a differentiation,
but Leverage Shares all the same. So essentially what we provide is high conviction investors with
specific growth areas to the market. On the themes ETF side, that's thematics
and sector-based ETFs. We have 19 different funds on that side, and we're the lowest price on the
street. And then we also offer single stock leveraged ETFs two times to the upside. So that's
a pure leveraged amplified exposure up or down to a specific underlying name. And then last but not
least, what you've heard a little bit about right now is our latest innovation, and we're first to
market with these, which is the two times cap accelerated strategy. So what that is, is it's
an option strategy, kind of like a structured note inside of an ETF wrapper. It offers you two times leverage up to a cap and then one times downside.
So it was really nice to hear you guys talking about some of those capped accelerated strategies.
And I was actually just looking at the remaining caps on some of these, and they're very attractive.
Like the PLOO that you talked about, the monthly upside cap started
at 12.3%. The remaining cap for the month is actually higher than that, 14.32%. So if you
think you have a move coming in Palantir, this is a great way to potentially amplify that up to that
cap, but make sure that you're managing your risks to the downside. You know, one of them that was not mentioned, which is kind of interesting to me,
is MicroStrategy or Strategy now, MSOO.
You know, the cap, the remaining cap for the month is pretty nice.
And that stock has just not been loved lately.
And you saw Bitcoin make a move up.
Generally, that's a leverage play.
Strategy is a leverage play on Bitcoin, and Bitcoin's gone up a little bit. And it actually didn't perform.
The underlying stock didn't perform as well. And I think that's because there was so much
anticipation that they were going to be added to the S&P 500, and they weren't. So you saw it with
like Robinhood. Robinhood took off like a rocket because they were added.
Strategy was not.
And I think people were disappointed.
And so some people might've got out of that name,
jumped into Robinhood.
But I think longer term,
and even over the next few weeks,
if you see Bitcoin continue to go up,
I think strategy will go up along with it.
And it's got some room to catch up.
You know, a lot of people talked about Coinbase as well.
You know, it's dropped far below and it's got some room to catch up. A lot of people talked about Coinbase as well.
It's dropped far below, and it's just been going sideways. MicroStrategy really hasn't... I'm sorry, I keep saying MicroStrategy. It's Strategy now. Strategy really hasn't made a
big move in a while, and it's kind of been floating. The way that I look at it, it's kind
of a nice opportunity to maybe re-enter that name or get some leverage on it. So that's kind of what I was wanting to add to the previous conversation.
Bitcoin and crypto doing super well, really close to all-time highs. And MicroStrategy,
not only far from all-time highs, but below the 200-day moving average,
may be a little disappointment about not getting in. But it didn't have that big of a drawdown
today. And it's really interesting. It's getting bought up here. There's a lot of fans of MicroStrategy.
But what I want to hear a little bit more on is how this the monthly when does the monthly stuff reset?
Is there a certain time frame that that when you look at the capped side of things?
I'll kind of start with that. Is there is there a capped piece?
Like is it end of the month? Is it middle of the month? Is there a certain rebalancing time?
How does the capped portion work on a month by month basis?
Very, very simple. So these are month-to-month
products. So on the last business day of the month, right at the end of the market, the new
cap will be reset. And on the first trading day of the new month, that's when the cap starts.
So it'll vary. It won't be the same day every month. So this month, the last business day in August, the last
business day was August 29th. So the new cap set at the end of the market close. And we posted that
on the website. And then you could trade that on the first business day with the entire cap.
So that's how it works. And then if you're interperiod, we have what's called the remaining cap.
And that remaining cap is based on the value of the options, like how they perform during
that month period and what's remaining in the cap.
And as you'll see, if you go to the website, sometimes they go up, sometimes they go down.
So sometimes you get a little bit more cap and sometimes you get a little bit less depending
upon the underlying security has performed.
So I'm looking at the website right now.
MSOO, that's the two times capped accelerated MSTR.
If you start on the first business day of September, the monthly cap was 15.32%.
15.32%. Today it's 15.13. Okay. But if you look at something like PLOO, which is the Palantir
Today, it's 15.13.
two times capped accelerated, the monthly upside cap at the beginning of the period was 12.30.
Right now it's 14.32. So you really have to watch the caps when you are looking to enter.
That's a critical component to these strategies.
Yeah, very interesting.
And I want to almost take a step back here for just a second.
These cap accelerated ETFs, you mentioned that they're kind of the first to
market type of product or like this type of product is. And I just want to hear a little
bit more about how they actually work because the concept when it was presented to me, when I dug
into you guys a little bit, I was going, wait a second, this is like almost a dream type of
product in my head because I'm going, wait, I can get exposure.
If I'm trying to make a trade or a short-term kind of swing trade investment type of thing,
I can look at this and go, okay, wait, I can get 2X to the upside. I'm not really worried about a whole lot of theta if I had to go into some options, but I'm a little bit more protected
on the downside than your typical 2X leverage ETFs. How are you guys producing that, I guess?
So, you know, I've looked into it some myself,
but I would love to hear, you know,
somebody like yourself that could definitely explain it
to our audience a lot better than I could.
Yeah, it's just, we're doing a call option.
So we're buying a call at the strike
and we're selling a put, right?
So that's creating the synthetic exposure.
Both are at the same strike price, right?
So you're getting that one-to-one underlying exposure. Then on the third leg, we're buying another call to get that
amplified exposure. And then we're selling calls, right? To get the premium to manage the downside
risk. So at the end of the day, what you're getting is two times amplified to the upside,
right? In the exposure with to the upside, right?
In the exposure with the third leg, right?
But because we're buying the protection on the downside,
that's capping the upside at a certain point. And we put that cap right there.
And that's allowing us to minimize the downside to only one time.
So essentially, it's literally like a structured note on a single
security inside of an ETF wrapper. We're using options, flex options, so that we can get that
exposure. And the reason for the cap is because whenever you buy protection, anybody who knows
about options, whenever you're buying protection, there's a limit to that upside. So that's the reason. And if you want to know how the caps, you know, how we set the caps, it's based on volatility
in the underlying security and the pricing of the options.
And so we're always doing our best to, you know, price the options correctly at the end
of the month.
And then obviously based on the volatility, that will
determine the cap. More volatility, most likely the higher the cap, and less volatility, most
likely the lower the cap. Yeah, super interesting. And I tell you what, first off, the complexity
that comes with some of this, when I look at some of it, I could say, okay, well,
I could try in my own portfolio to try to mimic something like this. But the complexity factor there, it's like, okay, I'm getting in a little into the deep end. And I know a lot of people
that have just maybe an average understanding of options. They're going, wait a second,
this sounds too much for me. So it sounds like a perfect opportunity for somebody that's saying,
hey, I'd rather let professionals handle this for me and still be able to get this type of product with, you know, capped upside, but still the limited downside.
It's a very unique, very interesting thing.
How active are these trades, Paul?
Are you guys having to go in on a day by day basis and update everything? I mean, if MSTR, if Bitcoin and MSTR just take off, for example,
tomorrow, are you guys having to make rapid adjustments to that? Or is it because it's
month by month, there's a way to kind of more passively manage it?
I'm sorry, I wasn't getting off mute. But no, it's month to month, right? So we're setting
the strike prices at the beginning of the month. And then it's on a month period, right? So we're setting the strike prices at the beginning of the month and then it's on a month period, right? So it's not as active as you think, but again, done by
our portfolio management team, which has years and years and years of experience in managing
options. And so what we've done is we've built a structure inside of the ETF that allows somebody,
like you said, who's not expert at options. If you've got options experts on here to talk, like people who really know options, do options every day, they're like,
I don't need to do this. And we get that. But the whole thing about themes and leverage shares by
themes is we are trying to level the playing field for the retail investor who's not a professional,
retail investor who's not a professional, who may struggle with options, may struggle with margin
calls and shorting and doing all this stuff. We're trying to create products to level the playing
field for that retail investor so they have an opportunity to do things that some of the larger
institutions and professional traders could do. And one of the things that I'd say is everybody
talks about the upside, the upside, the upside,
the upside, the upside.
And we've had really generous markets.
And we've consistently over the past, I don't know, since 2008, had these V-shaped recoveries.
So every time your stomach's turning and you're really like wondering, should I get out,
should I get out, things have recovered.
That won't last forever.
And risk management is a critical component to investing. And the best in the world do it via options,
but they're on top of their option strategies on a day-to-day basis. They're looking at it
minute to minute. If that's not you, if you're not the person who's going to be really getting
involved in your option strategies, if you're not expert at it, if you don not the person who's going to be really getting involved in your option strategies,
if you're not expert at it, if you don't know how to execute, and you're a small player,
so you're not getting the pricing right, we're able to give you options like strategies inside
of these ETFs with daily liquidity at a very affordable price. So that, look, maybe you think
MSTRs go through the roof and you want to take on that risk, but you're MSTR is going through the roof
and you want to take on that risk,
but you're kind of unsure, right?
Because the price movement hasn't been so strong
and you're a little bit worried about it,
but you're feeling pretty bullish.
You want to take some leverage in that,
but you really don't want to take the leverage loss
and the downside if you're wrong.
This is an excellent way to do that
using an option strategy inside of an ETF. And again, just because it's month to month doesn't mean that it's not daily
liquid. It is 100% daily liquid. So let's say you get in to a particular security. And when I say
a particular security, I mean, one of our two times capped accelerated options. And that underlying
security doesn't move the way that you want to,
and you're like, hey, I want to cut my losses.
You can.
And you can go to the website, and you can look at the chart,
and you can see what the value of those options are today,
and you can get out.
No penalty, right?
Same thing on the upside.
Let's say the thing makes a tremendous move, okay?
And you look at the value of that option,
and you're getting close
to your cap already, right? You know, you're going to get capped out. You could sell it
and take that gain and you'll see what the value of that options strategy is on a day-to-day basis
on our website. So, and then you could do whatever you want with that, right?
So I guess the point of it is,
sometimes with options, you can get caught. You're not really going to get caught with this. You have
the ability to have daily liquidity. And the cool thing about it is, as a lot of people know with
options, you can't really do much with them before hours and you can't really do much with them
after hours. These are ETFs traded on an exchange.
So there's liquidity in the market before and after.
So you can take advantage of either pre-market moves or after-market moves with these because they are ETFs.
A lot of things.
You triggered so many more questions in my head right there, Paul.
I heard so many more questions in my head right there, Paul.
That was a great rundown across it.
That was a great rundown across it.
One note, real fast, you mentioned just being able to trade these outside of normal hours.
We all know that options trade during normal hours.
And being able to, with all the earnings stuff going off or with news that happens after hours
that seems to be a thematic of this market the last few months,
it is very advantageous to be able to get in and out of
positions there. I want to ask a little bit about the capped piece. And just real quick for the
audience, if you are interested in looking at some of these different products that we're speaking
about here, I did just pin up in the nest up at the top of your screen there. There is a link
There is a link there that will take you straight to the website where you can take a look at all of these.
there that will take you straight to the website where you can take a look at all of these.
I want to ask a question, though, Paul.
If I'm looking at this and I say, OK, there's a 15% upside cap on this and we get close to that move, you kind of read my mind.
Because my question was, could I just sell it then and then wait for the month to reset?
And do you see that causing any maybe downside to these tickers and these ETFs?
If a lot of people are looking at that going, well, there's my 15%.
Do I walk away and wait a few weeks to get back in?
Where does that play into it?
What do you mean by downside to the ETFs?
I just want to make sure I'm clear on the question.
Yeah, maybe not downside, but maybe downside is in price action.
So if me and Jordan and 27 of our best
friends that have bigger bank roles than we do, we all get into PLOO, for example, and it hits that
around that cap area, is that, should we sell out of it and wait? And are people going to maybe do
that? Or does it just kind of hold their steady? What happens if you hit the cap?
or does it just kind of hold there steady?
What happens if you hit the cap?
So if you hit the cap and you're, you know,
so your return is going to be up to that cap.
So let's just use a real life example right now.
I said that the PLO strategy is at about 15.8% cap,
remaining cap right now, something like that, or 15.4%.
And let's say Palantir goes up 13%. You get into it today. Palantir goes up 13%
tomorrow. Big jump. I know that's a little extreme, but it could happen, right?
And you see that you're
really close to your cap now because you know if the underlying security goes up 13 we're going to
give you 2x that which means that you might get capped out at the 15 and a half in one day okay
you could literally sell the etf and already reached cap, take that profit and do something else with
it. So it's daily liquid. And you don't have to wait till the next month to get back in,
because remember, I said these are daily liquid. So let's say, let's give a better example like
Tesla, because Tesla always has these big swings, right? So let's say Tesla runs up one day and you hit your cap.
And you're like, hey, I want to get out of this thing now because I've already hit my cap.
There's no sense of just keeping money in it, right?
Because I can't go any higher.
I've hit my cap.
You get out of it.
Let's say Trump tweets something or Elon Musk tweets something.
I'm sorry, you know what, next?
And the stock has another big move down.
And now you have more remaining cap left.
You can get back into it if you want to, because it's not like, it's not like we're looking at that
accountant saying, all right, you hit your cap, you can't get back in. It's an ETF. So you can
get in and out of it just like you can any other ETF. Does that make sense? Yeah, no, that makes perfect sense. It's
like, okay, the opportunity just reset itself and presented itself again. I can get right back in.
What about if it goes sideways? Is there a downside really or any type of kind of drift
if it just goes sideways in one of these ETFs? No, because this is an option strategy inside
of an ETF. So it's different than the two times leveraged
single stock ETFs. With the two times leveraged single stock ETFs, you have daily reset.
So if security is going sideways, you could get eaten up a little bit on a day-to-day basis.
If it goes up 1%, down 1%, up 2%, down 1.5%, in a choppy market, you could get eaten up
a little bit, okay?
Because there's a little bit of decay in a choppy market because of the daily reset
and a two times leverage.
These are not the same.
So these are options strategies.
So what you basically have is a basket of options.
And those options have a value on a given day.
And so all you'd be doing is looking at the value of the options on any given day.
And the only thing is that they do have an expense ratio, right?
0.75%.
So 75 basis points.
And so for the amount of time that you're in them, you're paying the expense ratio.
But outside of that, no, you don't have any other decay that happens inside of them.
It's really just based on the value of the options and what your upside cap is.
You kind of hit on the next question I was going to kind of get at there because you guys do offer the 2X, the normal leveraged ETFs that a lot of people are already familiar with.
There's plenty of those out there. So I guess my question here is, and you kind of hit on it a little bit, but the monthly reset mechanism versus the daily, how big of a difference is that uh between the two so like you have there's like a pltr uh 2x leverage
ones that you guys have and then there's the uh the pl pl00 that you have on the capped accelerated
one uh the daily versus the what's the mechanicalness of that does it's boy this is really
interesting stuff paul really appreciate your time we are pltg So we're always with the G at the end. And again, I would definitely say, like, if you're looking around, like, look at our expense ratios.
They're lower than anybody on the street, even for our two times leverage single stock ETFs.
But yeah, so the difference is one is, you know, on the single stock leverage two times, it is two times up.
It is two times down.
It is daily reset. We're using
swaps to get the exposure. And when it goes up 2%, we're trying to get you four. But if it goes
down 2%, you're going to get approximately four on the downside. We're really mimicking that
exposure up and down using swaps.
The capped accelerated are completely different.
Again, they are a basket of options.
So it's completely different.
They have time value, right?
And they have a strike price.
And so there's lots of price movements inside of an options contract based on the underlying securities, what the strike price is, so on and so forth.
What you get is the ability to see
what that value is on a daily basis,
so you can make a determination.
With the two times leveraged ETFs,
at the end of the day, when the market closes,
I mean, there's some trading after hours
and things like that as well with those,
but the point is, whatever the underlying security's is doing you're getting two acts up or down yeah it seems like and on the cap
accelerated you're only getting one down that's the other the other seems like they're much more
forgiving though right Paul I mean if I'm looking at a 2x leverage trade but maybe my entry isn't
perfect it seems like it's a little bit more forgiving if I'm only going to be falling at 1% or one times normal leverage versus if I went with
a straight up 2X leverage. If I'm wrong off the bat and my entries may be a little bit wrong,
it's a little bit more forgiving on these cap accelerated ones too.
Way more forgiving. You don't have to sit and watch your screen. You don't have to worry about
daily resets or anything like that.
It's way more forgiving.
So these are products that you can buy and you can hold them.
You can hold them for the entire month.
You can roll it into the next month.
Like, again, you don't have to worry as much as you would with a two times leverage product
where if you are doing pretty good with it, right? All you have to do is
have one bad day. So anybody who is in a, and look, we offer these products, right? We never
make recommendations. We never tell anybody what to get in, what to get out of. That's the decision
for the investor. We provide investment tools. But if you were in a Tesla doing really well,
and it was running up the day that Elon Musk and Trump got into the argument, right?
Doesn't matter what side you're on.
When that stock dropped, people that were holding the leverage products and not watching their screen or not paying attention, they got hurt.
They got hurt.
And that's for everybody across the board,
because you're losing two times. And with something like a cap accelerated product,
if you're up really well in the TSLO, but something like that happens, you only have one
time on the downside. So yes, it's pure risk management inside of the ETF. And again,
risk management in the sense that you're getting the opportunity for an accelerated return up to
a cap, but you're not going to have to worry about two times the downside. You won't ever
have to worry about that if we do our job and we plan to do our job.
Wow. That's, Paul, that's incredible. It's such a great rundown and explanation of it. But like,
as you were speaking, like my brain just jumped to that. It's like, wait, this is a lot more
forgiving. It's a lot more consumer friendly if you even want to go with that. Jordan, I saw you
throw a hand up there. I've got a thousand questions I could ask Paul. This is fantastic, Paul. We really appreciate your time. But Jordan,
let me pass the mic over to you and see if you've got anything on your mind.
Yeah, I was just curious, Paul, if things like implied volatility, interest rates, like dividends
are specifically influencing the setting of the monthly cap. For example, let's say we're in a
super high volatility environment. When tariffs hit, volatility was way higher than it normally
is going to be. In that type of environment, do caps change and almost get bigger since the
volatility is so much greater and there's more potential for, I guess, big percentage moves?
I'm curious on how that works there.
Yeah, when we reset the caps on a monthly basis,
volatility is a definite big factor in how the cap rates will be set.
And that's just the nature of options. The more volatility, a lot of times the better the opportunity for return.
So when we're putting that options basket together,
when we're setting the strike prices up and down
and we're selling the calls,
that's going to be a big issue for us.
So again, that's why it's super important
on a month-to-month basis to look at that cap rate
and say, wow, look at this.
There was a lot of volatility in the stock.
This cap rate's high.
Right now, like I said, the highest caps that we have are just under 16%. But when we were
studying this and backtesting it, there were times where the cap rates were as high as like 39%,
40%. So you think about that. It's September 1. I'm bullish on Palantir. I'm bullish on
NVIDIA. I'm bullish on MicroStrategy,
but there's been a lot of volatility in the stock. And I'm a little concerned about
downside protection, but I still want to get the ability for an upside like amplification.
When you think about that, that kind of volatility and that kind of cap set,
you could get into this at the beginning of the month. and that kind of cap set, you know, you could get into this the
beginning of the month, right? By the end of the month, if the stock is up 20%, you're going to get
about 40. So that's why I say for these products, you really have to take on a little bit of a risk
management lens with the opportunity for upside capture, you know, two times up to that cap. And you have to decide,
is the cap worth the opportunity right now? And a lot of people always talk about the months where
the stock might outperform the cap. Yes. If you don't trade out of the stock and you're not happy
with what you got, you could sit in a, so let's say
at the beginning of the month, the cap is 20% on any given security. Let's just say on strategy.
You get in, caps at 20, NVIDIA has a really great run and it goes up to, you know, it goes up in that month 30% and you've stayed in,
well, you've lost 20% of gain.
Yeah, if it goes, I'm sorry,
if it's at 20 and it goes up 30%,
you've lost 10% of those gains
because you've hit your cap at 20.
But if you are in it,
you should be looking at what the value of your ETF is on every given day. If you see that you are getting
either close to the cap or exceeding the cap, that might be an opportunity for you to get out
of that. And if you're still bullish on NVIDIA, you could do a two times NVIDIA. You could roll
it into that, or you could do a one. You could just go into the
security. The bottom line though, is you're going to be able to up that return. And if it hits it,
you can get out. Now on the reverse side though, there's so many times that investors don't get
the timing right and they get nervous. So they'll get into a two times leveraged product and they miss the
timing and it goes down like three days in a row and they get their butt handed to them.
And they don't have, you know, because these are daily reset, like I said, when you go down,
down, down, it takes a lot more to get back up, up, up. So it's not like, you know, being in the
security. So, but with these cap accelerated products, if you were in one of those, you'd
only go down one time, right? But when the price action returns, it's returning at the same pace,
only accelerated. So now let's say your monthly cap was 20%. And at the start of the month,
when you got in this, NVIDIA started 5% or 7% down.
Well, you're only down 5% or 7%.
You're not doubling that on the way down.
But as NVIDIA comes back towards the end of the month,
if it's up 5%, you're up 10%.
If it's up 10%, you're up 20%.
If it's up 13%, you're up 20%.
If it's up 15%, you're up 20%.
If it's up 17%, you're up 20%.
If it's up 19%, you're up 20%.
You're going to get a
little extra return. And so what my point is, is for people who are looking to take a little bit
more risk to get an amplified return, I would say these are excellent opportunities to do that
without taking on extra risk to the downside, which is what you would do in a traditional
two times levered product.
You have the opportunity to evaluate that on a daily basis
and see if your return is worth what it is and get out.
And you have the opportunity
if your price target isn't met by the end of the month.
And let's face it,
a lot of times we're wrong about our price targets.
If it's lower than that cap,
but double is equal to that cap,
that's what you're going to get.
Yeah, really good stuff, Paul.
Yeah.
Wait, I'm curious too.
I see all the cap accelerated ETFs you have are on single stocks, which is obviously amazing.
But I'm curious, is there any thoughts of maybe trying to do this on something like, you know, a spy or, or Kiki cure. Is that
even possible with something like this? I'm curious. It is, but those are, those would
have to be longer dated like option strategies. And you know, those exist in, in buffer ETFs.
Like there's a lot of buffered ETFs out there where they offer you, you know, downside protection
after 10%, like, you know, so there'll be like a 10% floor you downside protection after 10%. So it'll be like
a 10% floor and then after 10%, they cover it. Or they offer 10% buffer where they buffer the
first 10%. But when you start to do that longer dated, those types of funds, you have to stay in
for the entirety of the year. And if you get out, you lose the buffer and you lose the
return. So it's like, it doesn't make any sense because you're locked in. With these, you're not
locked in. And on the single stocks, you're not locked in. So the ability to be able to capture
a return when you're ready or to cut your loss when you're ready is paramount without being
penalized.
And the other thing that I would say about some of those broader indexes,
the caps aren't really great because they're broad, diversified portfolios.
So when you think about volatility, you're not really getting a tremendous amount of volatility
unless the market is crashing, unless we're in're in like a, you know, like a down, like a massive
downturn and you know, like that's no fun. So like those products exist already. There are,
you know, buffered ETFs that offer broad exposure. They give you cap rates on, you know, the S&P 500,
but I personally, and I'm not denigrating anything, I just would always think of it this way.
If I can get into an S&P 500 index fund for three basis points, and I have the ability to get in and out of it anytime I want.
So if it goes up 20, I could blow out of it, and I don't have to worry about it.
If it starts to go down and the market's collapsing, I can get out of it.
I don't lose my buffer.
I don't do anything. Why would I pay more starts to go down and the market's collapsing, I can get out of it. I don't lose my buffer. I don't do anything.
Why would I pay more for a buffered ETF
on a broad index like that
and then lose all my benefits
if I have to pull out before the end of the year?
They say they're daily liquid.
You could get out of them,
but then you lose all the protection.
To me, that's not any good.
that's not any good. I'll give you an example. If we said in our 2X capped portfolio
That would be like, I'll give you an example.
that it was month to month, but if you got out in the middle of the month, you lost two times,
whatever your loss was, you wouldn't like that. Nobody would be in that.
So our structure is a little different. It works with single stocks. And for that, you get the daily liquidity and the one time, the whole time,
no matter if you get in or out of it. And you get the two time, the whole time, no matter when you
get in and out of it. You just have to make sure that you check the value of the options on that
day to make sure you know exactly what your return is. Because as you know, with options, there's time value and things like that. The closer you get to the maturity of the
strike price, the more accurate it is. So you just want to make sure that you are comfortable
with what you're trading on that day. I want to piggyback off of that. What went into the
selection of these ones you have? I mean, they all look like fairly
high beta, I guess would be the term with high volatility ones. What went into the selection of
these? Because it's MicroStrategy, MSOO, there's Tesla, there's Palantir, Coin, and NVIDIA. And
if you want, while you're answering that, what other things are coming down the pipe? I think
I saw some recent filings from you guys. Yeah. So I can't talk about things are coming down the pipe? I think I saw some recent filings from you guys.
Yeah. So I can't talk about what's coming down the pike, even though the filings have been presented. We're just not really allowed to talk about what's coming down the pike
until it comes down the pike. So I'm sure we'll have more time when that happens. But
think about names that have the same kind of volatility. What we think about when we
put these is, are they popular names? Are they widely traded? Are they, you know, is there a lot of price
volatility and things like that? And we look back and we look at historical cap rates to see if
they're attractive. You know, again, you brought the broad indexes. If you create a broad index
fund, the only way to get an attractive cap is to do it over a very long, over, there is no,
actually, we don't find that there is a way to get an attractive cap.
And if the most attractive cap will lock you up for a year and then you lose all your benefits
within that year period if you sell in and out of it, even though you're allowed to sell
in and out of it, like that's not attractive to us.
So when we were putting these together, what we were looking at is what's very tradable, what's got a lot of volatility,
and then what's got a lot of return potential and where would people want to apply leverage.
Most of the names that we already have, we have actually all the names that we have, we have two times levered products with the exception of
strategy. And so that's because they're very popular names that people trade very often,
and they are attracted to amplified upside return. And then the risk management part
came in because we got feedback from people saying, I love these products,
but I'm always worried about the downside and the, you know, the daily reset. And for people who
aren't, you know, you know, we talk about professional traders and professional options
traders for people that don't understand trading on a regular basis and don't understand the daily
resets and how to operate that, that
made them nervous.
So we were trying to provide them with an option that managed the risk to the downside,
got rid of the daily reset, and allowed them to still get amplified returns.
And that's what these products do.
So that's the reason.
And when we look at other names, think about some of the names that you talked about today.
I don't know if we you know, we mentioned Robinhood, you know, and some others.
There are names like that that are coming down the pike that will be available over
the next couple months.
And, you know, like I said, what we plan to do is be the expert in this space, be able
to provide people with the options to get that Amplify return with risk
management built in and do that at a very reasonable total management fee so that we're
sticking to our ethos, which is you shouldn't have to pay a lot of money for investment expertise
and investment products. Yeah, absolutely. Getting these tools to retail
traders is so huge. And we're seeing the surgence of retail traders. I mean, even you mentioned
HUD finally getting into the S&P and how much we hear about retail traders buying the dip and being
the real winners of this last few months. And it's because there's more and more tools, I think,
readily available for us, I should say.
And I do want to ask and clarify one thing.
You talked about the monthly caps.
Those are announced at the beginning of each month, correct?
The last business day,
at the close of the last business day of the prior month.
So for the September cap rates, they were announced on August 29th for September.
That was the last business day.
And then for September, if you give me one moment to look at a calendar, I can tell you
what the exact day will be.
So the last business day in September is Tuesday, September 30th.
So on Tuesday, September 30th, at the end of the business day,
the new cap for October will be set.
So on and so forth.
If you want me to go out to October,
the cap for November
will be set on Friday,
October 31st.
Halloween.
Oh, spooky right there.
Hey.
It's my birthday present, huh?
That is Jordan's birthday present.
You get to find out what the new cap is.
That's the birthday for Ace the Kid over there.
I do have a follow-up question,
and this was kind of on my mind,
but actually a DM came over to me asking about this.
I feel like some people are going to hear, well, I have to worry about my cap.
What is my cap? What is my cap?
That probably shouldn't be an issue, though, right, Paul?
It's not like these things are probably going to move just crazy enough where if somebody's away from the screen,
it seems like they're designed for people that maybe aren't sitting in front of the screen all day long. How would you attack that question of somebody that maybe
is worried about having to track the cap all the time? You don't have to. You only have to track
the cap when you're buying and you're selling it. So for instance, if you get in at the beginning
of the month, you're in it for the entire month if you want to be, and you could just, you know,
on a day-to-day basis,
if you're tracking the tickers of your stocks,
that will give you an indication
of how well you're doing inside the options contract.
So if you're in TSLO or in PLT,
any one of the, PLOO, I'm sorry.
If you're in one of those,
and you see that Palantir just took a massive jump up, or Tesla took a massive jump up or NVIDIA took a massive jump up and you're in our ETF, you should probably go to the website just to see what the value of that is like you would do any other investment that you have.
Okay. too, but I'm just saying to see what your remaining cap is, to see what the value of that options contract is. You might want to get out of it if it took a really, really big move
and say, hey, I've done well enough. I'm out of this thing, or I'm really close to hitting my cap,
or at some point, potentially, I'm about to hit my cap. I'm going to get out of this,
and I'm still bullish. I'm going to get into something else, right?
So that's all it is. You don't have to worry about it on a day-to-day basis if you're not trading it.
Because you know that with the price movement of the underlying security, it's going to go down 1%.
That's our goal.
And then it's going to go up about two up to that cap.
So the other time that you would really want to look at the cap before doing anything is the remaining cap.
Month starts on August.
Like I said, the month started on, if it's going to start on October 1, right?
And you don't get into it.
But all of a sudden, you have a feeling that you may want to take some amplified risk to the upside on one of those underlying stocks,
and it's October 13th, what you can do is go to our website and check what the remaining cap is.
So if I got in today, what is my remaining cap? Like I just said to you with the Palantir,
with PLOO, the remaining cap's higher than it was at the start of the month right now.
So if you got into it, you're not losing any ability to make a cap.
In fact, you may have gained a little bit, right?
So you could get into that today knowing that you have, you know, whatever,
15.5% to the upside from today moving forward with Palantir.
That's not a bad remaining cap, you know.
So you might want to think about that.
That's the only times you really got to
focus on it is when you're buying it and when you're selling it.
Now we have Sam Solid up here with us. I would love to pass him the mic. I've got one more quick
question before that. I'm on the website here with you guys. I was looking at, there's some
other frequently asked questions on here that I was looking at, there's some other frequently
asked questions on here that I think are great, but I would love to pick your brain on it.
What's the intended holding period on these? Are these more for your short-term traders? Are they
swing or longer-term strategies? Where does this fit into maybe someone's trading strategy or
portfolio? Again, that's up to the person who's buying the security that is taking on this risk.
But from my perspective, I think it's like a midterm, could be short term.
Again, if something explodes up and you're going to hit that cap,
why not take advantage of the daily liquidity and get out of it and maybe
either put it into something else or take advantage of price movements
that can maybe get you back into it. But the good news is, like I said, there's no daily reset. And
even on the months, you just roll into other contracts and you don't pay any additional
money to go into that other contract. So the holding period really is dependent on
how you feel the ETF is doing versus the cap. And if it never hits the cap while you're in it,
but it continues to go up, you can hold onto these in perpetuity and just roll into the next
contract. You don't have to do anything and you're not penalized for it. And there's no daily reset
and there's no chop. So you don't have to worry about that. There's no decay from holding this.
The only decay, I'll say this again, it's not real decay, it's just the nature of the beast, is the expense ratio. So if you hold it for a year, you pay 75 basis
points for that year. Hopefully you made a lot of money. But if you hold it for a month,
you're paying 75 basis points for that month. If you hold it for a week, a day, you're paying 75
basis points for that period of time. That's the only thing that you really have to worry about in this.
Plus the risk that,
you know,
Enron happens and whatever security it is goes to zero.
Everybody has to worry about that.
of course,
we hope that we hope something like that doesn't happen.
I will make the quick comment,
the,
that 75 basis point,
just if you're in the audience and you're
curious about it go do your uh do your homework on how that compares that is very or we'll say
highly competitive uh if you want to look around and compare that to some of the others so that is
that's actually fantastic um and i would i would even go a step further and say if you find something
that's less expensive let me know because i haven't seen anything, if you find something that's less expensive, let me know, because I haven't seen anything. Yeah, if you find something better than 0.75%, send Paul a DM there, because that would be interesting to know.
That is fantastic.
So I know some people probably have that on their mind.
What happens at the end of the month or if we're late in the month and we hit the cap, does it just stop moving?
That just jumped in my head right now.
Yeah, your return would stop at that
cap. That's why I say that's when it's important to sort of look, is that you're getting close to
that cap. So when you buy this thing, if it's got a 20% cap, and you're following the stock
on a day-to-day basis, and you look and you see, ooh, the stock is up 18%, you may want to look at your options basket
to see what it's valued at
because it might be valued at that 20 already.
And you might say, all right, I've hit my cap.
I can't do any better.
Why stay in it and get out of it, right?
You could do that.
And that's just up to you.
If you've hit your cap, in my opinion,
if you've hit your cap, get out.
Like, why not?
That's what the whole great thing about a daily ETF is,
and you could do something else with it.
Either wait to roll into the next contract
if you're still bullish on it, like I said,
buy the underlying security
if you want to take advantage of more price movement
if you're very bullish on it,
or you could buy a leveraged,
two times leveraged ETF of the same security if you're very bullish on it, or you could buy a two-times leveraged ETF
with the same security if you're very, very bullish of it and you're not worried about
the downside. All that said, but if you hit your cap, let's say the cap is 20, at the end of the
month, you haven't looked at it, but let's say you're in the Tesla TSLO and the cap was 20.
And at the end of the month, you haven't looked at it and Tesla's up 30 for that month, that period.
You've only got 20.
It's capped at 20.
Boom, beautiful. I did pin up top. The first pin post that you see up top is actually the
Boom, beautiful.
I did pin up top.
September monthly cap levels that you see tweeted out from that Leverage Shares account. Make sure
you give that Leverage Shares account a follow. And then of course, if you scroll over one more,
you'll see that link to take you right there. Sam saw it. I know we had a little connection
glitch there, but got you back on stage. We're here with Paul at Leverage Shares. I know that
you've started diving into some of these products as well what uh what questions or thoughts do you
have for the conversation yeah i appreciate it um i mean good call on the enron thing like obviously
you know outside everyone's gonna think it's gonna happen soon because it just happened hasn't
happened a while you know so it's gonna come But I always think that whatever people get in the market, even if you buy something at
a one beta like S&P 500, whatever it is, there's going to be risk in it.
And even with obviously the treasury bonds, if you basically loan debt to the government,
there is still risk in that, but is the least riskiest asset. So if you think about a company like some of these caps you have, for example, NVIDIA,
you are going to cap that upside.
But at the same time, you're also going to reduce the amount of risk of owning it if
you do buy over here while collecting a premium on it.
So the way that I see it is that these etfs do provide a vehicle where people don't
have to assign something as far as the investor goes with the amount of risk that's actually tied
with it especially if there's a lot of premium to be collected from the up end but at the same time
i'm actually i'm actually wondering i noticed um i noticed you do have uh than a few ETS, but also, I mean, you obviously can't say what's going to happen, but Oracle is reporting earnings tomorrow.
And a lot of basically the upside that we've seen recently has been on the back of Chagikiti coming out and all the AI investments and everything.
everything. Do you think that there, I guess you'd have to explain to me, do you think there's
any like short term moves you're making in terms of positioning for the earnings tomorrow with
Oracle? Like, I mean, obviously it's not as big as like an Nvidia earnings or an AMD earnings or
an AVGO earnings, but I do think a lot of the market's waiting on it. Are there any moves you
guys are making in preparation for it? So we don have an oracle two capped uh accelerated uh etf
so that's just not an option uh for us so we're not making any moves no yeah but um i you have
you have the nvidia one like is i guess you don't need to make moves but like what what are you
thinking or what are you anticipating in terms of the behavior of what you think might happen after their earnings?
And does that have any effect to any moves you might be making at these other ETFs ahead of time?
No, because the way that we structure the ETFs, again, is we give exposure. We don't take bets.
So we're offering two times exposure on our two times leverage ETF. So whether that's NVIDIA or any of our other AI-based two times long ETFs, all we're doing
is providing synthetic exposure, both up and down two times leverage.
Like that's it.
So we're not making any moves.
Our thing is to give pure exposure.
So if you're an investor and you want two times leverage exposure
to an underlying security for which we have an ETF that we distribute, our goal is to give you
that two times exposure. Again, whether it's up or down. On the cap side, it's to put those options
strategies together inside the ETF, offer you the two times amplified on the upside with the cap,
one time on the downside. So in any time that we're doing that, obviously
we're limiting the downside already inside of the ETF wrapper. But on a day-to-day basis,
we don't structure anything else. Now, if you're talking about our thematic strategies,
our thematic ETFs, where we have an AI strategy called WISE, W-I-S-E. That's our USAI ETF. We also have a Dragon ETF, DRGN,
which is Chinese AI. Those are passively managed based on an index. And so we have a strict
criteria that we follow and we rebalance those on a quarterly basis and we reassess them on a semi-annual basis. So
the point is all of our strategies for the most part are passively managed on the thematic and
sector-based side. And then when it comes to the two times leverage exposure and the capped
accelerated exposure, again, we're offering you that exposure and it's set. We don't ever try to risk out.
Because think about it.
We could be wrong like anybody else.
So let's say we were in NVIDIA and we were nervous about earnings just in general.
And we said, you know what?
We better do something inside of our two times levered ETF to manage the risk.
What did I say earlier in the call?
When you manage the risk to the downside, you lose some upside, right?
Let's say we were wrong.
Let's say NVIDIA took off.
Now our clients who weren't as worried about it, that were in our two-time levered ETF,
they're saying, hey, how come you didn't track the performance of the underlying security?
And then that would be our fault.
So we don't ever want to try to hedge a bet on anything.
On our passive stuff, we follow the rules of the index.
On our single stock leverage two times ETFs, we give you the exposure.
And it's your job to decide whether or not you want to take on more risk or less risk.
And on the capped accelerated strategies, we're setting that option strategy up. We're going to give you two times up to that cap.
We're going to offer one side down so that you don't have to worry about double the risk on the
way down. And that's going to be set. And then it's your job as an investor to decide what you
want to do. I hope that answers your question it does it does actually i
wanted to get into the thematic ets but i'm not sure if we have time so six minutes left
um specifically the dragon one you were talking about i was looking at that one earlier and i was
thinking like man if these guys rebalanced more into baidu eight before that last border which
i'm sure you could tell me if you did, that China's been on a huge run lately
on the back of the BABA reporting earnings saying they're going to create their own AI chips so it's
less independent. In my opinion, I think that you're always going to need NVIDIA chips no matter
what. But it's just very interesting how the move in China has been just so dramatic lately.
Did you guys rebalance their portfolio to increase Chinese holdings exposure within that ETF,
the Dragon one?
So we just launched it.
And again, the rebalances are set based on the criteria inside of the prospectus.
So you don't pick and choose when we want to rebalance.
You know, we have set limits for like how high the holdings can get.
And then we rebalance on a quarterly basis to make sure that we're not getting out over our skis. And what that does for passive investors is it actually provides them with great opportunities
if your criteria is great without taking on too much risk. Because, and I'll tell you,
in managing passive thematic ETFs, we see all sorts of cycles. And there are times where people were telling us,
we want more NVIDIA in the portfolio. We want more NVIDIA in the portfolio. And we're like,
hey, it's passive. We can't just add more NVIDIA, but we have other things like SoundHound and
things like that. And then when NVIDIA crashed earlier in the year and late last year, like in August,
people were so happy. They're like, oh, see, look, they balance it out. It's one of those things
where if we were an active manager, we would take those bets, but we're not trying to take those
bets. What we're trying to do is offer you specific exposure to the highest growth areas in a passive manner
at a very low expense ratio so that you can make the decision if you have high conviction in that
space to invest in it or not. I'll give you another ticker that we have that's really
interesting on the thematic side, NATO, N-A-T-O. It is the NATO, it's the Themes ETF, Transatlantic Defense ETF.
And essentially, it's comprised of defense manufacturers inside of NATO countries, US and Europe.
And so many times I get, you know, either on CNBC or another channel, they're always asking me, pick US over Europe or Europe over US.
And I'm like, it doesn't have to be either. Both can win. And what's happened over the past
eight months, both have been winning and the ETF is up well over 40%. And why are both winning?
Well, because the US defense companies are the most, they have the best defense companies in the world. They have
the best technology, the best aerospace, the best drones, the best missile defense, the best
ammunition. So European countries, even though they're mandated to spend, they have to spend
here. But because they also want to be independent, they're investing in their own companies
to get them up to speed. And because they're investing in their own companies to get them up
to speed. And because they're investing in their own companies to get them up to speed so they can
be a little bit less dependent on the US, European defense companies have been. If we just picked one
and we got the timing wrong, the whole portfolio would have a different return stream. But because
we didn't pick one and because we kept both, on any given time when I go out and I talk about this strategy, sometimes the U.S. is up dramatically.
Sometimes European's a little bit muted.
The other time, the European defense sector is up and U.S. is muted.
Balancing of just having that high conviction portfolio in those companies and keeping strict rules that we abide by on a regular basis and doing that at a low cost, that really, in our opinion, gives people the exposure they want and need and can amplify returns over time.
So that's how we look at it.
That's very cool.
I'd love to dive more into this next time we do it.
Sorry for joining me.
No worries.
Yeah, we'll say there's definitely a lot more than just we've been focused on these cap accelerated ETFs.
There's so much more.
I just repin that link up top if you want to do some of your homework, dive in there for sure.
Jordan, I wanted to give you a chance if you had any final questions before we wrap up for
the night. No, no final questions. Just big thanks to you, Paul, coming on and educating, you know,
ourselves and the audience. We love we love leverage products and you're bringing a whole
new world to it where, you know, we've always thought about, oh, it'd be nice to be protected
on the downside while trading these. But like we've kind of just accepted like, no, you know,
you want 2X, you're getting 2 X both ways and you're changing the game there
for us. So, uh, just, just love everything you're doing and can't wait to see what, what come,
what comes next. So appreciate you. Well, appreciate the kind words and we really love,
uh, Wolf Financial and your audience and we love the traders. I learn a lot every time I'm on this
show too. So, uh So thank you for the time.
Appreciate it.
And I know we'll be on more.
So looking forward to that.
Absolutely.
Paul, any final thoughts
that you want to leave with the audience today?
If there's one thing that they should take away
or one thing they should follow up on,
what would you leave us with?
I'll tell you, don't sleep on Chinese AI.
Again, I'll throw the symbol DRGN, so Dragon. It's a very underinvested place in the market. So these are all Chinese companies,
so Chinese mainland companies, but you're getting access to them via a US ETF on US exchanges.
access to them via a U.S. ETF on U.S. exchanges. And, you know, it's a huge part of the AI business
and it doesn't matter where you are politically. I'm not trying to get political or anything like
that. But every, all the best experts in the United States, including Jensen Wang and Sam
Altman will tell you that, you know, a huge portion of the talent pool, a huge portion of
innovation, a huge part of the AI technology
is coming out of China.
There's a bifurcation.
So both markets are going to grow substantially.
Don't miss out on that part of the trade.
So if you're thinking about that,
we have a solution for you.
Don't mean to throw a product pitch out there,
but it's more of the category.
We just happen to be the only one
on the street in the US.
And there you have it.
I actually appreciate that.
And if you do go to that leverage shares dot com that I pinned up in the nest, I know I've mentioned this multiple.
There's so much stuff on this website.
There's so many different leverage ETFs.
There's these cap accelerated ones that we did a deep dive in today.
And you can also click up at the top thematic ETFs.
Go over to that.
There's a whole lot more stuff to explore. Paul, you gave me a bunch of homework today. I don't know if you
realize that, but my homework list just got longer. One other thing I'll say is the way to get the
whole suite, go to themesetfs.com. And when you get on there, you'll see our thematics and sector
based. You'll also see our leveraged ETFs and you'll see our cap accelerated all across the top. So that's the way
it's a one-stop shop for the website where you can get access to everything.
Boom. There you have it. Appreciate your time, Paul. If leverage shares isn't already on your
radar, it should be because when we started talking about UNHG, that 2X leverage long UNH,
I know a lot of you started getting familiar with
leverage shares, but it's so much more than that one 2x leverage that would just happen to be well
timed as we started bringing it to you guys. But so much more stuff, a great deep dive into the
cap accelerated ones where you can get the 2x exposure to the upside with just the 1x exposure
to the downside. A great deep dive. This whole
thing was recorded. So as soon as I close this out in just a few moments, you can definitely
listen back if you miss any of it. Of course, that first hour we had our stock picks. You heard
several leverage shares tickers in that stock picks portion of the show. And then of course,
this last hour we just ran here with Paul from Leverage Shares. Once again, big shout out to
Leverage Shares. Paul, we appreciate your time coming on. Make sure with Paul from Leverage Shares. Once again, big shout out to Leverage
Shares. Paul, we appreciate your time coming on. Make sure you follow that Leverage Shares account.
And that's it for our long day of spaces on this Monday. We appreciate everyone tuning in. I know
a bunch of you stuck with us all the way through from market open until, boy, what time is it?
Almost 7 p.m. Eastern. What a great day of spaces. We'll be live 13 hours from now, Jordan. Believe it or not, finish up your day bright and early or dark and early, as Jordan and I like to say over on Wolf Trading. We'll have the future show first thing in the morning. We'll run that for about an hour, hour and a half up until the market opens and bring you an entire day of spaces again. Of course, right there on the Wolf Financial main page, you can see our pinned post with the full schedule for the entire week. And of course,
on Friday, we are doing that live stream. So make sure you get over to the Wolf Trading
YouTube channel and get subscribed. Set your reminder for that as well, because that's where
we'll be on Friday. And with that, I'm going to sign off. Monday Night Football is coming up here
pretty soon for me. I'm going to get some food in me. I've got some reading material, thanks to Paul
on here, that I've got to dive into tonight because some of this stuff is very, very interesting from
Leverage Shares. And I hope everyone has a great rest of their afternoon, evening, night, wherever
you're at. We appreciate you tuning in. We'll see you guys bright and early in the morning. .
