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STOCK PICKS FOR THE WEEK
Recorded: March 2, 2026 Duration: 1:15:09Space Recording
Full Transcription
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Music Music Music Music Music Music Music Music Music Music Music Oh Oh I'm All right, everyone.
Can I get a mic check?
Will, you got me?
Sounds good.
Good as ever.
Crispy?
Okay.
I'm just trying to use this new mic or spaces just to test it out.
If it doesn't work, we'll go back to the normal AirPods.
But I wanted to actually hold on.
Test one, two. How about now?
I feel like you're sitting beside me.
Even better.
Hey, there we go. All right. Well, I have this, I got all this new equipment.
I just wanted to try it out for spaces it's more for streaming but what better time to try it out then on the stock picks for
the week show which i'm excited about we had a uh couple of great returns a few really good
returns four people total beat the market i got decimated so we'll uh i'll i'll eat that one right
on the chin but uh let's go over the results a little bit as people join in here on this Monday.
We are a little bit later today, 530.
We had some other programming going on with the Motley Fool over on Socks on Spaces.
So I wanted to make sure and not divide audiences too much or anything like that.
There was a really good conversation going on over there.
So I said, hey, we'll bump it back a half hour today, which I know a lot of you are probably like me,
watching things yesterday develop
over the weekend, last night.
And of course, today, big market recovery
with all the different stuff going on was very interesting.
So I'm a little tired.
I don't know about you guys, but it's still a Monday
and it's a good Monday.
Anytime the market closes green,
it's always a good day in the long-term portfolio, at least. Let's look at the results for the past week.
And as I look through here, I see that the market itself, since we did the show last week,
SPY up 0.66%. QQQ actually outperformed SPY for probably one of the first weeks in a little while here,
up 0.94% over on the NASDAQ.
So there's your benchmark.
And this is my fault probably more than anything, but we did not beat the market as a whole.
If you take me out of the equation, we definitely beat the market here.
Current winner, Sam Solid, absolutely crushed it this week 7.72% return crushing the market crushing the rest of us we'll see if he's able to join here shortly on his second place goes to
Jordan who should be here any moment I'll make sure and get him a reminder sent over to him
2.71% return on his leverage long bet on the nasdaq worked
out very very nicely for him and third place goes to will will with a 1.84 return uh across the
board there and honorable mention we'll throw this in here because nick drendel was right there
the silver move today was incredible all over the place,
but up until that kind of sell-off midday in silver,
Nick Drendel was actually in the competition,
I mean, second place pretty much from what I saw earlier today.
1.41% return there for Nick Drendel.
So fantastic job by those four.
That's our top four across the board. Top picks
for the week. NUGT from Sam Solid, Nugget, 15.78% return on that one. Second best pick of the week
was Gush. That is the bet on oil there. GUSH is the ticker. And the third best pick AA from Nick Drendel with a 7.09% return. So wonderful job on
all of that. Boy, we have a lot going on in the market. We got through the Nvidia earnings. We
had Jensen speak to us a little bit, and then we've now moved on to geopolitical, I guess,
is the current topic. There's still several other things going on,
of course. The market, and I'll add this kind of little note in here before we go into the panel
and get everyone's thoughts here, but the market itself, if you go just the entire range, I posted
this on my personal page just about an hour ago, but if you look at the NASDAQ from the high to
the low, if you go back to the all-time high in November to that low that it made just a few weeks later, we were at the exact
midpoint of that range, which it was kind of insane to see. We're right at the 50-day and
pretty much all the moving averages squeezed together on the S&P. The NASDAQ a little bit
lower on some of the moving averages, but right in, I mean, just smack in the middle of the range that we've been in for the better part of four months now. And of course we had the conflict headlines all weekend and the
market did gap down pretty hard, completely recovered that entire move. And if you look
at your chart, you'll see coming right off those same lows again, very interesting here.
Let's dive into the panel a little bit and see what everyone else is
thinking and seeing out there around the market, updated thoughts, market sentiment-wise. And of
course, if anybody does need to run early, just go ahead, let me know, and we'll let you go ahead
and get your picks in. But Sam is not here. We'll see if we can get him over here in just a moment or so and I get Jordan up here on stage.
I don't know what's going on there, but either way, we'll let's jump into it and we'll we'll just go straight to our third place finisher.
Will, well, I would love to get your updated thoughts on the market here, what you're watching, what what you think after this weekend, this past week's action.
watching what what you think after this weekend this past week's action yeah as we uh talked
about you and i on stream a little bit ago um the big thing is like we're right back into the middle
of this range that we've been in in the uh ndx and really the s&p i mean we've just kind of gone
sideways we obviously opened up at the lows down at 6800 rallied all the way up to basically
the middle of the range that we've been in for the past you know call it a few months now so
this balance area that we have that's that's forming until we kind of break uh above or below
you know 6800 um or basically above like 25.4 and ndx. I think we kind of could just chop in this range,
but SPX did go all the way up right to the 50 and then backed off.
And NDX is below that as well.
So, you know, the war headlines, you know,
everybody probably came in that had put positions maybe from last week,
probably monetized those puts into the session today, took them off,
took profits, et cetera. But I did just see a post that there was looks like some flow on some
puts being bought all day, some shorter dated, some further out. And I think the big thing is
with heightened volatility that will be in both directions. You just need to be nimble, keep your size small.
You know, a position you can be in is just waiting and sit on hands.
You don't have to force trades.
You don't have to make a decision just unless you're scalping futures,
if you can do that.
But if you're looking for more position trades or you're waiting,
I would just wait, have some idle cash, wait for the next move,
wait for the breakout, maybe wait for the headlines to clear.
It doesn't sound like, based on some of the rhetoric today,
that this is going to be over by tomorrow.
It sounds like it could last two, three, four weeks,
according to what Trump said.
So I just think you've got to be nimble, and you've got to kind of wait.
And until then, I think you kind of sit sideways for the time being.
But the levels I'm looking at, 6,800 on SPX, if we take that to the downside,
that would be where I think that we could get some more follow-through.
We've tested that level about four times now.
And if we were to go rotate down there again,
I think it would open us up to probably further selling.
If you keep knocking on the door, it eventually opens.
And to the upside, we got to get back above 6,900, which is the 50-day.
And then ultimately, I would say above like 6,950 for me to get more bullish back for a run towards 7,000 or higher.
So those are kind of the levels I'm looking at.
And like I said, be nimble. But when
you look at the big mag stocks, you look at Tesla below the nine daily, you look at Apple below the
nine and the 50, NVIDIA below the 50, Microsoft well below the 50, obviously, Meta, Amazon,
Meta, Amazon, Broadcom, Broadcom below the 200, AMD.
You look at all these names that are below a lot of the key moving averages.
Without technology, without the banks, I just think it's going to be very difficult to get this market to go higher.
So I'd say sell call spreads.
So I'd say sell call spreads.
If you want to hedge to the downside, look for like put flies, like, you know, maybe a little bit wider.
You can do that.
Take some of the vague out of it because volatility is heightened.
So you can do it for a little bit less by doing spreads or put flies.
You can do that if you want to hedge to the downside a little bit.
So that's kind of what I'm looking at.
But just be careful out there.
Keep your size small. I want to come back with one follow-up. You spoke to our YouTube audience
earlier today. You mentioned the basically balance versus expansion or imbalancing out of that area.
Would you just hit on that real fast here for our audience over here?
When the market is imbalanced, it's rotating back and forth
versus when it's breaking out of that and expanding into a different area.
Yeah, so market profile theory,
what it is is balance leads to excess and then excess leads to balance.
And so right now like if you take
the cues for example on a chart you kind of have two balance ranges that i drew earlier on the
stream today uh one basically goes from like call it 594 and this is the most recent time frame
maybe the last month all the way up to maybe 617 and then you have a small one
you get to the low end of balance and then you kind of rotate back to the middle and
then you rotate to the upper end of balance in until you break in either direction uh once you
kind of break those balance ranges is when you do get expansion so you get expansion of price
you get expansion of volatility and you get you get a more directional move so we've been in this
balance range i would say since the beginning of, you know, call it February.
And it leads into now.
So I just think that when you're looking at the markets as we're going sideways and you can kind of play both sides,
you know, you get to the lower end of the range, you could try to buy it up.
If there's buyers that step in, you can buy that area. And same thing on the upside.
You know, like today, for example, we talked about that.
Hey, there's going to be a wall.
There's going to be some gamma exposure on the option side at 6900 SPX.
What do we do?
We went right to it and backed off 25, 30 points.
So I think that you need to use that in your narrative.
You can really draw these balance ranges really well and wait until we get a break in either direction.
And then there's always going to be you don't have to
force the trade now wait because for example if we break down below the two levels i got 599 in
the q's and then 593 you know if you break below in the short term 599 and maybe today's low you're
going to get a counter trend rally you could probably re-short it you look for for the next
level and um you'll get that expansion of range and what i mean by that is you'll have some opportunities to set up trades that are more
directional versus right now we've just been rotating back and forth so um wait for the
breakout wait till we get either moved to the upside or move to the downside and there will
be some expansion of range um in either direction if we do that so there'll be some good trading
opportunities more directionally than what we've seen in the last 30 days, which has been very
choppy. Yeah, I appreciate you going through that. Again, I just thought it was such a good
analysis of what's going on and something to put on people's radars and people study up on a little
bit there. I appreciate that. Let's continue around the panel here. Will, excited to come back and get
your two picks here. We'll go over to our current champion, Sam, just joining us
up here on the stage. Sam, solid. Great job on the two picks. Called him out already, but NUGT
absolutely crushed it. Best pick of the week and also gave you the best average. So well done.
What are you seeing here in the market? Another day, another software name gets just smoked on
earnings, but we're still in the same place. I mean, some things are
breaking out, but for the most part, the general markets are just still range
bound. Yeah, I mean,
I agree. Range bound. I think we're continuing to see that on the
indices level. It's over IWN. IWN doesn't give an
S what is happening. It's just going to rally higher,
which is great. Great for small caps. Obviously, the broadening out of the marketplace continues.
I don't believe the software bounce we're seeing. I mean, it could continue, but I don't think that
software bought them necessarily. But I'm not going to try to change a lot more off on the market besides that.
And I think semiconductors,
supply chain part of semiconductors,
I also think defense,
drones are probably going to continue rallying.
Obviously, today was kind of a sell the news with drones,
but I think the AVAV downgrade issue continue to happen.
That's basically going to cut their backlog in half.
And I think that kind of spread throughout a lot of the drone plays that were basically rallying in the day.
But I think that was more of an excuse just for people to take their profits and stuff, right?
The narrative is always going to follow the price action.
As far as tech goes, it still continues to be relatively weak in terms of the market
if you expand more than just the last couple of days or even before that,
the app performance is obviously outside of the mega cap
and outside of the high-flying beta stocks.
You saw EOS, T1 Energy,
and a lot of other stuff down in the last couple of weeks
and probably just an excuse for a massive deleveraging.
So I think continued chop.
Yeah, as you were saying, I was watching the stream earlier when Will was on there.
Appreciate it.
I mean, I do agree.
I think it's going to be continued chop.
And anyone who tries to short it immediately as soon as the level breaks without waiting
or being patient is probably going to get smoked and then stopped out before it continues
to go back lower.
So I'm not that strategic or that skilled
to be able to pull off those moves on the index level,
even on a stock level.
I'm going to stay in my realm of expertise,
at least what I think I'm good in,
is finding things that are part of secular themes
that are mispriced and go long it.
There were a couple of things that I added in the last few days.
So continuing to hold those and um really not making too many moves don't have too many call options open at all uh mostly in shares and um i got a few things in mind that i'd be willing
to cut if we do pull back but i'm gonna tell that i feel like whatever i'm doing is working and um
grab continues to be
right every single day and that's just the name of the game so by the way i'm a i'm a bag share
a grab bag holder um and glad to have joined the community early are you a community mod yeah i'm
a community member actually i was one of the first ones in grab i heard i i saw it on twitter like
from a couple people that I follow before.
And then I looked into it.
I went long, like around 385.
So I'm still green at the position.
But yes, sir, I wrote it all the way up and wrote it all the way down.
I didn't trim enough when it was up there.
And it is what it is, right?
Like right now, it's like less than 2%, 3%.
So it's not a big deal.
But, you know, there's, I would say the, the laggards of the portfolio are usually
the smaller positions and, uh, the, the leaders are bigger in size, mostly because of price
appreciation.
Um, but I still am trying to look for plays that are going to be beneficiaries as far as
suppliers to, uh, all the semiconductors that are out there, but now the name of the game
is drones.
So well, time to look what, what is a supplier to drone companies, right?
I'm not going to look at the Ondus's or the Kratos's or all that stuff.
I'm going to look at the plays that are less at risk of possibly hitting some peak highs or whatever it is, right?
Like, I don't like to buy charts that are just ripping or chase anything and i think i found a couple that are definitely going to benefit to the
upside if it does continue so yeah now my football rules i love when you say that every time it
always gets me excited um one follow-up question, just as you're looking for opportunities here, you mentioned like
the picks and shovels, maybe of drones.
Obviously, we had a lot of talk about the picks and shovels of AI there for a long time,
but the picks and shovels of drones.
Are there anywhere else?
I mean, are you kind of sitting and waiting for this range to maybe break or move somewhere,
maybe for a reclaim on software or something like that, that you're more focused
on or more familiar with? Or are you finding value elsewhere and saying, hey, I'll park some money
over here and some of these staples or some of these boring boomer names in the meantime?
No, I'm not too good at the non-tech stuff, the staples and everything. Like, I'm just not good at that.
And honestly, I find researching those stocks just boring.
Like, you know, there has to be some sort of interest in what I'm researching.
Otherwise, I'm just going to get bored, right?
Like, you know, yeah, I could have bought 3M a couple years back when I was looking at that chart.
I could have bought AdBee in 2018.
But like, dude, that's just, for me, that's just so boring. Like I don't have any interest in
studying those stocks and they might be working, but like, I'm not here to collect dividends,
right? I'm here to outperform. I'm here to buy stocks before they get either discovered or
joined during a pullback, whatever it is. Like I just, I don't find enjoyment out of it. And plus,
to be honest, those are really safety trades. Like I feel like in whatever youback, whatever it is. Like, I just, I don't find enjoyment out of it. And plus, to be honest, those are really safety trades.
Like, I feel like in whatever, you can,
whatever fundamentals they have,
the market knows that these are the defensives
and they will bid them up in times of risk off.
And guess what?
They will massively underperform
when they are back risk on.
So you've seen that?
When tax stocks seen lately,
but that will be the name of the game for a lot of these stocks.
You know, your Procter & Gamble's, your Altria and all that stuff like that.
They will generally find a bidding when it is risk off.
And then until then, you know, it's they're good for like an income dividend portfolio, in my opinion.
Like if you're like a lot older and you want to be more conservative with your money, maybe. it's, they're good for like an income dividend portfolio, in my opinion, like,
if you're like a lot older, and you want to be more conservative with your money, maybe, but,
you know, if you, if you're on these spaces, like, you're not trying to look for like the next dividend stock to buy for like 3040 years, like, I feel like that, like this, the space is great,
we're a weekly trading competition, right? I'm not gonna come in and be like, man, I'm going long triple times Verizon and short
triple times Verizon short. I'm not going to do that. I'm going to look for things that look like
they're about to break out after a month-long, year-long, decade-long base, buy it when it
breaks above the moving averages, set the stop below in case it doesn't, And if it keeps going, great, I'll hold on to the stock.
If it doesn't, I'll stop myself out
and look to the next one, right?
And have the fundamentals to back that one out.
Like that's all I'm looking for.
Makes the game a lot easier than like looking at the charts,
drawing all these lines and everything.
It's like, dude, I'm not a freaking day trader.
Like I can't do that.
I can't do that.
By the way, whoever does it, kudos.
Kudos to you, Ryan.
I'm sure you caught the dip this morning.
I didn't do much of anything today, honestly.
It just, I don't know.
I didn't know what it was going to do,
so I just kind of set out and watched a little bit,
kind of just took it in, to be honest.
A couple little scoppy trades here and there.
But yeah, it's, I don don't know you made too much money you gotta
you made too much money so yeah well i mean one thing that i have learned is a good way to lose
money is when you're not sure what's going to happen in the market like that like that i think
is probably one of the best lessons i ever learned is like just every time that i'm not sure what's
happening in the market i tend to lose money and, and when I look at the bigger picture right now too,
I'm not doing a whole lot of swing trading because I don't know what this market really
wants to do. It doesn't look like it wants to go anywhere, uh, up or down. So I've just,
I've, I'm selling premium, uh, is about the only thing that I'm really doing
in the longer term perspective as well. It is interesting. You're the first boomer I've ever
met that hates boomer stocks. So, uh that and we'll move on to our second place uh jordan jordan you
got second place this week 2.71 return fantastic job on that you bet on queues to go you went you
bet long you bet bullish and uh it worked out for you we uh It wasn't that way when we woke up this morning, but you came roaring back into it.
It was not.
But it tapped in and like I know your system, it tapped into big liquidity on the daily chart, came flying right back into the middle of the balance that me and Will were talking about a little bit earlier.
I'm just curious if you have any updated market thoughts here.
market thoughts here. Yeah, I mean, so this morning I came in, a lot of people talk about
like the geopolitics and everything going on. And, you know, war is generally bullish,
which was definitely a play for today. But I really just came in because I came in a little
more bullish and still didn't even trade it with this frickin move right at open. I didn't get any
setups for my system personally. But I watched my plan play out, which is pretty cool. But just unfortunate
that I didn't get any piece of the pie. But that happens sometimes in this market in the range that
we've been in. It's happening a lot more often, right? So just a tough time in the market. But
overall, I mean, you look at ES, you look at NQ. ES took out those February 17th lows.
NQ never did.
So a little bit of divergence between the two assets there.
And then that sent us way higher than I thought we were going to go today.
I was mentioning last week on stream on Friday before we closed up those relative equal highs that we had on NQ just at that 25,100 area. You see Thursday's
trading, we made a high there. And then on Friday morning, like at 2 a.m., 3 a.m. Eastern,
we made a high there as well. Just super smooth highs that I thought was going to be a magnet for
the market and also had four-hour order flow there. And so I'm looking at that going, I think
that's going to be a beautiful magnet for the
market at some point. But it came in this morning, just ripped all day. And I didn't think it was
going to happen all today, but there it is taking that spot out. And so the way I look at this is
kind of like that divergence took us to a new spot of liquidity here on the chart. And now we
really need to wait and see a reaction. I mean, so far we've
tapped in that area and seen pretty big rejection. And so for the week, I think I have to be a little
bit more bearish for the competition just because we are tapping into these areas now. Obviously,
that could go really south for me, just given what's happening. And if this continues to be
really bullish with everything going on,
then I'll get smoked on this. But I have to just based on my system, I have to think that we get
rejection here until the market tells me different. And I'm not really going to be able to switch my
thoughts until we're really over that 25,326 on this higher timeframe, at least, right?
Shorter timeframe can be a little different for the intraday trades, but just for the weekly perspective, I can't really be like super
ultra bullish until we're trading well over that 326 and then try to fill that gap that we left
from last week. So that's kind of what I'm looking at here. I'm going to be a little bit more bearish,
even though we had that divergence at Lowe's, I'm looking at it going, okay, well, that divergence
already took us to the next desired spot for the market that I was looking at. And so that it did its job,
right? It did its job. And so I don't look for that to necessarily have to hold anymore.
So I'm a little more bearish here. We'll see if we can rebalance to some of these bigger
timeframe gaps that we made today. On the straight move up, we made some nice gaps.
We have a big hourly gap i'd like
to see us retest in like 803 area um it's also where a big four hour gap starts so just lining
up time frame by time frame there um so that's what i'm looking at honestly we'll see if we
rebalance there and then again it's like then we're okay we rebalance there then we're just
stuck in in between two bigger time frame spots I mean, call it supply and demand if you
want. I don't care whatever you want to call it. But you're stuck between two bigger timeframe
gaps, one holding bullish, one holding bearish, right, if that ends up happening. So I think
there'll be potentially a nice move from here into those areas. But then it's like, okay,
once that happens, do we hold? Do we run through that? I don't know. We got to see and wait to see what the market wants to do.
But it's kind of what my thoughts are right now.
I think personally, it's just for anybody out there that is day trading.
Personally, I think this is one of the hardest markets that I've had to endure in the last,
what, five years of me trading, almost six years, I guess, which isn't that long compared
to many out
there but just personally having a tough time not even like losing a ton of money but honestly just
like not finding the active setups that i usually am um and so i'm just sitting back kind of waiting
for my moment to pounce and i know like times of times of my strategy have happened, like in the timeline,
with kind of these dry periods with my trading, right, it'll happen. I think it happens with
anybody that runs a pretty consistent strategy. It's pretty mechanical, I think you're going to
have no matter what strategy you're running a little bit of dry periods where you're maybe
not taking as many trades or maybe on a bit of a small losing streak, right, it's going to happen.
And I'm
kind of in that period right now. So just waiting for this market to really get out of this range,
get a little bit more trendy, even if that's to the downside, like that doesn't matter to me,
up or down could care less. I just want real expansion in this market, right? And we're not
seeing that yet. So those are my thoughts right now. Tough market, but we're going to continue on
and see what kind of moves we can get this week.
There's a lot of data coming out as well,
so we'll see what's happening.
Yeah, we didn't even mention the jobs report
coming out on Friday.
NFP, non-farm payrolls,
is the next, I guess, big macro point
that will be coming out.
Jordan, appreciate your thoughts there.
Well done on the second place finish this week.
Let's continue down the line here.
We'll go over to Nick Drindle next.
Nick Drindle, you've heard several thoughts shared here.
Curious if you agree, disagree, echo any thoughts or anything new to maybe add.
Yeah, so I was gone on Thursday and Friday for Ariel's wedding out in Cancun.
So kind of the perfect time to get away
from the market a little bit. I saw Nvidia beat on earnings. And then I was like, all right,
time to go on vacation. And then we were talking about how things were selling off on Thursday
and Friday, but I really didn't look at my computer too much. And then I think that helped me with like just staying neutral coming
into today. Because if you were to tell me like that week that Nvidia would sell off
on earnings down to the 200 day moving average, there's another new war like breaking out.
And the indexes are still just chopping sideways. We've got the leading themes in the market really, really heating up with
optics, like plenty of optic stocks. Incredible strength there. Memory stocks still tightening
up just below previous highs. Most of the market leaders in my mind still look incredible.
I think this is like, we are seeing, I think, the subtle strengths under the market that you want to see.
Out of the last 11 trading days, nine of them, we've closed higher than we've opened,
which is just another sign of subtle accumulation.
And then another thing that I really like that I'm seeing is positioning is getting way, way more neutral.
NAIM, which comes out every Thursday, it's as of Wednesday's closed,
that came out at 75%, which is not where you usually see like corrections end
by any means. Usually that's between like the 40 and 60% range.
But we had been over 85%, basically, until the beginning of February.
So we're starting to see positioning come a little bit more neutral.
When you look at the commitment of traders data that comes out, the data is as of Tuesday's
close but it comes out on Friday after the market closes.
NASDAQ positioning is the most neutral it's been since June of last year.
The positioning for the S&P 500 for speculators is net short.
IWM is relatively neutral.
So we're getting positioning neutral sentiment.
It feels like there's, I mean, again, plenty of reason to be bearish,
like that sell off on NVIDIA, another war coming out.
Like there's reasons to be bearish, but price action is not really
confirming that. I think the gap down today that got bought up, I was expecting some type of bounce
because that's what we saw when Ukraine got invaded. We had a one day bounce. And then
I think it actually kind of traded sideways for a couple more days and then we returned to those lows.
I think it actually kind of traded sideways for a couple more days and then we returned to those lows.
But at least for day one, where you can get positioned and then see if stocks are going to work in your favor or not.
We got another nice low risk entry point today on a couple of stocks.
And my positioning on the long side continues to build.
And even the names that I got stopped out while I was gone was PL, Planet Labs.
That's up another 9% today.
I got stopped out of STLD.
That's up another 4% today.
So even the stocks that I'm getting stopped out of
when I was gone, they're breaking to the upside.
So to me, there's just so many signs
of the subtle strength.
Does not mean that you need to go 100% invested. It doesn't
mean you just start buying breakouts
left and right. But
I don't want
to fight against the side that I'm getting the most
traction on. And since the
undercut of the year-to-date lows last
Tuesday, the 17th,
I guess two Tuesdays ago, it's
been to the long side.
And I still think because we're in a choppy market, your entry tactics have to switch. You shouldn't be buying breakouts, undercutting rallies
of either previous lows, pullback lows, key support areas, support gaps, key moving averages,
round numbers, key areas like that. like that's where you want to actually
execute on. And then as we bounce back in the middle part of the range, you can trim some,
trail some, get your stop to break even, and then see if we can eventually finally break out of this
range that we've been in since October. I don't know, like when that will happen, which direction
will break out. But as long as you're using progressive exposure, and you're using entry
tactics that fit a choppy market, you're at least surviving in this market. And since
the 17th, the traction for me has been on the long side. So I'll keep trading from that
side, not not solely from that side, but a majority
from that side until I get punished for it. Can you imagine if you went on a, like a cruise with
no, no cell connection or anything, no, no wifi, you just left on Friday and you, you got back
Friday and you got back like late tonight and you just look at the market.
like late tonight and you just look at the market. You're like, Oh, the market didn't go anywhere.
You're like, Oh, the market didn't go anywhere.
Like the market went sideways and the leaders went higher.
Like how, how is that not bullish?
Yeah. I I'm with you. I feel like that's a very fair take right now.
And you know, I, I, I hear like widely polarized opinions,
like, like from all over the place.
And I think that is more due to just the
amount of time spent in this range that people just get like i need to do something something's
got to happen and like we're conditioned i talked about this earlier too we're conditioned to want
to do something you know and traders can kind of manage that and find you know pocket pockets of
value but i think the average person or maybe the newer trader they feel like i they have to do something because you're conditioned to do that. You know, every
job that you've ever had, like, they're supposed to be busy doing something. And I think that's to
the detriment of people because they start to think, they almost get confirmation bias too
far to one side or the other. And I'm glad you gave that perspective there because some of the
big names moving, I Tesla Nvidia both 200-day
gap down 200-day massive buy-ups today yeah exactly and I think you should
still always be doing something but doing something to improve your long-term
trading or long-term investing is different than actually pressing the
buttons and taking trades. Like if you
saw the market, hey, this has been a choppy market, I'm going to dedicate two hours of
my day to study the leaders from 2020. I think that's like the best thing that you could
do, especially as a new trader, or let me go back through all my trades document. What
if I used a 5% stop or a 3% stop? And then, oh, wow, I could have skewed all of my trading a little bit better.
Like there's plenty of work to get done if you're feeling like you should be doing stuff,
but actually pressing the buttons and trading a bunch, there's a time and place for that.
Absolutely. Well said there, Nick. Excited to see what picks you have this week. Nice job on AA
this past week, that 7% return there. Sam, saw your to see what picks you have this week. Nice job on AA this past week.
That 7% return there.
Sam, saw your hand go up if you want to jump in right here,
and then we'll go over to Vegas to finish out the market sentiment.
My bad.
Didn't mean to do that.
Put your hand down.
Why are you smiling?
Put your goddamn hand down, boy.
What, what, don't remember the Titans?
He said, why are you smiling? Yeah. Football's down, boy. I don't remember the Titans. He said, why are you smiling?
Yeah.
Football's fun.
I was also thinking about it.
I was also thinking about Keaton Field.
When he was a substitute teacher,
he kept on pronouncing everyone's name wrong.
Oh, you done messed up, A.A. Ron.
All right.
Present.
Mine was, yeah.
Well, mine was a little bit more friendly for work, I guess, but we'll go with either one of
those great examples there. Vegas, excited to get your perspective here. After we got NVIDIA
earnings, Jensen comes out, NVIDIA delivers again. Obviously the market itself kind of just
whatever, it just does what it does, but we're still basically in the same spot. NVIDIA, huge
buy up off of the 200 day, as I was just mentioning there with Nick.
But I'm curious where you're at as you follow tech very closely.
Market still looks fairly bullish.
I mean, it's holding the same areas right back to the midpoint.
Again, Vegas, where are you at with the current market?
Well, you know what?
Good evening, everyone.
And, you know, my thoughts on the market i mean today we
saw some volatility you know obviously with this geopolitical tensions in the middle east everyone's
talking about it all weekend and obviously anyone that had puts overnight or on the weekend
cashed in this morning but they had to get the hell out because i saw this morning and i said
to my my group you know we're probably gonna have a nice little squeeze happening here and rip this market because those dips were being bought.
And something to keep note, you know, the rebound is suggesting that the markets are viewing this conflict as potentially containable so far.
And with history showing equities often shake off geopolitical events relatively quickly unless they severely disrupt global
energy or trade. So we have to still watch, you know, the oil prices. I mean, they did surge
sharply earlier at one point, then they pulled back and then we're going to watch the energy
sector. We saw some pressure up. I saw some pressure in certain sectors that were sensitive
to the fuel costs,
like the airline stocks and some consumer discretionary, obviously gold and silver,
you know, watch these commodities. And I did see that treasury yields, excuse me, jumped a little
bit with inflation concerns really tied to energy. And obviously this defense stocks, you know,
anything related to military like PLTR, those stocks were obviously rallying because of the heightened tension.
But I believe that the overall sentiment still feels a little cautious, but you can see how resilient this market is.
The market is buying the dip rather than panicking completely.
dip rather than panicking completely because if the market was panicking completely there would
have been a major sell happening this today and that did not happen the buy the dips were getting
bought and so you know february was kind of rough i felt like the s&p 500 the nasdaq did post their
weakest monthly performances in a while especially with this AI tech fatigue and inflation and all that stuff.
But March, because, you know, it's a new month,
and so March historically does average position returns for the S&P 500 around 1% plus.
And then there's also a lot of optimism for bounces, especially if the geopolitical
concerns don't get worse. So I think that said, definitely watch oil. If the disruption does
persist, it could reignite inflation fears, which everybody, you know, freaks out about and pressure the equities.
So, you know, just really got to be prepared to handle, you know, they're fast moving events like this and things can shift quickly.
Like all we need is one headline and that spins the market and boom, you're like, you know, you could be in calls and all of a sudden it's like you're red.
you know, you could be in calls and all of a sudden it's like you're red.
So you have to really keep, you know, a tight leash on your trades,
especially if you're in option trades, especially if you're in weeklies,
you better put a rope on that trade because if it pulls back,
the next thing you know, you're red.
So you have to really just monitor what you're doing or watch your size
or watch your size or don't even do weeklies, like do a monthly, much safer. So that's just
or don't even do weeklies, like do a monthly, much safer.
my take. But I observed a lot of dips being bought today. And I was a buyer of Nvidia today on the
dip. So I do invest in it's my it's my, you know, my main stock. And I bought those dips today,
because that earnings was a joke the earnings is amazing but
the market's reaction is what was a joke and so they just do not understand this valuation of
Nvidia someone said a comment that all they have is like eight clients they have like eight let's
say major clients but they have hundreds of other clients that are not, let's say, considered a major account.
You know, like we're talking like companies like Tesla is a major account.
Meta is a major account.
So companies like that are like their top eight, but they don't just have eight customers.
Like, I don't know why somebody was saying something so stupid.
But anyways, I digress.
So NVIDIA, long term, still love it. Own it.
Own it. Don't sell it. And you'll do well if you like the long term prospect. I mean,
I've got to say the dividend sucks. Like, I mean, it only pays one cent. And I'm like, what?
That's so I should send Jen's email and say you're making a fortune you should up the dividend for shareholders but nevertheless
uh like the dips there and i think we'll see nvidia eventually get over that 200
and head towards 210 so i'm not worried about nvidia at all i never lose sleep on this stock
this stock can go to 150 i will not lose sleep i don't care i'm holding it's a long-term time time frame and
if it you know when it's going to pay me a double or more so i am going to wait and i will print
print print so that's my thought on the market sentiment and uh looking for some continuation
i have a couple good setups to share tonight when you come back. So I look forward to sharing them.
All right, Vegas. I appreciate that. Some rational
words around NVIDIA. It's kind of refreshing to hear when you
actually break it down with some of the factual pieces there. And at the same time,
NVIDIA, the fundamentalists out there have been telling me,
NVIDIA trading at the same, you know, multiple that basically the S&P is trading at is just kind of insane
to think about with their growth and everything that they have going on for them.
So love the thoughts there.
Thanks for sharing that.
And there you have it, guys.
Great panel tonight, giving some really good thoughts and some like hey uh world's not ending let's let's
you know let's be rational here a little bit and then some other you know nice words that we had
there in the front end of hey we're in a range you know you you can be patient here and do some
things you know to to act accordingly but you don't have to sit here and just take shots over
and over at stuff but i love the the different thoughts we've had here, and I'm excited to get into the picks that everyone
has. And I'm glad it's today because I think if we picked on Friday, this would have been a
much different pick, just the way things are looking and the possibility of things coming
up over the weekend. But here we are. And I'm wondering if people are saying, hey,
the thing is mostly contained over there, or the market's going to shrug this off. I'm probably more in that camp than anything. But
either way, we'll see what everyone's picks are here. Will did send me a message. He had to run
out. So I'll go ahead and call out his picks. And then we'll go over to first place and run down
through the order there. Will going with short AMDG. So 2X leverage leverage shares version of amd he's short that
one he's also going long the sqqq so he's looking at this as a back test a little bit of a bearish
bet from will who has been on the podium multiple times since he joined the show so we'll see if
he's right we'll see if some of these other picks are right let's go over to our current champion sam solid which two picks are you going with this week sir um i'm going along uh ampx um drone battery
play uh they have earnings coming up so um in the portfolio i only have a two percent position
it's not big at all um and i would like to size it up to get good earnings. So yeah, I'm going to go along that one.
I do want to have a short in the book,
but I just feel like if I short something,
it's going to end up being flat by next week,
just seeing what we've been happening.
So I'm going to continue to go along Nugget and UGT for next week.
Actually, you know what?
I'm going to go along TMF times TLT for next week. Actually, you know what? I'm going to go long TMF
times TLT
for next week.
So AMPX and TLT.
Sorry,
TMF.
TMF, yes. Yes, sir.
All right. Current champion, Sam
Solid, Sam Badawi. I'm always
going to call you Sam Solid.
Just like people are always going to call me up, I guess.
Long AMPX.
That's fine.
I'll answer to anything.
Even you call me ugly names.
I'll still answer to you, sir.
MPX Long and TMF Triple Leveraged TLT, basically, right there on the bonds play from Sam Solid.
The MPX you said was, that's one of the picks and shovels out of the drone
area. Is that what you're saying?
Yeah, correct. They're not one of the hardware drone plays.
They just provide battery for it, but it's not just drones.
They provided long on the whole sector, but yeah, that,
that is what I'm going to go along.
All right. AMP X TMf a reminder to everyone i am
going to tweet out a list with all of these picks let us know uh which one's your favorite maybe let
us know which one you would have picked or or which one that we missed that you think would
win the competition as well uh that tweet will be going out as soon as i get the last picks in here
let's go to second place 2 2.71% return last week.
Jordan, ace the kid.
Will, since he had to leave, he wanted SQQQ,
so I just went ahead and gave it to him.
But Jordan, which version of picks are you going with,
or are you going to mix it up here?
Okay, Will's taking SQQQ.
Yes.
I'll do
can i just do tqqq short and then uh oh boy wait did he long sqqq or short sqq he will long desk no sure so that's what jordan have gone. Long SQQQ and short triple QQQ.
He would have done the triple threat.
Yeah.
I'll do...
You can double up on it if you want.
Or you could do like mags.
No, no, no.
We'll do one of the mags.
We'll do one of the mags.
This might screw me over, but let's just do nvdg short oh
oh no i'm cringing i can hear vegas just clenched her fist to say what are you doing
she just told you why that was dumb she just told told you. But no, it's a bigger picture bet.
If the market wants to tell me it wants to really be bullish
and shift some structure and break out of this range,
then it'll tell me that.
And I'll switch my thoughts.
But until then, I'm going to stick with this.
That's rough, though.
We'll see.
It's fair.
It's a fair bet. We'll see. It's fair. It's a fair bet.
We'll see what's going on here.
All right, so short TQQQ.
I always stumble on that word.
Short TQQQ.
And short NVDG,
the leverage shares 2X NVIDIA.
Hey, I got absolutely wrecked.
I don't know that you're going to get wrecked worse than I did last week.
I got absolutely wrecked.
You better buckle up.
Buckle up, Buttercup.
You heard her.
All right, Jordan.
This thing just ain't happening in my real account.
Right, but still, hey, we're still here to win either way.
All right, TQQ short, NVDG short from Ace the Kid,
second place finisher last week.
Third place was Will.
Already called his out.
Let's go in order here.
Nick Drendel,
two picks from you,
sir.
All right.
We will go,
first one,
you,
you,
you,
you.
So instead of all the,
the T and the Qs,
we'll go,
you,
you,
you,
uranium stocks look very,
very strong right now.
The nuclear and uranium ETF, NLR, looks like just a big cup and handle, starting to build
out the right side of those higher lows.
And today, UU, gap down into a little support gap, reclaimed yesterday's or Friday's low.
That was like the proper entry point in a choppy market. You
want to really look at undercut reclaims or oops reversals as your entry tactics.
A really strong day, finishing up 9.5% over the 5 to 10 to 20 day. And a day or two tightening
up here, building another higher low would really improve it for another another setup or like an ad spot.
But for a weekly competition, I think today was the bar that
either get positioned or you really take note of it.
And then hopefully we get some nice follow through here.
But I think that group as a whole is something to keep an eye on.
And I've tried UEC in the past and got stopped on that.
UUU looks a little bit stronger. so we're running with that one.
And then just do another one.
We call that the Soldier Boy ticker.
UUU.
UUU.
Isn't there a ticker U, though?
Yeah, there's Unity.
Yeah, but this one has four U's. But that's a software stock.
We're going to talk about that.
Oh, yeah.
Also a good stock to watch right now.
Just a big earnings winner coming out of a three-year base.
Really tight price action today.
Oh, wow.
I've never even seen this one.
Should I just go U and U?
Yeah, U, U, and U.
That's actually a really good chart.
No, let's do it.
Let's do it. Because, yeah, Y-O-U, it, that's actually really. Let's do it. Let's do it.
Because yeah.
Why are you?
It's on my focus.
Give them all the you.
Yeah.
You want a third pick?
You want unity as well?
Like, no, no.
I don't think anybody wants that one right now.
I don't want to pick that one right now.
Jeez.
Goodness gracious.
All right.
Well, the double soldier boy here from Nick Trindle.
What?
So you were saying on on why?
Oh, you you clear secure.
I do see the judge pull up the chart here and massive breakout here.
Was that I guess that was on earnings.
You said you follow this ticker.
Is this something that you you've been trading?
It's something that I've been watching for a while.
They have a few times where they gapped up on earnings
and then they kind of sold off.
But this time feels a little bit different since we've had like multiple years now where the 200
day has been an uptrend. And we're in an environment where we've actually seen a lot of these like
earnings gap ups turn into some stronger stocks. BIAV, we just saw Fastly have the highest volume ever on an
earnings gap up. FIGS, really nice move today. I know there's another one I'm blanking on.
AAOI, baby. Thank you. Thank you. AAOI. I was gone when that reported, but when I saw that
was up 55%, I was pretty shocked. So we're actually getting some of these like earnings gap ups,
some tight action and follow through to the upside, which we haven't gotten in the last
two quarters. So that's like another sign that there's a risk appetite out there,
even though the market's been incredibly choppy. So yeah, let's go YOU on the long side. The idea
behind that trade is if we get a pullback just to the
closing price of the earnings date, so that would be $46.51.
So pullback into that what's called a high volume close or HVC.
That's where I would look to get involved and then just keep my stop under the five
day EMA just under $45 on that trade.
Buying on strength, even like a setup like this, like you could do it.
It's just tougher in this market because we're in a range bound market because there's extra
chop.
So if you expect higher levels of volatility, you might as well use that as your entry tactic
instead of getting stopped out with that elevated volatility.
So hoping for a little pullback tomorrow or Wednesday,
whenever it happens into that HVC level and then manage risk against $45.
Soldier boy, tell them.
I got this new dance for y'all called the soldier.
All right.
That's four U's, U, U you you you you on the long side and then you
uh also on the long side from nick drendel there nick appreciates you great breakdown on that love
having your thoughts of course and those two picks there um vegas great having your thoughts earlier
as well i always love the refreshing and the both And both of you were kind of on the same page there too.
It seems like more times than not,
our panel tends to align for the most part.
Vegas, which two picks are you looking at for the current week?
Okay, well, I am going to give you guys a pick.
One of them is on Netflix because Netflix,
if you look at that chart,
closed really strong today.
And it is really bucking some of the broader market chop
from the Middle East headlines.
I mean, this thing, I stared at this all day.
By the way, I am long on Netflix,
and I am in option contracts as well.
Monthlies on the 100s and weeklies on the 100s.
So Netflix, volume was extremely solid today.
It held up a lot better than many other cyclicals.
And the S&P was kind of flat.
And we saw a lot of energy defense names leading.
And, you know, Netflix intraday was extremely resilient.
And that is something to note,
because if you look at the tape on this stock, the buying is relentless. And so this is a classic buy the dip in a defense growth name like streaming.
Okay.
So Morgan Stanley today gave it an overweight rating.
They did that a while back.
Then they removed it from their top
picks list months ago, but they did still keep their bullish stance. So JP Morgan upgraded this
today. They reinstated coverage from a neutral with a 120 target slightly down from their previous
one of 124. And that's kind of what everyone's talking about.
But the thing is, Netflix, why this is important on Netflix, it's a very healthy, organic growth
story.
It's got really strong content pipeline, global subscriber momentum, pricing power.
It's still under monetized ad tier.
And so there's a lot of implied upside, I think, from today's close.
I think Wall Street's average target probably sits around 114. So there's a lot of room that
these analysts are looking for this to go higher. And I just want to sum it up that, you know,
they have executed perfectly over the last few years with the password crackdowns, their ad
tiers, their cash flow is a machine.
They showed in Q4 that they're still adding subs at scale while margins expand.
The stock did pull back, if you know, from its highs at 134.
So, you know, the price, you know, where it is today is much, much more reasonable.
And so definitely, you know, in today's environment, even though there's all
this political noise going on, Netflix acts like a high quality defense growth play because, you
know, people still want entertainment, no matter what is happening in Iran, like people still want
to watch their shows. Or maybe some people don't want to watch the news. And they're like, you know
what, this is too much for me. It's too stressful. Let me just watch Netflix.
So that's what people are doing.
And so the other thing, too, is JP Morgan upgrade is also shifting the focus back to buybacks and business as usual, which is exactly what the bulls want to hear.
So if the market keeps buying the dips and oil doesn't go parabolic, then Netflix will test 105 to 110
very quickly. Okay. So this is why it's my, one of my picks for this week. Um, longer term, you know,
there's a lot of international growth, but I'm not looking at this longterm right now. I'm talking
like a monthly contract and a weekly contract. So definitely keep a watch. With oil not going parabolic, Netflix will run fast.
So that's one of my picks.
And then my other one is, oh, so I want you to write me down for NFLU.
Okay.
Right?
Okay.
That's what I figured.
I was preemptively guessing that.
Yeah.
Yes.
Yes.
And then I just want to comment.
My second pick is going to be Dell Computers.
Who does not love Michael Dell donating billions of dollars to the Trump Fund for people's children?
You should get a Trump account if you have a child under 18.
This is great.
And trumpaccount.org. Anyways, Dell D L L L.
Phenomenal earnings report. If anyone watched it, anyone listened to it.
That is an incredible continuation on Dell computers.
And so, you know, they the stocks like ripping. I mean, today went all the
way to like 153.72. And this company, you know, it's just explosive. Right after that earnings
from last week, they crushed the Q4. I mean, they beat revenue. This is like fireworks. I mean,
the fiscal year guidance was insane. And they
talked a lot about their AI optimization server revenue, which is projected at $50 billion.
And by the way, that is doubling from prior years. And they have a record $43 billion of backlog
and massive orders that are locked in. So we talk about NVIDIA having backlog,
well, Dell has backlogged.
And Dell is a little cheaper than NVIDIA right now.
So the thing is that Dell is riding still
this exact same data center AI infrastructure
like NVIDIA and like SMCI,
but they have a more diversified angle.
Like they got servers and storage and networking.
They got enterprise PC, which is a refresh the tailwinds. They have thousands of AI server customers, including big hyperscalers like XAI and CoreWeave.
And the backlog does prove that the demand is very sticky.
It's not just hype.
The other thing, too, is they did raise the dividend today that was announced this morning. They also added $10 billion of
buybacks for shareholders, which is a very friendly move that screams to me confidence
because we love when the company wants to buy back their shares because it makes the float smaller.
We love when the company wants to buy back their shares because it makes the float smaller.
So valuation to me is still very reasonable post run.
I don't feel that, you know, I think that in this environment as well, just keep a watch because Dell is a resilient growth stock.
So if you like growth stocks, definitely take a look at this one here.
Right now, shorter term momentum traders like myself, we love it. I could see this going
towards, I will say 160 to 168 in the next little while, if the AI narrative can also stay hot,
and no major macro derailing, because you know, if there's some crazy, you know, message out there,
you know, it's going to affect this move.
So definitely be watching for any pullbacks on the memory chip shortages.
And guidance does suggest, you know, they're navigating this really, really well.
I did see a headline moments ago, though, that from an official, apparently from CNN, and, you know, CNN sometimes is fake news,
apparently from CNN and you know CNN sometimes is fake news but uh they did say that the U.S.
is preparing for a major uptick in attacks in the next 24 hours from now so we might definitely see
some uh volatility in the market so just you know be prepared that's all don't be scared just be
prepared that's all that should be your that should be your rule be prepared. That's all. Don't be scared. Just be prepared. That's all. That should be your,
that should be your rule. Be prepared, not scared or sit in cash. Like if you don't want to trade
because you're like, you know, concerned, then just sit on cash. Cash, as we've said before,
is a position. But, uh, you know, I'm not scared. I just trade. I just let, you know,
I just really let, I gotta be honest. I just let the price action. Tell me what to do. Okay. I don't let the headlines tell me what to do, because if I
believe that it's going to get major uptick and go crazy, I'm not going to trade. I'm going to be
like, you know what? Let me just sit in cash and don't do anything. But I look at the price action
of the indices, the stocks that I'm looking to trade, like a Netflix, like a Dell. And then I will know
where the cutoff point is for me based on the price of the stock. And until I see those, you
know, triggering, I stay focused on the trade. So I don't let the noise affect my thinking. And I
think a lot of people need to do a better job of doing that because if you let the market know those headlines affect you, like this morning, people did not trade this morning.
I was like right in there.
You know, I'm not trying to I'm not trying to say, you know, I'm better than other people because I'm not.
OK, but all I'm saying is I didn't let the headlines cloud my judgment and I was able to, you know, trade and just move with the market.
So I let the price action determine what I'm going to do know trade and just move with the market so I let the price
action determine what I'm going to do like many of you do as well so you know continue to use that
as your barometer of if you go into a trade or not and that's my two picks for the week
you said so many things there that I just absolutely love cash is a position definitely
something that I think a lot of people forget at
times. And then also embrace the volatility sometimes. Obviously, if something happens,
go mark out your levels. Where are you wanting to buy something? If it undercuts it with some
extra volatility, reclaims back over that level, there you go. There's a little bit of a sign.
There's an approach that you can do for the trading side of things as well or even even if you're a buyer or swing trader or a active investor that's the way i look at it i
love both of those picks nfl u is 2x leverage netflix and then dell dell what a great earnings
report they had last week i i own dell um happily own dell and will continue to hold that one uh
not really changing that position much here or there,
but great follow through as well.
And that name today after that great earnings report was that Thursday
evening, I believe there.
So some great words of wisdom from Vegas,
as well as two picks right there.
N-F-L-U-D-E-L-L,
which leaves it to me the worst performer last week.
I got absolutely crushed.
Obviously Bitcoin got a big bounce,
and then MercadoLibre, which I bought a lot more of,
got punished on its earnings.
Just got punished, but I bought more of it.
Still convicted.
That's a long-term thesis,
so I see it as a buying opportunity.
Similar to the way Vegas approaches a lot of her stocks
when she has conviction in them.
I see it as a long-term buying opportunity.
All right, my two picks for the week.
I look around the market and I see some sectors don't look great.
Some look really good still.
Some look maybe overextended even to the upside.
And some are trying to bounce off of kind of oversold lows.
It's kind of all over the place.
One sector I really like is the industrials right now. The industrials continue to be very, very strong. If you look at XLI, which is my first
pick, that's just the industrials themselves. XLI is breaking out today again after kind of putting
in a little high and tight flag, letting the short-term EMAs catch up a little bit on the
daily. XLI pushing out of that range. And my favorite name
in the industrials is my other long Caterpillar, C-A-T. Caterpillar, super strong chart. I mean,
would I be buying Caterpillar up here? I'm not currently buying Caterpillar up here,
but I'm looking at it as a trade and I see continued strength in industrials. That's my
favorite one in the group.
And you look at other ones, Honeywell breaking out today as well.
You see GE strong.
You see John Deere strong.
And even though some of these could be a little overextended, they've consolidated the last week or so. You look on a daily chart and they look like they could just go ahead and get another level out of here.
So those are my two picks, XLI and CAT, Caterpillar.
All right.
I just put that tweet out with everyone's picks in it from top to bottom,
and I ordered them basically in how people finished this last week.
So maybe that's something we try to do going forward is we'll just order them that way.
I don't know.
I've just kind of always just thrown them in before, but we're trying out new stuff today.
I'm trying out a new mic today
and we're trying out a new format on that.
But either way, look through there.
And actually, I may have messed up that order.
No, I got it right.
Perfect.
All right.
So let us know which pick would you have put in here?
Who do you think is actually going to win?
Reply underneath that tweet
that just went out from the Wolf Financial account.
Sam, current champion, AMPX, TMF. so he's got a little bit of both batteries for drones he's got you know some triple levered tlt some bonds in there ace the kid with a little
bit of a bearish bet on the market uh short t triple qs short nvdg well. Will also a little bit of a bearish bat, long S triple Q and short AMD through AMDG.
Nick Drendel with the soldier boy play.
This is probably my favorite play of the entire year.
Just,
just you,
you know,
crank,
crank it,
just crank that soldier boy for use is the first ticker.
And then Y O U the second ticker.
And then of course,
Vegas,
we just went through hers
nfl u 2x leverage netflix that um finally got that warner brothers thing kind of settled
they're getting some cash i think back out of the deal either way the the rain cloud is gone
over netflix right now and you're seeing a nice move uh out of this downtrend back to where in
my opinion and i think a lot of people's opinions
it should be so nfl u and then dell dell coming off a great earnings report uh and then mine the
xli industrials and caterpillar let us know which which ones are your favorite and uh boy big shout
out to the crew up here uh not only do we have fun picking all these different stocks and going through different
ideas, different approaches from a bunch of different types of traders and investors up
here, but we also get a lot of really good thoughts from everyone. So a big thank you to
the crew that joins us starting a little bit late tonight, 5.30 p.m. Eastern. But make sure you go
and follow these different traders and use this for one, these call-outs,
these thoughts.
Use these as kind of a launching point to do your own research, of course.
Don't just blindly follow somebody in here.
You don't know how Nick Drendel is going to go in and manage his trade.
You don't know how Vegas is going to manage your trade, etc.
So make sure you just do your own due diligence, put it into your own approach, and use it
as maybe a watch list as you get started there as well.
But make sure you follow these traders.
Check out all the great things that they do both on and off this app.
There's a lot of live trading that goes on.
There's a lot of live streams, some different rooms where you can dive deeper with each of these people.
And then Sam Solid, I know, live streamed the Solid Report that I get to watch, not live, but after the fact a lot of times.
solid report that I get to watch, not live, but after the fact, a lot of times with some
really good information there, kind of lets me catch back up as I go through so many headlines
go through my head all day long that I get to the end of the day and I can't remember
which ones happened that day. So a lot of times I jump back in, I see a nice solid report
there on the Wolf Financial YouTube channel. Shout out to him. And of course, yeah, there
channel shout out to him and of course yeah there you go what'd you talk about today sam
you go. What'd you talk about today, Sam?
um just talked a little bit about the markets where basically just a lot of what we talked
about in this panel but kind of went more in debt looking at the charts and stuff
leaders why drone stocks pulled back um wow i literally almost got hit by a car because this dude just came out my lane.
Bullish Tesla.
Bullish.
Bullish.
Anyways, sorry about that.
I got a little distracted.
But yeah, I mean, oh, also, I also had Steve Eisenman.
Oh, Steve came on?
Regarding the market.
No, no, no.
Was that a separate interview?
No, no.
But yeah, since you brought that up,
I did interview the Zeta CEO.
That's what it was. David A. Steinberg.
Yeah, last Friday.
Posted that in the Wolf YouTube channel.
So go ahead and check that one out as well.
That was a great interview.
Hoping to do some more of these ones.
Sent out some emails to some companies today.
I mean, it is a numbers game when it comes to these things right you got to kind of shoot the bullets out there to
see who's gonna who's gonna pick one and the universe that ceo because these are very busy
people right so the fact that they they take time out of the day which translates to probably
hundreds of thousands of company dollars uh if it's like a video or something. Obviously not a video here, but
they're taking their time
out of the day to be
interviewed.
Pretty cool stuff. For the people.
Shout out retail traders everywhere
like us. I appreciate you.
Yeah, I'll definitely
check out that interview as well on Zeta.
The Zeta CEO.
And then of course, Jordan, my co-host, big shout out to him, crushing it, going viral with the funny memes and stuff, the trading content, all the great stuff that he's doing.
I say behind the scenes, he's in the scenes, he's in all the scenes.
This guy is a main character.
So shout out to Jordan, of course.
Make sure you're following Nick, Vegas, Jordan, Sam.
You don't have to follow me, I don't care. Follow this wolf account, though, for sure. Check out the pin post for the full schedule of everything that I can fit into the schedule when I put it out because a lot of times we have even stuff going on elsewhere. Check out all of our different channels. Probably the best way that you can stay in tune with everything other than that schedule. All the spaces, all the live streams we do across different YouTube channels,
different channels on here on X,
we have live streams.
We have spaces going everywhere.
I saw Wolf Crypto commenting on a post a while ago too.
They're still,
they're still there.
The crypto guys are still alive.
So shout out to them as well.
That was a little left-handed compliment,
but Hey,
it's Monday night.
What do you,
what do you do? What do you do in a bear market
you make memes yeah there's a wolf crypto and a wolf bitcoin if people don't know yeah i mean
wolf bitcoin uh wolf crypto two different things two different topics really good information on
both actually um i i tell you what i i know a pretty good amount about bitcoin i enjoy the
conversations there and but the wolf crypto and they they get into some of like the actual technology that's going on in crypto it's actually some of
it's really interesting how they're building you know the the blockchain technology not just trading
crypto and trading you know these meme coins and stuff but the actual technology stuff around it
is super interesting as it gets incorporated into you know the global banking system for one
and you think about like records, like county deed records
for your real estate properties going onto blockchain very, very soon in a lot of places.
So really interesting stuff there. And here we are, hour and 15 minutes. What a great show
this evening. I appreciate everyone tuning in wherever you're at. Stay safe. Enjoy the rest
of your afternoon, evening, night, maybe morning, wherever you're at in the world.
We appreciate you tuning in and we'll see you on the next space.
Our next live space tomorrow morning, 7 a.m. Eastern is the EU space that we started up a few weeks ago.
It's gaining all kinds of traction. A lot of great speakers on there.
Start your day, especially if you're an East Coast person, you're waking up.
Throw it on while you're getting ready for your day day there 7 a.m eastern some really good thoughts shared
over there and then of course full day we have a ton of stuff coming up tomorrow uh we've got
all kinds of different shows live streams guests thing i mean my calendar had so many overlapping
things i was getting confused i was like what am i even on tomorrow but either way we'll be there
bringing it all to you this space space, as always, was recorded.
You missed any of the space, any of the great thoughts shared at the beginning of the space
around market sentiment.
And of course, the pics here in the back half, you can listen to the entire thing on recording
as soon as I close this out.
And thank you all.
Let us know once again under that tweet.
Who do you think?
Well, I already see a couple comments here
actually underneath uh you you you you you is ready is one of the first comments i see here
so interesting let us know uh which one uh is either your favorite pick or which one you would
throw in there uh there's been some very interesting moves around pocket pockets of the
market while the market goes sideways all right right, guys, enjoy your Wednesday night.
I'm going to go eat my enchiladas that are sitting here waiting on me,
get some other work done, and get ready to go for tomorrow.
Thanks to everyone for tuning in.
We'll see you guys on the next show. Bye. Thank you.
