NokiMo
The Maverick Of Wall Street
The Maverick Of Wall Street

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The A.I. War Is Crushing Big Tech Profit Growth And There's No Easy Way Out

OptionStrat link: https://optionstrat.com/themaverickofwallstreet

Market Recap:
00:00 Intro
0:35 Yellen Market Manipulation Confirmed
2:45 WSJ Exposes Tesla
4:24 Delta vs. CRWD
6:00 Earnings Reviews: PG, MSFT, AMD, SBUX
21:55 Market Performance: Value Leads
24:15 Heat Map: Intra Sector Rotations
28:28 Commodities: DXY vs. Crude Correlation
30:00 Options: Long INTU Short RDDT?
35:34 Charts: False Rebound Coming
44:38 Economic & Earnings Calendar

Outro Music: Somewhere Sometime - Oakwood Station

The A.I. War Is Crushing Big Tech Profit Growth And There's No Easy Way Out

Comments

Why would Crowdstrike be liable? That seems absurd. Its like sueing microsoft for a failed update or a virus. Unless their signed contract includes liability for damages, this would set an interesting precedent. I am all for it. Because holding software companies liable for damages is the only way to stop this “profits are all that matters” madness. And get them to actually build products that work.

Mara

Mav!!!

Stavros Deriziotis

Are we really going to get an earnings video, hopefully posted to Patreon also?!

SkimpyKitty

Oh boy.....BIG Day for the BIG boys! Here we go!

BMF

Big love Mav

Liam

Thanks Mav

Longrun

What about natural gas companies ?

JayboTommy2

thank you brother

JayboTommy2

https://m.youtube.com/watch?v=_wsZ0kHz9ms

Ori2024

Futures up 45 after being down 30 after Microsoft earnings. Someone must know something lol. Looking good for a pump and dump if Powell holds.

Cris Brown

I learned yesterday that a chips foundry in Belgium went bankrupt. I didn't even know with had a chips foundry in Belgium. (BelGan)

Solid 15


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